Avantis U.S. Large Cap Value ETF (AVLV)
ARCA ARCA Primary 
AVLV: A Value ETF With A Distinct Sector Mix
Avantis US Large Cap Value ETF (AVLV) blends value and profitability screens, resulting in a balanced sector mix with material allocations to technology and industrials. AVLV trades at a 24% P/E discount to the Russell 1000, maintains moderate sector rotation, and seeks profitability while limiting downside risk. The fund's 3-year total return of 19.3% outpaces value peers, with a Sharpe ratio of 0.83, though it lags the Russell 1000 in strong bull markets.
AVLV: Active High-Quality Large-Cap Value ETF With No Factor Weaknesses
Avantis US Large Cap Value ETF is an actively managed large-cap value fund with a 0.15% expense ratio and $10.65B in assets under management. Managers focus on producing a well-diversified portfolio with strong value and quality characteristics, which I was able to confirm through a comprehensive factor-based analysis. AVLV differs from VTV, Vanguard's passive large-cap value ETF, because it features superior capital efficiency ratios, suggesting it's more resilient in market downturns.
AVLV Is Up 24.5% While Filtering Out the Value Traps Other ETFs Miss
Most value ETFs simply screen for cheap stocks. The Avantis U.S. Large Cap Value ETF takes a different approach: it filters for stocks that are both cheap and profitable, a distinction that historically separates durable value from value traps.
AVLV: Diversified Value ETF With A Tilt To Quality
The Avantis U.S. Large Cap Value ETF offers strong value and profitability exposure with a diversified portfolio of 262 U.S. stocks. AVLV has outperformed its benchmark IWD since inception, with higher risk-adjusted returns but slightly higher volatility. The ETF maintains low expenses (0.15%) and turnover, while delivering robust value metrics and decent growth rates.
AVLV: High-Quality Active Value Play, A Hold
Avantis US Large Cap Value ETF is managed actively, focusing on undervalued U.S. large caps with robust profitability. In terms of value, growth, and quality characteristics, AVLV is stronger than IWD in nearly every aspect. In part thanks to its quality screens, AVLV has outperformed IWD and RPV since its inception in September 2021.
Why Value ETFs Investing Could Be a Smart Move Right Now
Amid market uncertainty and overvalued equities, value investing with ETFs offer a safer, long-term path to steady returns.
Three Quality Value ETFs for 2025 Market Risks
Like it or not, the same risks that caused markets to dip so severely a few months ago are still here. In fact, they may be worse.
AVLV: A More Conservative Large-Cap Portfolio
Avantis US Large Cap Value ETF offers exposure to large-cap US stocks with value characteristics via a systematic, factor-based approach. Its performance has been relatively good since its inception and demonstrates the effectiveness of large-cap value in periods of uncertainty. Due to short-term risks, AVLV is also attractive as a more defensive way to get market exposure without the idiosyncratic risks that are strongly present in broad-market funds.
Value ETF Investing: Positioned to Thrive in Uncertain Markets
With rising recession and economic slowdown concerns, value investing stands out as an attractive strategy. Look at ETFs to simplify the implementation of the strategy.
Active Value ETF AVLV Adds $1 Billion YTD
While markets are flailing in response to the will-they/won't-they dance around tariffs, not all funds have struggled. Indeed, some ETFs have picked up serious inflows despite a climate of fear around equity investing.
This Value ETF Duo Is Ready to Take 2025 by Storm
Could 2025 finally be the year for value ETF investing? Value funds, by some definition, are infrequent star players in market narratives.
AVLV: Competes Well With VTV, And May Benefit From Other Tailwinds
AVLV, an actively-managed ETF focusing on large-cap value stocks with high profitability and low valuations, has outperformed the Russell 1000 Value index by 330bps last year. We compare AVLV to the most popular product in the large-cap value space and find that it fares relatively well. We highlight why AVLV's top sector holding financials may do well.
