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AVUS - ETF AI Analysis
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Avantis U.S. Equity ETF (AVUS)
Rating:74Outperform
Price Target:―
Positive Factors
Broad U.S. Market Exposure
The fund holds a wide mix of U.S. companies across the market, giving investors broad exposure to the overall U.S. stock market.
Sector Diversification
Holdings are spread across many sectors, with meaningful weights in technology, financials, consumer, industrials, and others, which helps reduce reliance on any single industry.
Low Expense Ratio
The fund’s expense ratio is relatively low, which helps investors keep more of the fund’s returns over time.
Negative Factors
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, offering very limited international diversification.
Top Holdings Under Pressure
Several of the largest positions, including major technology names, have shown weak recent performance, which can weigh on the fund.
Significant Weight in Technology
A large allocation to the technology sector increases the fund’s sensitivity to swings in tech stocks and related market sentiment.
AVUS vs. SPDR S&P 500 ETF (SPY)
AUM11.08B
RegionNorth America
Expense Ratio0.15%
Beta0.99
IssuerAvantis
Inception DateSep 24, 2019
Dividend Yield1.04%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume262,550
30 Day Avg. Volume268,077
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
133.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1920
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AVUS Summary
AVUS is the Avantis U.S. Equity ETF, built to track the overall U.S. stock market rather than a single index, giving you broad exposure to many different companies and sectors. It holds big names like Apple and Nvidia, along with hundreds of other U.S. stocks, from large, established firms to smaller, faster-growing ones. Someone might invest in AVUS to get instant diversification and long-term growth potential from the entire U.S. market in a single fund. A key risk is that its value can rise or fall with the overall U.S. stock market, especially tech-heavy periods.
How much will it cost me?The Avantis U.S. Equity ETF (AVUS) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that focuses on broad exposure to the U.S. equity market, keeping costs down.
What would affect this ETF?The Avantis U.S. Equity ETF (AVUS) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Apple, and Microsoft. However, potential risks include economic slowdowns or rising interest rates, which could negatively impact consumer spending and financial stocks, as well as regulatory changes affecting major tech firms. Diversification across sectors helps mitigate some risks, but the ETF remains sensitive to U.S. market conditions.
AVUS Top 10 Holdings
AVUS is leaning heavily on U.S. mega-cap tech, with Nvidia, Apple, Microsoft, Amazon, and Alphabet steering the ship. Recently, Alphabet and Amazon have been the bright spots, helping to prop up returns, while Apple, Microsoft, and Meta look like they’re losing steam and acting as mild brakes on performance. Nvidia and Broadcom are more mixed, reflecting some cooling in the semiconductor rally. Exxon Mobil has quietly chipped in from the energy side, but overall this is a U.S.-only fund whose story is still dominated by Big Tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 5.00% | $551.02M | $4.53T | 52.40% | 76 Outperform | |
| Apple | 4.74% | $521.66M | $3.75T | 7.90% | 79 Outperform | |
| Microsoft | 4.20% | $462.73M | $3.50T | 8.65% | 79 Outperform | |
| Amazon | 3.52% | $387.87M | $2.55T | 3.21% | 71 Outperform | |
| Alphabet Class A | 2.84% | $312.35M | $4.02T | 71.20% | 85 Outperform | |
| Meta Platforms | 2.52% | $277.27M | $1.69T | -0.52% | 76 Outperform | |
| Alphabet Class C | 2.28% | $250.79M | $4.02T | 69.99% | 82 Outperform | |
| JPMorgan Chase | 1.34% | $147.34M | $819.51B | 12.65% | 72 Outperform | |
| Exxon Mobil | 1.05% | $115.88M | $568.64B | 25.91% | 74 Outperform | |
| Broadcom | 1.04% | $114.70M | $1.54T | 61.27% | 76 Outperform |
AVUS Technical Analysis
Positive
―
Price Trends
112.17
Positive
110.30
Positive
104.21
Positive
Market Momentum
0.92
Negative
62.70
Neutral
91.09
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AVUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 114.40, equal to the 50-day MA of 112.17, and equal to the 200-day MA of 104.21, indicating a bullish trend. The MACD of 0.92 indicates Negative momentum. The RSI at 62.70 is Neutral, neither overbought nor oversold. The STOCH value of 91.09 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AVUS.
AVUS Peer Comparison
Comparison Results
Performance Comparison
AVUS
Avantis U.S. Equity ETF
115.99
16.10
16.12%
DFAC
Dimensional U.S. Core Equity 2 ETF
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DYNF
BlackRock U.S. Equity Factor Rotation ETF
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CGDV
Capital Group Dividend Value ETF
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DFUS
Dimensional U.S. Equity ETF
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DFAU
Dimensional US Core Equity Market 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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