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AVIVAvantis International Large Cap Value ETF

Grow my money4y track recordRanked #462 of 2,992 in this goal

Seeks long-term capital appreciation.

By Avantis Investors · Launched 2021

Annual Cost

0.25%

#1,139 of 5,854 · low cost

Fund Size

$1.9B

#799 of 5,854 · large

Return (1Y)Goal

+32.4%

Track Record

4 years

#2,434 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,329+33.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Value

What it actually holds

By weight

Concentration

Top 10 holdings = 16.8% of fundwell diversified

State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio
3.1%
Shell PLC
2.1%
Roche Holding AG
2.0%
Banco Bilbao Vizcaya Argentaria SA
2.0%
HSBC Holdings PLC
1.4%
Rolls-Royce Holdings PLC
1.4%
BHP Group Ltd
1.3%
TotalEnergies SE
1.2%
Toyota Motor Corp
1.2%
Repsol SA
1.1%

Asset allocation

Stocks
99.5%
Other
0.3%
Cash
0.2%

By sector

Financial Services
29.9%
Industrials
19.1%
Energy
11.4%
Basic Materials
11.4%
Consumer Cyclical
10.6%
Communication
5.0%
Healthcare
4.6%
Technology
3.9%
Other
4.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.7%Moderate

Year-on-year price swings

Max drawdown
-27.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.10Strong risk-adjusted returns
Sortino (3Y)
1.61Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio primarily invested in equity securities of large capitalization non-U.S. companies, focusing on those with higher profitability and value characteristics. The fund allocates at least 80% of its assets to large-cap equities and invests at least 40% in securities of issuers located outside the U.S.
Inception date
September 29, 2021
Fund family
Avantis Investors

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Data updated on 2026-08-03