Avantis U.S. Small Cap Value ETF Analysis 10/16/24

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DISCLOSURE: As of 10/16/24 I am long Avantis U.S. Small Cap Value ETF NYSE: AVUV

AVUV is a small cap value fund listed on the New York Stock Exchange. They invest in a broad basket of small cap stocks listed in the United States. The fund chooses investments based on qualitative as well as quantitative factors to achieve the best risk adjusted return possible.

Why AVUV?

The primary reason to consider AVUV is as a long term hold alternative to the S&P 500 or other broad U.S. Indexes. Avantis as a brand focuses on factor investing, or the identification of certain characteristics and their ability to outperform or under perform the market.

Of the research available small cap, and value are the 2 most profitable factors over a long enough time period. This is due to the longer runway of small companies, as well as the prices they are bought play into the excess returns. Its worth noting that the value factor implies profitability, setting AVUV apart from indexes like the Russel 2000.

Penafian

Maklumat dan penerbitan adalah tidak bertujuan, dan tidak membentuk, nasihat atau cadangan kewangan, pelaburan, dagangan atau jenis lain yang diberikan atau disahkan oleh TradingView. Baca lebih dalam Terma Penggunaan.