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Upturn AI SWOT - About
Avantis® U.S. Equity ETF (AVUS)
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Upturn Advisory Summary
03/27/2025: AVUS (1-star) is currently NOT-A-BUY. Pass it for now.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 2.22% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 424750 | Beta 1.04 | 52 Weeks Range 83.15 - 101.57 | Updated Date 03/28/2025 |
52 Weeks Range 83.15 - 101.57 | Updated Date 03/28/2025 |
Upturn AI SWOT
Avantis® U.S. Equity ETF
ETF Overview
Overview
The Avantis U.S. Equity ETF (AVUS) aims to provide long-term capital appreciation by investing in a broad portfolio of U.S. companies across market capitalizations and sectors, emphasizing companies with higher profitability and lower valuation.
Reputation and Reliability
Avantis Investors is a relatively new but well-regarded investment firm known for its systematic, value-oriented approach to investing.
Management Expertise
The management team is experienced in quantitative investing and factor-based strategies.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: Employs a market-cap weighted approach, screening and weighting towards companies with higher expected returns based on factors such as profitability and valuation.
Composition Primarily holds U.S. equities across various sectors and market capitalizations.
Market Position
Market Share: AVUS has a growing market share in the factor-based U.S. equity ETF space.
Total Net Assets (AUM): 7730000000
Competitors
Key Competitors
- VTV
- IWD
- SCHV
- IUSV
Competitive Landscape
The market is competitive with many broad-based U.S. equity ETFs. AVUS differentiates itself with its focus on profitability and value factors. Advantages include its factor tilts and lower expense ratio compared to some active funds. Disadvantages include potential underperformance during periods when value and profitability factors are out of favor.
Financial Performance
Historical Performance: Historical performance data is available from its inception date. Performance will vary based on market conditions and factor performance.
Benchmark Comparison: The fund's performance should be compared to broad market indices like the Russell 3000 or S&P 500, as well as other value and quality factor ETFs.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The average daily trading volume indicates good liquidity, enabling easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and efficiency.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment all impact the performance of U.S. equities and therefore AVUS.
Growth Trajectory
The ETF's growth depends on continued interest in factor-based investing and its ability to deliver competitive returns.
Moat and Competitive Advantages
Competitive Edge
AVUS benefits from Avantis' systematic, factor-based approach, which aims to deliver higher returns than traditional market-cap weighted indices. Its focus on profitability and valuation factors provides a distinct investment strategy. The fund also benefits from a relatively low expense ratio compared to actively managed funds with similar strategies. Finally, Avantisu2019s growing brand recognition in factor investing is also an advantage.
Risk Analysis
Volatility
Volatility will be similar to that of the overall U.S. equity market, potentially higher during periods of market stress.
Market Risk
The ETF is subject to market risk, including the risk of declines in the overall market and sector-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation with a tolerance for market volatility and an understanding of factor-based investing.
Market Risk
It is suitable for long-term investors and those seeking a strategic allocation to U.S. equities with a focus on value and profitability.
Summary
AVUS is a factor-based U.S. equity ETF managed by Avantis Investors. It aims to outperform traditional market-cap weighted indices by focusing on companies with higher profitability and lower valuation. The ETF has a low expense ratio and good liquidity making it an attractive option for long-term investors. However, it is subject to market risk and potential underperformance during periods when value and profitability factors are out of favor.
Similar Companies
- QUAL
- MTUM
- VTV
- IWD
Sources and Disclaimers
Data Sources:
- Avantis Investors website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. All investments involve risk, including the risk of loss of principal.
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® U.S. Equity 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 U.S. companies across market sectors and industry groups. It may invest in companies of all market capitalizations. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities of U.S. companies. It also may invest in derivative instruments such as futures contracts, currency forwards, and swap agreements.
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