AVUV vs SEIV

AVUVAAvantis U.S. Small Cap Value ETF

SEIVASEI QiM U.S. Large Cap Value Active ETF

In short

AVUV The Dimensional playbook in an ETF wrapper: roughly 800 cheap U.S. small caps, weighted so the profitable ones count for more, run actively for a quarter of a percent a year.

SEIV Active quant value stock-picking at an index-fund price. SEIV screens U.S. large caps for cheap valuations plus quality, momentum and low volatility, then runs a concentrated book of roughly 80 names for 0.15% a year.

Stated mandate

AVUV The fund seeks long-term capital appreciation by investing in U.S. small-cap companies selected for low valuations and higher profitability. It combines broad diversification and efficient implementation with active decisions based on current market information.

SEIV The Fund seeks long-term capital appreciation through primarily U.S. common stocks priced below fundamental valuation measures, using a quantitative, active stock-selection approach.

Why people hold it

• AVUV 0.25% a year, less than half the typical actively run U.S. small-cap fund, and well under the 0.47% at BSVO, which points at the same Russell 2000 Value yardstick.
• Cheap alone can mean cheap-and-broken. Avantis screens for profitability alongside low valuations, so higher-earning small caps carry more weight.avantisinvestors.com
• About 800 names: a value tilt delivered with index-like breadth rather than a stock picker's short list, and distributions land quarterly.
• A multi-billion-dollar fund that trades actively, and one of the strongest implementations in the active U.S. small-cap group.

• SEIV 0.15% a year for genuine active selection, against a 0.55% median in its U.S. value peer group. It matches the cheapest large-value quant funds rather than charging active prices.
• Value is not the only screen. The model also weighs quality, momentum and low volatility, which is how a cheap-stock strategy tries to avoid the cheap-for-a-reason trap.
• Other funds measured against the S&P 500 in this cohort charge far more (LSVD 0.40%, GSPY 0.50%, VNSE 1.34%). SEIV runs its version at 0.15%.
• Sits among the strongest implementations in a crowded U.S. value field, and trades with enough regular activity to be workable for ordinary retail order sizes.

Worth knowing

• AVUV This is a style bet, not a market proxy. Small caps priced for value swing harder than the broad market and can move out of step with it for long stretches.
• Active, not an index tracker. The Russell 2000 Value is a reference point, not a leash, so the holdings and the ride can diverge from it.
• Sibling AVSC charges the same 0.25% but casts a wider small-cap net, so the real question is how much value tilt you want.

• SEIV About 80 stocks measured against a 500-name benchmark. That concentration means stretches where it looks nothing like the S&P 500, in either direction.
• Launched in 2022, so the live record is short, and the asset base is mid-sized rather than among the giants of the value aisle.
• You get the factor recipe, not the trade-by-trade logic: selection sits inside a quantitative model. Distributions land quarterly, not monthly.

Full AVUV profile⁠

Full SEIV profile⁠