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AVSC - ETF AI Analysis
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Avantis U.S Small Cap Equity ETF (AVSC)
Rating:66Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any single industry struggles.
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.
Growing Asset Base
With several billion dollars in assets, the fund appears established and has attracted meaningful investor interest.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s holdings are in U.S. companies, offering very limited international diversification.
Small-Cap Volatility Risk
Because the ETF focuses on smaller companies, its share price may move up and down more sharply than large-cap funds.
Moderate Expense Ratio
The fund’s fees are not especially low for a passive ETF, which can slightly reduce long-term returns compared with cheaper options.
AVSC vs. SPDR S&P 500 ETF (SPY)
AUM2.47B
RegionNorth America
Expense Ratio0.25%
Beta1.04
IssuerAvantis
Inception DateJan 11, 2022
Dividend Yield1.05%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume153,995
30 Day Avg. Volume115,421
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
76.53Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1471
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AVSC Summary
Avantis U.S. Small Cap Equity ETF (AVSC) invests mainly in smaller U.S. companies that the managers believe are undervalued. It doesn’t track a set index, but instead picks many different small-cap stocks across sectors like financials, industrials, health care, and technology. Examples of holdings include Victoria’s Secret and ViaSat. Investors might consider AVSC if they want long-term growth potential and diversification away from large, well-known companies. A key risk is that small-company stocks can be more volatile than big-company stocks, so the ETF’s price can move up and down more sharply with the market.
How much will it cost me?The Avantis U.S. Small Cap Equity ETF (AVSC) has an expense ratio of 0.25%, meaning you’ll pay $2.50 per year for every $1,000 invested. This cost is lower than average for actively managed funds because it uses a disciplined approach to target small-cap value stocks efficiently.
What would affect this ETF?The AVSC ETF, which focuses on U.S. small-cap value stocks, could benefit from economic growth and increased investor interest in undervalued companies, particularly in sectors like financials and healthcare where it has significant exposure. However, it may face challenges from rising interest rates, which can impact small-cap companies more heavily, and sector-specific risks such as regulatory changes in healthcare or volatility in energy markets. Its focus on U.S. equities also makes it sensitive to domestic economic conditions and policy shifts.
AVSC Top 10 Holdings
AVSC is leaning into a classic small-cap value story, with a cast of niche U.S. players driving the action. FormFactor and Victoria’s Secret have been rising stars lately, giving the fund a lift with strong momentum and upbeat earnings. Industrial names like MYR Group and Argan are also pulling their weight, helped by solid backlogs and infrastructure demand. On the softer side, Viavi and LivaNova look more mixed, with profitability and valuation concerns keeping them from fully joining the rally. Overall, it’s a diversified U.S. small-cap mix, not dominated by any single sector or name.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Formfactor | 0.59% | $14.22M | $7.23B | 164.36% | 68 Neutral | |
| Viavi Solutions | 0.57% | $13.81M | $6.32B | 124.55% | 71 Outperform | |
| Dana Incorporated | 0.48% | $11.57M | $3.75B | 103.16% | 58 Neutral | |
| Terex | 0.39% | $9.40M | $6.76B | 37.12% | 71 Outperform | |
| Tutor Perini | 0.38% | $9.25M | $4.54B | 258.20% | 65 Neutral | |
| MYR Group | 0.38% | $9.09M | $4.18B | 97.91% | 76 Outperform | |
| Victoria's Secret | 0.38% | $9.04M | $4.75B | 89.57% | 71 Outperform | |
| ViaSat | 0.37% | $8.80M | $6.11B | 415.37% | 56 Neutral | |
| Kulicke & Soffa | 0.35% | $8.47M | $3.92B | 79.69% | 61 Neutral | |
| LivaNova | 0.34% | $8.26M | $3.64B | 37.96% | 63 Neutral |
AVSC Technical Analysis
Positive
―
Price Trends
61.36
Positive
59.16
Positive
55.65
Positive
Market Momentum
1.09
Negative
66.74
Neutral
87.63
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AVSC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 63.58, equal to the 50-day MA of 61.36, and equal to the 200-day MA of 55.65, indicating a bullish trend. The MACD of 1.09 indicates Negative momentum. The RSI at 66.74 is Neutral, neither overbought nor oversold. The STOCH value of 87.63 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AVSC.
AVSC Peer Comparison
Comparison Results
Performance Comparison
AVSC
Avantis U.S Small Cap Equity ETF
65.17
10.51
19.23%
PVAL
Putnam Focused Large Cap Value ETF
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―
―
DFSV
Dimensional US Small Cap Value ETF
―
―
―
FESM
Fidelity Enhanced Small Cap ETF
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―
―
BSVO
EA Bridgeway Omni Small-Cap Value ETF
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―
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PSC
Principal U.S. Small-Cap Multi-Factor ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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