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Avantis US Equity ETF

AVUS is an actively managed portfolio of US equities of all market capitalizations, with a bias toward smaller, more profitable or value companies.

AVUS ETF targets U.S. companies with attractive valuations and high profitability, maintaining a low turnover ratio and broad market cap allocation. Despite its low valuation and competitive expense ratio, AVUS's performance has been mixed, underperforming some peers over 3- and 5-year periods. The fund's sector allocation emphasizes financial services and energy, with limited exposure to high-growth technology stocks, affecting its earnings growth potential.

AVUS: Broad Market Exposure With Low Valuation

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My friend and industry veteran Dave Nadig used to call the exercise of interpreting ETF asset flows as “reading the tea leaves.” I have always loved that image because it suggests asset flows can be telling, but they are also open to interpretation.

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Avantis US Equity ETF is an actively managed fund focused on value and profitability. The AVUS ETF is better diversified across sectors and holdings than a broad benchmark. It also shows better valuation and growth metrics. However, it has not brought significant excess return since its inception, and it has lagged passive ETFs in value and quality since 2022.

AVUS: This Actively Managed ETF Still Has To Prove Itself

As active ETFs continue to make strides in the ETF ecosystem, certain strategies have stood out. Active funds have contributed significantly to inflows for ETFs over the last few years as investors move out of mutual funds.

Leading Active Equity ETF AVUS Surpasses $7 Billion in AUM

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Active ETFs are on the rise. More than 30 years since the arrival of the first ETF in the U.S., active ETFs are now having their moment.

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AVUS is an actively managed total market fund with a low 0.15% expense ratio. Diversification is excellent, and it's an efficient way for investors to lessen exposure to Magnificent Seven stocks. AVUS trades at a three-point discount to VTI, a passively managed alternative. The offset is lower growth, but that strategy should work well if growth stocks fall out of favor. However, my analysis reveals AVUS's selections have lower profitability margins across the board, a finding that runs counter to the claims on its Fact Sheet.

AVUS: Actively Managed Low-Cost ETF Designed For Value Investors

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Avantis US Large Cap Value ETF

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Avantis US Equity ETF is an active factor-based ETF with a focus on lower-priced, higher-profitability stocks. AVUS has outperformed in the short-term, with a 12.3% 3-year average annual return compared to 9.2% for the Russell 3000 Index. However, I have some concerns on whether this outperformance is sustainable in the long run based on the performance of a similar strategy at the manager's prior firm.

AVUS: Active Factor-Based Fund With Short-Term Outperformance

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And, plenty of ink has been spilled about how much money has gone into active ETFs in 2023, and from a pure top-line flows perspective, it's true. A significant chunk of the $289 billion that has entered U.S.-listed ETFs year to date went into active products — 22%, in fact.

2023's Overactive Active ETF Flows Are Mostly a Mirage

"A lot of money is moving into active ETFs, because it provides the benefits that you have from active management," Avantis Investors' CIO says.

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ETF tax-loss harvesting offers significant advantages for advisors and retail investors. Tax-loss harvesting picks up around January and at the start of tax season, but has merit all year.

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Avantis Investors' ETFs have led the way among active equity strategies over the last several months. One of the brand's emerging markets ETFs hit a big AUM milestone last week, now joined by a U.S.-focused strategy.

Avantis' Actively Managed ETF AVUS Hits $4 Billion

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It has been a tremendous start of the year for actively managed ETFs in 2023, which is cause for celebration. Indeed, this week executives from American Century, a leading manager of active ETFs, rang the closing bell at the New York Stock Exchange.

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ETFs are a fast and furious investment vehicle, not only transparent and updating their data regularly, but also able to be traded intraday.

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AVUS is an actively-managed total market ETF that benchmarks against the Russell 3000 Index. Its expense ratio is 0.15% and the ETF has $2.04 billion in assets under management. Managers make selections based on expected returns and a security's price-book ratio. The low-cost active approach is appealing, and AVUS has outperformed its benchmark by 10% since its inception.

AVUS: Active, Affordable, And Attractive Total Market ETF

It's often said that “it's a stock picker's market” and that saying seems to pop up frequently as equities slump, as was the case last year. However, stock picking is hard as evidenced by the fact that scores of active managers fail to beat their benchmarks.

These Active ETFs Stood Tall in 2022

Earnings week is in full swing, and though the Fed's latest meetings loom large, there are some major names to watch, with Apple earnings coming on Thursday.

Play Apple Earnings in Low-Fee Active ETF AVUS

2022's broad market sell-off hasn't been easy for investors, to put it mildly. It's not easy to enjoy the holiday season simultaneously looking back at such a bumpy 2022 and peering ahead at a very uncertain 2023, with a recession a distinct possibility.

Looking for Cheap, Active Equity Exposure? Watch AVUS

With the year drawing to a close, investors can take the opportunity to reflect on the ETF world and the trends that defined the year.

Avantis Stands Out in Top 5 Active Equity ETFs of 2022

Actively managed AVUS adds a small layer of quality and profitability to a broadly diversified basket of U.S. stocks. AVUS seeks to best the Russell 3000 index. It has marginally outperformed the funds that track this index since inception, yet with higher volatility.

AVUS: A Marginally Better Alternative To IWV

Actively managed ETFs, like those offered by Avantis, continue to gain ground with investors, having brought in $67 billion in assets year-to-date. While active ETFs account for 5% of assets, they make up over 13% of flows YTD.

Be Opportunistic and Defensive With Avantis Funds

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Actively managed ETFs keep punching above their weight. In the first 10 months of 2022, active ETFs gathered $59 billion, according to FactSet data, equal to 12% of the industry's net inflows, despite representing less than 5% of the overall U.S.-listed ETF assets.

News for Avantis US Equity ETF ETF (AVUS)