AVLV ETF

In 2024, markets have faced a variety of influences. These include a surprisingly robust U.S. economy, a significant global election cycle, a major change in interest rate policies, and ongoing geopolitical tensions.

AVLV: An Active Value Approach That Works

The recent selloff for Nvidia (NVDA), while not necessarily auguring the burst of an A.I. bubble, may give investors some pause.

A top exchange-traded fund provider is screening diversified value stocks for long-term gains.

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

2023 was capped by a strong fourth-quarter rally, with big tech leading much of the gains heading into 2024. However, the year also threw a spotlight on the rise in popularity for active exchange-traded funds (ETFs).

AVLV is an actively managed large-cap value fund with a 0.15% expense ratio. The ETF is relatively new but is run by a team with several decades of industry experience. Between 2022 and 2023, AVLV ranked #11/80 in the large-cap value category. My fundamental analysis reveals a portfolio that ranks at least average on most metrics, including valuation, growth, and quality. This all-weather approach combined with the high level of diversification means AVLV should avoid bottom-quartile performance. I prefer it to VTV, a passive fund I've previously recommended.

There's much to love about higher interest rates.

AVLV is a relatively new, actively managed Value ETF that should be particularly attractive to index fund investors concerned about the dominance of the Magnificent Seven. We explore the nuanced methodology used by AVLV's managers to select and manage its stocks and explore how its unusual, flexible market cap weighting plays out in its actual holdings. There are some risks, which we detail, but overall, this could be a great place to put new funds in today's very uncertain economy.