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ETFs

Avantis Responsible U.S. Equity ETF

AVSU
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Mar 15 2022
Expense Ratio
0.15%
Type
US Equities
Fund Owner
Avantis Investors
Volume (1m avg. daily)
$1,094,414
AUM
$174,341,977
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

AAPL
Apple Inc
5.60%
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Microsoft Corporation
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AMZN
Amazon.com Inc.
1.74%
GOOGL
Alphabet Inc - Ordinary Shares - Class A
1.60%
META
Meta Platforms Inc - Ordinary Shares - Class A
1.58%
GOOG
Alphabet Inc - Ordinary Shares - Class C
1.41%
NVDA
NVIDIA Corp
1.26%
JPM
JPMorgan Chase & Co.
1.12%
TSLA
Tesla Inc
1.03%
MRK
Merck & Co Inc
1.01%
Invest with AVSU

What is AVSU?

AVSU invests in a broad set of U.S. companies across all market capitalizations and is designed to increase expected returns by overweighting securities we believe to be trading at lower valuations and with higher profitability ratios. It limits the investable universe of companies by screening out those that raise concerns based on the team's evaluation of multiple Environmental, Social and Governance (ESG) metrics and pursues the benefits associated with indexing but with the ability to add value by making investment decisions using information based on proprietary evaluations.

ETFs related toAVSU

ETFs correlated to AVSU include TILT, DFAU, DFAC

AVSU
American Century ETF Trust - Avantis Responsible U.S. Equity ETF
TILT
FlexShares Trust - FlexShares Morningstar US Market Factors Tilt Index Fund
DFAU
Dimensional ETF Trust - Dimensional US Core Equity Market ETF
DFAC
Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
ITOT
BlackRock Institutional Trust Company N.A. - iShares Core S&P Total U.S. Stock Market ETF
JHML
John Hancock Investment Management LLC - John Hancock Multifactor Large Cap ETF
IWV
BlackRock Institutional Trust Company N.A. - iShares Russell 3000 ETF
LRGF
BlackRock Institutional Trust Company N.A. - iShares U.S. Equity Factor ETF
SCHB
Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VTI
Vanguard Group, Inc. - Vanguard Total Stock Market ETF
AVUS
American Century ETF Trust - Avantis U.S. Equity ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toAVSU

#WIR

When Inflation is Rising

Category

Living With High Inflation, Worried about Inflation?

Risk Rating

Moderate

#DPE

Diversify with Private Equity

Category

Getting Started, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with AVSU using Composer

FAQ

AVSU is a US Equities ETF. AVSU invests in a broad set of U.S. companies across all market capitalizations and is designed to increase expected returns by overweighting securities we believe to be trading at lower valuations and with higher profitability ratios. It limits the investable universe of companies by screening out those that raise concerns based on the team's evaluation of multiple Environmental, Social and Governance (ESG) metrics and pursues the benefits associated with indexing but with the ability to add value by making investment decisions using information based on proprietary evaluations.

Yes, AVSU is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, AVSU is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on AVSU is -0.0112%. This is the percent change in the value of AVSU over the most recent 1-month period. The 3-month return on AVSU is -0.0015%. This is the percent change in the value of AVSU over the most recent 3-month period.

The standard deviation of AVSU for the past year is 0.1782%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to AVSU include SPHQ, DSI, and QUAL.

ETFs correlated to AVSU include TILT, DFAU, and DFAC.

ETFs that are inversely correlated to AVSU include SH, SDS, and SPXS.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.