AVUV — Avantis US Small Cap Value ETF
Avantis (American Century) · Expense Ratio: 0.25% · US Small/Mid Cap · 13bp above the US Small/Mid Cap category average of 0.12%
Key Facts
| Ticker | AVUV |
| Full Name | Avantis US Small Cap Value ETF |
| Provider | Avantis (American Century) |
| Expense Ratio | 0.25% |
| Category | US Small/Mid Cap |
| Assets Under Management | $15B |
| Inception Year | 2019 (7 years ago) |
| Number of Holdings | 750 |
| Dividend Yield | ~1.5% (moderate) |
| Top Holdings | GATX, MUSA, MLI |
What Is AVUV?
AVUV, managed by Avantis (American Century), launched in 2019, is a well-established ETF with adequate liquidity for most investors in the US Small/Mid Cap category. US small-cap and mid-cap stock ETF covering smaller US companies with higher growth potential. With $15B in assets under management, it has adequate trading volume for most individual investors.
AVUV in a FIRE Portfolio
This fund serves as a satellite position — adding targeted exposure to us small/mid cap within a FIRE portfolio built around a broad-market core.
Satellite holdings typically make up 5-20% of your portfolio. Small-cap stocks have historically outperformed large-caps over long periods — a 10-20% tilt can boost long-term returns for FIRE investors with 30+ year horizons.
Cost Analysis: How AVUV's 0.25% Fee Affects Your FIRE Timeline
At 0.25%, AVUV is moderately priced. Annual cost on a $100K position: $250. Over 30 years, fees could consume approximately 1.5% of total returns. On a $1M FIRE portfolio, cumulative fees approach $25,000. Compare with lower-cost peers in US Small/Mid Cap: .
Dividend Income Potential
With a moderate dividend yield of approximately 1.5%, here's what AVUV could generate in annual income at different portfolio sizes:
| Portfolio Value | Annual Dividend Income | Monthly Income |
|---|---|---|
| $100,000 | $1,500/year | $125/month |
| $250,000 | $3,750/year | $313/month |
| $500,000 | $7,500/year | $625/month |
| $1,000,000 | $15,000/year | $1,250/month |
Frequently Asked Questions About AVUV
What is the expense ratio for AVUV?
AVUV has an expense ratio of 0.25%. This is moderately priced — on a $100K portfolio, annual fees are $250. 13bp above the us small/mid cap category average of 0.12%.
Is AVUV good for a FIRE portfolio?
This fund serves as a satellite position — adding targeted exposure to us small/mid cap within a FIRE portfolio built around a broad-market core. Its 0.25% expense ratio is moderately priced for the US Small/Mid Cap category.
How does the 0.25% fee affect long-term returns?
At 0.25%, annual costs are $250/$100K. Over 30 years, this could reduce your final portfolio value by 1.5% or more. For a $1M FIRE portfolio, that's $15,000+ in lost compound growth.
Is AVUV liquid enough for my portfolio?
AVUV manages $15B in assets — a well-established ETF with adequate liquidity for most investors. For most individual FIRE investors making regular contributions, liquidity is sufficient. If you're investing large lump sums ($100K+), use limit orders to control your execution price.
Similar ETFs in US Small/Mid Cap
- VB — Vanguard Small-Cap ETF (0.05% · Satellite Position)
- IJR — iShares Core S&P Small-Cap ETF (0.06% · Satellite Position)
- IWM — iShares Russell 2000 ETF (0.19% · Satellite Position)
- VIOV — Vanguard S&P Small-Cap 600 Value ETF (0.15% · Satellite Position)
- SLYV — SPDR S&P 600 Small Cap Value ETF (0.15% · Satellite Position)
- SCHA — Schwab US Small-Cap ETF (0.04% · Satellite Position)
- SPSM — SPDR Portfolio S&P 600 Small Cap ETF (0.05% · Satellite Position)
- IWO — iShares Russell 2000 Growth ETF (0.24% · Satellite Position)
- VTWO — Vanguard Russell 2000 ETF (0.1% · Satellite Position)