AVDV: The Commodity Engine Has Cooled, Japan Hasn't
AVDV has returned ~21% since my November Buy. The Japan thesis worked - but the outperformance came from somewhere I did not write about. Japan delivered in line; SCJ actually outran the fund. The breakaway came from a commodity sleeve, mostly gold miners, now cooled. The forward setup has turned. Gold looks rangebound, the Fed is hawkish, and the yen carry gap persists. No currency tailwind, no commodity steam.
International Small Caps Deliver 35% Gains While Paying Dividends On The Side
The Avantis International Small Cap Value ETF (NYSEARCA:AVDV) gives investors a basket of cheap, profitable small companies from developed markets outside the United States, and it kicks off a modest dividend stream along the way.
Dividend Safety Check: International Small-Cap Value and Dividend ETFs (AVDV, DLS)
International small-cap value and dividend strategies have quietly become two of the better-performing corners of global equity markets, and the two most popular vehicles to capture them are the Avantis International Small Cap Value ETF (NYSEARCA:AVDV) and the WisdomTree International SmallCap Dividend Fund (NYSEARCA:DLS).
AVDV: A Hold Amidst Cyclicality And Japan Tailwinds
The Avantis International Small Cap Value ETF (AVDV) is rated a hold due to concerns over its structural alpha and reliance on external sector and regional tailwinds. AVDV's recent outperformance versus benchmarks is attributed to cyclical sector exposure and regional factors, not to security-specific stock selection or fundamental improvements in the underlying holdings. The fund's highly diversified portfolio (~1700 holdings) and systematic selection based on P/B and profitability measures limit its ability to generate meaningful alpha.
3 Small-Cap ETFs to Buy Before the Great Rotation Leaves Large Caps Behind
The stock market is shifting away from a few dozen tech and mega-cap winners into stocks that have been under-the-radar and left behind.
Interested in International Equities? Look to Small Caps for an Edge
2026 has seen international equities perform at a healthy clip, building on a strong year in 2025. Ex-U.S. equities continue to offer some of the year's strongest opportunities, diversifying from U.S. uncertainty while also offering exposure to cheaper equities abroad.
3 Small-Cap ETFs With Big Upside Potential
Small-cap stocks and ETFs don't get as much spotlight as the S&P 500 and Nasdaq Composite.
Value ETFs: Getting More Active for Good Reason
For years, value investing has felt akin to waiting for a train that keeps getting delayed. The market has rewarded unbridled growth at any price going back to the mid-2010s.
Could This Be the Key to Foreign Equities Performance in 2026?
Investors are clamoring for foreign equities investments. Foreign equities ETFs performed very well in 2025, and many market outlooks see potential for strong repeat performance in 2026.
AVDV: Capturing Growth From Non-U.S. Small Cap Value
Avantis International Small Cap Value ETF is rated a Buy, positioned to outperform in 2026 amid rising gold prices and a weakening U.S. dollar. AVDV benefits from high exposure to gold miners and basic materials, delivering a 49.6% return in 2025 and a 5-year annualized return over 14%. The ETF offers diversified foreign small-cap value exposure, with sector overweights in Industrials, Materials, and Financials, and a 2.8% yield.
AVDV: Strong International Small Cap Value ETF, Significant Momentum, Above-Average Yield
AVDV is an active ETF investing in international small-cap value stocks. It has outperformed most benchmarks, including the S&P 500, these past twelve months, and for several years. Although not an income ETF, it sports a growing 3.0% dividend yield, quite a bit higher than average for an equity fund.
*Foreign Equities in 2026? Combine Active and Passive Strengths in This ETF
Active and passive investing strategies are pit against each other all the time despite appearing together in countless portfolios.
