<p>投资小盘股有很多好的理由，比如它们更快增长的潜力，以及被更大公司以溢价收购的可能性。</p>
<p>如果你想在投资组合中增加一些小盘股，你可能想考虑这个专注于小盘股的优质交易所交易基金（ETF）：<strong>Avantis U.S. Small Cap Value ETF</strong>（AVUV -0.06%）。</p>
<p>以下是对它的介绍、业绩记录和持股情况。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc5MjIvZ2V0dHktYmVhcmQtY3VwLW9mLWNvZmZlZS1vci10ZWEtc21pbGluZy1oYXBweS5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc5MjIvZ2V0dHktYmVhcmQtY3VwLW9mLWNvZmZlZS1vci10ZWEtc21pbGluZy1oYXBweS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>认识 Avantis U.S. Small Cap Value ETF</h2>
<p>关于 Avantis U.S. Small Cap Value ETF，一个关键点是它是主动管理的——也就是说，它有专业的股票分析师研究小型公司的整体情况，决定买入和卖出哪些公司，以及何时进行交易。这与被动管理的基金不同，例如跟踪特定小盘指数的指数基金，通常持有大部分或全部相同公司的股票，且比例大致相同。</p>
<p>另一个重要的点是，它是一个价值导向的基金，而不是增长导向的基金。增长型投资者会寻求以高于平均水平的速度增长的投资，而价值型投资者则更关注寻找看似被低估的投资。（当然，一项投资可以同时被低估且快速增长。）这意味着 Avantis U.S. Small Cap Value ETF 更可能包含一些增长较慢的公司，但这些公司看起来更具性价比。</p>
<p>它的费用比率（年费）为 0.25%，对于一个主动管理的基金来说，这个费用相对适中，这意味着你每投资 10,000 美元，每年只需支付 25 美元。以下是该 ETF 在最近几年的表现：</p>
<table>
<thead>
<tr>
<th>在过去...</th>
<th>平均年收益</th>
</tr>
</thead>
<tbody>
<tr>
<td>1 年</td>
<td>5.6%</td>
</tr>
<tr>
<td>3 年</td>
<td>16.7%</td>
</tr>
<tr>
<td>5 年</td>
<td>20.4%</td>
</tr>
<tr>
<td>自成立以来，2019 年 9 月 24 日</td>
<td>14%</td>
</tr>
</tbody>
</table>
<p>数据来源：Avantis，截至 2025 年 9 月 30 日。</p>
<p>看吧？尽管没有专注于成长股，该 ETF 仍然取得了相当可观的成绩。实际上，在过去五年中，它的表现超过了 <strong>Vanguard S&amp;P 500 ETF</strong>，尽管在过去一年和三年中则不然。</p>
<h2>Avantis U.S. Small Cap Value ETF 中有哪些股票？</h2>
<p>Avantis U.S. Small Cap Value ETF 最近包含了 777 只股票，其前 10 大持股约占其总价值的 8%。许多大盘 ETF 的前 10 大持股可能占 ETF 总价值的 30% 或更多，使其相对偏重。这个 ETF 的资金至少在一定程度上更均匀分配。以下是最近的前 10 大股票：</p>
<table>
<thead>
<tr>
<th>股票</th>
<th>ETF 的百分比</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Air Lease Corp. Class A</strong></td>
<td>1.04%</td>
</tr>
<tr>
<td><strong>GATX</strong></td>
<td>0.93%</td>
</tr>
<tr>
<td><strong>Five Below</strong></td>
<td>0.90%</td>
</tr>
<tr>
<td><strong>Macy's</strong></td>
<td>0.87%</td>
</tr>
<tr>
<td><strong>SkyWest</strong></td>
<td>0.78%</td>
</tr>
<tr>
<td><strong>Centrus Energy Class A</strong></td>
<td>0.74%</td>
</tr>
<tr>
<td><strong>Urban Outfitters</strong></td>
<td>0.73%</td>
</tr>
<tr>
<td><strong>Cal-Maine Foods</strong></td>
<td>0.73%</td>
</tr>
<tr>
<td><strong>Granite Construction</strong></td>
<td>0.73%</td>
</tr>
<tr>
<td><strong>Magnolia Oil &amp; Gas Class A</strong></td>
<td>0.73%</td>
</tr>
</tbody>
</table>
<p>数据来源：Morningstar.com，截至 2025 年 10 月 11 日。</p>
<p>以下是一些公司的简要介绍。Air Lease 是一家飞机租赁公司。Cal-Maine 是美国最大的鲜壳鸡蛋生产和分销商。SkyWest 是一家总部位于犹他州的美国地区航空公司。Granite Construction 是一家涉及建筑和建筑材料的多元化公司。Five Below 是一家面向年轻消费者的零售商。</p>
<p>在这个基金中大约 777 家公司中，你会发现各种各样的企业。</p>
<h2>这个 ETF 如何提升你的财富？</h2>
<p>股市中几乎没有保证，尤其是在预期回报方面，因此让我们想象一下投资 Avantis U.S. Small Cap Value ETF 可能在未来提供的三种不同增长率。下表显示了如果你每年投资 1,200 美元（即每月 100 美元），你的资金在 8%、10% 和 12% 的增长率下会如何增长。</p>
<table>
<thead>
<tr>
<th>每年投资 12,000 美元</th>
<th>年增长 8%</th>
<th>年增长 10%</th>
<th>年增长 12%</th>
</tr>
</thead>
<tbody>
<tr>
<td>5 年</td>
<td>$7,603</td>
<td>$8,059</td>
<td>$8,538</td>
</tr>
<tr>
<td>10 年</td>
<td>$18,775</td>
<td>$21,037</td>
<td>$23,585</td>
</tr>
<tr>
<td>15 年</td>
<td>$35,189</td>
<td>$41,940</td>
<td>$50,104</td>
</tr>
<tr>
<td>20 年</td>
<td>$59,308</td>
<td>$75,603</td>
<td>$96,839</td>
</tr>
<tr>
<td>25 年</td>
<td>$94,745</td>
<td>$129,818</td>
<td>$179,201</td>
</tr>
<tr>
<td>30 年</td>
<td>$146,845</td>
<td>$217,132</td>
<td>$324,351</td>
</tr>
<tr>
<td>35 年</td>
<td>$223,323</td>
<td>$357,752</td>
<td>$580,156</td>
</tr>
<tr>
<td>40 年</td>
<td>$335,737</td>
<td>$584,222</td>
<td>$1,030,971</td>
</tr>
</tbody>
</table>
<p>来源：作者计算。</p>
<p>因此，请考虑在你的投资组合中加入一些小盘股，无论是通过像这样的 ETF 还是直接投资一些小型公司。</p>

美国小盘价值股 ETF - Avantis

<p>Avantis 美国小盘价值股 ETF（AVUV）被认为是小盘股的最佳投资选择，以其增长潜力和收购吸引力而闻名。该主动管理的 ETF 专注于被低估的公司，费用比率为 0.25%。在过去五年中，其平均年收益率为 20.4%，超越了同一时期的先锋标准普尔 500 ETF。该 ETF 持有 777 只股票，投资组合多样化，主要持股包括 Air Lease Corp.和 Five Below。投资者可以期待显著的增长潜力，年回报率各不相同</p>

<p>There are many good reasons to invest in small-cap stocks, such as their potential for faster growth -- and the potential for them to be bought out at a premium by bigger companies.</p>
<div class="lb-trans"><p>投资小盘股有很多好的理由，比如它们更快增长的潜力，以及被更大公司以溢价收购的可能性。</p>
</div><p>If you're looking to add some to your portfolio, you might want to consider this solid exchange-traded fund (ETF) that's focused on small-cap stocks: the <strong>Avantis U.S. Small Cap Value ETF</strong>(AVUV -0.06%).</p>
<div class="lb-trans"><p>如果你想在投资组合中增加一些小盘股，你可能想考虑这个专注于小盘股的优质交易所交易基金（ETF）：<strong>Avantis U.S. Small Cap Value ETF</strong>（AVUV -0.06%）。</p>
</div><p>Here's an introduction to it, its performance record, and its holdings.</p>
<div class="lb-trans"><p>以下是对它的介绍、业绩记录和持股情况。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mzc5MjIvZ2V0dHktYmVhcmQtY3VwLW9mLWNvZmZlZS1vci10ZWEtc21pbGluZy1oYXBweS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F837922%2Fgetty-beard-cup-of-coffee-or-tea-smiling-happy.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Meet the Avantis U.S. Small Cap Value ETF</h2>
<div class="lb-trans"><h2>认识 Avantis U.S. Small Cap Value ETF</h2>
</div><p>A key thing to know about the Avantis U.S. Small Cap Value ETF is that it's actively managed -- that is, it has professional stock analysts studying the universe of smaller companies, deciding which ones to buy and sell, and when to do so. This is unlike a passively managed fund, such as an index fund that tracks a particular small-cap index, holding most or all of the same companies in roughly the same proportion.</p>
<div class="lb-trans"><p>关于 Avantis U.S. Small Cap Value ETF，一个关键点是它是主动管理的——也就是说，它有专业的股票分析师研究小型公司的整体情况，决定买入和卖出哪些公司，以及何时进行交易。这与被动管理的基金不同，例如跟踪特定小盘指数的指数基金，通常持有大部分或全部相同公司的股票，且比例大致相同。</p>
</div><p>Another important thing to know is that it's a value-oriented fund as opposed to a growth-oriented one. Whereas a growth investor will seek investments that are growing at a faster-than-average rate, a value investor is more concerned with finding investments that appear to be undervalued. (An investment can, of course, be both undervalued and fast-growing.) This means that the Avantis U.S. Small Cap Value ETF is more likely to feature some slower-growing companies, but ones that seem to be more of a bargain.</p>
<div class="lb-trans"><p>另一个重要的点是，它是一个价值导向的基金，而不是增长导向的基金。增长型投资者会寻求以高于平均水平的速度增长的投资，而价值型投资者则更关注寻找看似被低估的投资。（当然，一项投资可以同时被低估且快速增长。）这意味着 Avantis U.S. Small Cap Value ETF 更可能包含一些增长较慢的公司，但这些公司看起来更具性价比。</p>
</div><p>Its expense ratio (annual fee) of 0.25% is modest, too, for an actively managed fund, meaning you'll pay just $25 per year for each $10,000 you have invested in it. Here's how the ETF has performed in recent years:</p>
<div class="lb-trans"><p>它的费用比率（年费）为 0.25%，对于一个主动管理的基金来说，这个费用相对适中，这意味着你每投资 10,000 美元，每年只需支付 25 美元。以下是该 ETF 在最近几年的表现：</p>
</div><table>
<thead>
<tr>
<th>Over the Past...</th>
<th>Average Annual Gain</th>
</tr>
</thead>
<tbody>
<tr>
<td>1 year</td>
<td>5.6%</td>
</tr>
<tr>
<td>3 years</td>
<td>16.7%</td>
</tr>
<tr>
<td>5 years</td>
<td>20.4%</td>
</tr>
<tr>
<td>Since inception, Sept. 24, 2019</td>
<td>14%</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>在过去...</th>
<th>平均年收益</th>
</tr>
</thead>
<tbody>
<tr>
<td>1 年</td>
<td>5.6%</td>
</tr>
<tr>
<td>3 年</td>
<td>16.7%</td>
</tr>
<tr>
<td>5 年</td>
<td>20.4%</td>
</tr>
<tr>
<td>自成立以来，2019 年 9 月 24 日</td>
<td>14%</td>
</tr>
</tbody>
</table>
</div><p>Data source: Avantis, as of Sept. 30, 2025.</p>
<div class="lb-trans"><p>数据来源：Avantis，截至 2025 年 9 月 30 日。</p>
</div><p>See? Despite not focusing on growth stocks, the ETF has put up quite respectable results. It has actually outperformed the <strong>Vanguard S&amp;P 500 ETF</strong> over the past five years, though not the past one and three years.</p>
<div class="lb-trans"><p>看吧？尽管没有专注于成长股，该 ETF 仍然取得了相当可观的成绩。实际上，在过去五年中，它的表现超过了 <strong>Vanguard S&amp;P 500 ETF</strong>，尽管在过去一年和三年中则不然。</p>
</div><h2>What's in the Avantis U.S. Small Cap Value ETF?</h2>
<div class="lb-trans"><h2>Avantis U.S. Small Cap Value ETF 中有哪些股票？</h2>
</div><p>The Avantis U.S. Small Cap Value ETF recently encompassed 777 holdings, and its top 10 holdings made up about 8% of its total value. With many large-cap ETFs, the top 10 holdings can comprise 30% or more of the ETF's value, making them rather top-heavy. With this ETF, your money is at least somewhat more evenly distributed. Here are the recent top 10 stocks:</p>
<div class="lb-trans"><p>Avantis U.S. Small Cap Value ETF 最近包含了 777 只股票，其前 10 大持股约占其总价值的 8%。许多大盘 ETF 的前 10 大持股可能占 ETF 总价值的 30% 或更多，使其相对偏重。这个 ETF 的资金至少在一定程度上更均匀分配。以下是最近的前 10 大股票：</p>
</div><table>
<thead>
<tr>
<th>Stock</th>
<th>Percent of ETF</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Air Lease Corp. Class A</strong></td>
<td>1.04%</td>
</tr>
<tr>
<td><strong>GATX</strong></td>
<td>0.93%</td>
</tr>
<tr>
<td><strong>Five Below</strong></td>
<td>0.90%</td>
</tr>
<tr>
<td><strong>Macy's</strong></td>
<td>0.87%</td>
</tr>
<tr>
<td><strong>SkyWest</strong></td>
<td>0.78%</td>
</tr>
<tr>
<td><strong>Centrus Energy</strong> <strong>Class A</strong></td>
<td>0.74%</td>
</tr>
<tr>
<td><strong>Urban Outfitters</strong></td>
<td>0.73%</td>
</tr>
<tr>
<td><strong>Cal-Maine Foods</strong></td>
<td>0.73%</td>
</tr>
<tr>
<td><strong>Granite Construction</strong></td>
<td>0.73%</td>
</tr>
<tr>
<td><strong>Magnolia Oil &amp; Gas</strong> <strong>Class A</strong></td>
<td>0.73%</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>股票</th>
<th>ETF 的百分比</th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Air Lease Corp. Class A</strong></td>
<td>1.04%</td>
</tr>
<tr>
<td><strong>GATX</strong></td>
<td>0.93%</td>
</tr>
<tr>
<td><strong>Five Below</strong></td>
<td>0.90%</td>
</tr>
<tr>
<td><strong>Macy's</strong></td>
<td>0.87%</td>
</tr>
<tr>
<td><strong>SkyWest</strong></td>
<td>0.78%</td>
</tr>
<tr>
<td><strong>Centrus Energy Class A</strong></td>
<td>0.74%</td>
</tr>
<tr>
<td><strong>Urban Outfitters</strong></td>
<td>0.73%</td>
</tr>
<tr>
<td><strong>Cal-Maine Foods</strong></td>
<td>0.73%</td>
</tr>
<tr>
<td><strong>Granite Construction</strong></td>
<td>0.73%</td>
</tr>
<tr>
<td><strong>Magnolia Oil &amp; Gas Class A</strong></td>
<td>0.73%</td>
</tr>
</tbody>
</table>
</div><p>Data source: Morningstar.com, as of Oct. 11, 2025.</p>
<div class="lb-trans"><p>数据来源：Morningstar.com，截至 2025 年 10 月 11 日。</p>
</div><p>Here's a little about some of these companies. Air Lease is, as you might expect, an aircraft-leasing company. Cal-Maine is America's largest producer and distributor of fresh-shell eggs. SkyWest is an American regional airline based in Utah. Granite Construction is a diversified company involved in construction and construction materials. Five Below is a retailer targeting young consumers.</p>
<div class="lb-trans"><p>以下是一些公司的简要介绍。Air Lease 是一家飞机租赁公司。Cal-Maine 是美国最大的鲜壳鸡蛋生产和分销商。SkyWest 是一家总部位于犹他州的美国地区航空公司。Granite Construction 是一家涉及建筑和建筑材料的多元化公司。Five Below 是一家面向年轻消费者的零售商。</p>
</div><p>Among the approximately 777 companies in this fund, you'll find a wide assortment of businesses.</p>
<div class="lb-trans"><p>在这个基金中大约 777 家公司中，你会发现各种各样的企业。</p>
</div><h2>How could this ETF boost your wealth?</h2>
<div class="lb-trans"><h2>这个 ETF 如何提升你的财富？</h2>
</div><p>There are few guarantees in the stock market, especially when it comes to expected returns, so let's imagine three different growth rates that an investment in the Avantis US Small Cap Value ETF might deliver over time. The table below shows how your money would grow at 8%, 10%, and 12%, over various periods, if you invested $1,200 per year -- which is $100 per month.</p>
<div class="lb-trans"><p>股市中几乎没有保证，尤其是在预期回报方面，因此让我们想象一下投资 Avantis U.S. Small Cap Value ETF 可能在未来提供的三种不同增长率。下表显示了如果你每年投资 1,200 美元（即每月 100 美元），你的资金在 8%、10% 和 12% 的增长率下会如何增长。</p>
</div><table>
<thead>
<tr>
<th>Investing $12,000 annually for</th>
<th>Growing at 8% annually</th>
<th>Growing at 10% annually</th>
<th>Growing at 12% annually</th>
</tr>
</thead>
<tbody>
<tr>
<td>5 years</td>
<td>$7,603</td>
<td>$8,059</td>
<td>$8,538</td>
</tr>
<tr>
<td>10 years</td>
<td>$18,775</td>
<td>$21,037</td>
<td>$23,585</td>
</tr>
<tr>
<td>15 years</td>
<td>$35,189</td>
<td>$41,940</td>
<td>$50,104</td>
</tr>
<tr>
<td>20 years</td>
<td>$59,308</td>
<td>$75,603</td>
<td>$96,839</td>
</tr>
<tr>
<td>25 years</td>
<td>$94,745</td>
<td>$129,818</td>
<td>$179,201</td>
</tr>
<tr>
<td>30 years</td>
<td>$146,845</td>
<td>$217,132</td>
<td>$324,351</td>
</tr>
<tr>
<td>35 years</td>
<td>$223,323</td>
<td>$357,752</td>
<td>$580,156</td>
</tr>
<tr>
<td>40 years</td>
<td>$335,737</td>
<td>$584,222</td>
<td>$1,030,971</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>每年投资 12,000 美元</th>
<th>年增长 8%</th>
<th>年增长 10%</th>
<th>年增长 12%</th>
</tr>
</thead>
<tbody>
<tr>
<td>5 年</td>
<td>$7,603</td>
<td>$8,059</td>
<td>$8,538</td>
</tr>
<tr>
<td>10 年</td>
<td>$18,775</td>
<td>$21,037</td>
<td>$23,585</td>
</tr>
<tr>
<td>15 年</td>
<td>$35,189</td>
<td>$41,940</td>
<td>$50,104</td>
</tr>
<tr>
<td>20 年</td>
<td>$59,308</td>
<td>$75,603</td>
<td>$96,839</td>
</tr>
<tr>
<td>25 年</td>
<td>$94,745</td>
<td>$129,818</td>
<td>$179,201</td>
</tr>
<tr>
<td>30 年</td>
<td>$146,845</td>
<td>$217,132</td>
<td>$324,351</td>
</tr>
<tr>
<td>35 年</td>
<td>$223,323</td>
<td>$357,752</td>
<td>$580,156</td>
</tr>
<tr>
<td>40 年</td>
<td>$335,737</td>
<td>$584,222</td>
<td>$1,030,971</td>
</tr>
</tbody>
</table>
</div><p>Source: Calculations by author.</p>
<div class="lb-trans"><p>来源：作者计算。</p>
</div><p>So do consider including some small-cap stocks in your portfolio, whether you do so via an ETF such as this one or by investing directly in some smaller companies.</p>
<div class="lb-trans"><p>因此，请考虑在你的投资组合中加入一些小盘股，无论是通过像这样的 ETF 还是直接投资一些小型公司。</p>
</div>

目前投资 100 美元的最佳小盘股 ETF 是 Avantis 美国小盘价值股 ETF (AVUV)