AAVM yields 1.97% · ARCC yields 10.82%● Live data
📍 ARCC pulled ahead of the other in Year 1
Combined, AAVM + ARCC cover 0 of 12 months — good coverage
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AAVM is a fund-of-funds that seeks to provide long-term capital appreciation through a multi-factor approach. The fund comprises four other ETFs from Alpha Architect, each targeting specific exposures: US value, developed ex-US value, US momentum, and developed ex-US momentum. These underlying funds are managed using a multi-step, quantitative methodology to identify equities with the highest relative momentum (for the momentum ETFs) or potential for capital appreciation (for the value ETFs). AAVM's adviser allocates the portfolio across the four underlying ETFs using a proprietary model that assigns greater weight to the ETF with higher relative momentum. The portfolio is generally rebalanced quarterly, although it may be rebalanced more frequently at the adviser's discretion. Prior to Jan. 31, 2022, AAVM tracked the Alpha Architect Value Momentum Trend Index. Before Jan. 31, 2025, the fund was named Alpha Architect Value Momentum Trend ETF and traded under the ticker VMOT.
Full AAVM Calculator →Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth manufacturing, business services, consumer products, health care products and services, and information technology service sectors. The fund will also consider investments in industries such as restaurants, retail, oil and gas, and technology sectors. It focuses on investments in Northeast, Mid-Atlantic, Southeast and Southwest regions from its New York office, the Midwest region, from the Chicago office, and the Western region from the Los Angeles office. The fund typically invests between $20 million and $200 million and a maximum of $400 million in companies with an EBITDA between $10 million and $250 million. It makes debt investments between $10 million and $100 million The fund invests through revolvers, first lien loans, warrants, unitranche structures, second lien loans, mezzanine debt, private high yield, junior capital, subordinated debt, and non-control preferred and common equity. The fund also selectively considers third-party-led senior and subordinated debt financings and opportunistically considers the purchase of stressed and discounted debt positions. The fund prefers to be an agent and/or lead the transactions in which it invests. The fund also seeks board representation in its portfolio companies.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.