AVMV
US Mid CapAvantis U.S. Mid Cap Value ETF
Avantis · Tracks (systematic — no single index) · Inception Nov 7, 2023
Composite score
Based on a 0.20% expense ratio.
Based on $672.5M in net assets.
Top-10 holdings represent 11.6% of net assets.
US Mid Cap base · ETF wrapper · 1.05% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
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Tool · Cost
Compare AVMV's fee against another fund
Compounds the 0.20% expense ratio against a peer over decades.
Tool · Overlap
Compare AVMV's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Mid Cap funds.
Tool · TLH
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Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
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Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Targa Resources Corp | 1.38% |
| 2 | Occidental Petroleum Corp | 1.25% |
| 3 | Hartford Insurance Group Inc/The | 1.17% |
| 4 | Target Corp | 1.15% |
| 5 | Delta Air Lines Inc | 1.14% |
| 6 | Nucor Corp | 1.11% |
| 7 | Fifth Third Bancorp | 1.09% |
| 8 | Old Dominion Freight Line Inc | 1.09% |
| 9 | Carnival Corp | 1.09% |
| 10 | Ameriprise Financial Inc | 1.08% |
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