Skip to content

AVSEAvantis Responsible Emerging Markets Equity ETF

Grow my money4y track recordRanked #1,113 of 3,055 in this goal

Seeks long-term capital appreciation.

By Avantis Investors · Launched 2022

Annual Cost

0.33%

#1,543 of 6,040 · low cost

Fund Size

$222M

#2,370 of 6,040 · mid-size

Return (1Y)

+27.4%

Track Record

4 years

#2,603 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,714+27.1%

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

Holdings

By weight

Concentration

Top 10 holdings = 25.4% of funddiversified

Taiwan Semiconductor Manufacturing Co Ltd
8.2%
Samsung Electronics Co Ltd
4.9%
SK hynix Inc
4.3%
Tencent Holdings Ltd
2.3%
Alibaba Group Holding Ltd
1.4%
State Street Navigator Securities Lending Trust - State Street Navigator Securities Lending Government Money Market Portfolio
1.0%
China Construction Bank Corp
1.0%
MediaTek Inc
1.0%
Hon Hai Precision Industry Co Ltd
0.8%
ICICI Bank Ltd
0.7%

Asset allocation

Stocks
99.7%
Cash
0.3%
Preferred
0.0%

By sector

Technology
39.0%
Financial Services
25.3%
Consumer Cyclical
10.1%
Industrials
7.0%
Communication
5.6%
Healthcare
3.9%
Basic Materials
3.2%
Consumer Defensive
2.4%
Other
3.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
24.6%High

Year-on-year price swings

Max drawdown
-26.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.99Decent risk-adjusted returns
Sortino (3Y)
1.43Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a portfolio of equity securities of companies related to emerging markets across all market capitalizations. The fund emphasizes smaller companies with higher profitability and value characteristics while excluding those that raise ESG concerns.
Inception date
March 28, 2022
Fund family
Avantis Investors

Next steps

Save AVSE to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18