ETF Evaluator: Avantis U.S. Core Equity ET () Follow This ETF

Avantis U.S. Core Equity ET Overview

Avantis U.S. Core Equity ET (AVUC) is an actively managed U.S. Equity Large Blend exchange-traded fund (ETF). Avantis Investors launched the ETF in 2026.

The investment seeks long-term capital appreciation. Under normal market conditions, the fund will invest at least 80% of its assets in equity securities of U.S. companies. It invests primarily in a diverse group of U.S. companies across market sectors and industry groups. The fund may invest in companies of all market capitalizations. The fund seeks securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies with higher profitability and value characteristics.

About Avantis U.S. Core Equity ET (AVUC)

There are 5 members of the management team with an average tenure of 0.05 years: Mitchell Firestein (2026), Eduardo Repetto (2026), Matthew Dubin (2026), Daniel Ong (2026) and Elliott Carson (2026). Management tenure is more important for actively managed ETFs than passive index ETFs.

Avantis U.S. Core Equity ET has 1596 securities in its portfolio. The top 10 holdings constitute 36.4% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.

Avantis U.S. Core Equity ET is part of the Equity global asset class and is within the U.S. Equity ETF group. Avantis U.S. Core Equity ET has 2.9% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 96.5% There is 2.9% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Avantis U.S. Core Equity ET has 0.6% of the portfolio in cash.

Assets Under Management

The fund has $360 million in total assets, which is below the $13 billion average for the Large Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

AVUC Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Avantis U.S. Core Equity ET expense ratio is low compared to funds in the Large Blend category. Avantis U.S. Core Equity ET has an expense ratio of 0.15%, which is 64% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Avantis U.S. Core Equity ET has a portfolio turnover rate of 0%, which indicates that it holds its assets around /years. By way of comparison, the average portfolio turnover is 151% for the Large Blend category.

Recently, in the month of October 2026, Avantis U.S. Core Equity ET returned 0.0%, which earned it a grade of NA, as the Large Blend category had an average return of -0.4%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.

Avantis U.S. Core Equity ET has a trailing yield of 0.00%, which is below the 1.41% category average. The fund normally distributes its income quarterly and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

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