Avantis U.S. Small Cap Value ETF (AVUV)
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AVUV Chart
AVUV: The Small Cap Earnings Acceleration Makes It A Good Time To Buy
Avantis U.S. Small Cap Value ETF targets high-quality, attractively valued small-cap stocks, addressing typical small-cap value pitfalls. AVUV's portfolio boasts a higher book-to-market (0.63) and profits-to-book (0.31) ratio than its Russell 2000 Value benchmark, signaling cheaper and more profitable holdings. Small-cap earnings growth is accelerating, with S&P SmallCap 600 Q4 2026 earnings expected to rise 26%, supporting the bullish case for AVUV.
AVUV's Profitability Screen Has Holes
The Avantis US Small Cap Value ETF (AVUV) is a buy for long-term investors who need a small-cap sleeve, but it's not a buy for the short or medium term as its headwinds are still blowing. Avantis starts from the Russell 2000 Value and picks within it, trimming the index's regional-bank concentration and adding oil and gas. A third of the fund trades under 10x. Surprisingly, about 12% of AVUV sits in loss-makers. But that is roughly half the broad Russell 2000's share and a third of the small-cap growth index's.
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Avantis U.S. Small Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 21,236 | $1.97M | $2.56M | $589,614.18 | 29.96% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 609 | $58,434 | $73,140.9 | $14,706.9 | 25.17% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 5,578 | $581,555.3 | $670,531.38 | $88,976.08 | 15.3% |
 Curtis Ellergodt Rothschild Investment LLC | 212,533 | $20.47M | $25.33M | $4.86M | 23.74% |
| BN Beth Nauman UNIVEST FINANCIAL Corp. | 2,951 | $283,148.45 | $355,595.5 | $72,447.05 | 25.59% |
Avantis U.S. Small Cap Value ETF (AVUV) FAQ
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Avantis U.S. Small Cap Value ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is an investment vehicle that primarily focuses on allocating its resources into a diverse portfolio of small capitalization companies located within the United States. It operates across various market sectors and industry groups, demonstrating a broad investment scope. The fund adheres to a strategic policy of investing at least 80% of its assets in the securities of U.S. small cap companies, which allows it to concentrate on tapping into the potential growth of these entities. Additionally, it aims to maintain flexibility in its investment approach by also potentially engaging in derivative instruments to possibly enhance its performance or mitigate risks associated with its primary investments.
Products and Services
- Investment in U.S. Small Cap Companies
This core service involves the allocation of the fund's resources into securities of small capitalization companies based in the United States. The focus on small cap companies is driven by the potential for significant growth, making it an appealing option for investors looking to diversify their portfolio with investments that have a higher potential for appreciation compared to larger, more established companies.
- Market Sector and Industry Group Diversification
The fund's investment strategy is not limited to a specific sector or industry, thereby offering investors a diversified exposure to a wide range of economic segments. This diversification across market sectors and industry groups is designed to reduce risk by not overconcentrating investments in any single area, potentially smoothing out investment returns over time.
- Derivative Instruments Investment
Besides direct investments in small capitalization companies, the fund may also invest in derivative instruments like futures contracts, currency forwards, and swap agreements. These financial instruments can be used for various purposes, including hedging against risks, speculating on future price movements of underlying assets, or gaining exposure to certain markets or sectors without directly investing in physical securities. This strategy can provide the fund with flexibility in its investment approach and an additional layer of potential risk management or return enhancement.
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