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Upturn AI SWOT - About
Avantis® International Small Cap Value ETF (AVDV)
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Upturn Advisory Summary
04/01/2025: AVDV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -1.63% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 489162 | Beta 1.06 | 52 Weeks Range 59.92 - 72.25 | Updated Date 04/1/2025 |
52 Weeks Range 59.92 - 72.25 | Updated Date 04/1/2025 |
Upturn AI SWOT
Avantis® International Small Cap Value ETF
ETF Overview
Overview
The Avantis International Small Cap Value ETF (AVDV) seeks long-term capital appreciation by investing in a broad portfolio of international small-cap companies that are trading at relatively low valuations and have high profitability.
Reputation and Reliability
Avantis Investors is a relatively new but well-regarded issuer known for its systematic, value-oriented investment approach.
Management Expertise
Avantis is led by a team with extensive experience in quantitative investing and portfolio management, including individuals with strong ties to Dimensional Fund Advisors (DFA).
Investment Objective
Goal
To provide long-term capital appreciation by investing in a diverse portfolio of international small-cap value stocks.
Investment Approach and Strategy
Strategy: AVDV does not strictly track a specific index but uses a systematic investment process to select undervalued and profitable small-cap companies in developed and emerging international markets.
Composition The ETF primarily holds stocks of small-cap companies located outside the United States. It favors companies with low relative prices and high profitability. A small allocation may also be held in REITs.
Market Position
Market Share: AVDV has a significant but not dominant market share within the international small-cap value ETF category.
Total Net Assets (AUM): 6520000000
Competitors
Key Competitors
- VSS
- DFA Investment Dimensions Group Inc DFAX
Competitive Landscape
The international small-cap value ETF market is competitive. AVDV distinguishes itself through its systematic investment approach and focus on profitability alongside value. Advantages include potentially higher returns through factor investing. Disadvantages include higher expense ratio than broader passive funds.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources for accurate representation. Performance varies based on market cycles and factor performance.
Benchmark Comparison: The ETF's performance should be compared to a relevant international small-cap value benchmark to assess its effectiveness in delivering its investment objective.
Expense Ratio: 0.36
Liquidity
Average Trading Volume
The average trading volume of AVDV is relatively healthy, indicating good liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for AVDV is generally tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators in developed and emerging international markets, currency fluctuations, and global trade policies influence AVDV's performance. Small-cap and value stocks, as factors, experience cycles of outperformance and underperformance.
Growth Trajectory
AVDV's growth depends on the continued investor interest in factor-based investing and the relative performance of small-cap value stocks in international markets. Changes in investment strategy or holdings are actively managed by the fund's managers and are disclosed in fund documentation.
Moat and Competitive Advantages
Competitive Edge
AVDV's competitive edge lies in its systematic and disciplined investment process, which combines value and profitability factors to identify potentially high-returning international small-cap stocks. This approach is backed by the expertise of Avantis' experienced management team. The fund's focus on both value and profitability is a key differentiator. Furthermore, it offers exposure to a diversified portfolio of international companies, reducing concentration risk.
Risk Analysis
Volatility
AVDV's volatility is expected to be higher than broader market ETFs, reflecting the risk associated with small-cap and value stocks. Emerging market exposure adds to the fund's overall volatility.
Market Risk
The specific risks include international market risk (currency fluctuations, political instability), small-cap risk (higher volatility), and value risk (potential for prolonged underperformance).
Investor Profile
Ideal Investor Profile
The ideal investor for AVDV is one who seeks long-term capital appreciation, understands factor-based investing, and has a higher risk tolerance. Investors should be comfortable with the volatility associated with international small-cap value stocks.
Market Risk
AVDV is more suitable for long-term investors who are looking to diversify their portfolios with international small-cap value exposure and who are comfortable with market fluctuations.
Summary
The Avantis International Small Cap Value ETF (AVDV) provides exposure to a diversified portfolio of international small-cap companies that are trading at low valuations and exhibiting high profitability. It employs a systematic investment approach to generate long-term capital appreciation. While it has higher expenses and volatility than broad market funds, it may offer higher returns to investors with a long-term horizon and a higher risk tolerance. AVDV distinguishes itself through its focus on both value and profitability, making it a compelling option for factor-based investors.
Similar Companies
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
IJS
iShares S&P Small-Cap 600 Value ETF
IJS
iShares S&P Small-Cap 600 Value ETF
VSS
Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares
VSS
Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Avantis Investors Website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual financial circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Avantis® International Small Cap Value ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in a diverse group of non-U.S. small cap value companies across market sectors, industry groups, and countries. Under normal market conditions, it will invest at least 80% of its assets in securities of small capitalization companies. The fund also may invest in derivative instruments such as futures contracts, currency forwards, and swap agreements.
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