Quick Read – AVUV is up 30.7% over the past year, and every dollar of its 147% since-inception gain held in a Roth IRA withdraws completely tax-free. – AVUV’s non-qualified dividends and active turnover cost a 24% bracket investor $840 annually in a taxable account versus $0…
side a Roth. – That $840 annual tax drag reinvested at AVUV’s forward yield compounds to roughly $9,000 over 10 years, before counting a dollar of price appreciation. – Small-cap value has been one of the loudest asset classes in the market over the past year, and the tax bill on that ride depends entirely on which account holds it. Avantis U.S
Small Cap Value ETF (NYSEARCA:AVUV) is up 20.5% year to date and 30.7% over the past year, closing at $123.97 on July 13, 2026. Held in a taxable brokerage, every one of those gains is a future tax liability. Held in a Roth IRA, none of it is.
Why AVUV Belongs in a Roth AVUV is an actively managed small-cap value fund with 775 positions and roughly $29.2 billion in net assets. Three features push it toward the Roth column: – Factor volatility. Small-cap value swings hard.