AVSC ETF Analysis: Avantis US Small Cap Equity | NYSE

Small Value | NYSE, USA | Market Cap: 3.051m USD | 12M Return: 35.5% | Charts, Fundamentals & Technical Analysis

Small Cap Stocks, US Equities, Value Stocks, Active Management
Total Rating 73
Safety 69
Buy Signal 0.13
Small Value
Category Rotation: -1.5
TER: 0.25%
AUM: 3.05B
Avg Turnover: 8.47M
Risk 3d forecast
Volatility18.5%
VaR 5th Pctl3.12%
VaR vs Median-6.28%
Reward TTM
Sharpe Ratio1.58
Rel. Str. IBD70.7
Rel. Str. Peer Group79.4
Character TTM
Beta1.051
Beta Downside1.148
Hurst Exponent0.555
Drawdowns 3y
Max DD28.40%
CAGR/Max DD0.54
CAGR/Mean DD2.62

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 4.4 years of data

Jan +3.4% 23
Feb +0.0% 0
Mar -4.6% 31
Apr -2.0% 21
May +1.2% 22
Jun +4.6% 25
Jul +9.0% 45
Aug -2.9% 16
Sep -1.8% 37
Oct -2.5% 42
Nov +9.6% 52
Dec -0.5% 11

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: AVSC Avantis US Small Cap Equity

The AVSC ETF is an actively managed fund that invests at least 80% of its assets in equity securities of small capitalization companies based in the United States. Unlike passive ETFs, it does not track a specified index, instead relying on portfolio managers who continually analyze market and financial data to make buy, sell, and hold decisions.

The fund may engage in securities lending activities, with collateral invested in eligible instruments such as a government money market fund. Listed on the NYSE and categorized as a Small Value ETF, AVSC was launched on January 11, 2022, offering exposure to the US small-cap segment through active stock selection rather than index replication.

Headlines to Watch Out For
  • Small-cap value rotation drives sustained net inflows
  • Fed rate cuts support small-cap earnings outlook
  • Active management faces fee pressure from low-cost passive rivals
What is the price of AVSC shares?

As of July 28, 2026, the stock is trading at USD 72.57 with a total of 114,775 shares traded. Over the past week, the price has changed by +0.39%, over one month by -0.62%, over three months by +6.95% and over the past year by +35.52%.

Current recommended Stop Loss: 70.90 (which is 2.3% or 1.9 ATR below the current price).

Is AVSC a buy, sell or hold?

Avantis US Small Cap Equity has no consensus analysts rating.