IWX - AVUV: The One Actively Managed Fund That I Like
2024-04-15 12:31:53 ET
Summary
- The Avantis US Small Cap Value ETF has significantly outperformed the Russell 2000 and its associated sub-indices. Surprisingly, it has also marginally outperformed the S&P 500.
- The majority of AVUV's outperformance occurs in the months of May to August, and the same factors that are responsible for this are still in place.
- AVUV's portfolio composition is significantly different than that of both the S&P 500 and its benchmark, the Russel 2000 Small Cap Value index. It therefore offers diversification benefits.
- Investors who have a bullish view regarding small caps should express this view via a long poison in AVUV. Investors who want to improve the risk / reward characteristics of their portfolio should also consider AVUV.
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AVUV: The One Actively Managed Fund That I Like