Avantis Responsible U.S. Equity ETF

Frequently Asked Questions About AVSU

What does AVSU invest in?

This exchange-traded fund invests across a broad range of U.S. companies, encompassing all market capitalization sizes. Its strategy is designed to enhance anticipated returns by giving greater weight to securities identified as having attractive valuations and superior profitability metrics. A core aspect of its approach involves carefully screening out companies that present significant environmental, social, or governance (ESG) concerns, based on the team's comprehensive assessment. While aiming to capture the efficiencies typically associated with index funds, it distinguishes itself by adding value through proprietary evaluations that inform its investment decisions. The fund benefits from an efficient portfolio management and trading process, crafted to maximize returns while diligently managing risks and transaction costs. Ultimately, it is structured to integrate smoothly into an investor's broader asset allocation plan.

What is the expense ratio of AVSU?

Avantis Responsible U.S. Equity ETF (AVSU) charges an expense ratio of 0.15%. This is the annual fee deducted from fund assets to cover management and operations.

How big is AVSU?

Avantis Responsible U.S. Equity ETF (AVSU) manages $470.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is AVSU actively managed or an index fund?

AVSU is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (AVSU's is 0.15%) in exchange for the discretion to over- or under-weight positions.

When was AVSU launched?

Avantis Responsible U.S. Equity ETF (AVSU) launched in March 2022 and is managed by Avantis.

How has AVSU performed?

AVSU's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.