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AVSDAvantis Responsible International Equity ETF

Grow my money4y track recordRanked #782 of 2,960 in this goal

Seeks long-term capital appreciation.

By Avantis Investors · Launched 2022

Annual Cost

0.23%

#1,127 of 5,562 · low cost

Fund Size

$465M

#1,621 of 5,562 · large

Return (1Y)Goal

+26.4%

Track Record

4 years

#2,640 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,615+26.1%

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

Classification

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
3.9%
HSBC Holdings PLC
0.9%
Roche Holding AG
0.9%
Novartis AG
0.8%
ASML Holding NV
0.8%
Celestica Inc
0.7%
Royal Bank of Canada
0.7%
Vinci SA
0.7%
Sony Group Corp
0.7%
Toyota Motor Corp
0.7%

Asset allocation

Stocks
99.6%
Other
0.2%
Cash
0.2%

By sector

Financial Services
31.1%
Industrials
16.6%
Consumer Cyclical
11.9%
Technology
10.6%
Healthcare
7.7%
Basic Materials
6.5%
Communication
5.4%
Consumer Defensive
4.8%
Other
5.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.7%Moderate

Year-on-year price swings

Max drawdown
-25.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.01Strong risk-adjusted returns
Sortino (3Y)
1.50Good downside protection

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests primarily in non-U.S. companies across all market capitalizations, applying ESG screening to exclude certain sectors. Focuses on small-cap companies with high profitability and value characteristics, actively managing the portfolio without tracking an index.
Inception date
March 15, 2022
Fund family
Avantis Investors

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Data updated on 2026-06-19