Small-cap equities are winning out against their large-cap counterparts in a classic David versus Goliath ETF battle. After years of mega-cap technology dominance, small-cap equities have delivered investors a historic first half of 2026.
On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Avantis U.S. Small Cap Equity ETF (AVSC) with Chuck Jaffe of Money Life. The pair discussed several topics related to the ETF, in order to give investors a deeper understanding of it.
On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Avantis U.S Small Cap Equity ETF (AVSC) with Chuck Jaffe of Money Life. For more news, information, and analysis, visit the Equity ETFs Content Hub.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 166 | $9,750.99 | $12,008.44 | $2,257.45 | 23.15% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 87,484 | $6.08M | $6.51M | $432,170.96 | 7.11% |
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 954,982 | $54.75M | $71.86M | $17.12M | 31.26% |
| RR rosemary richard WCG Wealth Advisors LLC | 95,377 | $6.07M | $7.18M | $1.11M | 18.21% |
| YA Yinka Akinsola Blue Trust Inc. | 426 | $24,480.88 | $30,816.84 | $6,335.96 | 25.88% |
| ARCA Exchange | US Country |
The outlined company is an investment entity that primarily focuses on small capitalization companies within the United States. By allocating at least 80% of its assets in equity securities of these companies, the fund aims to provide its investors exposure to the potential growth and dynamic nature of small-cap markets. Unlike traditional exchange-traded funds (ETFs) that might aim to mirror the performance of a specified index, this fund distinguishes itself through active management. This approach relies on continuous analysis of market and financial data by the portfolio managers to make informed decisions on buying, selling, and holding specific securities. This strategy allows for a more adaptable and potentially more reactive investment approach, potentially catering to investors seeking active management in the small-cap space.
The fund primarily invests in equity securities, offering investors exposure to small capitalization companies in the U.S. This focus on small-cap equities is central to the fund's investment strategy, aiming to capitalize on the growth potential and market dynamics specific to smaller companies.
In addition to its core investment approach, the fund may engage in securities lending. This practice involves lending out securities to other parties in exchange for collateral, which provides an additional source of revenue for the fund. This collateral is then invested in eligible securities, such as a government money market fund, potentially increasing the fund's income and diversification.
As an actively managed exchange-traded fund, the fund offers a distinct alternative to passively managed ETFs that track specific indexes. The active management strategy enables the portfolio managers to make timely investment decisions based on extensive market and financial analysis. This approach seeks to provide investors with the agility to react to market conditions and the potential for enhanced returns over what might be achieved through a passive investment strategy.