AVUV

Avantis U.S. Small Cap Value ETF

$97.59
+0.00%
Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The Avantis U.S. Small Cap Value ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of small-capitalization U.S. value stocks.

Overview

ETF tracking Avantis U.S. Small Cap Value ETF

Category Small Cap
Issuer Other
Inception Date 2019-09-26
Market Cap $18.1B
Average Volume N/A
Dividend Yield 1.71%
52-Week Range $75.17 - $106.41
VWAP $97.38

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The Avantis U.S. Small Cap Value ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of small-capitalization U.S. value stocks.

🎯 Investment Strategy

The fund uses a systematic, evidence-based approach to identify small-cap U.S. stocks that are considered to be undervalued. The portfolio is broadly diversified across sectors and industries to manage risk.

✨ Key Features

  • Focuses on small-cap U.S. value stocks, which have historically outperformed the broader market over the long term
  • Utilizes a systematic, data-driven investment process to identify undervalued companies
  • Broadly diversified portfolio to manage risk
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Small-cap stocks may be more volatile and less liquid than large-cap stocks
  • Value investing style can underperform growth styles at times
  • Sector and industry concentrations can lead to higher volatility
  • No performance history available to evaluate long-term returns

👤 Best For

This ETF may be suitable for long-term investors seeking exposure to small-cap U.S. value stocks as part of a diversified portfolio. Investors should have a higher risk tolerance and a long-term investment horizon to weather potential short-term volatility.