Avantis Responsible U.S. Equity ETF
he fund invests primarily in a diverse group of U.S. companies across market sectors and industry groups. The fund may invest in companies of all market capitalizations. The portfolio management team limits its investable universe of companies by screening out those that raise concerns based on the team’s evaluation of multiple ESG metrics.
SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 6M SHOWN
Flows are quiet — the past month netted out near zero, while the price has returned +16.4% so far this year. At 0.15% a year it is not the cheapest way in — IVV runs the same ground at 0.03%.
COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH
| 1 week | -1.4% |
| 1 month | +3.0% |
| 3 months | +4.3% |
| 6 months | +13.4% |
| YTD | +16.4% |
| 1 year | +24.0% |
| 3 years | — |
PRICE RETURN, DISTRIBUTIONS NOT REINVESTED
| 1 week | — |
| 1 month | — |
| 3 months | — |
| YTD | — |
| 1 year | — |
CREATION/REDEMPTION DOLLARS, DAILY RECORDS
VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK