AVGE
+5.04 · +5.86%
$91.05 · NYSE ARCA

Avantis All Equity Markets ETF (AVGE) ETF Analysis | Global Large-Stock Blend

Avantis Investors · USA
AUM:$906.2M
#– of – in Global Large-Stock Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 36.8% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.23% — competitive for the exposure provided.

What is AVGE?

Under normal market conditions, the fund will invest at least 80% of its assets in equity ETFs. The managers will strategically allocate to the underlying funds across geographies and investment styles to achieve the desired allocation.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
AVGE delivered 36.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.23% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 95.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$906.2M
Expense Ratio0.23%
Dividend Yield1.82%
Holdings14
Inception DateSept 2022
Domicile–
Distribution–
Index–
ProviderAvantis Investors
Beta1.03
CategoryGlobal Large-Stock Blend
CurrencyUSD
Portfolio Impact

How would AVGE affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.0%
1Y
+25.2%
3Y
+74.6%
5Y
+115.5%
OpenBook InsightIf you had invested £10,000 in AVGE 5 years ago, it would have grown to £21,553 — a gain of £11,553.

Annual Returns

Calendar year performance

AVGE delivered positive returns in 5 of the last 5 calendar years.
YearAVGE
2026 YTD+17.0%
2025+21.1%
2024+14.7%
2023+19.5%
2022+11.2%
CAGR 4yr+16.5%
5/5 positive yearsAvg return: +16.7%Worst year: +11.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.5%
Low
Momentum
+3.6%
30-day change
Support Level
99.84
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.