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Avantis Responsible U.S. Equity ETF (AVSU)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US0250722818
Issuer
Avantis
Inception Date
Mar 15, 2022
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Russell 3000 Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Avantis Responsible U.S. Equity ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Avantis Responsible U.S. Equity ETF (AVSU) has returned -2.91% so far this year and 19.79% over the past 12 months.


Avantis Responsible U.S. Equity ETF

1D
3.18%
1M
-5.53%
YTD
-2.91%
6M
0.99%
1Y
19.79%
3Y*
16.64%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 17, 2022, AVSU's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, your investment would double in approximately 6.3 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2023 with a return of +9.7%, while the worst month was Sep 2022 at -8.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, AVSU closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +9.5%, while the worst single day was Apr 3, 2025 at -5.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.00%-0.22%-5.53%-2.91%
20253.56%-2.54%-6.28%-1.17%6.26%5.06%1.72%2.96%2.65%1.73%1.27%0.96%16.69%
20240.80%5.00%3.57%-5.63%4.92%1.84%2.78%1.29%1.95%-1.01%7.02%-4.11%19.16%
20237.74%-2.01%0.33%0.41%-0.41%7.25%3.70%-2.60%-4.64%-3.03%9.72%6.94%24.50%
20221.64%-8.66%0.40%-8.56%9.10%-3.71%-8.78%8.69%5.93%-6.11%-11.70%

Benchmark Metrics

Avantis Responsible U.S. Equity ETF has an annualized alpha of 0.04%, beta of 1.01, and R² of 0.96 versus S&P 500 Index. Calculated based on daily prices since March 18, 2022.

  • With beta of 1.01 and R² of 0.96, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
0.04%
Beta
1.01
0.96
Upside Capture
104.88%
Downside Capture
104.36%

Expense Ratio

AVSU has an expense ratio of 0.15%, which is considered low.


Return for Risk

Risk / Return Rank

AVSU ranks 61 for risk / return — better than 61% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


AVSU Risk / Return Rank: 6161
Overall Rank
AVSU Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
AVSU Sortino Ratio Rank: 6060
Sortino Ratio Rank
AVSU Omega Ratio Rank: 6060
Omega Ratio Rank
AVSU Calmar Ratio Rank: 6060
Calmar Ratio Rank
AVSU Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) and compare them to a chosen benchmark (S&P 500 Index).


AVSUBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.04

0.90

+0.14

Sortino ratio

Return per unit of downside risk

1.59

1.39

+0.20

Omega ratio

Gain probability vs. loss probability

1.23

1.21

+0.02

Calmar ratio

Return relative to maximum drawdown

1.61

1.40

+0.21

Martin ratio

Return relative to average drawdown

7.16

6.61

+0.55

Explore AVSU risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Avantis Responsible U.S. Equity ETF provided a 1.03% dividend yield over the last twelve months, with an annual payout of $0.76 per share.


1.00%1.05%1.10%1.15%1.20%$0.00$0.20$0.40$0.60$0.802022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$0.76$0.79$0.80$0.69$0.45

Dividend yield

1.03%1.03%1.22%1.22%0.99%

Monthly Dividends

The table displays the monthly dividend distributions for Avantis Responsible U.S. Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.16$0.16
2025$0.00$0.00$0.18$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.22$0.79
2024$0.00$0.00$0.16$0.00$0.00$0.19$0.00$0.00$0.23$0.00$0.00$0.22$0.80
2023$0.00$0.00$0.14$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.20$0.69
2022$0.14$0.00$0.00$0.12$0.00$0.00$0.19$0.45

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Avantis Responsible U.S. Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Avantis Responsible U.S. Equity ETF was 21.67%, occurring on Sep 30, 2022. Recovery took 299 trading sessions.

The current Avantis Responsible U.S. Equity ETF drawdown is 7.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-21.67%Mar 30, 2022128Sep 30, 2022299Dec 8, 2023427
-20.16%Dec 5, 202484Apr 8, 202558Jul 2, 2025142
-10.06%Feb 10, 202634Mar 30, 2026
-9.03%Jul 17, 202414Aug 5, 202432Sep 19, 202446
-6.57%Apr 1, 202415Apr 19, 202418May 15, 202433

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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