A Comprehensive Analysis On U.S. SCV Funds Reveals Why AVUV Is The Best Option
Source: SeekingAlpha
2025-01-27 14:50:07 ET
Summary
- AVUV stands out for its superior factor loadings, top-tier returns, good diversity, and reasonable expense ratio among US Small Cap Value ETFs.
- Factor regression shows AVUV excels in SMB and HML values, with an annual alpha of 1.46%, outperforming other US SCV funds.
- AVUV has the highest returns and best risk-adjusted returns since 2019, with a proxy Sharpe ratio of 0.54.
- Despite being second in AUM and liquidity, AVUV's overall performance and reasonable expense ratio make it the best US SCV ETF option.
Intro
In this article, I'm going to analyze several US Small Cap Value ("US SCV") Exchange Traded Funds ("ETF") and explain why I believe the Avantis US Small Cap Value ETF ( AVUV ) is still the best option for those wishing to add a US SCV tilt to their diversified portfolio. ...
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A Comprehensive Analysis On U.S. SCV Funds Reveals Why AVUV Is The Best Option
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