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Avos Capital Management, LLCGlobal Large-Stock BlendAVOS · Nasdaq

Avos Global Equities ETF (AVOS)

Price
$27.63
11 Sept 2026
Assets
$111.3M
Total net assets
Expense ratio
0.64%
Category 0.93%
Yield
Trailing distributions
3Y CAGR
Category 16.5%
5Y CAGR
Category 7.8%
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Avos Global Equities 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-0.6%+2.9%+13.2%+11.6%
Global Large-Stock Blend average-1.3%2.3%13.1%11.4%15.1%16.5%7.8%11.2%13.0%
Difference+0.7%+0.7%+0.1%-1.4%

Holdings

The 10 largest positions make up 46.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
VEAVanguard FTSE Developed Markets ETF17.87%
VWOVanguard FTSE Emerging Markets ETF14.25%
GOOGLAlphabet Inc Class A2.01%
MCHIiShares MSCI China ETF1.96%
AAPLApple Inc1.96%
EWZiShares MSCI Brazil ETF1.95%
VIXYProShares VIX Short-Term Futures1.94%
MSFTMicrosoft Corp1.79%
BBJPJPMorgan BetaBuilders Japan ETF1.46%
AMZNAmazon.com Inc1.45%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
17.5
P/B
2.6
P/S
2.0
P/CF
11.6

Sector allocation

Share of the equity the fund holds.

20.1%Financial services11 sectors
  1. Financial services20.1%
  2. Technology18.4%
  3. Industrials12.0%
  4. Health care8.8%
  5. Consumer discretionary8.4%
  6. Energy7.6%
  7. Materials7.4%
  8. Communication services7.2%
  9. Consumer staples4.9%
  10. Utilities3.0%
  11. Real estate2.2%

Asset mix

  • Stocks96.5%
  • Cash2.5%
  • Other1.0%
  • Preferred shares0.0%

Credit quality

Share of the bonds by rating.

  • US government0.3%

ETF details

Issuer
Avos Capital Management, LLC
Category
Equity · Global Large-Stock Blend
Ticker
AVOS
Exchange
Nasdaq
Inception
5 Mar 2026 (0.5 years)
Structure
Exchange Traded Fund
Expense ratio
0.64% (category 0.93%)
Holdings turnover
0% (category 49%)
Distribution yield
Beta, 3 years
0.00
Total net assets
$111.3M

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

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