Avantis US Small Cap Equity ETF

AVSC

Market cap $1.9B

Overview Fund Activity

57.31 USD

+0.17

0.3%

At close Updated Sep 17, 4:00 PM EDT

1 day

0.3%

5 days

0.83%

1 month

4.31%

3 months

14.51%

6 months

15.47%

Year to date

5.78%

1 year

6.31%

5 years

15.43%

10 years

15.43%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

20% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 6 (+1) [Q2]

16% more capital invested

Capital invested by funds: $1.82B [Q1] → $2.11B (+$292M) [Q2]

11% more funds holding

Funds holding: 134 [Q1] → 149 (+15) [Q2]

0.74% less ownership

Funds ownership: 128.99% [Q1] → 128.24% (-0.74%) [Q2]

See Fund Rankings

Financial journalist opinion

Zacks Investment Research

Small-Cap ETFs Rally in July: Will the Momentum Continue?

Small-cap ETFs like AVSC, XSVM, BBSC, SVAL and EES are soaring in July, fueled by rate cut hopes, deep discounts and sector rebounds.

Small-Cap ETFs Rally in July: Will the Momentum Continue?

AVSC: Avantis Investors' Small Cap ETF Is Solid But Too Diversified

AVSC offers exposure to 1000+ small-cap stocks with attractive value and profitability characteristics. Its expense ratio is 0.25% and the ETF has $1.27 billion in assets under management. Exposure to the size factor is high, and AVSC's $1.44 billion weighted average market cap is one of the lowest among any U.S. Equity ETF trading today. Unfortunately, AVSC fails to deliver on its quality objective, mainly due to extreme diversification at the company level. Over 20% of the fund's holdings by weight are unprofitable.

AVSC: Avantis Investors' Small Cap ETF Is Solid But Too Diversified

Small-Caps: Big Potential in Today's Market

Little-known China AI startup DeepSeek sent fear rippling throughout the markets this week by announcing major strides in its large language model technology at just a fraction of the cost of what many experts thought possible. That sparked a mini-collapse among big-cap tech stocks like Microsoft, Google, and Nvidia, which tumbled 20% at its low.

Small-Caps: Big Potential in Today's Market

5 ETF Articles That Broke Through in 2024

On this platform, VettaFi covers a wide range of ETF topics to keep advisors and investors informed. Thus far in 2024, we published more than 3,000 articles.

5 ETF Articles That Broke Through in 2024

Zacks Investment Research

Small-Cap ETFs to Rally on Upbeat U.S. Q2 GDP Growth Data?

The US economy expanded at a faster-than-expected pace in the second quarter of 2024. Small-cap stocks generally lead the way higher on improving American economy.

Small-Cap ETFs to Rally on Upbeat U.S. Q2 GDP Growth Data?

Watch These 3 ETFs for Rate Cuts This Fall

Rate cuts are coming – the question is, when? Many market watchers are expecting at least one cut this Fall as the U.S. inflation rate has cooled.

Watch These 3 ETFs for Rate Cuts This Fall

3 Reasons to Consider Small-Caps Now

2024 has presented many investors with a waiting game. Whether it's waiting for the Fed, waiting for inflation, or waiting for the election, lots of investors may be holding off on making important moves.

Taking an Active Stance on Small Caps

Actively managed equity ETFs are gaining traction in 2024. Despite representing 5% of assets, they have pulled in more than 25% of the net inflows this year as of late March.

AVSC: Better Options Available

The Avantis US Small Cap Equity ETF is an actively managed ETF that primarily invests in a diverse group of U.S. small cap companies. The Fund has over 1,300 holdings and is heavily weighted toward the Financial sector. While the Fund has performed well relative to the small cap indexes, competitor ETFs with more concentrated portfolios have outperformed the Fund.

Small Cap Equities Offering Value Compared to Large Cap Peers

Large cap dominance was the highlight of the 2023 market rally, but small cap equities could pick up where their large cap counterparts left off for the remainder of 2024.

See News Rankings

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