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AVSU - ETF AI Analysis
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Avantis Responsible U.S. Equity ETF (AVSU)
Rating:74Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Low Expense Ratio
The ETF charges relatively low annual fees, so more of the fund’s returns stay in investors’ pockets over time.
Solid Recent Performance
The ETF has shown steady gains over the past month and quarter, indicating recent positive momentum.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is in technology stocks, which can increase risk if that sector faces a downturn.
Weakness in Several Top Holdings
Some of the largest positions, including major technology and financial names, have recently shown weak performance, which can drag on the fund.
Limited Geographic Diversification
The ETF is almost entirely invested in U.S. companies, offering little protection if the U.S. market underperforms other regions.
AVSU vs. SPDR S&P 500 ETF (SPY)
AUM449.45M
RegionNorth America
Expense Ratio0.15%
Beta1.01
IssuerAvantis
Inception DateMar 15, 2022
Dividend Yield1.01%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,210
30 Day Avg. Volume11,044
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
91.97Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1294
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AVSU Summary
The Avantis Responsible U.S. Equity ETF (AVSU) invests in a wide range of U.S. stocks while following a responsible investing theme, using environmental, social, and governance (ESG) standards instead of tracking a traditional index. It holds many well-known companies such as Apple and Microsoft, and spreads money across several sectors like technology, finance, and consumer companies. Someone might invest in AVSU to seek long-term growth while aligning their portfolio with ethical values and getting broad diversification in the U.S. market. A key risk is that it is heavily tilted toward U.S. tech stocks, so its value can rise and fall sharply.
How much will it cost me?The Avantis Responsible U.S. Equity ETF (AVSU) has an expense ratio of 0.15%, meaning you’ll pay $1.50 per year for every $1,000 invested. This is lower than average for actively managed funds, as AVSU uses a systematic approach to select investments while keeping costs relatively low.
What would affect this ETF?The Avantis Responsible U.S. Equity ETF (AVSU) could benefit from the growing demand for ESG-focused investments, especially as more investors prioritize ethical and sustainable practices. However, its heavy exposure to technology and financial sectors may face challenges if interest rates rise or if regulatory changes impact these industries. Additionally, its reliance on U.S. equities means economic conditions in the U.S. will play a significant role in its performance.
AVSU Top 10 Holdings
AVSU’s story is all about U.S. Big Tech and chipmakers setting the tone. Alphabet has been the clear bright spot lately, with both share classes rising and giving the fund a helpful lift, while Amazon’s steady climb adds a quieter boost. On the flip side, Apple and Microsoft have been losing steam, and Meta’s recent slide has also weighed on returns. Micron is a standout winner in semiconductors, helping offset weakness in Nvidia and Broadcom. Overall, this is a U.S.-only fund tilted toward technology and communication services heavyweights.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 5.43% | $24.42M | $4.06T | 18.55% | 79 Outperform | |
| Nvidia | 4.61% | $20.76M | $4.23T | 35.37% | 76 Outperform | |
| Microsoft | 4.15% | $18.69M | $3.08T | -0.39% | 79 Outperform | |
| Amazon | 3.14% | $14.12M | $2.49T | -2.44% | 71 Outperform | |
| Alphabet Class A | 2.98% | $13.40M | $4.02T | 73.82% | 85 Outperform | |
| Meta Platforms | 2.81% | $12.65M | $1.69T | -6.04% | 76 Outperform | |
| Alphabet Class C | 2.40% | $10.79M | $4.02T | 64.03% | 82 Outperform | |
| JPMorgan Chase | 1.53% | $6.89M | $863.69B | 14.58% | 72 Outperform | |
| Micron | 1.53% | $6.88M | $427.02B | 301.31% | 79 Outperform | |
| Broadcom | 1.39% | $6.24M | $1.46T | 32.78% | 76 Outperform |
AVSU Technical Analysis
Neutral
―
Price Trends
77.18
Positive
75.38
Positive
71.42
Positive
Market Momentum
0.49
Positive
50.41
Neutral
41.95
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AVSU, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 78.50, equal to the 50-day MA of 77.18, and equal to the 200-day MA of 71.42, indicating a neutral trend. The MACD of 0.49 indicates Positive momentum. The RSI at 50.41 is Neutral, neither overbought nor oversold. The STOCH value of 41.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for AVSU.
AVSU Peer Comparison
Comparison Results
Performance Comparison
AVSU
Avantis Responsible U.S. Equity ETF
78.15
10.92
16.24%
SYLD
Cambria Shareholder Yield ETF
―
―
―
PLDR
Putnam Sustainable Leaders ETF
―
―
―
ABFL
Fcf Us Quality Etf
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―
―
BGDV
Bahl & Gaynor Dividend ETF
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―
―
XCHG
AB US Equity ETF
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―
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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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