Fund report

US-listed

AVLV

The fund seeks long-term capital appreciation.
Avantis U.S. Large Cap Value ETF
Avantis / American Century

278 holdings as of 2026-05-31 · top 10 = 26.9% · TER 0.15% · P/E 19.0

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Concentration
Moderately concentratedtop 10 = 26.9%
diversifiedconcentrated
GROWTH · NAV (USD)rebased to 0%
Holdings
278
as of 2026-05-31
Top 10
26.9%
TER
0.15%
cheaper than 87% of peers
Net assets
US$12.9B
Largest
4.6%
P / E
19.0
covers 95% by weight
01Overview
the fund's regulatory facts
Fund currency
USD
First listed
2021-09-21
Volatility 1Y
12.3%
Tracked index
Russell 1000 Value Index
How it tracks
Actively managed
Lends its stock
Yes
02Valuation and performance
market price return · as of 2026-09-18
1M
-2.6%
3M
+1.2%
6M
+15.6%
YTD
+21.5%
1Y
+26.6%
Valuation263 companies covered · weighted, profitable holdings only
19.0
price / earnings
MethodologyCompany-data coverageThe rest is 4% loss-making companies, which carry no P/E by the positive-earner convention.
4.8%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 100% by weight
3.65
price / book
covers 95% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-05-31
#CompanyIdentifierWeight
1Micron Technology Inc USMU
4.6
2AMAZON.COM INC USAMZN
3.2
3Apple Inc USAAPL
3.2
4META PLATFORMS INC-CLASS A USMETA
2.7
5Exxon Mobil Corp USXOM
2.6
6Caterpillar Inc USCAT
2.5
7LAM RESEARCH CORPORATION USLRCX
2.5
8Costco Wholesale Corp USCOST
2.1
9JPMorgan Chase & Co USJPM
1.8
10Merck & Co Inc USMRK
1.8
11Verizon Communications Inc USVZ
1.6
12Microsoft Corp USMSFT
1.6
13Union Pacific Corp USUNP
1.5
14THE TJX COMPANIES, INC. USTJX
1.5
15MORGAN STANLEY USMS
1.4
16Gilead Sciences Inc USGILD
1.3
17ConocoPhillips USCOP
1.2
18GENERAL MOTORS COMPANY USGM
1.1
19Flex Ltd USFLEX
1.1
20Applied Materials Inc USAMAT
1.1
21CSX Corporation USCSX
1.1
22ROSS STORES, INC. USROST
1.1
23Progressive Corp/The USPGR
1.0
24AMERICAN EXPRESS COMPANY USAXP
1.0
25DEERE & CO USDE
1.0
26United Parcel Service Inc USUPS
0.9
27KLA Corp USKLAC
0.9
28NETFLIX INC USNFLX
0.9
29EOG Resources Inc USEOG
0.9
30The Travelers Companies, Inc. USTRV
0.9
31WALMART INC. USWMT
0.9
32Delta Air Lines Inc USDAL
0.9
33THE WILLIAMS COMPANIES, INC. USWMB
0.8
34Target Corp USTGT
0.8
35TARGA RESOURCES CORP. USTRGP
0.8
36Devon Energy Corp USDVN
0.8
37Royal Caribbean Cruises Ltd LRRCL
0.8
38FEDEX CORPORATION USFDX
0.8
39W.W. GRAINGER, INC. USGWW
0.7
40Comcast Corp USCMCSA
0.7
41FREEPORT-MCMORAN INC. USFCX
0.7
42THE ALLSTATE CORPORATION USALL
0.7
43NORFOLK SOUTHERN CORPORATION USNSC
0.7
44ON Semiconductor Corp USON
0.7
45United Airlines Holdings Inc USUAL
0.7
46T-MOBILE US, INC. USTMUS
0.7
47CHENIERE ENERGY, INC. USLNG
0.7
48AMERIPRISE FINANCIAL, INC. USAMP
0.7
49THE HARTFORD INSURANCE GROUP, INC. USHIG
0.6
50THE KROGER CO. USKR
0.6
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04Exposure
Equity 99.9%
By sector
Financial Services17.1%
Technology16.9%
Industrials15.8%
Consumer Cyclical15.0%
Energy12.9%
Communication Services7.1%
Consumer Defensive6.8%
Healthcare5.2%
Materials2.5%
Utilities0.4%
Real Estate0.1%
By country
USUnited States95.7%
BMBermuda1.2%
LRLR0.8%
IEIreland0.6%
GBUnited Kingdom0.5%
CHSwitzerland0.5%
NLNetherlands0.3%
CACanada0.3%
CurrencyUSD 96.9% EUR 0.9% GBP 0.6% CHF 0.5% CAD 0.3%
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IVV
Comparable exposure
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