AVIE Stock Price, Chart, Stats & News

Avantis Inflation Focused Equity ETF
Save
Large Value
Category
1.89%
Dividend yield
$1.38
0.25%
Expense ratio
10.45M
Assets
26.50%
1Y return
AVIE chart
1M
3M
1Y
5Y
Loading chart...
AVIE returns
| YTD | 14.29% |
| 1Y | 26.50% |
| 3Y | 13.28% |
| 1Y volatility | 11.32% |
| 3Y volatility | 11.83% |
| Sharpe ratio | 0.78 |
About
This investment approach primarily directs capital towards a diverse array of U. S. businesses found in market segments and industrial categories that have historically demonstrated, or are anticipated by portfolio managers to maintain, a strong long-term relationship with inflation. From this selection of qualifying securities, the fund endeavors to maximize potential returns by prioritizing companies that offer attractive valuations and exhibit robust financial health.
Top 10 AVIE holdings
| Holding | Ownership |
|---|---|
Energy 5.20% | |
Consumer Defensive 3.59% | |
Health care 3.13% | |
Energy 3.00% | |
Health care 2.75% | |
Consumer Defensive 2.53% | |
Health care 2.20% | |
Consumer Defensive 2.15% | |
Consumer Defensive 2.00% | |
Energy 1.71% |
Similar securities
Based on sector and market capitalization
Report issue




















