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#small-cap-value-investing
from24/7 Wall St.
2 weeks ago
Business intelligence

The Small-Cap Value ETF Built on 50 Years of Academic Research Is Beating The S&P 500 Now

DFAT applies rules-based, academically driven methodology to small-cap value investing by screening for both low valuations and profitability, distinguishing it from standard index-tracking value ETFs.
from24/7 Wall St.
3 weeks ago
Business intelligence

The Profitability Filter That Separates AVUV From Every Other Small Cap Fund

AVUV combines small-cap, value, and profitability factors to target undervalued, profitable companies, outperforming generic small-cap value indexes through systematic screening that eliminates value traps.
more#small-cap-value-investing
from24/7 Wall St.
3 weeks ago

AVLV Is Up 24.5% While Filtering Out the Value Traps Other ETFs Miss

Avantis U.S. Large Cap Value ETF delivers large-cap value exposure with a profitability overlay. Rather than tracking a static index, Avantis uses a rules-based, factor-driven methodology that weights holdings by both valuation metrics (price-to-book, price-to-earnings) and profitability signals. The fund carries a 0.15% net expense ratio and holds $10 billion in net assets as of February 2026, making it a credible, liquid option in the factor ETF space.
Business intelligence
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