Skip to Content

Avantis U.S. Equity ETF

AVUS
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Sep 24 2019
Expense Ratio
0.15%
Type
US Equities
Fund Owner
Avantis Investors
Volume (1m avg. daily)
$18,053,494
AUM
$3,641,940,900
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Dividend
No
Prospectus

Top 10 Holdings

AAPL
Apple Inc
4.19%
MSFT
Microsoft Corporation
3.17%
XOM
Exxon Mobil Corp.
1.35%
AMZN
Amazon.com Inc.
1.00%
GOOGL
Alphabet Inc - Ordinary Shares - Class A
0.99%
JPM
JPMorgan Chase & Co.
0.90%
CVX
Chevron Corp.
0.89%
GOOG
Alphabet Inc - Ordinary Shares - Class C
0.89%
JNJ
Johnson & Johnson
0.84%
MRK
Merck & Co Inc
0.82%
Invest with AVUS

What is AVUS?

The fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. The fund may invest in companies of all market capitalizations. The fund seeks securities of companies that it expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies it defines as high profitability or value companies. Conversely, the fund seeks to underweight or exclude securities it expects to have lower returns, such as securities of large companies with lower levels of profitability and higher prices relative to their book values or other financial metrics. To identify small capitalization, high profitability, or value companies, the portfolio managers may use reported and estimated company financials and market data including, but not limited to, shares outstanding, book value and its components, cash flows, revenue, expenses, accruals and income. Value companies may be defined as those with lower price relative to book value ratio or other fundamental value. High profitability companies may be defined as those with higher cash based operating profitability. The portfolio managers may also consider other factors when selecting a security including, industry classification, the past performance of the security relative to other securities, its liquidity, its float, and tax, governance or cost considerations, among others.

ETFs related toAVUS

ETFs correlated to AVUS include GDEF, DFAC, TILT

AVUS
American Century ETF Trust - Avantis U.S. Equity ETF
GDEF
Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF
DFAC
Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
TILT
FlexShares Trust - FlexShares Morningstar US Market Factors Tilt Index Fund
DFAU
Dimensional ETF Trust - Dimensional US Core Equity 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
VTI
Vanguard Group, Inc. - Vanguard Total Stock Market ETF
DFUS
Dimensional ETF Trust - Dimensional U.S. Equity ETF
ITOT
BlackRock Institutional Trust Company N.A. - iShares Core S&P Total U.S. Stock Market ETF
SCHB
Schwab Strategic Trust - Schwab U.S. Broad Market 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 toAVUS

#DALIO

The Dalio

Category

Classic

Risk Rating

Conservative

Can contain

AVUSVTI
#BUTTERFLY

Golden Butterfly

Category

Getting Defensive

Risk Rating

Moderate

Can contain

AVUSVTI

Create your own algorithmic trading strategy with AVUS using Composer

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.