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AVUV
+8.77 · +8.45%
$112.67 · NYSE ARCA

Avantis® U.S. Small Cap Value ETF (AVUV) ETF Analysis | Small Value

Avantis Investors · USA
AUM:$26.0B
#– of – in Small Value 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 44.2% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.25% — competitive for the exposure provided.

What is AVUV?

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

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
AVUV delivered 44.2% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.25% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 8.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$26.0B
Expense Ratio0.25%
Dividend Yield1.41%
Holdings50
Inception DateSept 2019
Domicile–
Distribution–
Index–
ProviderAvantis Investors
Beta1.15
CategorySmall Value
CurrencyUSD
Portfolio Impact

How would AVUV affect your portfolio?

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Example preview
6168
+7 points · better diversified

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

Performance Metrics

Historical returns

6M
+11.4%
1Y
+26.9%
3Y
+62.2%
5Y
+78.5%
OpenBook InsightIf you had invested £10,000 in AVUV 5 years ago, it would have grown to £17,851 — a gain of £7,851.

Annual Returns

Calendar year performance

AVUV delivered positive returns in 4 of the last 5 calendar years.
YearAVUV
2026 YTD+22.1%
2025+7.6%
2024+9.7%
2023+24.0%
2022-6.2%
CAGR 4yr+8.3%
4/5 positive yearsAvg return: +11.4%Worst year: -6.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.5%
Low
Momentum
+0.8%
30-day change
Support Level
125.43
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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