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Upturn AI SWOT - About
Avantis Emerging Markets ex-China Equity ETF (AVXC)
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Upturn Advisory Summary
08/14/2025: AVXC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 5.13% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 42.91 - 56.48 | Updated Date 06/29/2025 |
52 Weeks Range 42.91 - 56.48 | Updated Date 06/29/2025 |
Upturn AI SWOT
Avantis Emerging Markets ex-China Equity ETF
ETF Overview
Overview
The Avantis Emerging Markets ex-China Equity ETF (AVEM) seeks long-term capital appreciation by investing in a broad range of emerging market companies, excluding those based in China. The fund emphasizes companies with higher profitability and value characteristics.
Reputation and Reliability
Avantis Investors is a relatively new but reputable firm known for its systematic, value-oriented approach to investing.
Management Expertise
The management team is experienced in quantitative investing and portfolio management, focusing on factor-based strategies.
Investment Objective
Goal
To provide long-term capital appreciation by investing in emerging market companies, excluding China.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but uses a proprietary, quantitative approach to select stocks based on profitability, value, and momentum.
Composition The ETF primarily holds stocks of companies in emerging market countries outside of China.
Market Position
Market Share: AVEM has a growing market share within the emerging markets ex-China equity ETF segment.
Total Net Assets (AUM): 1223000000
Competitors
Key Competitors
- SPDR Portfolio Emerging Markets ex-China ETF (SPEM)
- iShares Core MSCI Emerging Markets ex China ETF (EMXC)
- Vanguard FTSE Emerging Markets ETF (VWO)
Competitive Landscape
The emerging markets ex-China equity ETF market is competitive, with several large players. AVEM differentiates itself through its active, factor-based approach, potentially leading to higher returns but also higher risk compared to purely passive ETFs. It also tends to have a higher expense ratio.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers and is subject to change.
Benchmark Comparison: Benchmark comparison requires accessing historical performance data and comparing it against a relevant index like the MSCI Emerging Markets ex China Index.
Expense Ratio: 0.23
Liquidity
Average Trading Volume
AVEM demonstrates healthy liquidity with a solid average trading volume, ensuring ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading conditions.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and geopolitical events in emerging markets outside of China influence AVEM's performance. The exclusion of China impacts the overall market dynamics significantly.
Growth Trajectory
AVEM's growth trajectory depends on its ability to outperform its benchmark and attract investors seeking exposure to emerging markets excluding China. Changes in its strategy and holdings are driven by the fund's quantitative model.
Moat and Competitive Advantages
Competitive Edge
AVEM's competitive edge lies in its factor-based investment approach, which seeks to identify companies with strong profitability and value characteristics. This approach allows for active management and potential outperformance compared to passively managed ETFs. The exclusion of China can be seen as an advantage or disadvantage depending on investor's views on the Chinese market. Avantis's focus on smaller, more profitable companies further differentiates the fund.
Risk Analysis
Volatility
AVEM's volatility is typical of emerging market equities, which tend to be more volatile than developed market equities.
Market Risk
Specific risks include currency fluctuations, political instability, and economic downturns in emerging market countries outside of China.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation with a higher risk tolerance, looking for exposure to emerging markets excluding China, and comfortable with a factor-based investment approach.
Market Risk
AVEM is suitable for long-term investors seeking higher potential returns but willing to accept higher volatility. It's not ideal for risk-averse investors or those seeking passive index tracking.
Summary
Avantis Emerging Markets ex-China Equity ETF (AVEM) offers investors exposure to emerging markets outside of China using a quantitative, factor-based investment strategy. The fund focuses on companies with higher profitability and value, potentially leading to outperformance but also higher volatility. It is suitable for long-term investors with a higher risk tolerance. The ETF's expense ratio is competitive within its peer group, and its exclusion of China differentiates it from many other emerging market ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Avantis Investors Website
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Avantis Emerging Markets ex-China Equity ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest at least 80% of its assets in equity securities of companies related to emerging market countries, excluding those domiciled in China. The fund's managers consider an emerging market country to be any country other than a developed country.
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