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Avantis InvestorsDiversified Emerging MarketsAVEE · NYSE Arca

Avantis Emerging Markets Small Cap Equity ETF (AVEE)

Price
$69.16
11 Sept 2026
Assets
$125.2M
Total net assets
Expense ratio
0.42%
Category 1.06%
Yield
2.21%
Trailing distributions
3Y CAGR
Category 20.1%
5Y CAGR
Category 7.6%
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Avantis Emerging Markets Small Cap Equity ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+1.5%-1.5%+11.5%+12.4%+10.6%+15.0%
Diversified Emerging Markets average1.9%1.2%18.7%22.9%30.0%20.1%7.6%7.9%14.0%
Difference-0.4%-2.7%-7.1%-10.5%-19.4%+1.0%

Holdings

The 10 largest positions make up 4.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
011070.KQLG Innotek Co Ltd0.71%
2337.TWMacronix International Co Ltd0.63%
298040.KQHyosung Heavy Industries Co Ltd Ordinary Shares0.44%
1548.HKGenscript Biotech Corp Class H0.43%
6274.TWOTaiwan Union Technology Corp0.43%
8358.TWOCo-Tech Development Corp0.41%
3105.TWOWin Semiconductors Corp0.41%
6223.TWOMPI Corp0.39%
3260.TWOAData Technology Co Ltd0.39%
3189.TWKinsus Interconnect Technology Corp0.37%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
12.9
P/B
1.3
P/S
0.9
P/CF
6.8

Sector allocation

Share of the equity the fund holds.

23.8%Technology11 sectors
  1. Technology23.8%
  2. Industrials18.1%
  3. Consumer discretionary11.4%
  4. Financial services10.2%
  5. Materials10.1%
  6. Health care7.8%
  7. Consumer staples5.8%
  8. Real estate4.2%
  9. Communication services3.9%
  10. Utilities2.7%
  11. Energy2.0%

Asset mix

  • Stocks99.9%
  • Cash0.1%
  • Preferred shares0.0%

ETF details

Issuer
Avantis Investors
Category
Equity · Diversified Emerging Markets
Ticker
AVEE
Exchange
NYSE Arca
Inception
7 Nov 2023 (2.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.42% (category 1.06%)
Holdings turnover
3% (category 57%)
Distribution yield
2.21%
Beta, 3 years
0.00
Total net assets
$125.2M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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