AVUV
etf46Avantis US Small Cap Value ETF
US Small-Cap Value
Snapshot
Actively-managed fund tilting toward small-cap value stocks with high profitability. A factor tilt for long-horizon investors seeking a premium.
Long-Term Total Return
iDecade-scale view, dividends reinvested, vs. the S&P 500.
Growth of $10,000 invested at the start of the period, total return (price + reinvested dividends). Illustrative.
Fund Facts
- Expense ratio
- 0.25%Lower compounds to more wealth over decades
- 30-day yield
- 1.7%
- Holdings
- 750
- Turnover
- 25%Proxy for tax efficiency
- Tracking error
- 0.35%
- Structure
- ActiveManager tenure 5y
Sector Exposure
- Financials26%
- Consumer Disc.18%
- Industrials17%
- Energy12%
- Materials8%
- Other19%
Geographic Exposure
- United States100%
Moat Analysis
iSystematically targets the small-cap value and profitability premia that academic research links to higher expected long-run returns.
Risk Factors
What could impair the long-term thesis.
- Factor premia can underperform for long stretches
- Higher fee and turnover than index funds
- Small-cap volatility
Hypothetical Growth
What a past investment would be worth today.
Hypothetical growth calculator
See what an investment made years ago would be worth today, vs. the S&P 500 — a Premium tool.
$9/mo or $84/yr · cancel anytime
Forward Scenario Modeler
Project a starting investment across multi-decade horizons.
Forward scenario modeler
Model conservative, base, and optimistic returns across 10–40 year horizons with Premium.
$9/mo or $84/yr · cancel anytime
Data as of 2025-12-31. Illustrative sample data for research & education — not live market data, and not a recommendation to buy or sell AVUV.