AVDV

Ticksdonthavelymph

I bought deep in to international in April. Am like 45% overall in VEU and AVDV etc now— big fucking mistake. I lose 2-3% then get 1-2% back, then repeat… every week for last two months. This profit taking in Korea is fucking eating me alive… Still I’d rather be there in AI then heavy in Elon and Mag 7 crap.

Ahamadrayasbaboon

If you’re that cautious, why not DCA a blend of SGOV, AVDV, and either SCHD or XLP XLV XLU? Highest odds come from starting today. 

spilledonwhite

AVDV and SCHF absolutely destroyed VOO in 2025. Outperforming a little bit this year too YTD.

Prudent-Corgi3793

Consider DFIV as well for international value. It's beaten both VOO and AVDV since inception handily with much lower volatility that either: https://testfol.io/?s=ln1thHgCZmN Plus this doesn't even include the diversification benefits or the foreign tax credits you get.

UnObtainium17

I am tired of looking for value so i just moved some of the money to AVDV.

Ahamadrayasbaboon

If you wish to buy puts based on probability of rate hike, QQQ would be better than SPY, and VONG/VUG/MGK/SPYG would be even better.  Or sell calls on growth stocks and buy shares of value stocks (AVUV, AVDV) or quality stocks (SPHQ).  I’m not changing anything currently, but the market does appear to be preparing for a quarter hike by EoY. Because it is expected, there may not be much drop in growth (or interest rate sensitive) stocks for puts to pay out…it might just stay flat for a bit. Probably depends on if it comes before or after midterms, since conclusion should lead to upward pressure. 

user4443337

I’ve read that value tends to beat out growth. I have a 40 year timeline so I’m going value. 35.7% NTSD, 20.3% GDE, 10% each AVUV/AVDV, then small amounts of AVEM, EMEQ, SPMO, FMTM, FLCA (NTSD excludes Canada exposure), WTLS, SGRT - and now the 6 MAG stocks. I totally overcomplicated it and made it a mess but my cores are still the majority, I’m just trying to find a small amount of alpha. Spent a ton of time researching ETFs. And lifecycle investing suggests to use some leverage when young, which I’m using a modest amount.

user4443337

I have 10% AVUV, AVDV, and 10% split in AVEM/EMEQ. Then just NTSD for SPY + EFA. GDE for SPY + gold futures, gold as a diversifier but return stacking it. Then some momentum/active funds, 5% split SPMO/FMTM 3.2% split SGRT/WTLS then I just did 3.3% market cap weighted split between Mag 6 excluding tesla. Still sticking to my cores but trying to add a small slice of alpha and experiment a bit.

EmbarrassedPart1256

I'm going to call it a day, up 7.7% on the portfolio. I put my mind to getting this trading thing down & today I was more on my rule than ever before; reviewing them this morning helped. **The biggest thing I practiced was managing my losses. Even though both $NNBR & $NIXX came back** ($NIXX absolutely flew from my $1.38 buy)**, making sure to have my head right made a world of difference.** Shoutout to $AZI, $NNBR, $ZCMD, $KUST & $UPC for the gains. I opportunistically loaded $AVDV & $FNDC, 2 small-cap ETFs that I want to accumulate over time, as well as a bit of $RAIN; I have to day-trade as well because otherwise the portfolio won't grow (it's an IRA & I'm unemployed), but I'd love to get to where I can set & forget some positions. Tomorrow's a new day with new opportunities. I'm happy to let the portfolio compound for a day... Good luck to everyone!

EmbarrassedPart1256

There’re plenty of good small cap ETFs AVDV AVUV & VSS among many others IWMI runs covered calls on the Russell 2000 index & pays a solid distribution monthly.

SerMumble

Looks like you're trying to time the market and hedge against tech. Unless you're retiring in your 30-40s there isn't really anything to worry about market volatility for a good core index like the S&P500. In the long run, a crash will be a minor event. SCHY comes to mind but its performance and drawdowns will likely underperform SCHD. Avantis funds like AVUV for the US small cap or AVDE, AVDV for international. VXUS is a total exUSA etf. Be aware, until a crash or significant market rotation out of tech, long standing hedges against the main market engine will underperform expectations significantly. It can be useful to be prepared for some market rotations or have an extra emergency shield etf for a portfolio but at 30, you're still relatively young and with a lot of time ahead of you. Time in market typically outperforms timing the market.

EmbarrassedPart1256

Going to reload $LGPS, $GBR, & $CTM at the open, buying more $AVDV/$PFFA as they dip.

PeanutChickenSoup

AVLV is large value I think. Less correlated would be small value, say AVUV, with AVDV for some foreign exposure. And yes, likely a good idea to combine with your S&P holdings (which is mostly large and growthy).

ablablababla

I have 45% VOO, 10% AVDV, 10% AVUV, and 15% VXUS right now, plus a tiny bit of QQQ

YourChildhood5762

I think it's good. Developed markets ex-US hasn't been doing great for me. Everyone jumped in at the beginning of last year and drove the prices higher than growth could keep up with. I'm not losing but gains are close to flat. Emerging markets are doing very well but you coming in late may hit the same situation I did with Developed. Small caps has also been doing decent after two years of barely staying above water. You'll have to keep an eye on that as well as your internationals. I don't think they are as reliable as large-cap US indexes but I'm not dumping mine. I have GRID since February 2025 and it's given me a 63% gain. I'd keep VOO and QQQM the same percentage. Take VXUS down to 15% and apply 7.5% each to AVDV and AVES. AVUV at 10% and 5% to all the rest (If I counted correctly, you have to drop one). I think we're at the end of the tech boom but 5% isn't huge and some of those should hit at least 10% gain a year to balance out any losses. Since I think you'll need to drop one, that would be either HUMN or WQTM. But that's based only on vibes I haven't done any research. Or BTC which I don't trust at all but it's popular. Full port DRAM means put everything on memory. You have SMH so ignore that. He's trolling. Plus you've got more chip exposure with VXUS.

Envyforme

Its not a bad portfolio. If you went to r/Bogleheads they'd tell you it's wrong because you are concentrated more than 0.2% in the nasdaq-100. I'd remove the outlier ETFs in specific industries though. SMH, GRID, XAR, WQTM, HUMN, etc. There is nothing wrong with prioritizing some exposure, but I do not think a 2.5% holding on a specific industry going up 200% is going to change much in your portfolio long term. If you just want a broad, super aggressive fund, I'd prioritize QQQM on a heavily weighted percentage (30%) instead of all those. Updated: * QQQM 32.5% * VOO 25% * VXUS 20% * AVDV 7.5% * AVUV 7.5% * AVES 5% * BTC 2.5%

Ahamadrayasbaboon

Something I’ve contemplated a lot. Seems like ex-US has participated in every US drawdown, and also has had a few extras. And it only outperforms like 10% of the time.  I buy Ex-US ETFs with a minority of my money, only because they have higher dividends without being designed specifically to chase them. Offsets my margin interest while maximizing my diversification. I don’t expect them to outperform, except maybe FLKR or AVDV. 

Ahamadrayasbaboon

I’ll buy more FLKR, AVDV, VXUS, probably some other stuff. I’m buying US ETFs, also, but in smaller amounts unless VOO goes -10% from ATH. 

Ahamadrayasbaboon

SP500, SPMO, SPHQ, AVUV, AVDV make up a significant portion of my retirement accounts, in part because of my anticipation of this. 

Away_Buy_6686

I don’t like holding broad sweeping index’s for the smaller companies. I believe companies like Avantis do a decent job of sifting through the weeds and trying to find value. The portfolio is basically 80/20 Domestic/ International. VEA is basically VOO for international. AVUV is Domestic Small Cap Value and AVDV is the equivalent for international but for developed economies. AVES adds in the Emerging Markets piece.

Ahamadrayasbaboon

There are several promising companies that I think are worth investing in. I hold a few.  I dunno if I’d buy a Euro-specific ETF, except maybe a defence and aero one. I do look at them from time to time…I like the idea. I always end up buying more VXUS and AVDV instead. 

Savings_Industry_405

Fair. I agree the contribution rate is the biggest lever. I’m not trying to pretend ticker selection matters more than maxing the Roth. My main goal is just cleaning up the structure before I keep contributing for years. I’m leaning toward dropping the individual stocks and either going simple with VT, or using a controlled ETF stack like VOO / VXUS / AVUV / AVDV so I can keep a U.S. and small-cap value tilt. So the real question for me is simplicity vs control, not whether allocation matters more than savings rate.

Savings_Industry_405

That makes sense. I see it as control vs simplicity. AVGE seems cleaner because it handles the factor/global allocation inside one fund, but building it directly with VOO / VXUS / AVUV / AVDV lets me control the exact weights. I’m probably leaning toward the direct ETF stack for now and dropping the individual stocks so I don’t overcomplicate the Roth.

Savings_Industry_405

Fair point. I looked into AVGE and I see the appeal as a cleaner all-in-one Avantis/global equity core. My only hesitation is that I’d have less control over the exact U.S., international, and small-cap value weights. I’m leaning toward either AVGE + VGT for simplicity, or just building it directly with VOO / VXUS / AVUV / AVDV and dropping the individual stocks.

Savings_Industry_405

That makes sense. I probably don’t have a strong enough macro thesis to justify being 90/10 U.S./international, so I’m leaning toward at least raising international to 20–25%. I also see the point on small-cap value. A cleaner version might be something like VOO / VXUS / AVUV / AVDV instead of adding individual stocks on top of VOO and VGT. I’m not trying to overfit the portfolio based on AI or short-term macro, but I do want the allocation to make sense long term. Appreciate the breakdown.

Savings_Industry_405

Fair criticism. My goal was a simple long-term Roth with a U.S. tilt, but I get the overlap point. I’m reconsidering whether the single stocks are worth holding separately when VOO/VGT already cover most of that exposure. For international, I used VXUS for broad coverage, but I see your point on adding an international small-cap value sleeve like AVDV instead of only using total market. Would you personally run VOO / VEU / AVUV / AVDV only, and if so, what percentages?

Ticksdonthavelymph

Dumb. You already own meta google and Eli Lilly in your S&P 500 and VGT. You have a SCV sleeve for US (AVUV) but none for international (AVDV) and instead hold total market in your international VXUS. VOO, VEU, AVDV and AVUV. Cover everything you want with less mess and without overlap. Your percentages are also shit. What’s actual global distribution? 60/40 US/Ex You are (arguably) 90/10. Which isn’t off from most US traders, but it is still wrong re balancing out of America in next decade (and what actual market distribution should have you at).

Ahamadrayasbaboon

SPMO, QQQM, VONG, AVDV, VXUS, FLKR, SMH, XLK, lots of single stocks. 

Prudent-Corgi3793

Academic research suggests that value is supposed to beat growth in the long run. Curiously, as soon as it was published, value started underperforming in the US, but it has been extremely strong internationally, likely because of how dominant US tech is. The funny thing is that you chose the worst international ETF as the example. Of the four international ETFs I own, DFIV is actually the worst one https://testfol.io/?s=cXnQTZD1r0T - DFIV: +75.03% cumulatively over the time frame - AVDV: +89.33% - AVEM: +83.14% - DFEV +82.40%

Delicious-Plastic-44

Value outperforms growth in the long run. With the value spread this wide we should expect more moves like this over the next few years. Disclosure: AVDV has been my largest holding for several years

Prudent-Corgi3793

I didn’t leave the US market, but I stayed in the good stuff (large growth tech) and ditched the garbage (consumer facing retail value traps with high tariff exposure) Added to factor-tilted international like DFIV, AVDV, AVEM, and DFEV. These are up +57.99%, +72.08%, +70.67%, and +69.66% when I started rebalancing at the start of February 2025, when I realized we were actually serious about the tariffs on China, Canada, and Mexico. For reference, VOO and VXUS are up +28.09% and +27.90% over the same time frame.

Ahamadrayasbaboon

Rhinemetall, Rolls Royce, AVDV, VXUS

bizaromax

In Cad CASV In US AVDV/AVUV/AVEE Statistics says we should life says maybe

Rude_Pirate9078

Alright you sophisticated group of well intentioned strangers, have at it. Below are my asset allocations and thesis for my positions. For context I am planning to run this strategy for 20 years before moving into a glide path for retirement. Asset Allocation ​30% VTI (Broad US Market) ​35% VXUS (Broad International) ​15% AVUV (Avantis US Small-Cap Value) ​15% AVDV (Avantis Int'l Small-Cap Value) ​5% IBIT (iShares Bitcoin Trust) ​Thesis -​S&P 500 Concentration & Valuation Risk: The S&P 500 is top-heavy and expensive, with the Shiller CAPE ratio sitting around 40x. The index is dominated by mega-cap tech names, making it vulnerable to a flat or negative decade if multiples compress. Keeping VTI at 30% maintains broad U.S. market exposure while cutting back on this specific top-heavy risk (and SPCX IPO). -​Global Value and Profitability Overweight: Excluding crypto, the equity split is exactly 50/50 domestic and international. This setup captures the valuation discounts outside the U.S., where multiples are lower. Allocating 30% combined to AVUV and AVDV captures the size and value premiums, while Avantis's fundamental screens filter out unprofitable companies. This provides better immediate earnings yields in a higher-interest-rate environment. -​Sized Crypto Allocation for Total Return: IBIT is set at a 5% target. Bitcoin's high volatility means a small allocation can noticeably drive overall returns during a major market cycle, but the position size is restricted so that a severe crypto drawdown won't derail the core portfolio. What do you think?

Ahamadrayasbaboon

Hmm. I wonder if I should look at EU ETFs and compare to VXUS and AVDV. 

joe4942

1yr: * AVDV: +42.9% * SPY: +27.1%

Delicious-Plastic-44

I’m 1/4 each: AVUV AVDV AVES ALLW.

Ahamadrayasbaboon

SPMO, SPHQ, QQQM, VONG, AVUV, AVDV.  Switch to margin account. Use a small amount of margin to sell puts on the above during dips to increase exposure. Small amount….always assume you’ll get assigned when you sell puts. Don’t try to make a living off them. Treat them like limit buy orders. One short put on each of those is like $90k worth of margin if assigned. Buy T-bills via SGOV with the premiums and liquidate them if assigned to reduce interest. 

EaseInternational648

Red? I’m in the green ya peasant. VT, AVDV, AVUV. Suck it.

Emotional-Power-7242

I have a target allocation and rebalance to it annually. AVDV is supposed to be 5% of my portfolio. Last year it went up like 35% so it ended up being 7% of my portfolio. So I sold 2% and bought more of whatever didn't do well. I rebalance on the same date every year (Jan 2). That's taking profit without attempting to time anything. I rebalance on the same week every year (Chrismas break)

ironyisdeadish

I'm big fan of international small-cap value ETFs. See AVDV and DISV. Link: [https://www.etfcentral.com/compare-etfs/AVDV-vs-DISV](https://www.etfcentral.com/compare-etfs/AVDV-vs-DISV)

Ticksdonthavelymph

Lowest cost international large cap ETF (or mutual) your platform has. They are all underpriced relative to US assets, function as currency hedge (becuase they are bought in local currencies) and have vastly outperformed since Trump eroded trust and made the whole world hate us. My international basket is FZLIX (fidelity- Zero fees) for large cap & I also added AVDV for small cap— If you don’t wanna make it too complex though, FZLIX (or like) is probably enough for you (I have small cap value exposure in part because I am over exposed on AI already through the S&P — and FZLIX also has some exposure too through chips in Korea & Taiwan). You however miraculously have no AI exposure and so if (when) the bubble bursts, the hit would only be to 15-20% of FZLIX’s underlying companies for you, which is manageable (vs my almost 40% exposure before adding SCV funds). Anyway, that’s my advice— sell that shiny rock and buy some international large cap (for the exact same reason you bought gold to begin with).

MitchCurry

Rather be lucky than good any day. I exited DOCS on 8/1/25 at $57.63/sh after holding for a bit over 4 years. It trailed SPY barely for me (10.51% CAGR for me, 10.55% for SPY) because I was uncomfortable with the decelerating KPIs and revenue and the AIU risk. I figured my money would be better in VOO/QQQ/AVDV/AVUV. Fast forward to today and it's trading at $19 AH on some pretty dismal earnings.

Inevitable_Grab_9338

Managed accounts withjpm are milking you but no cheese situation.ı was with them btw 2024 march to just before iran war.Their Jpm large cap growth and digital evolution are far behind voo qqq and broad tech xlk vgt.1.45 fee is killer .They literally more money on you.Today call jpm securities and liquididy your funds by wednesday you got money available then but core portfolio VTI QQQM AVUV AVDV EMXC and thematic AIS PSI DRAM TCAI SGRT FMTM AIPO .sit back and relaxxx.I did same and now up and happy ! In disclosure ,they literally say advisor is work for jpm intetests not you in legal way.İf your friend is a professional he ymderstands othwerwise screw him ! Your money your future.Best

Inevitable_Grab_9338

%40 VTI %20 QQQM %15 EMXC %15 AVUV %10 AVDV=Congratulations you just beat 💓 🔥 Edward Jones by huge margin

Emergency_Frosting55

AVDV at 16.9% CAGR probably the best on the list imo.

CursedClownz

VT AVUV  AVDV SPMO IDMO And chill

CanYouPleaseChill

The S&P 500 has a P/E of 29 and a Shiller P/E ratio of 41, so there’s definitely no bargain there. Fortunately, other more reasonably valued ETFs exist: \- VXUS (international ex-US) \- AVUV / AVDV (US and International small-cap value) \- RSP (equal-weight S&P 500)

shoejunk

That’s not necessarily true. Last year I was looking at Paul’s charts back before 2025 data was included, and at that time I noticed something funny: 70/30 WW SCV did better than 50/50 WW SCV, but 50/50 WW SCV did better than US SCV. WW SCV is just a mix of US SCV and international SCV, so it seemed like adding more US SCV improved returns because 70/30 is 70% US / 30% international which did better than 50/50. So adding US improved performance. But going all the way to 100% actually made things worse. It’s because rebalancing the two causes you to buy low/sell high and results in higher performance than either alone. After 2025 data was added, it flipped. Now 50/50 does better than 70/30 because of international’s strong performance that year. But I’m not sure that means international did better than US overall. When I was looking at Avantis funds to implement this, AVUV and AVDV, I saw the same story. I found that in their short lifetime, from 2020 to 2025, AVUV (US SCV) was 12.9%, AVDV (intl SCV) was 12.6%, but the 50/50 combination of the two, rebalanced annually, was 13.1%! So US performed better than international, but a 50/50 combination of both performed better than either one, and that’s due to rebalancing. These are the only 2 funds I have seen that are so close to each other in performance and also so different in behavior that rebalancing can result in better performance than either of the funds on their own thanks to the buying low, selling high nature of it. But now with 2026 data that’s no longer the case. AVDV took a dip these last couple months.

ashiieyy07

Put at least 40% of the money into some etfs. My pick for long hold without tilts is VTI, VXUS, AVDV, and AVUV.

MitchCurry

Sold some covered calls on 3 companies I'd be ok exiting (FIGS, SOFI, and CLBT). If any get called away, the proceeds will immediately go into VOO/QQQ/AVDV/AVUV.

throwawayfinancebro1

If you want actual diversification youd want something like this: VTI – 42% VEA – 24% VWO – 12% AVUV – 14% AVDV – 8%

EmbarrassedPart1256

Heading into next week with a solid bag of cash. One of my holdings wasn’t for me; who knows if I’ll go in on a penny stock or just load into $AVDV & let Advantis do the work for me? Already holding $AVUV. But penny stocks *are* (the) shit…

MitchCurry

I owned shares for a bit over 4 years. I sold in Feb 2026 and moved the funds into VOO/QQQ/AVDV/AVUV. I got scared off by what AI *may* do to Medpace. Looking at yesterday's report, that book-to-bill is terrifying. It's the lowest level that I can recall in the 4+ years I owned. And book-to-bill is the single most important forward-looking indicator for a CRO. And this isn't a blip. In Q1'25 Troendle said they had a path to re-build book-to-bill back above 1.15 by Q3 & Q4 and they nailed it in Q3 with 1.20. But Q4 came in at 1.04. Now 0.88. That's significant deterioration. Also 26.5% Q1 y/y topline growth is good but FY guidance is \~10% at the midpoint. That's an acknowledgement of major weakness in the pipeline for H2. This would be a wait and see situation for me.

joe4942

RSI: * QQQ: 73 * AVDV: 54 lol

Aggressive-Donkey-10

AVUV and AVDV are great for small cap value with a quality screen for your US and foreign small cap value needs and I never feel like my portfolio is complete or safe either

WaterReflection0521

It's not that you are not a DIY guy. It's just that stock picking is not for you. You can still be a good DIY investor. There is nothing magical any "intelligent" portfolio can get you, nor is a robo advisor going to do that for you. Stop looking for those. Pick a few good stock index ETFs for long-term accumulation and capture various segments of the stock market. A well-diversified stock portfolio holds half in growth and half in value, generally large cap growth and small cap value. You can do something like a 35/35/15/15 split across these ETFs: VUG, AVUV, IDMO, AVDV. The first two are US large growth and US small value and the last two are international developed large growth and small value. Keep them rebalanced every year or two years, or by investing into the underperformer with new $ regularly.

MitchCurry

Lmao you can't even see my comments. But hey, here's one from this morning >[MitchCurry](https://www.reddit.com/user/MitchCurry/) •[2h ago](https://www.reddit.com/r/stocks/comments/1sflk9i/comment/of6txw6/) > Top 1% Commenter >Just added 11% more shares to my NOW position and 16% more to my VEEV position. Here's one from two weeks ago > [MitchCurry](https://www.reddit.com/user/MitchCurry/) •[13d ago](https://www.reddit.com/r/stocks/comments/1s4zbj2/comment/octmxoo/) > Top 1% Commenter >Just added to MELI (3% more shares), NOW (29%), NU (9%), UBER (36%), TOST (20%), AVDV (8%), AVUV (2%), QQQ (2%), and VOO (2%). Ooooh, I'm so bearish.

Moldovah

It's like you saw all the recommendations for AVUV and AVDV and pretended that you just came up with this.

Coloradodreaming1

VXUS VPL IEUR AVDV and others like EWJ EWU and EWC and VT for me. I’m not even 10% international exposure right now and playing catch up to get diversity away from MAG7.

murpium

My recurring buys in my Roth are 40% VOO, 15% SMH, 15% VXUS, 15% AVUV, 10% AVDV, 5% IAUM. For cash brokerage it’s 40% VTI, 25% VXUS, 20% AVUV, 15% AVDV.

Nestado

You can't have enough of dividends and companies that regularly pay and increase dividends every year are the most stable companies in my book. I went with SCHD since it has the least amount of overlap by weight with VOO and low P/E ratio. I also consider SCHD methodology to be superior than what's most on the market. Another great addition is AVUV and to a less extent, AVDV. But no need to overcomplicate.

Key_Lifeguard_8659

No one warned you about being too tech heavy? I sold off my QQQM and VGT and got VXUS and AVDV. Both have have given positive returnss since I bought them in January. I'm 50% VOO and everything else international. VXUS is up ~5.9% YTD through March 10 vs. VOO/VTI essentially flat. Over the past year, VXUS returned ~32% vs. VTI's 22%. The structural reason: VXUS has 15.6% in tech vs. VTI's 34%. When value sectors — financials, industrials, materials — rotate back, VXUS has room to outperform. That rotation started in late 2024 and accelerated through 2025. AVDV is up 9.71% YTD vs. VXUS's 4.88%, with a Sharpe ratio of 3.18 vs. 1.95 for VXUS over the trailing 12 months. My small-cap value tilt is paying off big time.

MitchCurry

Just added to MELI (3% more shares), NOW (29%), NU (9%), UBER (36%), TOST (20%), AVDV (8%), AVUV (2%), QQQ (2%), and VOO (2%).

bizaromax

TFSA (keeping AVDV because I have some US$) CAUS.TO 25% CACE.TO 20% CADE.TO 16% CAEM.TO 14% CAUV.TO 13% AVDV.NY 7% CASV.TO 5% ———————————— RRSP DFAC.NY 35% CACE.TO 15% DFIC.NY 16% DFEM.NY 14% AVUV.NY 10% AVDV.NY 10% ——————————— Non-registered HXS.TO 25% HXCN.TO 25% HXDM.TO 16% HXEM.TO 14% TNZ.TO 10% PNG.V 10%

Key_Lifeguard_8659

I hold VOO 50%, VXUS 20%, AVDV 20%, and FLKR 10%. This diversification has been a great balancer, especially against AI disruption....That said, even Asian equities have been impacted by current events in the Middle East.... AVDV hasn't been impacted nearly as much.

Electronic_Bee3134

Fair enough, or go with my portfolio of SPTM+VXUS (+AVUV+AVDV) 😁

Moldovah

Honestly? 50% AVUV/50% AVDV.

kevron007

I bought some VDE before the invasion and it’s doing fairly well. I sold some SMH right before the dip. I may get more now that it’s down. In the long run, I think energy and tech is a good play. I also have a large amount on Google, Walmart, Costco, AVUV and AVDV. I’m holding S&P 500 and QQQM longe term and contributing to those consistantly

OriginalTouch6371

I would encourage you to mess around on sites like etf.com, etfdb.com, and the overlap tool from etfrc.com to get more familiar with the holdings of different ETFs like these and what their competitors/sibling ETFs are. r/ETF and this subreddit are my favorite market-related ones. AVLC is pretty similar to VOO (76% overlap) but has more holdings, so it is a bit less concentrated. AVUV is a great ETF specifically because it leaves out crappy small cap companies, of which there are a lot. Combining AVLC and AVUV does not result in holding the entire US market, but I’d argue it gives you most of what’s worth holding. VTI and its competitors are the “entire US market” ETFs. Similarly, AVDE plus AVDV would give you the biggest companies and best value small caps in developed markets. AVDE is the only international ETF I own because I don’t trust emerging markets and it has relatively less of the Shells and Nestles than similar ETFs. I’m not personally a fan of AVDV because its recent run has been largely led by mining companies.

456M

Small cap value. AVUV & AVDV.

MitchCurry

Just added 4% more shares to AVDV and 18% more to VEEV.

Top-Albatross-5295

AVUV/AVDV is expensive compared to the passive small cap funds. IJR for US small cap has an expense ratio of only 0.06% vs 0.25% and SCHC for international is only 0.08% vs 0.36%. You're also pretty correlated, might want to, definitely don't need to, add an uncorrelated asset like a corporate bond ETF or REIT. Other than that you're pretty safe.

Key_Lifeguard_8659

I was holding stocks but found it to be stressful with the AI disruption and it's impact on tech, especially. Most institutional investors and a god part of retail investors starting going for generic US holdings or international. That's why I maintain a core position of VTI and do a 50/50 with international. VTI 50% , VXUS 15%, AVDV 15%, FLKR 10%, SOXQ 10%... Run that in your simulator.

Key_Lifeguard_8659

Stocks are volatile. Better to find EFTs. VTI for core position and shine international, like AVDV and FLKR. In 2025, the Franklin FTSE South Korea ETF (NYSEARCA:FLKR) delivered a robust performance with an annual return of approximately 75.00%. As of March 2, 2026, the fund's year-to-date (YTD) performance remains strong, gaining 47.02% since the start of the year. Wish I'd found this sooner.

Key_Lifeguard_8659

It's all about dry powder right now. This administration is getting desperate and every move they make tends to move the needle to the extreme. They know they've lost the midterms... what can they do to prevent that? Their Hail Mary will be something extreme... like instituting the insurrection act and invoking absolute martial law. How would the economy and markets react to a constitutional crisis? It likely won't be business as usual. Now is the time to hedge and position yourself defensively. My core is 40/60 US/Intl... VTI and VXUS, AVDV, FLKR. I make swing trades to benefit from the volatility. The rotation from tech to everything else has created a great environment for this.

Machine8851

I try to keep VT to at least a minimum of 50% and invest in AVDV and AVXC. AVXC has returned 18.15% this year while AVDV has returned 17.15% this year. I would say VT, AVDV and AVXC would produce solid risk adjusted returns.

shoejunk

I’m invested in AVDV (international small cap value) right now. International and small cap value are on a tear right now. I don’t do individual stocks but if I did I might buy Take Two Interactive. Video game stocks took a dump when Project Genie was announced because investors think an AI walking sim can replace video games, which is an idiotic take. Take Two publishes GTA so when GTA 6 comes out probably this year my best guess is that the stock will go up.

Moldovah

Yeah, it was the AVDV > AVUV that I was referring to

Boou91

Yeah that was my point. While AVDV is doing best (it is both small cap value and international), AVUV and VXUS are both doing great as well.

Boou91

Yep. Small caps are doing great. My international is doing great. S&P is flat. YTD, AVDV > AVUV = VXUS > VOO

MitchCurry

Considering selling my SNOW position and putting the funds in AVDV, AVUV, QQQ, and VOO. Data warehousing is commoditized and competition from Databricks and the big 3 (Microsoft, Amazon, Google) and others will only increase. Will Cortex AI win out? Will Snowflake become the App Store for data as they are intending?

tired_ani

Nice! I am due to add to AVUV too. I also want to allocate some money to AVDV but not able to get over the mental barrier of that run up last year.

MitchCurry

I opened a position in UBER and added to AVDV, AVUV, QQQ, and VOO.

thadcorn

I split my DCA into AVDV and IDMO recently. I sold a big chunk of my SPMO back in July in my roth and moved it over to both of these ETFs. It has paid off significantly.

shoejunk

A month ago I switched to FTIHX (Fidelity total international) in my 401k and AVDV (Avantis international small cap value) in my Roth IRA. So far they've both performed really well for me.

Machine8851

Look into AVDV.

SwingLord420

Boring winners: SOXX, VTI, VXUS, AVDV

Emotional-Power-7242

Eh, yeah idk about weighting based on "freedom" lol. I havn't seen any empirical evidence backing that strategy. Maybe it exists though. Are there any research papers? The expense ratio is a little high for me as well. AVDV is already the highest fee fund I own at .36. But .5 is too expensive for me. Performance since inception between a 5 year old fund and a 1 year old fund is irrelevant.

TheKubesStore

I chose FRDM over AVEM for the exclusion of china tbh. Also AVDV is up so much because gold is up so much, a majority of that fund is mining companies

kiwimancy

That seems good. I think momentum and anti-vol/anti-beta tilts are worthwhile. I feel uncomfortable recommending stuff because my own factor holdings have not done well, but I'll list them if you're interested: VFMF, MTUM, IMTM, FNDF, MFEM, BTAL, CAPE. That last was an ETN and then switched management and became an ETF. It did fairly well before but its record since then has been poor. FNDF is probably pretty similar to AVDE. I think AVDV covers an exposure that's hard to find, and 36bps isn't too expensive for that. Maybe I should buy some myself. I've heard that value and small size factors don't do well on their own since their "discovery" but they still generate a premium when combined.

Machine8851

I invest in AVDV and the performance has been good. It also provides a hedge when tech takes a dive. Some of the top holdings are in gold and gold mining. I invest roughly 21% into it. I wouldnt say its necessarily chasing returns but it provides more diversification to my core holding, VT.

ServerTechie

Nothing wrong with Avantis as a whole. AVDV is one hell of a performer, and AVUV is the perfect companion to VOO with no overlap.

Emotional-Power-7242

Avantis funds can be a rational portfolio choice, but yes you're seeing posts about AVDV because it went up 50% last yearm

meathead13_

You’re seeing more people talking about it because SCV (especially international SCV like AVDV) has had a really good start to the year while the S&P 500 has mostly been flat. It’s a lot more interesting now than last year when AVUV “only” went up 8%. People have been tilting for a long time, just not talking about it as much. There’s a lot of debate on whether the SCV premium exists, the info for either side is out there.

Royal_Airport7940

I think lots of people do but those people are unlikely to be here to talk about it. Those people often don't want to touch this stuff daily. I'm not set and forget. I like to play and understand. That said, my portfolio managed until just last year and I've taken 6 months to understand how to re-allocate my portfolio. I've escaped my undesirable positions (bad stocks) and concentrated into etfs, though I do like some tilt which is why I have Micron and AVDV or XEG. And it's not desirable to fully unload some of these stock winners, so I just trim and add to the ETFs. My only regrets are the options plays, but I'm far outperforming whatever chill

Emotional-Power-7242

VXUS, VWO AVDV, DFIV is what I hold. AVDV is up 45% or something crazy in the last year.

AICHEngineer

AVNV, AVDV, AVES, stuff liek that

GomaN1717

Or, if you're reddit over the last year, VXUS, AVDV, and IXUS given that the US economy is about to collapse indefinitely or whatever.

BrianMX34

Thank you. I agree. I've decided to go with AVDV to add a little more international and small to my overall portfolio. I've been researching a lot since yesterday and the concesus with SCV is that it is a LONG play. I'm okay with that since I plan to hold it for 25+ years. The one thing that has shaken me resolve a bit is that some believe it's possible that the time frame to see that premium could be so long I never get to benefit. I'm still going to go with AVDV but I'm rethinking my allocation. VOO(65)+VXUS(25)+AVUV(5)+AVDV(5) - By keeping all small cap at 10% it won't draw down my portfolio during those long periods of underperformance. That can make it easier to stay the course when it's REALLY down. Of course, I won't benefit as much either. VOO(60)+VXUS(20)+AVUV(10)+AVDV(10) - Having small cap at 20% between the two would allow much better benefits when it eventually outperforms in 20 years. But the down times will be a drag and a test of resolve. Granted, with both of these my VOO+VXUS will keep the entire portfolio afloat. So things should be fine either way. I'm confident I can stay the course as I'll just set up automatic investments and leave it alone. But it's easy to say that until it actually happens haha