Matson

Mueller Industries

GATX

Herc Hlds

Jackson Financial

Alaska Air Group

SM Energy

SkyWest

Boise Cascade

Air Lease

Avantis U.S. Small Cap Value ETF

AVUV is an actively-managed portfolio of US small-cap value companies selected based on fundamental criteria.

Agree Realty

Alexandria Real Estate Equities

Brookfield Renewable Partners

Cullen/Frost Bankers

Clearway Energy

WisdomTree US Smallcap Quality Dividend Growth Fund

InvenTrust Properties Corp

iShares Russell 2000 ETF

Roundhill Magnificent Seven ETF

NVIDIA

Phillips Edison & Co Inc

Invesco QQQ

Regency Centers

Rexford Industrial Realty

Robert Half Int.

Retail Opportunity Investments

SPDR S&P 500 ETF Trust

Vanguard Real Estate ETF

American consumers' savings and spending patterns, illustrated through charts, showing a shift towards credit card debt and rising delinquency rates. Market rotation towards the real estate sector, with tech stocks facing pressure and small caps outperforming. Celebrating recent investment successes with Agree Realty, Cullen/Frost Bankers, and InvenTrust Properties, while discussing new additions to the buy list.

6 Stocks I'm Buying Amid A Major Market Rotation

Bitwise Ethereum ETF

On this week's episode of ETF Prime, host Nate Geraci sat down with VettaFi Editor-in-Chief Lara Crigger to look at the recent rotation into small-cap stocks. Later, Geraci welcomes Bitwise Asset Management CIO Matt Hougan to discuss the investment case for the newly launched spot ether ETFs.

ETF Prime: Crigger on Small-Cap Stocks; Plus, Spot Ether ETFs

Pacer US Small Cap Cash Cows 100 ETF

Dimensional US Small Cap ETF

Dimensional US Small Cap Value ETF

iShares Russell 1000 ETF

iShares Russell 2000 Value ETF

iShares Russell 2000 Growth ETF

O'Shares US Small-Cap Quality Dividend ETF

Global X Russell 2000 Covered Call & Growth ETF

VictoryShares Small Cap Free Cash Flow ETF

SPDR Portfolio Small Cap ETF

It's midsummer, and U.S. small-caps have finally showed up in a big way. You could say it's been a long time coming.

Finding the Right Small-Cap ETF for Different Outcomes

Avantis Investors' active small-cap value ETF can be used to enhance portfolios. The Avantis U.S. Small Cap Value ETF (AVUV) has historically provided better returns compared to the small-cap value benchmark, while also providing benefits such as growth potential and enhanced diversification.

How Active Small-Cap Value ‘AVUV' Enhances Portfolios

Small-cap investing has been challenging, with many stocks below 2021 highs, but active value investing, like AVUV, has thrived. AVUV uses a rule-based strategy to identify undervalued securities with high profitability ratios, avoiding risky "zombie companies.". The fund's diversity, sector breakdown, and outperformance compared to passive funds make it a strong contender for small-cap value investing.

AVUV: A Rare Gem In The Small-Cap World

Invesco S&P 500 Equal Weight ETF

Vanguard Russell 2000 ETF

Investors seeking more diversification should look beyond the S&P 500. An equal-weight index fund will invest just as much in smaller companies as in the big names.

Before You Buy the Vanguard S&P 500 ETF, Here Are 3 Others I'd Buy First

WisdomTree Emerging Markets SmallCap Dividend Fund

iShares MSCI International Small-Cap Multifactor ETF

SPDR S&P 600 Small Cap Growth ETF

Small-cap ETFs are long-term outperformers – and should be on every investors' radar. Here are six we like.

6 Small-Cap ETFs to Buy Now

Avantis US Small Cap Equity ETF

2024 has presented many investors with a waiting game. Whether it's waiting for the Fed, waiting for inflation, or waiting for the election, lots of investors may be holding off on making important moves.

3 Reasons to Consider Small-Caps Now

For decades, one of the most potent factor combinations was small-cap value. However, some investors may have lost sight of that fact through years of large-cap growth taking the cake among factor pairings.

Active Management Shines Bright in this Small-Cap Value ETF

I enjoy researching companies, but I tend to focus on a specific category of stocks. Using a diversified ETF helps fill in the gaps I miss.

I Love Individual Stocks, but I Just Invested 12% of My Portfolio in This ETF

The Avantis US Small Cap Value ETF has significantly outperformed the Russell 2000 and its associated sub-indices. Surprisingly, it has also marginally outperformed the S&P 500. The majority of AVUV's outperformance occurs in the months of May to August, and the same factors that are responsible for this are still in place. AVUV's portfolio composition is significantly different than that of both the S&P 500 and its benchmark, the Russel 2000 Small Cap Value index. It therefore offers diversification benefits.

AVUV: The One Actively Managed Fund That I Like

JPMorgan Equity Premium Income ETF

Active investing has picked up significant interest from investors and asset managers alike. However, not every active ETF is created equal.

Active Small-Cap ETF AVUV in Top 5 for YTD Flows

Acrivon Therapeutics Inc

iShares Core S&P Small Cap ETF

Mineralys Therapeutics Inc

NEXTracker Inc

Skyward Specialty Insurance Group Inc

Vanguard Small-Cap ETF

Despite the case for small caps, it is recommended to sell the Russell 2000 and related ETFs due to negative alpha and seasonal factors.

What To Buy After You Sell The Russell 2000

Is value investing ready for its comeback? Years have gone by with frothy tech firms big and small leading the way.

Don't Miss This Standout Active Value ETF

Capital Group Dividend Value ETF

Pacer US Cash Cows 100 ETF

Valuation gaps between value and growth stocks are at decades-high. Value could outperform from here on out. Value ETFs offer investors diversified exposure to cheaply valued stocks. Three funds stand out from the pack.

3 Value ETFs With Strong Returns And Upside Potential

ARK Innovation ETF

Most ETFs are index funds, but there are some excellent actively managed ETFs in the market. These three allow investors to boost their income, invest in potentially undervalued stocks, and get exposure to some of the most exciting businesses.

3 Actively Managed ETFs to Put on Your Radar in 2024

The S&P 500 is increasingly concentrated among a few mega-cap stocks. Using an equal-weight index fund can help add diversification beyond the biggest companies.

Before You Buy the Vanguard's S&P 500 ETF, Here Are 3 I'd Buy First

Is now the moment for small-caps? Small-cap value, specifically, could appeal.

Small-Cap Value ETF AVUV Hits $10 Billion

Avantis US Small Cap Value ETF is a low-cost actively-managed small-cap value fund that's delivered about double the return of passive peers like VIOV and IWN since its September 2019 launch. Managers use a proprietary approach to select small-cap stocks with high ratios of adjusted cash from operations to book value. Seeking Alpha Factor Grades confirm the higher-quality feature. Nevertheless, the AVUV ETF allocates 16% each to Regional Banks and Energy, two volatile segments that won't perform well in market downturns.

AVUV: Elevated Risk For This Top-Performing Small-Cap Value ETF

Avantis US Large Cap Value ETF

Avantis US Mid Cap Value ETF

2023 was capped by a strong fourth-quarter rally, with big tech leading much of the gains heading into 2024. However, the year also threw a spotlight on the rise in popularity for active exchange-traded funds (ETFs).

As Active ETFs Gain Popularity, Get Quality-Oriented Exposure

Vanguard S&P Mid-Cap 400 ETF

Vanguard S&P Mid-Cap 400 Value ETF

iShares Core S&P 500 ETF

iShares S&P 500 Growth ETF

iShares Micro-Cap ETF

iShares Russell Mid-Cap Growth ETF

iShares Russell Midcap ETF

iShares Russell Mid-Cap Value ETF

iShares Dow Jones U.S. ETF

Invesco S&P 500 Low Volatility ETF

SPDR Portfolio Mid Cap ETF

Invesco S&P 500 Momentum ETF

Invesco S&P 500 Minimum Variance ETF

SP Funds S&P 500 Sharia Industry Exclusions ETF

Direxion Daily S&P 500 Bull 2x Shares

Invesco S&P 500 Value with Momentum ETF

Invesco S&P 500 Enhanced Value ETF

The Federal Reserve kept rates steady and maintained a hawkish stance toward inflation while acknowledging an outstanding economy and progress in vanquishing inflationary pressure. Expectations for rate cuts in March were dampened by a change in statement language and Powell's comments in the press conference.

January FOMC Meeting Review: The 'Fed-Amental' Attribution Error

Apollo Senior Floating Rate Fund

Avantis International Small Cap Value ETF

Invesco Senior Loan ETF

Global X MLP & Energy Infrastructure ETF

Vanguard Small Cap Value ETF

Vanguard Value ETF

Vanguard Total International Stock ETF

Vanguard International High Dividend Yield ETF

Energy Select Sector SPDR Fund

Undervalued industries, regions, and equity market segments offer investors the potential for strong, market-beating returns. There are ETFs tracking most of these. An overview of these follows.

Most Undervalued Asset Classes, Equity Industries, Segments, And Regions - 2024

American Century Emerging Markets Bond ETF

Avantis Core Municipal Fixed Income ETF

Invesco BulletShares 2023 Municipal Bond ETF

Invesco BulletShares 2024 Municipal Bond ETF

Invesco BulletShares 2025 Municipal Bond ETF

Invesco BulletShares 2026 Municipal Bond ETF

Invesco BulletShares 2027 Municipal Bond ETF

Invesco BulletShares 2028 Municipal Bond ETF

VanEck China Bond ETF

iShares J.P. Morgan EM Corporate Bond ETF

WisdomTree Emerging Currency Strategy Fund

iShares California Muni Bond ETF

SPDR Bloomberg Emerging Markets Local Bond ETF

Morgan Stanley Emerging Markets Domestic Debt Fund Inc

Virtus Stone Harbor Emerging Markets Income Fund 

Stone Harbor Emerging Markets Total Income Fund

WisdomTree Emerging Markets Local Debt Fund

iShares JP Morgan USD Emerging Markets Bond ETF

Global X Emerging Markets Bond ETF 

WisdomTree Emerging Markets Corporate Bond Fund

Western Asset Emerging Markets Debt Fund

Q4 Report: Tax-Exempt Bond Funds Hit Second Highest Quarterly Return As Fixed Income Rebounds From Q3 Loss

An initial lull ahead of a so-called “January Effect” is stifling the U.S. equities rally investors saw in 2023 and small caps haven't been immune. Nonetheless, active strategies can help mute the short-term downside by adding flexibility when markets fluctuate.

Take Advantage of the January Effect With Active Small Cap ETFs

Vanguard U.S. Value Factor ETF

Vanguard Value Index Fund ETF Shares is the largest value ETF in the market.

Consider Selling VTV, Buying These Value ETFs Instead

News for Avantis U.S. Small Cap Value ETF ETF (AVUV)