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Avantis InvestorsGlobal Large-Stock BlendAVGE · NYSE Arca

Avantis All Equity Markets ETF (AVGE)

Price
$100.65
11 Sept 2026
Assets
$1.2B
Total net assets
Expense ratio
0.23%
Category 0.93%
Yield
1.37%
Trailing distributions
3Y CAGR
20.8%+4.3%
Category 16.5%
5Y CAGR
Category 7.8%
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Avantis All Equity Markets 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-0.9%+2.1%+15.9%+18.4%+23.5%+20.8%+21.5%
Global Large-Stock Blend average-1.3%2.3%13.1%11.4%15.1%16.5%7.8%11.2%13.0%
Difference+0.4%-0.1%+2.8%+7.0%+8.4%+4.3%+8.5%

Holdings

The 10 largest positions make up 95.4% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
AVUSAvantis US Equity ETF42.79%
AVLVAvantis US Large Cap Value ETF15.41%
AVDEAvantis International Equity ETF10.66%
AVEMAvantis Emerging Markets Equity ETF6.59%
AVIVAvantis International Large Cap Val ETF5.49%
AVUVAvantis US Small Cap Value ETF3.52%
AVSCAvantis US Small Cap Equity ETF3.47%
AVESAvantis Emerging Markets Value ETF3.32%
AVREAvantis Real Estate ETF2.75%
AVMVAvantis U.S. Mid Cap Value ETF1.37%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
17.5
P/B
2.5
P/S
1.6
P/CF
10.7

Sector allocation

Share of the equity the fund holds.

20.1%Financial services11 sectors
  1. Financial services20.1%
  2. Technology20.0%
  3. Industrials12.8%
  4. Consumer discretionary11.5%
  5. Energy8.6%
  6. Health care6.4%
  7. Communication services6.1%
  8. Materials4.9%
  9. Consumer staples4.5%
  10. Real estate3.3%
  11. Utilities1.8%

Asset mix

  • Stocks99.8%
  • Cash0.2%
  • Other0.0%

ETF details

Issuer
Avantis Investors
Category
Equity · Global Large-Stock Blend
Ticker
AVGE
Exchange
NYSE Arca
Inception
27 Sept 2022 (4.0 years)
Structure
Exchange Traded Fund
Expense ratio
0.23% (category 0.93%)
Holdings turnover
0% (category 49%)
Distribution yield
1.37%
Beta, 3 years
0.94
Total net assets
$1.2B

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

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Other ETFs in the Global Large-Stock Blend category.

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