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

i totally see where u’r coming from – SPMO already holds a ton of the same big tech names as QNDX and FTEC. If you’re looking to trim overlap, killer combo is SPYM + SPMO + AVUV for core, then maybe add one factor orbit like FMTM or XMMO if the extra tilt feels worth it. keep it simple and you’ll reduce trading noise and expense ratios too.

hey u/OP, looks like you’ve got a lot of overlapping caps – VTI, VOO, VV, VOOG, VGT – all screaming big‑cap U.S. with low expense. If you need to shrink, sell a chunk of those to hit a 30% cap on any single stock, keep the rest in one core like VTI or VT plus a spare 15‑20% in VXUS or VFV for dev. For future contributions, start pumping more into that core mix and maybe dabble in a small‑cap tilt like AVUV if you’re comfortable with extra volatility. Also, don’t forget to max your 401k/Roth before adding taxable cash.

I'm not sure what number you're referring to but according to your link since its inception in late 2019 AVUV has gained 162% while VOO has gained 186%
But that is not useful for determining its future prospects, particularly upcoming decades. And if you had chosen AVUV over VOO in 2019 your opportunity cost has already started compounding.
Anyway, all of that is irrelevant to the academic question of whether or not small cap tilt is by any reasonable definition a "good bet".

Redundant implies they persist, not that they don’t.
That they are debated is the point of iterative research.
That they aren’t disproven implies that the original pricing model still works.
To date ( 30 Sept 2026 ), since its inception AVUV has underperformed the S&P500 by .02%. Not 2, two hundredths. During a time with large growth has been undeniably ripping. It certainly appears to be working in the time it’s been called as ‘dead’ and very much so in the context of a hundred years.
https://stockanalysis.com/etf/compare/voo-vs-avuv/?r=davidv4
Super fine if you aren’t interested but it works for me and probably more importantly I would be *less likely* to remain invested if I was exclusively investing at pure MCW.
I’m sticking with factor investing.

i totally see where u’r coming from – SPMO already holds a ton of the same big tech names as QNDX and FTEC. If you’re looking to trim overlap, killer combo is SPYM + SPMO + AVUV for core, then maybe add one factor orbit like FMTM or XMMO if the extra tilt feels worth it. keep it simple and you’ll reduce trading noise and expense ratios too.

hey u/OP, looks like you’ve got a lot of overlapping caps – VTI, VOO, VV, VOOG, VGT – all screaming big‑cap U.S. with low expense. If you need to shrink, sell a chunk of those to hit a 30% cap on any single stock, keep the rest in one core like VTI or VT plus a spare 15‑20% in VXUS or VFV for dev. For future contributions, start pumping more into that core mix and maybe dabble in a small‑cap tilt like AVUV if you’re comfortable with extra volatility. Also, don’t forget to max your 401k/Roth before adding taxable cash.

I'm not sure what number you're referring to but according to your link since its inception in late 2019 AVUV has gained 162% while VOO has gained 186%
But that is not useful for determining its future prospects, particularly upcoming decades. And if you had chosen AVUV over VOO in 2019 your opportunity cost has already started compounding.
Anyway, all of that is irrelevant to the academic question of whether or not small cap tilt is by any reasonable definition a "good bet".

Redundant implies they persist, not that they don’t.
That they are debated is the point of iterative research.
That they aren’t disproven implies that the original pricing model still works.
To date ( 30 Sept 2026 ), since its inception AVUV has underperformed the S&P500 by .02%. Not 2, two hundredths. During a time with large growth has been undeniably ripping. It certainly appears to be working in the time it’s been called as ‘dead’ and very much so in the context of a hundred years.
https://stockanalysis.com/etf/compare/voo-vs-avuv/?r=davidv4
Super fine if you aren’t interested but it works for me and probably more importantly I would be *less likely* to remain invested if I was exclusively investing at pure MCW.
I’m sticking with factor investing.

Only my opinion. But I think we're going to see it pullback between October and the end of the year, around $500 give or take, then it's going to consolidate and surge. By mid 2027 we see $1000. In my opinion, the entire market will pullback soon with some great entry points. Already seeing the dip on small-cap ETFs. AVUV, etc.

I am doing something similar right now with GARP/AVUV/IDMO

I am building profoli larround GARP balancing with small value and International GARP/AVUV/IDMO I found it to have great return while covering all best sapect of each market with minimum overlap. would love to here thought about it

It will appear to them as lump sum regardless. With the adjustment of tax basis, they could sell and buy something else. They could to accept the dividend stream and use the stream along with the tax burden it presents.
It might be better to give them the largest lump possible. SCHD has had a great couple of years, but long term, something like VTI/VXUS 80/20 or VT 100% has performed better.
My father’s brokerage account was tuned to an 88 year old, with municipal bond funds, HD and SWPP. It gave him income, but it did not match my plan. So, I sold most everything and chose a strategy for me. (VOO, VXUS, AVUV 60/30/10%).
They may sell your holdings however they see fit.
Depending on their age and maturity, maybe sit down with them and discuss your strategy and help inform them on good habits.

I guess you could call me an AI doomer, but I’m longterm bullish on tech. You gotta be in almost every market regime. I hold a large position in AIS.
With that said, my biggest non-tech sector holdings are GRID, PAVE and ISRG. I also have FMTM to chase momentum across the various sectors. It’s still 40% tech - but the other 60% is spread across healthcare, energy, industrials, real estate, cons staples, utilities.
I’m a heavy SPMO user, but I run it along side GARP, VFLO and AVUV. So I’m fairly dialed into my value at the current moment, but even those are fairly tech heavy at the top.