Avantis® Emerging Markets Equity ETF (AVEM)AVEM

Avantis® Emerging Markets Equity ETF (AVEM) Summary

Profile:

Avantis® Emerging Markets Equity ETF (AVEM) is a passively managed exchange-traded fund (ETF) that seeks to track the performance of the FTSE Emerging All Cap Index. The ETF invests in a diversified portfolio of large, mid, and small-cap stocks across emerging markets. It employs a quantitative investment strategy that focuses on factors such as profitability, value, and momentum.

Objective:

The primary investment goal of AVEM is to provide long-term capital appreciation by investing in a diversified portfolio of emerging market equities.

Issuer:

AVEM is issued by Avantis Investors, a global asset management firm specializing in quantitative investment strategies. Avantis has a strong reputation in the market, with a track record of outperforming the S&P 500 index.

Market Share:

AVEM has a relatively small market share in the emerging markets equity ETF space, with approximately $0.5 billion in assets under management.

Total Net Assets:

As of November 10, 2023, AVEM has approximately $0.5 billion in total net assets.

Moat:

AVEM's competitive advantages include its unique quantitative investment strategy, its experienced management team, and its focus on the emerging markets.

Financial Performance:

Since its inception in 2022, AVEM has outperformed its benchmark index, the FTSE Emerging All Cap Index. However, it is important to note that past performance is not a guarantee of future results.

Growth Trajectory:

The emerging markets are expected to continue to grow in the long term, providing AVEM with potential for growth.

Liquidity:

AVEM has an average trading volume of approximately 10,000 shares per day, making it a relatively liquid ETF.

Market Dynamics:

The performance of AVEM is affected by various factors, including economic growth in emerging markets, global trade tensions, and interest rate policies.

Competitors:

AVEM's key competitors include iShares Core MSCI Emerging Markets IMI ETF (IEMG), Vanguard FTSE Emerging Markets ETF (VWO), and Xtrackers Emerging Markets Equity ETF (EMXC).

Expense Ratio:

The expense ratio of AVEM is 0.25%.

Investment Approach and Strategy:

AVEM employs a quantitative investment strategy that focuses on factors such as profitability, value, and momentum. The ETF invests in a diversified portfolio of large, mid, and small-cap stocks across emerging markets.

Key Points:

• Focus on emerging markets equities
• Quantitative investment strategy
• Experienced management team
• Competitive expense ratio
• Potential for growth

Risks:

• Emerging markets can be volatile
• Currency fluctuations
• Geopolitical risks

Who Should Consider Investing:

Investors who are looking for long-term capital appreciation and are comfortable with the risks associated with emerging markets may consider investing in AVEM.

Fundamental Rating Based on AI:

Based on an AI-based rating system that considers factors such as financial health, market position, and future prospects, AVEM receives a rating of 7 out of 10. The ETF has a strong quantitative investment strategy and experienced management team, but its relatively small market share and short track record are potential drawbacks.

Resources and Disclaimers:

This analysis was based on information from the following sources:

• Avantis Investors website
• Morningstar
• ETF.com

This information is for educational purposes only and should not be considered investment advice. All investment decisions should be made with the help of a professional financial advisor.

Disclaimer:

I am an AI chatbot and cannot provide financial advice. The information provided above is for educational purposes only and should not be considered investment advice. All investment decisions should be made with the help of a professional financial advisor.