The Avantis International Small Cap Value ETF (AVDV) has a $14.6B portfolio heavily concentrated in materials and energy across Australia, Canada, and Japan, with top holdings in gold miners like Perseus and B2Gold, coal producer Whitehaven, and energy company Whitecap. The fund’s 8% annual turnover signals a buy-and-hold approach without active rotation. Performance has outpaced benchmarks, but sustainability depends on commodity market conditions. Investors should monitor commodity price indexes and earnings reports for signals of economic shifts that could impact AVDV’s performance. Concentration risk in cyclical sectors and commodity exposure should be considered for long-term investment decisions. The Dimensional International Small Cap Value ETF (DISV) offers a comparable strategy with sector diversification for more stability if commodity markets cool, providing a durable international small-cap value exposure alternative. Retirement planning involves more than just picking the best stocks or ETFs; it’s crucial to understand the difference between accumulating and distributing investments for long-term financial security. Many Americans are realizing they can retire earlier than expected by answering three quick questions and adjusting their portfolios accordingly.

Read more at Yahoo Finance: International Small Cap Value Fund Crushes S&P 500 Behind Energy and Mining Bets