Avantis International Small Cap Value ETF

Shareclass

Avantis International Small Cap Val ETF (AVDV)

Type

Exchange-traded fund

Manager

Avantis Investors

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 964 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Viva Energy Group Ltd Ordinary Shares
0.12% of assets
$9.25M invested
2. The Star Entertainment Group Ltd
0.02% of assets
$1.59M invested
3. National Bank of Canada
0.02% of assets
$1.5M invested
4. Helia Group Ltd
0.21% of assets
$15.78M invested
5. Sainsbury (J) PLC
0.01% of assets
$1.08M invested
6. Challenger Ltd
0.07% of assets
$5.37M invested
7. Bank of Queensland Ltd
0.43% of assets
$32.95M invested
8. Viaplay Group AB Class B
<0.01% of assets
$173,321 invested
9. Metcash Ltd
0.05% of assets
$3.79M invested
10. Air New Zealand Ltd
0.17% of assets
$12.81M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. KBC Ancora SA
0.22% of assets
$16.54M invested
2. Airport City Ltd
0.01% of assets
$833,881 invested
3. AFI Properties Ltd
<0.01% of assets
$13,912 invested
4. Sankyu Inc
0.12% of assets
$9.46M invested
5. Heiwa Corp
<0.01% of assets
$620,370 invested
6. Create SD Holdings Co Ltd
<0.01% of assets
$385,765 invested
7. Capricorn Metals Ltd
0.14% of assets
$10.52M invested
8. Tokyo Steel Manufacturing Co Ltd
0.15% of assets
$11.55M invested
9. Namura Shipbuilding Co Ltd
0.23% of assets
$17.26M invested
10. Ryobi Ltd
0.1% of assets
$7.31M invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on AVDV at Morningstar.com

Gender Equality and Returns

Returns chart for Avantis International Small Cap Value ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

AVDV

Avantis International Small Cap Value ETF

Family

Avantis Investors

Category

Foreign Small/Mid Value

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

6.27% more in annualized returns

Lower overall gender equality score

10 / 100 points lower

Lower gender balance in leadership and workforce score

5 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

AVDV

Avantis International Small Cap Value ETF

Family

Avantis Investors

Category

Foreign Small/Mid Value

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

6.27% more in annualized returns

Lower overall gender equality score

10 / 100 points lower

Lower gender balance in leadership and workforce score

5 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

AVDV

Avantis International Small Cap Value ETF

Family

Avantis Investors

Category

Foreign Small/Mid Value

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

6.27% more in annualized returns

Lower overall gender equality score

10 / 100 points lower

Lower gender balance in leadership and workforce score

5 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
AVDV - Avantis International Small Cap Value ETF

11%

7.55%

17%

47 / 100 points

Benchmark

6.75%

4.94%

11%

4.92%

57 / 100 points

Fund compared to benchmark

3.8%

2.61%

6.27%

10 / 100 points lower

Find more financial data on AVDV at Morningstar.com

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