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AVUS
+4.35 Ā· +3.92%
$115.28 Ā· NYSE ARCA

AvantisĀ® U.S. Equity ETF (AVUS) ETF Analysis | Large Blend

Avantis Investors Ā· USA
AUM:$12.1B
#ā€“ of ā€“ in Large Blend ETFs

Educational tool only ā€“ 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 34.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.15% ā€” among the lowest available for this category.

What is AVUS?

The fund invests primarily in a diverse group of U. companies across market sectors and industry groups.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
AVUS delivered 34.4% over the past year. Historical returns only ā€” past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% ā€” reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 28.8% of the ETF ā€” exposure spread across many positions.
ETF Information
AUM$12.1B
Expense Ratio0.15%
Dividend Yield1.04%
Holdings50
Inception DateSept 2019
Domicileā€“
Distributionā€“
Indexā€“
ProviderAvantis Investors
Beta1.04
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would AVUS affect your portfolio?

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Example preview
6168
+7 points Ā· better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.3%
1Y
+23.3%
3Y
+76.6%
5Y
+80.8%
OpenBook InsightIf you had invested Ā£10,000 in AVUS 5 years ago, it would have grown to Ā£18,082 ā€” a gain of Ā£8,082.

Annual Returns

Calendar year performance

AVUS delivered positive returns in 4 of the last 5 calendar years.
YearAVUS
2026 YTD+16.2%
2025+16.8%
2024+21.1%
2023+22.6%
2022-14.3%
CAGR 4yr+10.4%
4/5 positive yearsAvg return: +12.5%Worst year: -14.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.3%
Low
Momentum
+3.0%
30-day change
Support Level
129.31
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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