Summary
AVUV Chart
Forget the Russell 2000. This Small-Cap ETF May Be the Smarter Buy
Small-Cap stocks have been some of the market's strongest recent performers, with year-to-date returns for the Russell 2000 Index up approximately 20%.
The Case for Holding AVUV in Your Roth IRA
Small-cap value has been one of the loudest asset classes in the market over the past year, and the tax bill on that ride depends entirely on which account holds it.
Small-Cap ETFs Poised for Big Growth as Rate Outlook Shifts
The small-cap equities world carries a number of risks—unproven companies, higher volatility, and so on—but also brings the opportunity for growth that may outpace some larger names. International small-cap names may be heating up, and while small-cap stocks in the United States have already had a good run, many valuations remain comparably attractive when held up against mega-cap tech stocks and other top names.
Avantis U.S. Small Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 20,980 | $1.94M | $2.62M | $683,766.11 | 35.32% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 609 | $58,434 | $76,048.87 | $17,614.87 | 30.14% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 3,606 | $347,060.61 | $450,299.25 | $103,238.64 | 29.75% |
| CE Curtis Ellergodt Rothschild Investment LLC | 187,213 | $17.38M | $23.38M | $6M | 34.51% |
| PEP Philip E. Passafiume Protective Life Corp | 156 | $17,233.32 | $19,482.84 | $2,249.52 | 13.05% |
Avantis U.S. Small Cap Value ETF (AVUV) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Avantis U.S. Small Cap Value ETF ever had a stock split?
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.
