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AVMU
+0.56 · +1.22%
$46.34 · NYSE ARCA

Avantis Core Municipal Fixed Income ETF (AVMU) ETF Analysis | Muni National Interm

Avantis Investors · USA
AUM:$159.4M
#– of – in Muni National Interm 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 7.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is AVMU?

Under normal market conditions, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in municipal fixed income securities with interest payments exempt from federal income tax. The fund will invest primarily in investment grade securities as rated by an independent rating agency or determined by the advisor to be of comparable credit quality if a rating is unavailable.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
AVMU returned 7.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 12.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$159.4M
Expense Ratio0.15%
Dividend Yield3.56%
Holdings10
Inception DateDec 2020
Domicile–
Distribution–
Index–
ProviderAvantis Investors
Beta0.93
CategoryMuni National Interm
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-4.1%
1Y
+3.7%
3Y
+7.6%
5Y
+0.7%
OpenBook InsightIf you had invested £10,000 in AVMU 5 years ago, it would have grown to £10,071 — a gain of £71.

Annual Returns

Calendar year performance

AVMU delivered positive returns in 3 of the last 5 calendar years.
YearAVMU
2026 YTD-2.0%
2025+3.7%
2024+1.8%
2023+4.9%
2022-7.3%
CAGR 4yr+0.7%
3/5 positive yearsAvg return: +0.2%Worst year: -7.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
5.3%
Low
Momentum
-2.0%
30-day change
Support Level
44.95
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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