Avantis U.S. Equity ETF Returns Calculator
Calculate historical returns and project future compounding for Avantis U.S. Equity (AVUS). Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large Blend (US)
AUM
$14.46 Billion
Expense Ratio
0.15%
Fund Manager
Avantis Investors (American Century)
Avantis U.S. Equity (AVUS) Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 22.1% CAGR | 5 Years @ 13.3% CAGR | 10 Years @ 2019.0% CAGR |
|---|---|---|---|
| $100/mo | $5,134 Invested: $3,600 | $8,544 Invested: $6,000 | $423,986,798,444,749,400,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $12,000 |
| $250/mo | $12,836 Invested: $9,000 | $21,361 Invested: $15,000 | $1,059,966,996,111,873,400,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $30,000 |
| $500/mo | $25,672 Invested: $18,000 | $42,721 Invested: $30,000 | $2,119,933,992,223,747,000,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $60,000 |
| $1,000/mo | $51,343 Invested: $36,000 | $85,443 Invested: $60,000 | $4,239,867,984,447,494,000,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $120,000 |
| $2,500/mo | $128,358 Invested: $90,000 | $213,606 Invested: $150,000 | $10,599,669,961,118,736,000,000,000,000,000,000,000,000,000,000,000,000,000 Invested: $300,000 |
* Projections calculated using actual historical 3-year (22.07%), 5-year (13.27%), and 10-year (2019%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Avantis U.S. Equity ETF
Avantis U.S. Equity ETF (AVUS) is a complete total domestic equity market ETF enhanced by academic factor tilting. Managing over $14.5 Billion in assets at a 0.15% expense ratio, AVUS holds over 2,000 US companies across large, mid, and small caps with systematic tilts toward value and high profitability.
Investment Strategy
Systematic Core Factor Strategy â Covers the entire broad US equity market while applying quantitative factor overweights to companies with low relative valuations and high operating profitability, maintaining broad diversification across all sectors and market capitalizations.
Key Facts
- Broad total domestic stock market coverage (~2,000+ holdings)
- Systematic tilts toward Value and Profitability factors
- Over $14.5 Billion in assets under management
- Low 0.15% expense ratio for an all-cap active factor solution
Historical Returns
3-Year CAGR
22.07%
5-Year CAGR
13.27%
10-Year CAGR
N/A (Inception 2019)
Benchmark
Russell 3000 Index
Historical annualized returns as of August 2026. Factor investing carries market risks.
Top Holdings & Sector Allocation
As of September 2026, Avantis U.S. Equity (AVUS)'s portfolio includes:
Top 5 Holdings
- Microsoft Corp. (MSFT)
- Apple Inc. (AAPL)
- NVIDIA Corp. (NVDA)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- JPMorgan Chase & Co.
- Berkshire Hathaway
Sector Allocation
Information Technology 28.5%, Financials 18.2%, Industrials 14.5%, Healthcare 11.8%, Consumer Discretionary 10.4%, Others 16.6%
Risk & Drawdowns
Standard deviation is ~15.1% mirroring broad market volatility with improved factor exposure.
Experienced -34% drawdown in 2020 and -21% in 2022.
Tax Treatment
ETF tax efficiency minimizes capital gain distributions.
Who Should NOT Invest in Avantis U.S. Equity (AVUS)?
Investors wanting pure 100% market-cap indexing with zero factor tilts.
About the Fund Manager
Managed by Eduardo Repetto and the Avantis investment committee.
Who Is This Fund Suitable For?
Ideal for investors seeking an all-in-one domestic stock market foundation that incorporates empirical factor premiums over vanilla market-cap index funds.
More Funds from Avantis & Similar Schemes
Similar Funds to Consider
- Vanguard Total Stock Market ETF (VTI)
- Dimensional U.S. Core Equity 2 ETF (DFAC)
- iShares Core S&P Total U.S. Stock Market ETF (ITOT)
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Avantis U.S. Equity (AVUS) Investors
- FIRE Calculator â Plan your retirement corpus with Avantis U.S. Equity (AVUS) as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in Avantis U.S. Equity (AVUS) could cost you
- SIP vs EMI Calculator â Compare investing in Avantis U.S. Equity (AVUS) vs paying off loans
Frequently Asked Questions About Avantis U.S. Equity (AVUS)
What is the historical SIP return of Avantis U.S. Equity (AVUS)?
Based on the latest data, Avantis U.S. Equity (AVUS) has delivered an annualized return (CAGR) of 22.07% over 3 years, 13.27% over 5 years, and N/A (Inception 2019) over 10 years. Experienced -34% drawdown in 2020 and -21% in 2022.
How is Avantis U.S. Equity (AVUS) SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would $500 monthly SIP in Avantis U.S. Equity (AVUS) generate over 5 years?
At an estimated annual return rate of 13.27%, a monthly $500 investment ($30,000 total invested) would grow to approximately $42,721 in 5 years, yielding an estimated wealth gain of $12,721. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Avantis U.S. Equity (AVUS)?
Avantis U.S. Equity (AVUS)'s top holdings include Microsoft Corp. (MSFT), Apple Inc. (AAPL), NVIDIA Corp. (NVDA), and Amazon.com Inc. (AMZN). The fund's sector allocation is Information Technology 28.5%, Financials 18.2%, Industrials 14.5%, Healthcare 11.8%, Consumer Discretionary 10.4%, Others 16.6%.
What is the risk profile of Avantis U.S. Equity (AVUS)?
Standard deviation is ~15.1% mirroring broad market volatility with improved factor exposure. This fund may not be suitable for investors wanting pure 100% market-cap indexing with zero factor tilts..
What are the tax implications of investing in Avantis U.S. Equity (AVUS)?
ETF tax efficiency minimizes capital gain distributions.
Data last updated: September 2026 | Fund data sourced from SEC filings and public exchanges
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