AVUV
Avantis U.S. Small Cap Value ETF
stock NYSE ETF

Why not value and momentum? I'm in VOO, AVUV, FMTM, SGRT, AVDE, and AVEM.

I’ve owned both AVUV and SPMO for 3 years …
Before any YT finance bro talked about them….

Bro just buy the total stock market why are you slicing up the total stock market instead of just buying that or the S&P? You’re buying hyped ETFs just because people hype AVUV and SPMO

VTV and AVUV

I would be careful with the idea that value is 'better' than momentum, because that usually turns into performance chasing with a different label. If you want a value tilt, it helps to decide whether you mean broad large-cap value, small-cap value, or global value, because those are pretty different bets. AVUV, AVDV, and AVGV come up a lot for a reason, but the bigger question is whether you want a long-term factor tilt at all.

Yes I know it’s basically the same thing.
Regarding AVUV, I have no idea about small cap. I’m leaning heavy into tech because I work in tech, and I feel comfortable investing in what I know well.

If you want to add to voo for diversification maybe consider some domestic and international small cap value. AVUV and AVDV are excellent complements to voo. Something like 60% voo, 10% vxus for broad international, 10% avuv, 10% avdv.

No these are basically the same fund. There’s no meaningful diversification by holding them both. QQQM and AVUV 50/50 could be a good split if you’re looking for something that is diversified and super aggressive.

I think Small Cap Value like AVUV and AVDV are the best way to diversify away from the tech/AI hype. It's at the opposite end of the risk factor spectrum from the speculative high valuation AI related stocks (NVDA, SPCX, potential OpenAI and Anthropic mega-cap IPOs).
Anecdotally, Small Cap Value has performed well after crashes. Looking at the lost decade (Dot Com bubble and GFC) from beginning 2000 to end of 2011 the US total market performed an annualized 2.9% a year. The Dimensional Small Cap Value fund DFSVX performed 9.16% annually during this period in comparison. A similar thing happened with Japanese Small Cap Value following their bubble bursting.

80% VTI, 20% AVUV

People should be a lot more careful with this stuff, IMO. Too much is performance chasing.
Factors get published and then start to get arbitraged away. Size is gone. You can't just invest in small caps. Check out how VB has done in past 20 years. You gotta start stacking, eg AVUV is small caps AND value AND quality, and even then you're hoping for a minor edge. Not some huge outperformance.
And momenum is popular lately because of SPMO... but eg SPMO, QQQ, and GARP are all very different in theory, but in practice they've all bet big on mega caps and tehy've all ended up performing similarly.
If you're trying to build a portfolio you hold for least 20 years, consider AVUV. If you're going to be changing your mind every 6 months chasing next shiny thing odds are value isn't best bet.

Value isn't necessarily better than momentum, it is just different. What you want to do is really think about whether you want any sort of factor tilt, understand what it is, and if you are going to commit to it long term, even when it is underperforming vs the market. Just buying something because it is hot right now and dumping it later when you are unhappy with it is one of the worst investor errors you can engage in -- performance chasing, which leads to buying high and selling low.
If you decide you want value funds, here are some worth checking out. Some of these just have a minor value flavor, others are very hard value-only type funds:
Global value: AVGE, AGVG, DFAW
International value: AVES (emerging markets), DFEV (emerging markets), FNDE (emerging markets), AVNV (ex-US), VYMI (ex-US), AVIV (developed markets), FNDF (mostly developed markets), IVLU (developed markets), FIVA (developed markets), DFIV (developed markets), AVDV (developed markets mid/small), DISV (developed markets mid/small)
US total market: DFAC, AVUS, FNDB, DFUV, VLU
US large cap: AVLV, MGV, VTV, DFLV, FNDX, SCHD
US mid cap: VFMF, WTV, AUSF, AVMV, DXUV
US small cap: AVUV, VTWV, DFSV, IWN

AVUV for US, AVDV for International. There's others out there but have higher ERs.

Depends on the period of time.
SPMO is a popular momentum etf which really isn't needed because you have QQQM and SMH
Check out AVUV for US small cap value exposure

27 year old looking at at least a 30 year retirement date. (Maybe more like 35-38 years). My currently Roth IRA is 50% VT, 20% SPMO, 20% QQQM and 10% AVUV.
Would this be a good set up to steadily add to each year as I max my Roth IRA out? I’m also thinking about adding some SMH but not sure what I would pull back on. Thank you for the input. 🙏

Approximate Targeted Asset Allocation:
VOO 55% / AVDV 15% / AVUV 15% / SPHQ 15%
My personal opinion on the allocation:
\- Majority VOO just for the intention of following the market and sustaining long-term growth. Understood some people argue to not use VOO but I'm traditional what can I say
\- 30% in small cap, 50/50 US and international. I have a long outlook at 20, so want to capitalize on projected long-term upside / return of small cap investments
\- I like a 15% tilt on SPHQ just to get that extra quality coverage of the S&P. Generally I would have the intent and goal of SPHQ having the potential to boost returns stronger when S&P thrives and holding decently strong when the market is rough, just due to the sheer quality of the companies contained, though frankly this hasn't been the case for the past week or so

context for my portfolio selections:
timeframe: 20 Y/O, long time growth
risk tolerance: Medium/High
Just curious for people's opinions. Feel free to pretend to be a genius in the replies. Be as kind or as ruthless as you'd like, any opinions to this allocation are ok with me!

As a Canadian for me I have the following mix :
\- 35% VFV
\- 35 % SPMO
\- 15% SMH
\- 15% AVUV

I have the same ETF's (besides FMTM, it's interesting though).
I like it, only thing I would flag is that your US portion is essentially 2/3 Growth (SPMO, FMTM), 1/3 Value (AVUV). And I know if you've been listening to Paul Merriman and Ben Felix, you will know that they would probably lean towards Value over Growth. Or at least equalize them, imo.

Hello! I started investing into a Roth IRA about two years ago. I was late to the party (am in my late 20s) and only have about 11k so far. Currently my breakdown by percentage is roughly: 28% VTSAX 37% VTWAX 6% AVUV 8% VGT 22% VOOG I've had pretty good yield (>20% so far). I'm trying to stay as diversified as I can by looking at Vanguard's "difference from the average" on percentage, and am a bit confused looking at overlap. It looks like I could use more mid-cap? Any general advice you all have for a noob who's had to slowly become financial literate on their own?

You can own some of the same funds in taxable as well as Roth, but VTI+VXUS+QQQM+AVUV is a reasonably complete 100% equities portfolio for a Roth, it's diversified enough and backed by research.
I picked 3:1 ratio for VTI and VXUS for US-based investor (I assumed you were). In reality the total global stock mkt is weighted like ~60% US / 40% Intl (see VT for example) but as a US investor you can't go wrong with a little more US tilt.
Then you mention AVUV and QQQM: AVUV provides an SCV/5-factor tilt which is backed by research as far as I know. QQQM brings a big of large cap tech tilt, which both complement VTI independently. Some people may challenge QQQM but personally I believe in it. As these can be really volatile and are technically held in VTI already I wouldnt consider these together being more than 1/3rd of your VTI holding--and these should be rebalanced in your Roth where there is no tax consequence.
You may consider swapping QQQM with something like SPMO, it's many of the same holdings at the moment bc tech is strong now, but SPMO contains some momentum selection which somewhat complements the factor consideration that AVUV does for you with SCV.
Your cash-oriented holdings are probably good for a car in a few years. Don't be afraid of a car payment tho if it means you can invest and get a higher % return in the mkt than the loan would cost you (I say this without knowing what car loans are atm tho).