Fund index
AVUV
32 articles on this site analyse AVUV — 9 of them head-on.
Most often compared against
4Measures applied to it
8All articles
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AVDV vs AVUV: Does the Small-Cap Value Premium Travel Overseas?
Over the trailing five years, AVDV (developed ex-US small-cap value) compounded at 14.3% with 17.4% volatility, while AVUV (US small-cap value) compounded...
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XBI vs IBB: Equal-Weight vs Cap-Weight Biotech — Two Very Different Risk Profiles
XBI weights biotech names roughly equally, tilting hard toward small- and mid-cap clinical-stage companies; IBB is cap-weighted and dominated by a handful...
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IJR vs IWM vs VB: Three Small-Cap Blend ETFs and Why Their Indexes Diverge
IJR, IWM, and VB are all called "small-cap blend," but they track three different indexes — S&P SmallCap 600, Russell 2000, and CRSP US Small Cap — and...
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XLV vs VHT: Two Ways to Own Healthcare — Concentration, Fees, and Defensive Behavior
XLV holds roughly 60 large-cap S&P 500 healthcare names; VHT holds around 400 across the full U.S. cap spectrum — the same sector, two different portfolios....
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VTV vs VUG: The Value-vs-Growth Split Inside the S&P 500 — What 15 Years of Data Show
Over the trailing decade VUG compounded faster (18.1% vs 12.6% 10Y CAGR), but it did so with roughly double the realized volatility and a drawdown more than...
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CALF vs AVUV: Small-Cap Free Cash Flow vs Small-Cap Value — Two Quality Screens
Both funds screen small-caps for "quality," but on different variables: CALF ranks by free-cash-flow yield, AVUV by valuation crossed with profitability....
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AVUV vs VBR: Small-Cap Value — Active Selection vs the Index Approach
Both funds target U.S. small-cap value, but AVUV applies a more aggressive systematic tilt toward value and profitability, while VBR tracks a broad value...
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The Mulden Hybrid Portfolio Framework: Quarterly Review (Q2 2026)
Across the 5-year window ending Q2 2026, the framework's diversifiers (gold) and growth tilt (QQQM) carried the return, while the bond sleeve (BND)...
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Why Tracking Error Matters More Than Expense Ratio in 2026
VOO and IVV both charge 0.03%. The fee debate ends in a tie, which means the right framework question is no longer "which is cheaper?" but "which one tracks...
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AVUV vs. SYLD: Deep Value Small-Cap vs. AI-Driven Shareholder Yield Selection
AVUV is a small-cap-value factor sleeve built on the Fama-French academic playbook. SYLD is an all-cap rules-based screen on dividends, buybacks, and debt...
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The Master Class: How to Use Claude (Anthropic) to Backtest Your Own ETF Strategy
Claude can write the Python and run the math, but it cannot tell you whether your test design is honest. Most retail backtests fail at design, not at code....
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The Master Guide to Evidence-Based ETF Portfolios: Using AI to Optimize Allocation (2026)
"AI-driven portfolio optimization" mostly solves a problem long-horizon investors don't actually have. Real-time tilting at retail frequency tends to cost...
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Why "Factor Investing" Still Works: Applying Fama-French Models in the AI Era
The Fama-French factors weren't a trading edge that AI could arbitrage away — they were compensation for risks investors still won't bear cheerfully, plus...
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Roles Before Tickers: A Framework for Long-Horizon ETF Allocation
A durable long-horizon portfolio is a system of roles — broad equity, factor tilt, income/quality, defensive cash — not a list of favorite tickers. The five...
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Asset Allocation in Practice: How 10% Weight Shifts Reshape Long-Term Outcomes
Across the trailing five years (2021-2026), a defensive blend (VOO 50 / SCHD 30 / SGOV 20) produced a roughly 10.1% blended CAGR, while a growth-tilted...
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The Rationale Behind a Five-ETF Long-Term Core: VOO, QQQM, SCHD, VXUS, AVUV
Five funds with non-overlapping roles — broad US beta (VOO), large-cap growth tilt (QQQM), dividend-quality (SCHD), ex-US developed and emerging (VXUS), and...
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The Final-Decade Asymmetry: How Long-Horizon ETF Compounding Actually Distributes
The arithmetic of a 30-year, $500/month plan at a 9% nominal CAGR has roughly 80% of the terminal balance coming from compounded returns, not from...
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PSCU vs XLU and VPU: What Five Years of Data Say About Small-Cap Utility Exposure
Over the trailing five years, PSCU (small-cap utilities & communication services) returned roughly 1.5% CAGR versus 9.2% for XLU and 9.0% for VPU — a gap of...
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VXUS vs. a US-Only Core: What International Diversification Actually Adds
Over the trailing five years VXUS underperformed VOO by roughly 540 basis points per year — and the case for holding it does not rest on that window. VXUS's...
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What SGOV and Gold Actually Do: A Quant Look at Defensive Assets in 2026
SGOV's five-year realized volatility is 0.2% and its worst drawdown was 0.03% — it behaves like cash with a yield, not like a "bond." The 3.9% distribution...
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The Yield-vs-Growth Question in 2026: Reading SCHD Against VOO, QQQM, AVUV, and ROE
With the 10-year Treasury at 4.5% and CPI still running near 3.9% YoY, the opportunity cost of holding a US dividend tilt is no longer zero — but the...
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Re-evaluating the 4% Rule: Sequence Risk, Yield, and Dynamic Withdrawal in 2026
The 4% rule was calibrated by Bengen (1994) on 1926-1976 US data. It never promised safety — only a ~95% historical success rate over a 30-year horizon,...
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Buy and Hold in 2026: What Rebalancing Discipline Actually Adds to Long-Term ETF Returns
Buy-and-hold is still the right base case for long-horizon ETF investors, but pure drift quietly converts a balanced portfolio into something the investor...
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Tax-Loss Harvesting and the After-Tax Compounding Gap: What the Math Actually Shows
Over a 30-year horizon, a 1-percentage-point reduction in annual tax drag compounds into roughly a one-third increase in terminal wealth — not because of...
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Beyond a One-ETF Equity Core: What AVUV and VXUS Actually Add to VOO
Over the last five years VOO has out-returned AVUV (small-cap value) by roughly 310 bp annualized and VXUS (international) by roughly 540 bp — the supposed...
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VOO, QQQM, and SCHD: What Five-Year Risk and Return Actually Say About a Long-Term Core
QQQM produced the highest five-year CAGR (17.6%), but at 22.3% realized volatility and a −35.0% drawdown — a single-regime number, not a permanent ranking....
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SCHD, AVUV, and VXUS During the Iran–U.S. War Shock Dividend Stability, Small-Cap Risk, and Global Exposure — A Data-Driven ETF Analysis
SCHD, AVUV, and VXUS occupy three different rows of the factor matrix — quality-dividend, small-cap value, and international beta. The realized data...
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If War Triggers a Market Correction, Do Long-Term ETF Investors Actually Lose Money? (10+ Year Analysis)
Across decades of S&P 500 history, the median geopolitical shock produces a sharp initial drop followed by a positive 12-month return — recovery is...
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Single-Country ETFs vs Global Diversification: A Structural Long-Horizon Comparison
A single-country ETF and a broad ex-US fund look comparable at a glance, but they sit on opposite sides of a diversification trade — one is a concentrated...
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AVUV and the Case for Small-Cap Value Patience
AVUV is a quality-screened small-cap value ETF: factor exposure with a profitability filter, not pure book-to-market deep value. The five-year record (10.8%...
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VOO vs QQQM: Which ETF Is Better for Long-Term Investing in 2026?
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How to Build Long-Term Wealth with ETFs (Beginner Guide 2026)
Mentions are detected across the full text of every article, so an appearance may be a passing comparison rather than the subject. Nothing here is a recommendation to buy or sell — see the disclaimer.