AVUS - ETF AI Analysis
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Avantis U.S. Equity ETF (AVUS)
AVUS, the Avantis U.S. Equity ETF, earns a solid overall rating thanks to its heavy exposure to high-quality, financially strong tech leaders like Apple, Microsoft, Nvidia, and Alphabet, all benefiting from growth in cloud, AI, and digital services. These strengths are partly offset by holdings such as Amazon, JPMorgan, and Exxon Mobil, where issues like premium valuations, cash flow challenges, and slower revenue growth temper the picture. The main risk factor is the fund’s concentration in large U.S. technology and AI-focused companies, which can increase volatility if that sector faces a downturn.
AVUS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 14.67B
- Region
- North America
- Expense Ratio
- 0.15%
- Beta
- 0.96
- Issuer
- Avantis
- Inception Date
- Sep 24, 2019
- Dividend Yield
- 1.14%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
AVUS Summary
Avantis U.S. Equity ETF (AVUS) is a fund that aims to capture the overall growth of the U.S. stock market, without tracking a specific index. It invests in a wide mix of companies, from large, well-known names to smaller firms, across many sectors like technology, finance, and consumer businesses. Top holdings include familiar companies such as Apple and Microsoft. Someone might invest in AVUS to get broad diversification in one simple investment, spreading money across hundreds of U.S. stocks. A key risk is that the fund can rise or fall with the overall U.S. stock market, especially its heavy exposure to tech companies.
How much will it cost me?
The Avantis U.S. Equity ETF (AVUS) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that focuses on broad exposure to the U.S. equity market, keeping costs down.
What would affect this ETF?
The Avantis U.S. Equity ETF (AVUS) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Apple, and Microsoft. However, potential risks include economic slowdowns or rising interest rates, which could negatively impact consumer spending and financial stocks, as well as regulatory changes affecting major tech firms. Diversification across sectors helps mitigate some risks, but the ETF remains sensitive to U.S. market conditions.
AVUS Top 10 Holdings
AVUS is powered by a heavy dose of Big Tech, with Apple and Nvidia doing much of the lifting as their shares keep rising on the back of strong demand for devices and AI chips. Meta and Micron add extra fuel, with both riding upbeat sentiment around AI and data centers, even if Micron’s path has been a bit mixed lately. On the other side, Amazon and the Alphabet shares have been more of a drag in the near term, losing some steam despite solid long‑term stories. Overall, it’s a U.S.-only fund leaning hard into tech-driven growth.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 5.84% | $857.58M | $5.00T | 29.46% | 79Outperform |
 NVDA | Nvidia | 5.53% | $812.60M | $5.23T | 18.52% | 76Outperform |
 MSFT | Microsoft | 4.70% | $690.89M | $3.95T | 2.92% | 79Outperform |
 AMZN | Amazon | 3.52% | $517.53M | $2.83T | 21.32% | 71Outperform |
 META | Meta Platforms | 2.43% | $356.73M | $1.80T | -5.18% | 76Outperform |
 MU | Micron | 2.13% | $313.30M | $1.02T | 333.37% | 79Outperform |
 GOOGL | Alphabet Class A | 2.03% | $298.49M | $4.14T | 32.63% | 85Outperform |
 GOOG | Alphabet Class C | 1.64% | $240.34M | $4.14T | 30.88% | 82Outperform |
 JPM | JPMorgan Chase | 1.34% | $197.55M | $886.58B | 10.88% | 72Outperform |
 XOM | Exxon Mobil | 1.32% | $193.69M | $733.07B | 57.82% | 74Outperform |
AVUS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AVUS, the sentiment is Positive. The current price of 129.44 is below the 20-day moving average (MA) of 129.54, below the 50-day MA of 129.85, and above the 200-day MA of 122.52, indicating a neutral trend. The MACD of -0.01 indicates Positive momentum. The RSI at 49.20 is Neutral, neither overbought nor oversold. The STOCH value of 28.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AVUS.
AVUS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| AVUS | $129.44 | $144.00(11.25% Upside) | $14.67B | 0.15% | 73Outperform |
 DFAC | $45.12 | $54.71(21.25% Upside) | $49.01B | 0.17% | 72Outperform |
 DYNF | $69.04 | $83.68(21.21% Upside) | $42.17B | 0.26% | 74Outperform |
 DFUS | $83.66 | $100.97(20.69% Upside) | $21.20B | 0.09% | 74Outperform |
 DFAU | $52.93 | $63.77(20.48% Upside) | $12.92B | 0.12% | 73Outperform |
 CGUS | $44.95 | $55.51(23.48% Upside) | $12.22B | 0.33% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| AVUS | Avantis U.S. Equity ETF | 129.44 | 22.11 | 20.61% | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 45.12 | 6.98 | 18.30% | |
| DYNF | BlackRock U.S. Equity Factor Rotation ETF | 69.04 | 10.50 | 17.94% | |
| DFUS | Dimensional U.S. Equity ETF | 83.66 | 11.73 | 16.31% | |
| DFAU | Dimensional US Core Equity Market ETF | 52.93 | 7.61 | 16.79% | |
| CGUS | Capital Group Core Equity ETF | 44.95 | 5.77 | 14.73% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.