AVUV Targets Small-Value Gains With 0.25% Fee as TheStreet Flags Long Dry Spells
Updated
Updated · TheStreet · Jul 15
AVUV Targets Small-Value Gains With 0.25% Fee as TheStreet Flags Long Dry Spells
1 articles · Updated · TheStreet · Jul 15
Summary
A 5% to 10% allocation to AVUV may suit investors with decades-long horizons, but TheStreet says it should sit atop—not replace—a broad core holding.
AVUV pursues cheap, profitable U.S. small caps and continuously tilts further into stocks as they get cheaper, aiming to capture the long-studied small-value premium.
That edge is described as real but streaky: AVUV can beat the market in bursts, then trail broad funds like VTI for years, making patience and risk tolerance essential.
VTI remains the more suitable default for most retirement savers because its 0.03% fee is far below AVUV's 0.25% and it offers broad market exposure without a factor bet.