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AVMVAvantis U.S. Mid Cap Value ETF

Grow my money#731 of 2944 for Grow my money

Seeks long-term capital appreciation via U.S. mid cap value equities.

Avantis Investors · Since 2023 (2 years)

Annual Cost

0.20%

#872 out of 5,332 ETFs

Fund Size

$510M

#1416 out of 5,332 ETFs

Dividend Yield

1.09%

Track Record

2 years

#3377 out of 5,332 ETFs

Performance

1 Year

+33.9%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
mid
Factor
value

Asset allocation

Stocks
99.8%
Cash
0.1%

Sector breakdown

Financial Services
23.0%
Consumer Cyclical
17.3%
Energy
16.3%
Industrials
15.3%
Consumer Defensive
8.9%
Technology
6.3%
Healthcare
5.9%
Basic Materials
3.8%
Other
3.1%

Top holdings

Occidental Petroleum CorpOXY1.6%
Targa Resources CorpTRGP1.5%
Cheniere Energy IncLNG1.2%
Target CorpTGT1.2%
The Kroger CoKR1.2%
Delta Air Lines IncDAL1.2%
EQT CorpEQT1.2%
The Hartford Insurance Group IncHIG1.2%
ONEOK IncOKE1.2%
Devon Energy CorpDVN1.1%

Risk profile

Volatility (1Y)

14.9%

Moderate

Max drawdown

-24.2%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05