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AVUVAvantis US Small Cap Value ETF

Grow my money#221 of 2944 for Grow my money

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

Avantis Investors · Since 2019 (6 years)

Annual Cost

0.25%

#1062 out of 5,332 ETFs

Fund Size

$23.4B

#117 out of 5,332 ETFs

Dividend Yield

1.41%

Track Record

6 years

#1995 out of 5,332 ETFs

Performance

1 Year

+47.5%

3 Years

+21.2%

5 Years

+12.0%

What's inside

Asset class
Strategy
active selection
Cap
small
Factor
value

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Financial Services
25.4%
Energy
19.8%
Consumer Cyclical
17.7%
Industrials
14.6%
Technology
5.9%
Basic Materials
5.1%
Consumer Defensive
4.6%
Healthcare
3.7%
Other
3.3%

Top holdings

SM Energy CoSM1.1%
Five Below IncFIVE1.0%
Viasat IncVSAT0.9%
Matson IncMATX0.9%
California Resources Corp Ordinary Shares - NewCRC0.9%
Magnolia Oil & Gas Corp Class AMGY0.8%
GATX CorpGATX0.8%
Macy's IncM0.8%
Lear CorpLEA0.8%
Archrock IncAROC0.8%

Risk profile

Volatility (1Y)

18.3%

Moderate

Max drawdown

-49.4%

Worst peak-to-trough loss

Sharpe (3Y)

0.84

Decent risk-adjusted returns

Sortino (3Y)

1.29

Good downside protection

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Data updated on 2026-05-05