Avantis US Large Cap Value ETF

AVLV

Market cap $9.61B

Rising geopolitical risks, Fed uncertainty and credit card policy debates make defensive ETFs worth a look.

As geopolitical risks rise and volatility lingers, value investing stands out as an attractive strategy. Look at ETFs to simplify the implementation of the strategy.

The Avantis U.S. Large Cap Value ETF offers strong value and profitability exposure with a diversified portfolio of 262 U.S. stocks. AVLV has outperformed its benchmark IWD since inception, with higher risk-adjusted returns but slightly higher volatility. The ETF maintains low expenses (0.15%) and turnover, while delivering robust value metrics and decent growth rates.

Avantis US Large Cap Value ETF is managed actively, focusing on undervalued U.S. large caps with robust profitability. In terms of value, growth, and quality characteristics, AVLV is stronger than IWD in nearly every aspect. In part thanks to its quality screens, AVLV has outperformed IWD and RPV since its inception in September 2021.

Amid market uncertainty and overvalued equities, value investing with ETFs offer a safer, long-term path to steady returns.

Like it or not, the same risks that caused markets to dip so severely a few months ago are still here. In fact, they may be worse.

Avantis US Large Cap Value ETF offers exposure to large-cap US stocks with value characteristics via a systematic, factor-based approach. Its performance has been relatively good since its inception and demonstrates the effectiveness of large-cap value in periods of uncertainty. Due to short-term risks, AVLV is also attractive as a more defensive way to get market exposure without the idiosyncratic risks that are strongly present in broad-market funds.

Despite the ETF industry's passive roots, active has stolen the show. Active ETF assets just topped the $1 trillion threshold, making up nearly 10% of the total ETF pie.

The Avantis lineup of actively managed ETFs has had a strong first quarter of 2025. The five-most-popular funds to start the year pulled in $3.7 billion.

With rising recession and economic slowdown concerns, value investing stands out as an attractive strategy. Look at ETFs to simplify the implementation of the strategy.