See what your fund actually adds
Avantis U.S. Mid Cap Equity ETF AVMC
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | AVMC | Replication |
|---|---|---|
| Annualized growth | 18.2% | 17.8% |
| Annualized volatility | 14.9% | 15.1% |
| Sharpe ratio | 1.20 | 1.16 |
| Maximum drawdown | 19.7% | 20.0% |
| Replication fit (R²) | 0.98 · Tracking error 2.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model AVMC’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBR | Small-Cap · Value | 30.1% |
| IJH | US Mid Cap | 29.2% |
| VOE | Mid-Cap · Value | 17.3% |
| VOT | Mid-Cap · Growth | 13.7% |
| VBK | Small-Cap · Growth | 9.6% |