Summary
AVES Chart
AVES: Underperformed The Bounceback, Reiterate Hold
Avantis Emerging Markets Value ETF is rated Hold due to underperformance versus passive peers and poor sector positioning for current market trends. AVES is significantly underweight in information technology and overweight in industrials/materials, missing out on AI-driven growth opportunities in emerging markets. The fund's value tilt exposes investors to liquidity risks and cheap-for-a-reason stocks, with a Sharpe ratio of 0.94 since inception.
AVES: An Emerging Markets ETF That Is Missing The Mark
The Avantis Emerging Markets Value ETF is rated Hold due to underperformance versus passive peers and poor sector positioning. AVES is significantly underweight in information technology and overweight in materials and industrials, missing AI-driven growth in emerging markets. The fund's value tilt in emerging markets exposes investors to liquidity risks and structurally challenged, cheap-for-a-reason stocks.
AVES: Emerging Markets ETF Outperforming The Benchmark
Avantis Emerging Markets Value ETF offers diversified exposure to over 1,700 EM stocks, emphasizing value and profitability factors. AVES has outperformed EEM since inception with lower volatility, but recent 12-month returns lag EEM by 3 percentage points. The fund's portfolio is highly diversified but carries elevated geopolitical risk, with 46% in China and Taiwan.
Avantis Emerging Markets Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 62 | $3,079.19 | $3,978.23 | $899.04 | 29.2% |
| SAO Sherry A. O'Brien Anderson Hoagland & Co | 157,946 | $6.31M | $10.13M | $3.82M | 60.55% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 134 | $8,037.32 | $8,565.27 | $527.95 | 6.57% |
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 184,571 | $9.29M | $11.83M | $2.54M | 27.36% |
 Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 148,465 | $7.36M | $9.47M | $2.11M | 28.75% |
Avantis Emerging Markets Value ETF (AVES) FAQ
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Avantis Emerging Markets Value ETF Profile
| ARCA Exchange | US Country |
Overview
The fund primarily focuses on investing in a broad range of companies associated with emerging markets across various market sectors, industry groups, and countries. This investment strategy is aimed at tapping into the growth potential of emerging markets by diversifying its investment portfolio. The fund caters to investors by allocating at least 80% of its assets towards equity securities of companies that are integral to emerging market countries. By targeting companies of all market capitalizations, the fund provides a wide spectrum of investment opportunities. The fund's adviser plays a significant role in selecting investments primarily within a subset of countries that are included in the MSCI Emerging Markets Value IMI Index, thereby intending to capitalize on the value within these markets.
Products and Services
- Equity Securities of Emerging Market Companies
- Diverse Investment across Market Sectors and Industry Groups
- Target Investments in MSCI Emerging Markets Value IMI Index Subset
This service entails investing in stocks of companies located in emerging markets. These markets are identified based on their potential for growth and are often characterized by their relative infancy in economic development compared to more developed markets. The fund focuses on identifying companies that offer considerable growth potential, thereby providing an avenue for investors to partake in the economic advancement of these regions.
Recognizing the importance of diversification, the fund ensures that its investments span various sectors and industries. This strategy is designed to mitigate risk by avoiding over-concentration in any particular sector or industry. By investing across different market sectors and industry groups, the fund aims to capture growth across a broad spectrum of the economy, enhancing the potential for positive returns.
The fund strategically focuses its investments on a subset of countries included in the MSCI Emerging Markets Value IMI Index. This approach allows for a more concentrated investment strategy targeting countries that are deemed to have the most significant potential for value investment opportunities. By aligning its investment strategy with the MSCI Index subset, the fund aims to capitalize on the value found within these emerging markets, offering a balanced mix of growth and value investment opportunities.
