AVLV: A Value ETF With A Distinct Sector Mix

Carlos R. Tartarini597 FollowersFollow5ShareSavePlay(21min)CommentsSummaryAvantis US Large Cap Value ETF blends value and profitability screens, resulting in a balanced sector mix with material allocations to technology and industrials.AVLV trades at a 24% P/E discount to the Russell 1000, maintains moderate sector rotation, and seeks profitability while limiting downside risk.The fund's 3-year total return of 19.3% outpaces value peers, with a Sharpe ratio of 0.83, though it lags the Russell 1000 in strong bull markets.I expect AVLV to deliver high-single to low-double-digit returns over the next twelve months, benefiting from its balanced approach in evolving market conditions. matdesign24/iStock via Getty Images The Avantis US Large Cap Value ETF (AVLV) is among the funds following value-oriented strategies, but with additional profitability screens that give it a more balanced portfolio, blending industrials, consumer discretionary, financial services, and technology. While the fund has stillThis article was written byCarlos R. Tartarini597 FollowersFollowI am an individual investor. My main focus on investing is to achieve capital appreciation by selecting high value and compelling growth opportunities.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.