Avantis Emerging Markets Equity ETF

AVEM

시가총액 US$269억

It's been a great time to be an emerging markets equity ETF investor, but it may also be a great time to revisit your EM ETF.

The action in Emerging Markets ETFs this year has been really interesting to watch. From record-breaking asset flows to impressive results, albeit massively dispersed, this category of funds has had quite a ride so far in 2026.

Markets may have ended the first quarter with a thud, but stocks put another record run in the books to close out the first half of 2026. The U.S. ETF market had already shattered records, crossing the $15 trillion threshold and cruising past $1 trillion in net inflows right before summer officially began.

2026 is more than halfway done, somehow, after a whirlwind start defined by volatility. Geopolitical risk and AI bubble risk were the headline drivers, even as portfolios were rewarded by strong tech earnings.

Emerging markets spent most of the last decade as the asset class everyone owned a little of and complained about a lot.

The Avantis Emerging Markets Equity ETF offers EM exposure with a broad, actively managed portfolio of 3,900+ stocks. AVEM has outperformed EEM and key multifactor competitors since 2019, with higher volatility. The ETF features significant country (China, Taiwan) and sector (Technology) concentration.

American Century Investments has established itself as an innovative player in the ETF space, after launching its first products in January 2018. The index-based American Century US Quality Value ETF (VALQ) and the actively managed American Century Diversified Corporate Bond ETF (KORP) are still trading today.

Emerging-market equities have delivered a sharp move higher over the past year, and the three largest vehicles investors use to access the asset class have each captured it differently.

The ETF landscape is undergoing a structural shift as financial advisors increasingly pivot from pure passive indexing toward active management. While the ETF Rule of 2019 provided the regulatory spark, current market volatility and the quest for tax efficiency have accelerated active ETF adoption.

The S&P 500 is down 1.6% so far in 2026. Meanwhile, emerging markets are up sharply, developed international markets are outperforming, and a decade-long valuation gap between US and non-US equities is finally closing.