For educational purposes only. Nothing on this site constitutes investment advice. Disclaimers
Alpha Stacking
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For educational purposes only. Nothing on this site constitutes investment advice. Disclaimers
Alpha Stacking
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For educational purposes only. Nothing on this site constitutes investment advice. Disclaimers
AVDV targets developed ex-U.S. small-cap value stocks with profitability screens in an active, implementation-focused factor wrapper.
Total return (Yahoo adjusted close—dividends and splits per Yahoo), normalized to $10,000 at first available trade date. Educational only.
The portfolio leans into value and size while emphasizing firms with stronger expected profitability than pure deep-value screens. It is active in execution but anchored to systematic factor inputs.
Turnover, country weights, and liquidity management matter for realized results in international small caps, where index-like replication can be expensive and capacity constrained.
Avantis is the systematic equity arm within the American Century platform and focuses on factor implementation quality rather than headline-theory marketing.
The sponsor is now a large ETF franchise by assets, giving AVDV meaningful scale and tradability compared with many niche international small-cap products.
Outperforms when value spreads and small-cap risk premia widen positively outside the U.S., especially in cyclical recoveries with broad earnings participation.
Underperforms during momentum-led mega-cap or growth-dominant tapes where international small value is left behind for extended periods.
Read the factor investing guide for the return driver, failure modes, and how this type of sleeve fits in an alpha stacking portfolio.
| Ticker | Name | Score | MER | AUM |
|---|---|---|---|---|
| AVDV | Avantis International Small Cap Value ETF | A | 0.36% | ~$15B |
| AVUV | Avantis U.S. Small Cap Value ETF | B | 0.25% | ~$24B |
| COPY | Tweedy, Browne Insider + Value ETF | A+ | 0.80% | ~$367M |
| SFLO | VictoryShares Small Cap Free Cash Flow ETF | B | 0.49% | ~$481M |
| SGRT | SMART Earnings Growth 30 ETF | A+ | 0.59% | ~$58M |
| COWZ | Pacer U.S. Cash Cows 100 ETF | A | 0.49% | ~$30B |
| VFLO | VictoryShares Free Cash Flow ETF | A+ | 0.44% | ~$6B |
| GARP | iShares MSCI USA Quality GARP ETF | A | 0.15% | ~$3.6B |
| VAMO | Cambria Value and Momentum ETF | B | 0.65% | ~$83M |
Use the issuer and regulatory documents below to verify current holdings, fees, exposure, and risk disclosures.