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AVSUAvantis Responsible U.S. Equity ETF

Grow my money#761 of 2944 for Grow my money

Seeks long-term capital appreciation.

Avantis Investors · Since 2022 (4 years)

Annual Cost

0.15%

#583 out of 5,332 ETFs

Fund Size

$395M

#1621 out of 5,332 ETFs

Dividend Yield

1.03%

Track Record

4 years

#2725 out of 5,332 ETFs

Performance

1 Year

+35.3%

3 Years

+21.9%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
multi cap
Factor
multifactor
Focus
ESG

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Technology
29.6%
Financial Services
19.1%
Consumer Cyclical
13.1%
Communication
10.7%
Healthcare
9.9%
Industrials
9.9%
Consumer Defensive
5.8%
Basic Materials
1.2%
Other
0.7%

Top holdings

Apple IncAAPL5.5%
NVIDIA CorpNVDA4.8%
Microsoft CorpMSFT4.1%
Amazon.com IncAMZN3.1%
Alphabet Inc Class AGOOGL2.6%
Meta Platforms Inc Class AMETA2.4%
Alphabet Inc Class CGOOG2.1%
JPMorgan Chase & CoJPM1.5%
Broadcom IncAVGO1.3%
Micron Technology IncMU1.3%

Risk profile

Volatility (1Y)

13.9%

Moderate

Max drawdown

-21.7%

Worst peak-to-trough loss

Sharpe (3Y)

1.11

Excellent risk-adjusted returns

Sortino (3Y)

1.66

Good downside protection

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Data updated on 2026-05-05