AVIEAvantis Inflation Focused Equity ETF
Grow my money#1899 of 2944 for Grow my money
Seeks long-term capital appreciation.
Avantis Investors · Since 2022 (3 years)
Annual Cost
0.25%
#1062 out of 5,332 ETFs
Fund Size
$9M
#4567 out of 5,332 ETFs
Dividend Yield
1.47%
Track Record
3 years
#2885 out of 5,332 ETFs
Performance
1 Year
+23.2%
3 Years
+12.6%
5 Years
N/A
What's inside
Asset class
Region
Strategy
active selection
Cap
multi cap
Factor
multifactor
Asset allocation
Stocks
99.5%
Cash
0.5%
Sector breakdown
Energy
32.2%
Healthcare
25.7%
Financial Services
15.8%
Consumer Defensive
15.2%
Basic Materials
9.4%
Industrials
1.2%
Real Estate
0.4%
Consumer Cyclical
0.0%
Other
0.0%
Top holdings
Exxon Mobil CorpXOM6.8%
Berkshire Hathaway Inc Class BBRK-B6.0%
Chevron CorpCVX3.5%
Eli Lilly and CoLLY3.4%
Procter & Gamble CoPG3.2%
Johnson & JohnsonJNJ2.4%
AbbVie IncABBV2.2%
PepsiCo IncPEP2.2%
Philip Morris International IncPM2.0%
Coca-Cola CoKO2.0%
Risk profile
Volatility (1Y)
10.3%
Moderate
Max drawdown
-12.4%
Worst peak-to-trough loss
Sharpe (3Y)
0.76
Decent risk-adjusted returns
Sortino (3Y)
1.07
Good downside protection
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Data updated on 2026-05-05