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AVSDAvantis Responsible International Equity ETF

Grow my money4y track recordRanked #698 of 2,999 in this goal

Seeks long-term capital appreciation.

By Avantis Investors · Launched 2022

Annual Cost

0.23%

#1,033 of 5,861 · low cost

Fund Size

$475M

#1,633 of 5,861 · large

Return (1Y)Goal

+24.1%

Track Record

4 years

#2,578 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,488+24.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Multifactor

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 10.7% of fundwell diversified

State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio
3.1%
Roche Holding AG
1.2%
HSBC Holdings PLC
1.1%
Novartis AG
0.9%
ASML Holding NV
0.9%
Toyota Motor Corp
0.7%
Vinci SA
0.7%
Royal Bank of Canada
0.7%
Safran SA
0.7%
GSK PLC
0.6%

Asset allocation

Stocks
99.5%
Cash
0.3%
Other
0.2%

By sector

Financial Services
32.5%
Industrials
16.3%
Consumer Cyclical
11.6%
Technology
11.0%
Healthcare
7.8%
Basic Materials
5.8%
Consumer Defensive
5.0%
Communication
4.9%
Other
5.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.9%Moderate

Year-on-year price swings

Max drawdown
-25.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.96Decent risk-adjusted returns
Sortino (3Y)
1.42Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a diversified portfolio of non-U.S. equity securities across all market capitalizations, emphasizing smaller companies with higher profitability and value characteristics. The fund does not seek to replicate a specified index and employs an ESG screening process to exclude companies based on various metrics.
Inception date
March 15, 2022
Fund family
Avantis Investors

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Data updated on 2026-08-04