<p>投資小盤股有很多好的理由，比如它們更快增長的潛力，以及被更大公司以溢價收購的可能性。</p>
<p>如果你想在投資組合中增加一些小盤股，你可能想考慮這個專注於小盤股的優質交易所交易基金（ETF）：<strong>Avantis U.S. Small Cap Value ETF</strong>（AVUV -0.06%）。</p>
<p>以下是對它的介紹、業績記錄和持股情況。</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>圖片來源：Getty Images。</p>
<h2>認識 Avantis U.S. Small Cap Value ETF</h2>
<p>關於 Avantis U.S. Small Cap Value ETF，一個關鍵點是它是主動管理的——也就是説，它有專業的股票分析師研究小型公司的整體情況，決定買入和賣出哪些公司，以及何時進行交易。這與被動管理的基金不同，例如跟蹤特定小盤指數的指數基金，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>另一個重要的點是，它是一個價值導向的基金，而不是增長導向的基金。增長型投資者會尋求以高於平均水平的速度增長的投資，而價值型投資者則更關注尋找看似被低估的投資。（當然，一項投資可以同時被低估且快速增長。）這意味着 Avantis U.S. Small Cap Value ETF 更可能包含一些增長較慢的公司，但這些公司看起來更具性價比。</p>
<p>它的費用比率（年費）為 0.25%，對於一個主動管理的基金來説，這個費用相對適中，這意味着你每投資 10,000 美元，每年只需支付 25 美元。以下是該 ETF 在最近幾年的表現：</p>
<table>
<thead>
<tr>
<th>在過去...</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>自成立以來，2019 年 9 月 24 日</td>
<td>14%</td>
</tr>
</tbody>
</table>
<p>數據來源：Avantis，截至 2025 年 9 月 30 日。</p>
<p>看吧？儘管沒有專注於成長股，該 ETF 仍然取得了相當可觀的成績。實際上，在過去五年中，它的表現超過了 <strong>Vanguard S&amp;P 500 ETF</strong>，儘管在過去一年和三年中則不然。</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 大持股約佔其總價值的 8%。許多大盤 ETF 的前 10 大持股可能佔 ETF 總價值的 30% 或更多，使其相對偏重。這個 ETF 的資金至少在一定程度上更均勻分配。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>數據來源：Morningstar.com，截至 2025 年 10 月 11 日。</p>
<p>以下是一些公司的簡要介紹。Air Lease 是一家飛機租賃公司。Cal-Maine 是美國最大的鮮殼雞蛋生產和分銷商。SkyWest 是一家總部位於猶他州的美國地區航空公司。Granite Construction 是一家涉及建築和建築材料的多元化公司。Five Below 是一家面向年輕消費者的零售商。</p>
<p>在這個基金中大約 777 家公司中，你會發現各種各樣的企業。</p>
<h2>這個 ETF 如何提升你的財富？</h2>
<p>股市中幾乎沒有保證，尤其是在預期回報方面，因此讓我們想象一下投資 Avantis U.S. Small Cap Value ETF 可能在未來提供的三種不同增長率。下表顯示瞭如果你每年投資 1,200 美元（即每月 100 美元），你的資金在 8%、10% 和 12% 的增長率下會如何增長。</p>
<table>
<thead>
<tr>
<th>每年投資 12,000 美元</th>
<th>年增長 8%</th>
<th>年增長 10%</th>
<th>年增長 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>來源：作者計算。</p>
<p>因此，請考慮在你的投資組合中加入一些小盤股，無論是通過像這樣的 ETF 還是直接投資一些小型公司。</p>

美國小盤價值股 ETF - Avantis

<p>Avantis 美國小盤價值股 ETF（AVUV）被認為是小盤股的最佳投資選擇，以其增長潛力和收購吸引力而聞名。該主動管理的 ETF 專注於被低估的公司，費用比率為 0.25%。在過去五年中，其平均年收益率為 20.4%，超越了同一時期的先鋒標準普爾 500 ETF。該 ETF 持有 777 只股票，投資組合多樣化，主要持股包括 Air Lease Corp.和 Five Below。投資者可以期待顯著的增長潛力，年回報率各不相同</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>投資小盤股有很多好的理由，比如它們更快增長的潛力，以及被更大公司以溢價收購的可能性。</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>如果你想在投資組合中增加一些小盤股，你可能想考慮這個專注於小盤股的優質交易所交易基金（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>以下是對它的介紹、業績記錄和持股情況。</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>圖片來源：Getty Images。</p>
</div><h2>Meet the Avantis U.S. Small Cap Value ETF</h2>
<div class="lb-trans"><h2>認識 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>關於 Avantis U.S. Small Cap Value ETF，一個關鍵點是它是主動管理的——也就是説，它有專業的股票分析師研究小型公司的整體情況，決定買入和賣出哪些公司，以及何時進行交易。這與被動管理的基金不同，例如跟蹤特定小盤指數的指數基金，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>另一個重要的點是，它是一個價值導向的基金，而不是增長導向的基金。增長型投資者會尋求以高於平均水平的速度增長的投資，而價值型投資者則更關注尋找看似被低估的投資。（當然，一項投資可以同時被低估且快速增長。）這意味着 Avantis U.S. Small Cap Value ETF 更可能包含一些增長較慢的公司，但這些公司看起來更具性價比。</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>它的費用比率（年費）為 0.25%，對於一個主動管理的基金來説，這個費用相對適中，這意味着你每投資 10,000 美元，每年只需支付 25 美元。以下是該 ETF 在最近幾年的表現：</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>在過去...</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>自成立以來，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>數據來源：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？儘管沒有專注於成長股，該 ETF 仍然取得了相當可觀的成績。實際上，在過去五年中，它的表現超過了 <strong>Vanguard S&amp;P 500 ETF</strong>，儘管在過去一年和三年中則不然。</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 大持股約佔其總價值的 8%。許多大盤 ETF 的前 10 大持股可能佔 ETF 總價值的 30% 或更多，使其相對偏重。這個 ETF 的資金至少在一定程度上更均勻分配。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>數據來源：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>以下是一些公司的簡要介紹。Air Lease 是一家飛機租賃公司。Cal-Maine 是美國最大的鮮殼雞蛋生產和分銷商。SkyWest 是一家總部位於猶他州的美國地區航空公司。Granite Construction 是一家涉及建築和建築材料的多元化公司。Five Below 是一家面向年輕消費者的零售商。</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>在這個基金中大約 777 家公司中，你會發現各種各樣的企業。</p>
</div><h2>How could this ETF boost your wealth?</h2>
<div class="lb-trans"><h2>這個 ETF 如何提升你的財富？</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>股市中幾乎沒有保證，尤其是在預期回報方面，因此讓我們想象一下投資 Avantis U.S. Small Cap Value ETF 可能在未來提供的三種不同增長率。下表顯示瞭如果你每年投資 1,200 美元（即每月 100 美元），你的資金在 8%、10% 和 12% 的增長率下會如何增長。</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>每年投資 12,000 美元</th>
<th>年增長 8%</th>
<th>年增長 10%</th>
<th>年增長 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>來源：作者計算。</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，請考慮在你的投資組合中加入一些小盤股，無論是通過像這樣的 ETF 還是直接投資一些小型公司。</p>
</div>

目前投資 100 美元的最佳小盤股 ETF 是 Avantis 美國小盤價值股 ETF (AVUV)