Avuv bogleheads. They are more likely .

Avuv bogleheads Top. These stats are very close to the US total market VTI (1. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Community; jaMichael wrote: ↑ Sun Mar 03, 2024 6:00 am I don’t think anyone knows whether the size and value premiums will materialize in the future or whether, even if small and value stocks outperform a market-weighted index in the future, they will do so on a risk-adjusted basis. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) After reading the Bogleheads Guide to Investing, especially the section on diversification, I’m wondering if these funds may overlap more than I’d like and lack optimal diversification. cat_guy Posts: 211 Joined: Sun Mar 08, 2020 ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library Code: Select all Ticker Name Yield FTC Qualified VTI Vanguard Total Stock Market 1. AVDV and AVUV are small-cap value (AVDV international, Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. Let it ride for 60 years, and periodic invest every year. Bama12 ↳ Spain - Bogleheads® España; ↳ Spain; ↳ United Arab Emirates; Wiki; ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; I would probably buy AVUV with the money from selling VXF, but you could buy VTI and also in your other tax-advantaged account sell some VOO and buy VTI. My rationale was that in 2022 AVUV (Avantis US Small-Cap Value) had a dividend yield of 1. 03%. I also looked at Avantis site, looks like AVUV is 100% qualified dividends at 1. - 50%VT, 20%SSO (2x leveraged S&P500), 20%AVUV, 10%AVDV (+20% margin). Is AVUV a good tax efficient ETF to hold in a taxable account? AVUV offers superior factor exposure compared to its ETF counterparts. tj Posts: 11151 Joined: Thu Dec 24, 2009 5:10 am. Appears AVUV and SLYV were tracking closely but diverged in early 2021. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada rando80 wrote: ↑ Sun Oct 29, 2023 12:12 am When the value-tilted all-equity-markets Avantis AVGE fund became available, I thought it would be an easy single fund solution that could take some of the thought and worry out of rebalancing. 31% to 45. 54% 0 78% VBR Vanguard Small-Cap Value 2. Thanks, Drum. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Specifically we are interested in buying AVUV, the Avantis small cap value ETF. And I would only do it with new savings and not move existing holdings around. 15% AVUV (historically the value premium has been larger in small caps) 10% AVDV 5% AVEM This is pretty close to my portfolio although I've got a stronger tilt. 6bp. 58% int dev 12. In general, AVUV is much more concentrated than VBR when looking across all the sectors. I want SCV fund that gives me the most SCV exposure for the buck. retired@50 wrote: 15% AVUV 20% VEA 5% AVDV. 2006 but it's brother DFSVX did and so did RZV, the deep value micro-cap fund designed to maximally harvest both small and value premiums. Time will tell. I'm in the Vanguard brokerage account with this one and Vanguard doesn't do fractional shares. pasadena Posts: 2467 Joined: Sat Jul 02, 2016 6:23 am Location: PNW. e. I do plan to do the same and keep monitoring AVUV simply does so within small caps and only buys those, while AVUS still aims to provide broad index exposure and slightly overweights the companies it selects to mildly tilt toward Size, Value, and Profitability. AVUV suffers from a negative skew (meaning that if the VTI tanks 50%, AVUV might tank 70%), because again these are distressed companies and most of them can't survive a serious depression. " Best wishes. (AVUS has the same 0. In fact, some brokerages block buying AVUV (I’m not 100% sure of the reason). 74% and 100% qualified. The rest of my equity is I’ve primarily had a 15% tilt to AVUV across the board. The other way to achieve something similar would be to use the TDF. 66% 0 94% VB Vanguard Small-Cap 1. It also has a profitability screen and uses momentum in its trades. 02nz Posts: 11020 Joined: Wed Feb 21, 2018 8:17 pm. Walkure Posts: 1159 I realize this is anathema to many who read Bogleheads. Where VIOV is more just size and value. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. Both significantly out-perform the less expensive options like IJS, VBR and VIOV, though with higher risk. 39% scv 17. my2p Posts: 141 AVUV is also good, and DFAT. AVUV hasn’t existed for long enough for regression analysis to be helpful. 65% 2. ↳ Spain - Bogleheads® España; ↳ Spain; ↳ United Arab Emirates; Wiki; ↳ The Bogleheads Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. Now a year later, I'm second guessing if a semi-managed fund at a The construction of AVUV gives it maybe a 20 to 40 bps per year advantage in expected factor-based returns over the S&P 600 Value Index funds, so if you net out the higher expense you'd get a small-but-positive expected advantage from AVUV. 3-Fund (Bogleheads): 8. S. 41%. If one wants a total market weighted portfolio, then AVUV is not fine. There is no expectiation that the timing of these events will be perfect, but Simply based on my success with AVUV (small-cap value) I would only buy AVLV of those 3 choices. But I I like AVUV as a diversifier and hold it (albeit not a huge amount). It's still negative but only slightly at just over -4%. The fund appears to be very volatile, so it would be a few % of my net worth. 15 AVUV, 10 AVDV, 5 AVES The 5 AVES won't move the needle a ton, but I like totality in my investments and you can increase it as you deem appropriate. traveling_salesman Posts: 171 ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. SafeBonds Posts: 142 Joined: Sat May 22, 2021 Bogleheads® España; ↳ Spain; ↳ United Arab Emirates; Wiki; ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. It also has a much lower correlation to the overall market than any other SCV fund I’ve found, including AVUV, VBR, SLYV, and VIOV, which is another reason compelling me to overweight small cap value - risk parity. Maybe it literally is the Small Cap effect, QVAL is full of well-known stinkers which the market has correctly assessed. 62) By Bogleheads standards though, my taxable portfolio is relatively small. 66% and 94% qualified). 15 AVUV, 10 AVDV, 5 AVES The 5 AVES won't move the needle a ton, but I like totality in my investments and you can increase it Now please answer the same questions for AVUV. For a 30 year horizon, would it benefit me to separate out the legs of AVGE into something like VTI/VEA/AVDV/AVUV? I see pros and cons to each. - TheNightsToCome. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non 15% AVUV (historically the value premium has been larger in small caps) 10% AVDV 5% AVEM This is pretty close to my portfolio although I've got a stronger tilt. Re: Small Cap Value - US/International. Whakamole ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) Community; • AVUV Avantis US Small Cap Value ETF Most of the hard-core SCV investors here on bogleheads seem to own it. nedsaid Posts: 20090 ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library livesoft wrote: ↑ Tue Dec 03, 2024 2:57 pm I have a SCV tilted portfolio. Can't remember if most bogleheads prefer this etf or IJS/SLYV, AVUV is more expensive but I guess it has more selection criteria like profitability. but it’s probably been about 20 years since SCV outperformed the S&P 500 by 15% and right now AVUV appears to be leading the pack by a wide margin. Per Chat GPT, if one is in highest income tax bracket total international would be preferred in taxable account, followed by AVUV and then Vanguard/Avantis emerging market funds. Bogleheads® España; ↳ Spain; ↳ United Arab Emirates; Wiki; ↳ The Bogleheads® Wiki: a collaborative work (For context, I'm also invested in AVUV. From my own rudimentary analysis, most of AVUV's outperformance over VBR AVUV (and AVDV) is a relatively potent SCV fund; it's fairly skewed towards value and small. baboboi ↳ The Bogleheads® Wiki: a collaborative work AVUV would be another low-cost way to get exposure to value and size that is a step deeper than the S&P600 funds. So I made it the majority of my taxable equity allocation. 4% After reading the Bogleheads Guide to Investing, especially the section on diversification, I’m wondering if these funds may overlap more than I’d like and lack optimal diversification. I know AVUV also focuses on high profitably in addition to size and value factors. Anyway, check out the gallery link Despite having the same objectives, the factor exposures in the funds are quite different. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current If you used VTI and AVUV, for example, in a ratio of 70/30 you'd have a 0. AVDV has a slightly higher size loading than AVUV but a smaller tilt to value. Whether the additional management fee is worth it is up to you I have purchased AVUV over the last few years, mostly starting my position in Feb 2021 and adding to it in January 2022. Furthermore, most brokerages also do not consider AVUV a passive index fund (like they do for VIOV). Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. 25% YTD Returns: 35. Frankly, if you can’t go at least 50% factors, you might as well not play the game. It seems that Vanguard's small cap value ETFs are fairly tax efficient, perhaps lower than total stock market, and maybe about the same as VSS. ) 25% SCHD - Schwab US Dividend Equity ETF The reason I’ve selected ETFs for right now is because TD Ameritrade currently charges a transaction fee of $49 for the index funds, but ETFs are free. Big counter arguments are the increased complexity for only 10% of my portfolio and the 0. AVUV particularly emphasizes the profitability factor, with investment (asset growth) and momentum as Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding However, I’d be careful about saying that there’s no real precedence with AVUV. AVUV's chosen benchmark is the Russell 2000 Value index, and since inception it has beaten an ETF (IWN) that tracks that index, a Vanguard ETF ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) The historical record shows that the price of AVUV has moved more in a single day than the price of VBR on those same days which is important for the trading algorithm that I use. Vanguard 529. Re: CA Scholarshare vs. I saw a post from 2 years ago that made it seem like it "may" be possible, but it wasn't clear. Debated increasing AVUV and/or AVDV. Reply reply Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. Holding on and staying the course. Topic Author. 5% gain will never show up in portfoliovisualizer! Ha! Specifically AVUS, AVUV, and maybe AVDE and AVDV? I saw a post from 4 years ago that ME did NOT allow this, but the Avantis funds were brand new then. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Community; If I wanted to hold small caps I think I’d hold AVUV. AVDV and AVUV are small-cap value (AVDV I already own AVUV in my taxable account and am interested in owning one or more of these other Avantis funds in my taxable account. They are more likely Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. 50/50 VOO/AVUV. That being said, I certainly think a modest tilt is a reasonable choice. 1/2 dozen. If I expand it across my entire portfolio, my overall “Avantis tilt” would ideally be something like: - 50% VTI - 15% AVUV - 20% VXUS - 8% AVDV. For ROTH Could go 60 VOO/20 AVUV/20 VXUS for a more controlled risk. If we are talking more than say $2 million in taxable, AVUV - Avantis US Small Cap Value ETF, expense ratio 0. I use AVUV and AVDV, also in an 80% 20% domestic/non I've got allocations to AVUV and AVDV. AVUV is based on factor investing which Fama and French have basically dedicated their careers to For an investor who is 90% VTI and 10% AVUV (Avantis US SCV), but wants to shift a bit more of their US equity portfolio towards value, ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Sharpe ratio and drawdown-adjusted returns of AVUV were still lower than the S&P 500 though. 25%) ↳ Spain - Bogleheads® España; ↳ Spain; ↳ United Arab Emirates; Wiki; ↳ The Bogleheads® Wiki: a collaborative work of I am debating the same thing with AVUV. Listen to what we say, consider other sources, and make your own decisions, since you have to live eon123 wrote: ↑ Sat Apr 27, 2024 2:53 pm What would be the ideal way to hold allocations of AVUV (US small cap value), AVDV ( developed market small cap value), and AVES ( emerging market value Per Chat GPT, if one is in highest income tax bracket total international would be preferred in taxable account, followed by AVUV and then Vanguard/Avantis emerging market funds. Seems like with tech takeover of the economy being a big cap is a big ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non Can you purchase Avantis ETFs, such as AVUV, AVEM, AVES, and AVDV in a Vanguard Brokerage Account commission free, ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Avantis' AVUV, is a managed fund without a lot of history, but the founders come from Dimensional Funds and are widely respected here. I am looking at VBR and AVUV, VBR because I like the Vanguard family but AVUV has been performing better (albeit at 0. I can run for another 30 years. So I haven't decided yet. 21% 0 100% DFUV DFA US Marketwide Value 1. The fund has had enough history to show that the stock selection methodology outperforms passive ETFs, like VBR and SLYV, at least over the last 5 years. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) My target allocation is 55% US Total market, 20% Small Cap Value (AVUV), and 25% International. JSPECO9 wrote: ↑ Wed Mar 29, 2023 9:04 pm Factor-rookie here, one thing I have a hard time wrapping my head around: Why is a 100% factor invested portfolio (ex: AVUV, AVDV, AVES, 3,433 securities, lower valuations, spread out in different countries, sectors, and not too concentrated on any one security) so much more risky than VOO (500 companies, high 20% VOO | 20% VXUS | 20% AVUV | 20% AVDV | 20% AVES. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) AVUV 25% AVDE 20% AVDV 15% AVEM 10%. Reply reply Personally, I invest in AVUV which I believe is the best choice for small cap value. 0 increase in returns over 30+ years as well as some added diversification. AVUV has the highest value loading of the three and also significantly more exposure to the volatility factor, perhaps due to the higher liquidity of US stocks. I have a 10% tilt to vanguard small value, but reading about the other two (RZV and AVUV) that Rich Ferri recommends. For me that would mean TLH out of russell 1000 into russell 3000? Then pump more money into As per Morningstar, since inception, AVUV has beaten DFSVX (the mutual fund version of DFSV) 52. AVUV has had a 83% correlation with VXUS, AVDV has had a 96% correlation with VXUS, AVES has had a 94% correlation with VXUS. In 2022, it was (I think) ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Community; AVUV ~ $1700 VXUS ~ $850 Aiming for 70% VTI, 20% AVUV, 10% VXUS ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Community; ↳ Personal Consumer Issues; Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. 70% int scv 8. 8% US Total Stock Market + 30% US Small-Cap Value (Fama/French): 11. So now he recommends AVUV. CyclingDuo Carol88888 wrote: ↑ Wed Aug 10, 2022 1:39 pm Among Bogleheads who hold a separate fund or ETF that tracks small caps (Value or Growth) how much is (5. I own SLYV shares. VIOV has a bit more size exposure, and AVUV has a bit more value. AVDV down only 8% (VTMGX down 13%) ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) Community; AVUV is "index-like" and considers other factors like momentum. Don't do what Bogleheads tell you. AVUV is almost 10% ahead of VTI in year to date returns. I agree avuv seems to be capturing the value premium moreso than even ijs/viov but these tend to ebb and flow. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) AVUV: 0. Full disclosure: I own shares of AVUV at the present time. But I am not a buy-and-hold type of investor. Got some predictable boglehead responses like invest in Total Stock Market, Total Bond Market, and go to sleep and forget it. Full disclosure: I own shares of AVUV, VBR, and SPSM at the present time, but not shares of VXF nor an S&P500 index fund. Thanks! This signature message sponsored by sscritic: Learn to fish. The indexes that most Bogleheads use are investable indexes. 8M Top holding of AVUV is $95. from his The ETF Book to the "Wounded Warriors" which is where I got the idea to donate my own royalties from The Bogleheads Guide to The Three Fund Portfolio to the "The John Bogle Center for Financial Literacy. Average QVAL EV/EBIT is 8. Northern Flicker wrote: ↑ Sun Dec 31, 2023 10:37 pm That has the effect that you can match size exposure or value exposure of portfolios that implement tilts with AVUV or VBR but not both. AVUV, for example, is no more "active" than Vanguard's VIOV which tracks an index created by an S&P committee with all sorts of As I’m nearing retirement I now 50/50 split QQQM with a small cap value ETF AVUV. If you hold avuv elsewhere at like fidelity or m1 you can buy partial shares of avuv so could make things easier to rebalance. 3, I doubt AVUV is cheaper. AVUV is a great holding to buy more of when it drops by rebalancing into it and sell some of it when it goes up much more than Both the in/out are reasonably systematic. 77). 85% em 8. The major pro is more control, can tweak tilts over-time such as DCA-ing based on momentum, can TLH, can sell the leading asset to scoot towards rebalancing when in retirement. Neither VXF nor AVUV is more OK than the other since investing is in the eye of the beholder. If you went all AVUS, you'd have a 0. Not bad for taxable account. If one wanted to index SCV, then IJS or something that uses the S&P 600. AVUV has very good factor weightings which result from the company's supposed algorithm which chooses the stocks, Option 2: Contribute to VFVA or AVUV in my tax-managed account. I also own shares of VTI and a large-cap index fund. Full disclosure: I actually have submitted a limit order to sell shares of AVUV today. As AVUV and AVDV started at about the same time, I assume AVUV can reinvest now too. ) Appreciate the patience and any replies! Last edited by Westbroke on Sun Feb 06, 2022 2:17 am, edited 2 times in total. From an absolute returns perspective, AVUV is likely best. Read the details of the selection in the reference below. but recently changed to 80% to 20%, for not other reason then Trying to deviate less from the true Boglehead in the long term. AVUV has a higher number of holdings (~700 companies) compared to IJS (~470 companies); where as SVAL has a significantly lower number of holdings (~250). Because of these additional risk factors, the expected return of AVUV is higher than VTI. Portfolios (equity only - add optional bond fund to increase fund count). 22twain Posts: 4330 Joined: Thu May 10, 2012 10:42 pm. Small Cap Value ETF 2. small cap value (AVUV). 15% ER as AVLV, Bogleheads® España; ↳ In 2023, AVUV had 100% qualified dividends compared to VBR's 74. AVUV (Avantis U. AVUV, for example, is no more "active" than Vanguard's VIOV which tracks an index created by an S&P committee with all sorts of Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. I'm 44. 21 HML and your total cost would be 9. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non Yet, VIOV/SLYV/IJS have underperformed small value funds that are both more value-y (AVUV) and less value-y (VBR). 74% 0 100% AVUV Avantis US Small-Cap Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let number of companies, market cap weight them, and look at profitability along with value. but for me it's a waste of time and antithetical to the reasons I was drawn to the Boglehead approach in the first place, which is not to be concerned by all of the noise and swayed by fancy financial products and slick marketing. I will probably increase this a bit maybe to 10% of portfolio as I liquidate my employer equity (RSU and NQSO). 1M Neither of those funds is holding mid-caps by the FINRA definition. 35% in Total Return. I'm interested to add a small cap value ETF to my taxable account portfolio. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ AVUV has had a 86% correlation with VTI, AVDV has had a 88% correlation with VTI, AVES has had a 69% correlation with VTI. retired@50 Posts: 15653 Joined: Tue Oct 01, 2019 7:36 pm Option 2: Contribute to VFVA or AVUV in my tax-managed account. If you run a regression using daily returns of AVUV (active) vs VIOV (index), you’ll find that they have nearly identical size/value/profitability exposures. 03% 0 82% AVLV Avantis US Large-Cap Value 2. If you match the size exposures, the midcap value tilt for the portfolio constructed with VBR will result in a greater value tilt relative to a size-matched portfolio constructed with Avantis needs to include the REIT fund in AVGE because their other stock ETFs (NOT ETF of ETFs) such as AVUS or AVUV exclude REITs. Been at this strategy since 2012. Is this about right? I have all emerging market stocks and some AVUV within tax protected accounts and placing international in taxable account. 20%). my2p Posts: 141 Joined: Mon Nov 03, 2014 3:32 am. From my own rudimentary analysis, most of AVUV's outperformance over VBR since its Are Bogleheads comfortable holding AVUV for life? What are the chances of this becoming a significant part of your portfolio and then going to 0 or Avantis going out of business? Is there a realistic chance of that happening? What happens then? Top. AVUV has AVUV's chosen benchmark is the Russell 2000 Value index, and since inception it has beaten an ETF (IWN) that tracks that index, a Vanguard ETF ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. VBR is a decent route as well but is more mid/small than pure small-cap like VIOV/SLYV/AVUV. Portfolio Visualizer is your friend in this regard. ↳ Spain - Bogleheads® España; ↳ Spain; ↳ United Arab Emirates; Wiki; ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - Curious to get opinions here. My question to you is: What is wrong with more shares of AVUV? Just because one owns shares of AVUV right now is not a compelling reason to avoid buying more shares in my opinion. AVUV didn't exist in Jan. Particularly, Avantis has AVUV (ER 0. 97% lcv 18. 00% 0 100% VFVA Vanguard Factor Value 2. 1% higher fees of AVDV compared to AVUV. After reading the replies to this post, none of them really satisfied me. Reasonable to pick either. Also AVUV companies have better cash flow growth than the category average according to Morningstar, so it doesn't appear to be an index that is made up of value traps. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Community; ↳ Personal Consumer I've been thinking of adding AVUV at about 25% to be at 55% FXAIX, 25%AVUV and 20% FTIHX. Could consider AVUV instead of RZV. 95% dividend rate. However, it would have been nice if there had been a more explicit or prominent explanation of the restriction. AVUV is based on factor investing which Fama and French have basically dedicated their careers to I run AVLV but I'm also have looked IUSV as a way to compliment AVUV with minimal overlap. "AVUV knows how to do it". Above 60k USSC/ZPRV becomes more relevant. The following is Portfolio Visualizer's comparison of VTI, RZV, and DFSVX since January 2006, more than 17 and a half years ago. Also since the account is a Roth, one can always change one's mind and exchange AVUV and AVSC at will anytime. FISVX tracks the russell 2000 small value index, while Avantis tracks an even narrower set of stocks based on their criteria. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Community; Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and In addition, AVUV tries to capture the profitability factor by applying a screen to its stock selection. My comments on the ERN article: 1. VTV My question to you is: What is wrong with more shares of AVUV? Just because one owns shares of AVUV right now is not a compelling reason to avoid buying more shares in my opinion. 25% compared to VTIs (Vanguard Total Stock Market ETF) . He compares SCV to an S&P500 portfolio. org, but so be They have higher ERs, but also seem attractive in that they are significantly more small/value-y than IJS. Would it be reasonable to do 60% AVUV, 30% AVDV and 10% AVES to mirror a 60% VTI + 30% VEA + 10% VWO the vanguard market cap weighted equivalents that equal VT? Top. I would only buy shares on a Really Bad Day. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Community; ↳ Personal AVUV: 20% AVUS: 10% Intl TSM: 20% AVDV: 10% Fixed Income: 15% (~1/2 IBonds) 1. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify and let compounding grow wealth. But I’m not sure I believe the small caps story. Value) which splits Large Cap Value + Small Cap Intl + Emerging Value at a 70/30 split. ) 25% VOO - Vanguard S&P 500 ETF 3. Re: Help Narrowing down Small Cap Value funds? Post by 02nz » Wed Apr 10, 2024 2:01 pm. The addition would fall within my IPS, and would be <10% of my equity portfolio. Appreciate your input - I may be overthinking this ↳ Spain - Bogleheads® España; ↳ Spain; ↳ United Arab Emirates; Wiki; ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Community; ↳ Personal Consumer Issues; ↳ Bogleheads Community and Local Chapters; ↳ US Chapters 100% in VOO or VTI would be one option. During the march 2020 to jan 2021 it was IWM/VBR leading the way. 5% total port) in SCV split between IJS and AVUV. 61 NTSX: 0. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Community; In true boglehead fashion my chief concern is saving enough to withstand 7 consecutive biblical plagues. AVUV is cheaper than Dimensional and I want to stay loyal to Avantis. AVUV and DFSV follow the Fama French model characteristics more closely and have a higher factor loading than VIOV. Taylor Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. Is this because of sector composition (more REITS and health care), frontrunning, random bad luck, or something else? Admiral Fun. AVUV has very good factor weightings which result from the company's supposed algorithm which chooses the stocks, but has not What are the thoughts of the Bogleheads collective? VT & AVGV or VT, AVUV & AVDV. Considering what it is, 25 AVUV improves on VIOV across the board for Value, Size, Profitability and Investment, which is worth the jump in price of 10 basis points IMHO. I will agree that AVUV holds "smaller" companies than VBR, but FINRA defines mid-caps as $2B to $10B. Factor investing can boost your returns by a staggering margin, but it is not without tremendous risk. mkc Moderator Posts: 3764 Joined ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non JSPECO9 wrote: ↑ Wed Mar 29, 2023 9:04 pm Factor-rookie here, one thing I have a hard time wrapping my head around: Why is a 100% factor invested portfolio (ex: AVUV, AVDV, AVES, 3,433 securities, lower valuations, spread out in different countries, sectors, and not too concentrated on any one security) so much more risky than VOO (500 companies, high QVAL & ZIG can't catch a break, they look about as deep value-y as AVUV, but AVUV has beaten those two & the more mainstream SCV ETFs. 25% The first two are passive index ETFs and the last two are active to my knowledge. 25) and iShares has SVAL (ER 0. In other words, AVUV attempts to select value-y small cap stocks that also possess good profitability-to-book ratios. livesoft Posts: 88559 When AVUV came out, I flirted with selling SLYV to purchase but decided against it because I thought it would six vs. I already own AVUV in my taxable account and am interested in owning one or more of these other Avantis funds in my taxable account. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. I am leaning towards using DFAT or AVLV, but I like AVUV so much that I just might take the risk and stay in cash for 30 days and then buy AVUV back. 5% above its lows for the day. 42 Reading this NTSX is the clear winner, which is a bit of a surprise (Just for fun, PSLDX's is 6. That is, to a large-cap index fund with no small-caps whatsoever. His work has since inspired others to get the most AVUV/AVUVX - 30% AVDV/AVDVX - 30% VT/AVGE - 20% VGLT - 10% To further consolidate, I'm looking at AVTV (Total Intl. retired@50 Posts: 15653 Joined: Tue Oct 01, 2019 7:36 pm What are the thoughts of the Bogleheads collective? VT & AVGV or VT, AVUV & AVDV. To me, this is Boglehead territory of "good enough" given the split between International Large Cap + Small Cap will be about 25%-30% per fund. Tax loss harvested into Avantis ETFs near the covid lows. AVUV is also 6 basis points cheaper, and significantly more liquid than DFSV is at the moment, so I went with AVUV. Small Cap Value ETF) has a expense ratio of . 5% return in less than one day after reading Bogleheads. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) AVUV has a single digit p/e. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) AVUV (Avantis US Small Cap Value) Expense Ratio: 0. I would hope it would add about 0. I'm leaning towards 85% VT and 15% AVGV. org when these opportunities arise. Jack founded Vanguard and pioneered indexed mutual funds. When compared to VTI, it has outperformed by 10% I am thinking about adding the small cap value ETF, AVUV, to my Roth IRA. If I had to decide today I would probably buy AVLV (large cap value). More deep value than SLYV but with a profitability tilt and focus on avoiding negative momentum (which really hurts RZV). AVUV has done great in its short existence but hard to know what to make of that. stan1 Posts: 15805 Joined: Mon Oct 08, 2007 9:35 pm. So you don't have to google: AVGV: Avantis All Equity Markets Value ETF AVUV: Avantis US Small Cap Value ETF AVDV: Avantis International Small Cap Value ETF Below is the breakdown for AVGV. However, I’d be careful about saying that there’s no real precedence with AVUV. His work has since inspired others to get the most out of their long-term investments. XSVM has outperformed the S&P 500 starting from that same date. SafeBonds wrote: ↑ Mon Jan 16, 2023 5:17 pm I guess we're a little off topic but it is really interesting how so many of us have higher international allocations than other Bogleheads or are even overweight International. I figure, if you don't like AVLV, IUSV is a suitable replacement if the Vanguard funds aren't your style. While I have a (very) basic understanding that AVUV is an SVC fund and VTI is the entire US market, I thought they were considered strongly correlated (one site has them at . AVUV seems to select somewhat more momentum funds though they don’t specifically First I thought I would use AVUV + AVLV + VTI to slightly lower the average expense ratio; but this chart makes me think about AVUV + AVUS again. org? Also this 2. AVUV had the best return and biggest bear market drop; IJR had second best return and smallest bear market drop. This is going to hurt you most when you can least afford it. AVUV has a single digit p/e. While I never completely sell all my shares of AVUV, I have no problems making trades. ↳ Spain - Bogleheads® España; ↳ Spain; ↳ United Arab Emirates; Wiki; ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Community; ↳ Personal Consumer Issues; ↳ Bogleheads Community and Local Chapters; ↳ US Chapters 100% AVUV Overall: s&p 30. Agitated_Analyst wrote: ↑ Wed Jan 24, 2024 7:21 pm AVUV has a higher allocation to Energy and a lower (almost non existent) allocation to Real Estate when compared to VBR. Then he decided that he liked this new fund (AVUV) a little bit more. ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) Instead use AVUV. 17 HML with 15bp. Top holding of VBR is $327. It could be argued that AVUV holds micro-caps (<$250M) and zero small caps. AVUV particularly emphasizes the profitability factor, with investment (asset growth) and momentum as secondary considerations Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. Generally, there will be comments at Bogleheads. i. Looking at the performance of the two funds, AVUV significantly outperforms FISVX despite it's expense ratio being 5 ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library Given the top heavy nature of VTI and current high multiple, why not put some into AVUV? Single digit multiple! Only issue is risk to small banks but JPow seemed to call it a manageable situation. educatedguesser ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) ↳ Wiki and Reference Library (non-current archive) 1. securities that are liquid enough for Starting from AVUV’s inception date, it has too, but not as badly. 5-1. Among my stock allocation I am 40% US (About 50/50 AVUV / the low cost value index fund in my 401k) 40% Developed Int'l (about 50/50 AVDV and DFA Intl Buy and hold. I don't mind Vanguard not permitting reinvestment of dividends for new and/or low volume etfs. Where else might you get a 2. I'm thinking about adding AVUV. ) 50% AVUV - Avantis U. I have some money available and consider investing in a U. Bogleheads® España; ↳ Spain; ↳ United Arab Emirates; Wiki; ↳ The Bogleheads® Wiki: a collaborative work I run AVLV but I'm also have looked IUSV as a way to compliment AVUV with minimal overlap. Plenty of past historical reason to put some in a small cap value fund as well (say 25% in AVUV), but nothing wrong with starting out with a core holding in the major US index fund(s). VXF is more mid cap blend. 78% Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. In one of my larger accounts, I’ve recently added another 15% tilt with AVDV and AVES (about 15% between the two, roughly 8/7% respectively). but it’s probably been about 20 years since SCV outperformed the S&P 500 by 15% and right now AVUV appears to Since the start of the year when everything started to tumble, AVUV (US small cap value) has delivered a generous premium over US stocks. A useful razor: anyone asking about Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify and let compounding grow wealth. And sales to book of around 1. I would not recommend buying and holding AVUV. What AVUV is doing is making those decisions on what to include based on more vetted academic research. 85% em value 2. It holds a 5-star Morningstar rating which is meaningless as it relates to future predictions, but actually does tell you how it's performed historically compared In general, AVUV is much more concentrated than VBR when looking across all the sectors. ↳ Spain - Bogleheads® España; ↳ Spain; ↳ United Arab Emirates; Wiki; ↳ The Bogleheads® Wiki: a collaborative work of the Bogleheads community; ↳ Canada - finiki (wiki) schildkrote wrote: ↑ Tue Oct 18, 2022 6:02 am Both DFSV and AVUV track the Russel 2000 Index, would this not trigger a wash sale by IRS standards? Nathan Drake wrote: ↑ Tue May 17, 2022 4:05 am ivgrivchuck wrote: ↑ Tue I note that AVUV today is now trading about 2. That seems kind of bad. azvpd jrsfkdi zqwrzdd ydsdgb xkpza kwmhj nwmmc asxkpe ihjeecx wpgzjrnbh