Avantis U.S. Small Cap Value ETF (AVUV)

How has AVUV done since 2019?#

From September 2019 to October 2026, AVUV returned about 15.0% a year. The S&P 500 returned about 16.0% a year over the same dates. Say you put in $10,000 at the start. It would have been worth about $26,765 at the end, with every dividend reinvested.

AVUV returns by month and year#

AVUV rose in 51 of its 86 months (59%). Its best month was April 2020, at 20.5%. Its worst was March 2020, at −28.9%.

How risky is AVUV compared with the S&P 500?#

Measured from October 2021 to October 2026, on the days both traded.

• Beta 1.00. When the S&P 500 moved 1% in a day, AVUV tended to move about 1.00%.
• Correlation 0.78. AVUV moved with the S&P 500 some of the time.
• Up and down months. In months the S&P 500 rose, AVUV rose 102% as much on average. In months it fell, AVUV fell 110% as much.

Is AVUV above its 200-day average?#

AVUV closed 2.1% above its 200-day average on October 16, 2026. A rule that holds AVUV only above that average would hold it today.

What was AVUV’s worst drop?#

A drawdown is how far a fund falls from its last high point. AVUV’s worst fall was −49.4%, from December 19, 2019 to March 23, 2020. It got back to that high on November 23, 2020. On October 16, 2026 it was 6.4% below its highest close.

What does AVUV hold?#

This fund owns hundreds of small US companies whose stocks look cheap and that make good profits. Managers pick the stocks using set rules instead of copying an index. Small company stocks can swing more than big ones.

It does not track an index. Its managers choose what it holds. It had 794 holdings as of September 30, 2026, according to Avantis Investors (American Century).

What is the AVUV expense ratio?#

AVUV charges 0.25% a year. An expense ratio is the yearly fee a fund takes to run itself. On $10,000, a 0.25% fee comes to about $25 a year. Of the 162 ETFs on Tactfolio, 28% charge more.

You never get a bill for it. The fund takes the fee out of its own value a little each day.

Which Tactfolio strategies hold AVUV?#

No classic strategy holds AVUV yet. You can add it to your own rules in the builder and see how they would have done.

How does AVUV compare with similar ETFs?#

Funds that can stand in for AVUV:

• VBR: Vanguard Morningstar Small-Cap Value ETF, 0.05% a year
• IJS: iShares S&P Small-Cap 600 Value ETF, 0.18% a year
• IWN: iShares Russell 2000 Value ETF, 0.24% a year
• SCHA: Schwab U.S. Small-Cap ETF, 0.03% a year

See all 8 AVUV alternatives, compared on the same dates as AVUV.

Test AVUV in your own rules#

Tactfolio is a platform where you build rules-based investing strategies, backtest them on decades of real prices, share them, and run them automatically in your own Alpaca account. Open the builder, add AVUV, and see how a rule such as “hold it only above its 200-day average” would have done. Strategies run on daily prices and hold US stocks and ETFs only.

The details#

Prices come from Tactfolio’s stored daily prices for AVUV and SPY. Each close is adjusted for splits, and dividends are reinvested on the day the fund pays them out. CAGR is the steady yearly return that turns the starting value into the ending value. Volatility is the yearly standard deviation of daily returns. Beta and correlation compare daily returns with the S&P 500 over the same dates.

Fund facts come from Avantis Investors (American Century). We checked them on October 17, 2026. Read what a backtest simulates and how to read drawdown and CAGR for more on these measures.