AVW

Other Avantis Global Equity ETF ETF

ETF

ISIN: IE000RJECXS5

Ticker: AVWC

IE000RJECXS5

AVWC

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Discussion about AVWC

Posts

Erik

@dividend_hero_100

6D·

Reduce US share

Dear Community,

Following the events of the last few weeks, I have decided to reduce my US holdings and diversify my ETF portfolio more broadly.

I am currently investing in the $CSPX (-1.34%) and the $AVWS (-1.17%) as an admixture. I no longer hold any individual shares.

I also have a savings plan in place $BTC (-3.21%) and some play money in crypto.

I would like to bring the US share to around the level of a world etf (70.%), so I'm wondering what the smartest approach is.

Option 1: Sell $CSPX (-1.34%) and buying a world etf like $VWCE (-1.18%) or $AVWC (-1.6%)

When selling my s&p etf, taxes would of course be due (currently 25% return). I live in Austria if this is relevant.

Option 2: keep the s&p and buy 1-2 etf in addition e.g. $MEUD (-0.83%) and $XNKY (-1.28%) and save. Here I could of course plan the weighting individually, but it is also a bit more time-consuming in terms of rebalancing.

I would appreciate a few opinions, thank you!

5 Comments

Harald@Madhatter5566

I think variant 2 is better. Simply direct savings plans towards something else. It has the advantage that you don't incur any taxes and don't go out somewhere only to run into something else that's worse. If this happens to you in variant 2, you can write it off as diversification costs.

You could also invest in gold. Silver. Reduce the overall equity market weighting. Completely. Gold is the new Bitcoin or something. Also has risks, is at the ATH. But so does bitcoin.

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deodorhunter

@deodorhunter

5Mon·

UPDATE: The wait is over!

Starting October 1st, Avantis officially launched two ETFs, now available on Xetra exchange.

$AVWC (-1.6%) for global equities (World IMI benchmark) and $IE0003R87OG3 (-1.17%) AVWS for world small cap value (MSCI World Small cap value benchmark)

Both are accumulating, multi factor, rule based and actively managed ETFs.

$AVWC (-1.6%) : world IMI, slight value and size tilt, profitability and momentum screened (negative momentum filtered)

TER 0.22%, in line with e.g. Vanguard FTSE-All World UCITS ETF $VWCE (-1.18%)

Initial AUM after seeding: $250M

https://www.avantisinvestors.com/ucitsetf/avantis-global-equity-ucits-etf/

$IE0003R87OG3 (-1.17%) AVWS: developed world small cap value, profitability and momentum screened (no negative momentum, unlike $ZPRX (+0.41%) / $ZPRV (-0.95%) )

TER 0.39%, close to ZPR* (0.3%)

Initial AUM after seeding: $11M

https://www.avantisinvestors.com/ucitsetf/avantis-global-small-cap-value-ucits-etf/

Note

As EU KIID regulation enforcement is quite bonkers (KIID must be in local official language for the asset to be tradable to a citizen of that specific country), they’re still untradable for the large majority of European retail investors on almost every brokerage (except IBKR, where only EN KIID is required).

German retail investors should be the first to gain access, as the DE KIID is already submitted and available on Avantis website. It’s now up to brokers to list the product with necessary documentation.

www.avantisinvestors.comAvantis Global Equity UCITS ETF

deodorhunter

@deodorhunter

8Mon·

Good news for UCITS factor investors! Avantis will be launching UCITS ETF soon it seems: https://www.etfstream.com/articles/american-century-to-enter-europe-with-three-active-etfs

The three ETFs are to be launched by Avantis Investors, the group’s quantitative investment unit, headed up by the firm’s CIO Eduardo Repetto.

The Missouri-based asset manager has three US-listed equivalent ETFs, the $6bn Avantis International Small Cap Value ETF, the $5.6bn Avantis Emerging Markets Equity ETF and the $365m Avantis All Equity Markets ETF.

Curious
to see if they will be 1:1 porting of US equivalents $AVDV
$AVEM / $AVES
$AVGE and the actual factor loadings (RR community will be quick to analyse once they are confirmed).

This could mean as Eu investors we no longer need 3/4 ETFs for intl SCV like $ZPRV (-0.95%)
$ZPRX (+0.41%) , and no more extra momentum boosts to balance these ETFs negative momentum.

EM offering could also trim the number of ETFs needed, once we know the offering and factor loadings

Are you looking forward to these ETFs? Will you switch to them in the near future?

Really curious to hear the community factor spiritual guide @PowerWordChill opinion on this :)

www.etfstream.comERROR: The request could not be satisfied

5 Comments

João@joaoluis

4Mon

Really interesting ETF, I was waiting for something like this to finally add the Small Cap Value into my Portfolio. Would love to hear @PowerWordChill opinion on this ETF. Only thing holding me back is the active management.

••

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