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AVUS - ETF AI Analysis
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Avantis U.S. Equity ETF (AVUS)
Rating:74Outperform
Price Target:
$122.00
Positive Factors
Strong Top Holdings
Several key positions, including Nvidia, Microsoft, and Alphabet, have shown strong year-to-date performance, driving the fund’s returns.
Broad Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Consumer Cyclical, reducing reliance on any single industry.
Low Expense Ratio
With a competitive expense ratio of 0.15%, the fund offers cost-efficient exposure compared to many other ETFs.
Negative Factors
High U.S. Concentration
The ETF has nearly 100% exposure to U.S. companies, limiting diversification across global markets.
Overweight in Technology
Technology accounts for over 26% of the portfolio, making the fund vulnerable to downturns in this sector.
Mixed Performance Among Holdings
While some top holdings have performed well, others like Amazon and Apple have shown weaker year-to-date returns, potentially dragging on overall performance.
AVUS vs. SPDR S&P 500 ETF (SPY)
AUM9.85B
RegionNorth America
Expense Ratio0.15%
Beta0.99
IssuerAvantis
Inception DateSep 24, 2019
Dividend Yield1.14%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume253,034
30 Day Avg. Volume231,917
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
130.38Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1895
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AVUS Summary
The Avantis U.S. Equity ETF (AVUS) is an investment fund that gives you access to a wide range of U.S. companies, from large, well-established firms to smaller, growing businesses. It focuses on the total U.S. stock market, including industries like technology, finance, and healthcare. Some of its top holdings include well-known companies like Apple and Nvidia. Investors might consider AVUS for its diversification, as it spreads investments across many sectors and companies, reducing reliance on any single one. However, since it tracks the overall U.S. market, its value can rise or fall with general market trends.
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
The Avantis U.S. Equity ETF (AVUS) leans heavily into technology, with names like Nvidia, Apple, and Microsoft driving much of its performance thanks to their steady growth in AI and cloud services. Nvidia’s leadership in AI infrastructure has kept it rising, while Apple’s momentum has slowed despite its global expansion efforts. Amazon and Meta are holding the fund back, with mixed results from AWS margins and regulatory challenges. With a clear tilt toward tech and a broad U.S. focus, AVUS captures innovation but faces headwinds from lagging consumer and communication names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 5.39% | $528.99M | $3.97T | 17.52% | 80 Outperform | |
| Nvidia | 5.23% | $513.80M | $4.53T | 27.85% | 76 Outperform | |
| Microsoft | 4.33% | $424.98M | $3.62T | 17.98% | 82 Outperform | |
| Amazon | 3.44% | $338.04M | $2.38T | 9.76% | 76 Outperform | |
| Alphabet Class A | 2.64% | $259.38M | $3.53T | 66.39% | 80 Outperform | |
| Meta Platforms | 2.42% | $237.45M | $1.49T | 4.84% | 71 Outperform | |
| Alphabet Class C | 2.13% | $208.64M | $3.53T | 65.22% | 86 Outperform | |
| JPMorgan Chase | 1.46% | $142.98M | $825.58B | 23.90% | 72 Outperform | |
| Broadcom | 1.19% | $116.57M | $1.67T | 116.19% | 76 Outperform | |
| Exxon Mobil | 1.01% | $98.78M | $494.88B | -3.76% | 75 Outperform |
AVUS Technical Analysis
Negative
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Price Trends
108.82
Negative
106.34
Negative
100.20
Positive
Market Momentum
-0.40
Positive
34.96
Neutral
12.79
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AVUS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 109.49, equal to the 50-day MA of 108.82, and equal to the 200-day MA of 100.20, indicating a neutral trend. The MACD of -0.40 indicates Positive momentum. The RSI at 34.96 is Neutral, neither overbought nor oversold. The STOCH value of 12.79 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AVUS.
AVUS Peer Comparison
Comparison Results
Performance Comparison
AVUS
Avantis U.S. Equity ETF
105.84
7.10
7.19%
DFAU
Dimensional US Core Equity Market ETF
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CGUS
Capital Group Core Equity ETF
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QLTY
GMO U.S. Quality ETF
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RDVI
FT Cboe Vest Rising Dividend Achievers Target Income ETF
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DCOR
Dimensional US Core Equity 1 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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