AVUV ETF Analysis: Avantis U.S. Small Cap Value | NYSE

Small Value | NYSE, USA | Market Cap: 30.452m USD | 12M Return: 33.5% | Charts, Fundamentals & Technical Analysis

Small Cap, Value Stocks, U.S. Equities, Derivatives
Total Rating 76
Safety 69
Buy Signal 0.10
Small Value
Category Rotation: -1.5
TER: 0.25%
AUM: 30.5B
Avg Turnover: 152M
Risk 3d forecast
Volatility18.0%
VaR 5th Pctl3.00%
VaR vs Median-7.46%
Reward TTM
Sharpe Ratio1.55
Rel. Str. IBD69.8
Rel. Str. Peer Group67.6
Character TTM
Beta1.009
Beta Downside1.152
Hurst Exponent0.553
Drawdowns 3y
Max DD28.79%
CAGR/Max DD0.56
CAGR/Mean DD2.79

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 6.7 years of data

Jan +0.5% 15
Feb +0.4% 0
Mar -1.9% 21
Apr -2.8% 35
May +0.7% 2
Jun -0.7% 0
Jul +8.8% 38
Aug -2.2% 33
Sep -3.2% 52
Oct -1.4% 22
Nov +6.6% 38
Dec +0.3% 0

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: AVUV Avantis U.S. Small Cap Value

The Avantis U.S. Small Cap Value ETF (AVUV) is a passively managed exchange-traded fund launched in September 2019 and listed on the NYSE. It pursues a small-cap value strategy, investing at least 80% of its assets in U.S. small-capitalization companies selected across a range of market sectors and industry groups. The funds investment approach is grounded in factor-based value investing, which screens for companies that tend to trade at lower valuations relative to fundamentals such as book value or earnings. In addition to direct equity holdings, AVUV may use derivative instruments-including futures contracts, currency forwards, and swap agreements-to manage exposure or hedge risk.

Headlines to Watch Out For
  • Fed rate cuts ease small cap floating-rate debt burden
  • Sustained net inflows expand AUM and management fee revenue
  • Value and profitability factors outperform amid slowing growth
What is the price of AVUV shares?

As of July 28, 2026, the stock is trading at USD 125.43 with a total of 1,354,168 shares traded. Over the past week, the price has changed by +0.69%, over one month by +0.63%, over three months by +5.25% and over the past year by +33.54%.

Current recommended Stop Loss: 123.70 (which is 1.4% or 1.2 ATR below the current price).

Is AVUV a buy, sell or hold?

Avantis U.S. Small Cap Value has no consensus analysts rating.