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
AVUV is an actively managed U.S. small-cap value ETF: profitability, value, and investment signals vs. a Russell 2000 Value–style opportunity set.
Total return (Yahoo adjusted close—dividends and splits per Yahoo), normalized to $10,000 at first available trade date. Educational only.
Avantis applies DFA-style academic tilts with real-time implementation: emphasize higher expected returns from size, value, and profitability while avoiding the junkiest balance sheets in the small-cap value box.
The fund is diversified across hundreds of names but still carries small-cap liquidity and credit beta—read semiannual reports for sector tilts when banks or energy dominate the value cohort.
Avantis’s leadership came from Dimensional Fund Advisors; the shop’s DNA is market-wide diversification with systematic tilts rather than 20-name deep value bets—AVUV is the retail ETF expression of that philosophy.
American Century surpassed $300 billion in assets under supervision in Sept. 2025; Avantis is one of the fastest-growing sleeves inside that ecosystem, which matters for trading infrastructure in illiquid names.
Outperforms when profitability spreads widen and investors rotate out of mega-cap concentration, classic “catch-up” trades after large-cap growth derates.
Underperforms in liquidity-driven rallies where unprofitable small caps squeeze higher, or when credit markets seize; favorable tape is improving fundamentals with orderly funding markets, not every Fed pivot.
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 |
|---|---|---|---|---|
| AVUV | Avantis U.S. Small Cap Value ETF | B | 0.25% | ~$24B |
| AVDV | Avantis International Small Cap Value ETF | A | 0.36% | ~$15B |
| SFLO | VictoryShares Small Cap Free Cash Flow ETF | B | 0.49% | ~$481M |
| SGRT | SMART Earnings Growth 30 ETF | A+ | 0.59% | ~$58M |
| COPY | Tweedy, Browne Insider + Value ETF | A+ | 0.80% | ~$367M |
| COWZ | Pacer U.S. Cash Cows 100 ETF | B | 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.