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AVSD - ETF AI Analysis
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Avantis Responsible International Equity ETF (AVSD)
Rating:65Neutral
Price Target:
$78.00
Positive Factors
Strong Top Holdings
Several of the largest positions, such as SoftBank Group and Celestica, have delivered strong year-to-date gains, boosting the fund’s overall performance.
Global Diversification
The ETF has exposure to a wide range of countries, including Japan, the UK, and Australia, reducing reliance on any single market.
Low Expense Ratio
The fund charges a competitive expense ratio, making it cost-effective compared to many other international equity ETFs.
Negative Factors
High Financial Sector Exposure
The ETF has significant exposure to the financial sector, which could make it vulnerable to sector-specific downturns.
Underperforming Holdings
Some top holdings, like Royal Bank of Canada and Vinci SA, have shown weaker year-to-date performance, potentially dragging on returns.
Limited Emerging Market Exposure
The fund focuses heavily on developed markets, offering minimal exposure to faster-growing emerging economies.
AVSD vs. SPDR S&P 500 ETF (SPY)
AUM378.48M
RegionDeveloped Markets
Expense Ratio0.23%
Beta0.73
IssuerAvantis
Inception DateMar 15, 2022
Dividend Yield2.68%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,463
30 Day Avg. Volume43,816
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
79.50Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering2139
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AVSD Summary
The Avantis Responsible International Equity ETF (AVSD) is an investment fund that focuses on companies worldwide, emphasizing responsible and sustainable practices. It includes a mix of industries like financials, technology, and healthcare, with top holdings such as HSBC and Novartis. This ETF is ideal for investors looking to diversify globally while supporting ethical and sustainable businesses. However, since it invests in international markets, its performance can be affected by global economic conditions and currency fluctuations.
How much will it cost me?The Avantis Responsible International Equity ETF (AVSD) has an expense ratio of 0.23%, meaning you’ll pay $2.30 per year for every $1,000 invested. This is lower than the average for actively managed ETFs, as AVSD uses a systematic approach to investing rather than frequent trading, which helps keep costs down.
What would affect this ETF?The AVSD ETF, with its focus on developed markets outside the U.S. and strong exposure to sectors like financials and industrials, could benefit from global economic growth and increased demand for sustainable investments. However, it may face challenges from rising interest rates, which could impact financial stocks, and geopolitical tensions or regulatory changes in international markets. Its emphasis on responsible investing aligns with growing investor interest in sustainability, but sector-specific risks, such as technology volatility, could also affect performance.
AVSD Top 10 Holdings
The Avantis Responsible International Equity ETF (AVSD) leans heavily into developed markets outside the U.S., with a notable focus on financials and industrials. SoftBank Group has been a standout performer, riding strong momentum and driving gains for the fund, while Celestica’s impressive revenue growth adds further fuel. On the flip side, HSBC has been lagging, weighed down by challenges in the Hong Kong real estate market. The fund’s positioning in global heavyweights like Novartis and ASML provides steady support, but its sector concentration in financials means broader market trends could significantly sway performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 0.95% | $3.64M | $249.49B | 58.64% | 78 Outperform | |
| Novartis | 0.84% | $3.22M | $250.13B | 27.36% | 73 Outperform | |
| Roche Holding AG | 0.81% | $3.10M | CHF229.33B | 28.56% | 73 Outperform | |
| ASML Holding | 0.73% | $2.78M | $387.45B | 53.33% | 81 Outperform | |
| Royal Bank Of Canada | 0.69% | $2.63M | $205.70B | 20.66% | 75 Outperform | |
| SAFRAN SA | 0.67% | $2.57M | €126.86B | 39.27% | 67 Neutral | |
| Toyota Motor | 0.67% | $2.56M | $268.07B | 18.07% | 81 Outperform | |
| Sony Group | 0.67% | $2.55M | $185.74B | 63.16% | 75 Outperform | |
| Vinci SA | 0.67% | $2.54M | €67.26B | 18.74% | 76 Outperform | |
| LVMH Moet Hennessy Louis Vuitton | 0.66% | $2.52M | €316.65B | 8.41% | 78 Outperform |
AVSD Technical Analysis
Negative
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Price Trends
71.73
Negative
70.12
Positive
65.66
Positive
Market Momentum
0.12
Positive
44.37
Neutral
44.48
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AVSD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 72.10, equal to the 50-day MA of 71.73, and equal to the 200-day MA of 65.66, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 44.37 is Neutral, neither overbought nor oversold. The STOCH value of 44.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AVSD.
AVSD Peer Comparison
Comparison Results
Performance Comparison
AVSD
Avantis Responsible International Equity ETF
71.26
15.94
28.81%
DFSI
Dimensional International Sustainability Core 1 ETF
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SEIE
SEI Select International Equity ETF
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FYLD
Cambria Foreign Shareholder Yield ETF
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TXUE
Thornburg International Equity ETF
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PPIE
Putnam PanAgora ESG International Equity 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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