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AVSD

GradeBNew York Stock Exchange Arca

Avantis Responsible International Equity ETF

Factor & Screened Index · Avantis · Inception 2022-03-15 · SEC filings

$80.17−1.52 (−1.87%)

As of Sep 23, 2026, 1:25 PM EDT

History starts Mar 17, 2022.
Intraday session: down, 13 prints from 81.70 to 80.17. Range 80.17 to 80.80. Use the arrow keys to read each point.$80.40$80.60$80.8010 AM12 PM2 PM4 PM
Expense ratio
0.23%
Fund size
$375M
1Y return
+17.5%
Yield · Last 12 months
2.69%
Holdings
2053
Volume · 30D
0M sh
NAV per share
$81.44
52W range
low $69.31high $83.91

The ETF.net AVSD Grade

B

61/ 100

Rank 8 of 18 in International ESG & Values Index

Confidence High

Six-pillar profile for AVSD. Scores out of 100: Cost 56, Risk 54, Mission 50, Tradability 84, Holdings 87, Durability 58. Strongest: Holdings (87). Weakest: Mission (50). Leans toward Holdings and Tradability.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 61 of 100 sits in the B band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    BScore 56
    Category rank8/18 · top 44%
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    CScore 50
    Category rank13/15 · bottom quartile
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    CScore 54
    Category rank6/18 · top 33%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    AScore 84
    Category rank1/18 · top 6%
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    AScore 87
    Category rank2/18 · top 11%
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    BScore 58
    Category rank8/18 · top 44%

Graded as of Sep 22, 2026

Our read on AVSD

ETF.net Research

BAvantis runs its value-and-profitability playbook across roughly 2,100 developed-market stocks outside the US, then layers ESG exclusions on top. Active tilts in an aisle mostly stocked with cap-weighted index screens.

Stated mandate

The fund seeks long-term capital appreciation through an actively managed portfolio of companies across non-U.S. developed countries. It emphasizes lower valuations and higher profitability while applying ESG exclusions.

Why people hold it

  1. 01Actively managed but built wide: roughly 2,100 non-US developed stocks, tilted toward cheaper and more profitable companies rather than simply the biggest ones.res.avantisinvestors.com
  2. 020.23% a year lands at the typical fee for its ESG international group and right beside Dimensional's DFSI (0.24%), its closest systematically active rival.
  3. 03The mandate is written down, not improvised: lower valuations, higher profitability, ESG exclusions, the same contract since the 2022 launch. It pays quarterly.res.avantisinvestors.com

Worth knowing

  1. 01Index-based peers undercut it on fee: VSGX at 0.10%, DMXF at 0.12%. The 0.23% here buys active tilts rather than a screened index.
  2. 02One of the more thinly traded funds in its group, so spreads and limit orders matter more here than with the big index-tracking ESG names.
  3. 03Factor tilts plus exclusions mean the portfolio can diverge from its MSCI World ex USA IMI benchmark, in either direction, over any given stretch.

AVSD Holdings

As of Sep 22, 2026, 9:42 PM
Asset class
Stocks
Holdings
2,053
Top-10 weight
9%
Largest holding
ASML1.1%

Sectors

  • Financials34.5%
  • Industrials15.8%
  • Consumer Discr.12.0%
  • Technology9.2%
  • Health Care7.4%
  • Materials6.5%
  • Cons. Staples5.2%
  • Communication4.9%
  • Utilities2.3%
  • Real Estate1.9%
  • Energy0.3%

Geography

  • Japan23.17%
  • Canada11.99%
  • United Kingdom11.59%
  • Switzerland7.52%
  • France7.02%
  • Germany7.00%
  • Australia6.07%
  • Netherlands4.59%
  • Other countries (23)21.07%

Developed 98% · Emerging 2% of the foreign sleeve

The fund’s holdings, weight-ordered — page 1 of 139.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001ASMLASML HOLDING NV NY REG SHS NY REG SHRS EUR.091.13%2,474$4M199
002HSBCHSBC HOLDINGS PLC SPONS ADR ADR1.12%40,572$4M30
003ROP.SWROCHE HOLDING AG COMMON STOCK CHF.0011.07%9,035$4M196
004MUFGMITSUBISHI UFJ FINL SPON ADR ADR0.82%130,260$3M19
005RY.TOROYAL BANK OF CANADA COMMON STOCK0.81%14,600$3M92
006BBVABANCO BILBAO VIZCAYA SP ADR ADR0.78%101,391$3M44
007SAF.PASAFRAN SA COMMON STOCK EUR.20.77%7,593$3M156
008NVSNOVARTIS AG SPONSORED ADR ADR0.75%19,870$3M49
009TD.TOTORONTO DOMINION BANK COMMON STOCK0.75%22,577$3M94
0109984.TSOFTBANK GROUP CORP COMMON STOCK0.69%59,800$3M130
011UCG.MIUNICREDIT SPA COMMON STOCK0.64%24,902$2M154
012CM.TOCAN IMPERIAL BK OF COMMERCE COMMON STOCK0.60%19,412$2M87
013UBSG.SWUBS GROUP AG REG COMMON STOCK USD.10.60%43,957$2M137
014ALV.DEALLIANZ SE REG COMMON STOCK0.60%4,363$2M158
015CLS.TOCELESTICA INC COMMON STOCK0.60%6,468$2M102

Showing 1–15 of 2073 holdings

AVSD Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

AVSD$11,753
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. AVSD $11,753. SPY $11,723. Use the arrow keys to read each point.$9,334$10,763$12,192Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for AVSD. Periods over one year show the average yearly return.
PeriodAVSD
Year to date+12.1%
1 month−1.2%
3 months+1.9%
1 year+17.5%
3 years+21.5%per year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for AVSD
YearReturn barAVSD
2026 YTD+12.1%
2025+37.0%
2024+6.7%
2023+17.5%
2022−9.7%

History from Mar 17, 2022

AVSD in the news

ETF.net Research hasn’t filed on AVSD yet — coverage lands here as it’s written.

AVSD Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
2.69%Last 12 months
Payout per share
$2.20Last 12 months
Last payment
$0.33 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2022–2026

One bar per payment. 11 payments from 2022 to 2026 YTD. Jun 21, 2022 $0.30; Dec 15, 2022 $0.33; Jun 20, 2023 $0.79; Dec 18, 2023 $0.57; Jun 24, 2024 $1.04; Dec 17, 2024 $0.77; Jun 24, 2025 $1.14; Dec 16, 2025 $0.75; Mar 10, 2026 $0.07; Jun 9, 2026 $1.06; Sep 8, 2026 $0.33. Use the arrow keys to read each point.20222023202420252026YTD
Ex-datePay dateAmount per share
Sep 8, 2026Sep 10, 2026$0.33
Jun 9, 2026Jun 11, 2026$1.06
Mar 10, 2026Mar 12, 2026$0.07
Dec 16, 2025Dec 18, 2025$0.75
Jun 24, 2025Jun 26, 2025$1.14
Dec 17, 2024Dec 19, 2024$0.77
Jun 24, 2024Jun 26, 2024$1.04
Dec 18, 2023Dec 21, 2023$0.57
Jun 20, 2023Jun 23, 2023$0.79
Dec 15, 2022Dec 20, 2022$0.33
Jun 21, 2022Jun 24, 2022$0.30

AVSD Risk

How much the fund’s monthly returns vary, scaled to a year.
13.2%
Annualised · 36 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.17
vs 3-month T-bills · to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−25.6%
54 months · trough Oct 2022
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.94
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

AVSD Cost

Expense ratio0.23%
  • The middle half of International ESG & Values Index funds
  • Median 0.26%

7 of the 18 International ESG & Values Index funds charge less.

AVSD costs $23.00 a year on $10,000. The median International ESG & Values Index fund costs $25.50.