Avantis All Equity Markets Value ETF 9 (AVGV) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.83: the stock has moved about 17% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerAvantis All Equity Markets Value ETF 9 (AVGV) trades at $85.68. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for AVGV: AVGV does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Avantis All Equity Markets Value ETF 9 (AVGV) Financial Services Profile
Avantis All Equity Markets Value ETF 9 (AVGV) offers diversified exposure across global markets, emphasizing value stocks with high profitability. The ETF seeks to outperform traditional indexing strategies through active investment decisions and efficient trading, targeting investors seeking total-market value allocation with enhanced returns and reduced risks.
What Is the Investment Thesis for AVGV?
The fund's strategy of targeting companies with lower valuations and higher profitability ratios offers the potential for long-term capital appreciation. A key value driver is the fund's efficient portfolio management and trading process, which aims to enhance returns while minimizing risks and transaction costs. Ongoing catalysts include the continued demand for value investing strategies and the potential for outperformance in specific market environments. Potential risks include market volatility and the possibility that the fund's investment strategy may underperform during periods of growth stock dominance. The fund's expense ratio and tracking error should be closely monitored to ensure cost-effectiveness and alignment with investment objectives.
Based on FMP financials and quantitative analysis
AVGV Key Highlights
Market Cap of $0.23B indicates a mid-sized ETF with room for growth.
- Beta of 0.83 suggests lower volatility compared to the overall market, potentially offering downside protection.
- Focus on lower valuation and higher profitability companies aims to capture the value premium.
- Fund-of-funds structure provides diversification across multiple Avantis ETFs.
- Efficient portfolio management seeks to enhance returns while minimizing transaction costs.
Who Are AVGV's Competitors?
AVGV is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| FIDI FIDELITY INTERNATIONAL HIGH DIVIDEND ETF | $27.53 | -0.90% | $241M | — |
| HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF | $43.33 | -0.44% | $226M | — |
| IDRV iShares Self-Driving EV and Tech ETF | $33.36 | -0.74% | $127M | — |
| IFV First Trust Dorsey Wright International Focus 5 ETF | $24.49 | -1.57% | $248M | — |
| KAPR Innovator U.S. Small Cap Power Buffer ETF | $39.41 | -0.62% | $215M | — |
| BLK BlackRock, Inc. | $1069.63 | -0.91% | $167B | 52 5-pillar |
| BX Blackstone Inc. | $111.80 | -1.38% | $135B | 69 5-pillar |
| APOS Apollo Global Management, Inc. | $25.43 | -0.66% | $74.6B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AVGV's Key Strengths?
Diversified exposure to global equity markets.
- Focus on value investing with potential for long-term outperformance.
- Efficient portfolio management and trading processes.
- Fund-of-funds structure provides broad market access.
What Are AVGV's Weaknesses?
Potential for underperformance during growth stock rallies.
- Reliance on other Avantis ETFs for underlying investments.
- Management fees can impact overall returns.
- Value investing may not always be in favor.
What Are the Key Risks for AVGV?
Underperformance during periods of growth stock dominance.
- Market volatility and economic downturns impacting portfolio values.
- Changes in investor preferences and market trends.
- Competition from other ETFs and investment products.
- Regulatory changes impacting ETF operations and costs.
What Are AVGV's Competitive Advantages?
- Diversified investment approach reduces single-stock risk.
- Focus on value investing provides potential for long-term outperformance.
- Efficient portfolio management aims to minimize costs and enhance returns.
What Does AVGV Do?
Avantis All Equity Markets Value ETF 9 (AVGV) is designed to provide investors with exposure to a broad and diversified set of companies, sectors, and countries. The ETF's core strategy focuses on identifying and investing in securities that the fund believes have higher expected returns, specifically targeting companies trading at lower valuations and exhibiting higher profitability ratios. This approach aims to capture the value premium inherent in the market. The ETF achieves its investment objective by investing in a series of other Avantis exchange-traded funds (ETFs). This fund-of-funds structure allows AVGV to efficiently allocate capital across various market segments and asset classes, providing investors with a comprehensive and diversified portfolio. The strategy seeks to blend the benefits of indexing, such as broad diversification, low portfolio turnover, and transparency of exposures, with the potential for active value addition through informed investment decisions based on current market prices. Avantis emphasizes efficient portfolio management and a disciplined trading process, aiming to enhance returns while minimizing unnecessary risks and transaction costs for investors. The overall objective is to deliver an effective total-market value allocation, providing investors with a well-rounded investment solution that balances risk and return potential.
What Products and Services Does AVGV Offer?
- Invests in a diversified portfolio of global equities.
- Focuses on companies with lower valuations and higher profitability ratios.
- Utilizes a fund-of-funds structure by investing in other Avantis ETFs.
- Seeks to provide total-market value allocation.
- Employs efficient portfolio management and trading processes.
- Aims to enhance returns while minimizing risks and transaction costs.
How Does AVGV Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net inflows.
- Expense ratio covers operating costs, including portfolio management, administration, and marketing.
What Industry Does AVGV Operate In?
Avantis All Equity Markets Value ETF 9 operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The ETF landscape is dominated by large players offering a wide range of investment strategies, from passive index tracking to active management. AVGV differentiates itself by focusing on value investing within a diversified global equity portfolio. The growth of the ETF market is driven by increasing demand for low-cost, transparent investment vehicles. The competitive landscape includes both traditional asset managers and fintech-driven platforms offering innovative investment solutions.
Who Are AVGV's Key Customers?
- Retail investors seeking diversified equity exposure.
- Financial advisors building portfolios for clients.
- Institutional investors looking for value-oriented strategies.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 43 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-06 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -3.8%.
AVGV Financials
Bull Case vs Bear Case
Bull Case
- Diversified exposure to global equity markets.
- Focus on value investing with potential for long-term outperformance.
- Efficient portfolio management and trading processes.
- Fund-of-funds structure provides broad market access.
Bear Case
- Potential for underperformance during growth stock rallies.
- Reliance on other Avantis ETFs for underlying investments.
- Management fees can impact overall returns.
- Value investing may not always be in favor.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
AVGV Latest News
No recent news available for AVGV.
AVGV Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for AVGV.
Price Targets
Wall Street price target analysis for AVGV.
AVGV MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for AVGV; grades run from A+ (80-100) to F (below 30).
Common Questions About AVGV (Financials)
What are the main risks for AVGV?
The main risks for AVGV include the potential for underperformance during periods of growth stock dominance, as the fund's value-oriented strategy may lag behind during growth-driven market rallies. Competition from other ETFs and investment products poses a risk to AUM growth.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data based on available information as of 2026-03-17.