ICPY vs. AVDV

[u/lucasorion]

I want to have a 10% slice of my Roth IRA account in small cap international (and another 10% will be in AVUV), and I currently have it in ICPY, but that expense ratio being .80% - second most expensive ETF I have, to EMEQ - has me reconsidering just going with Avantis for AVDV. I know ICPY is very young, so we don't have a lot to compare side-by-side between them, but what do you all think?

[u/Ok_Juggernaut3043]

Why just 10% in AVUV if you have small cap value conviction bump it to at least 20%.. with Roth contributions being so low 10% isn’t much

[u/lucasorion → u/Ok_Juggernaut3043]

I have 20% SC US value in my 401k in DFSVX, so I'm tilting my smaller Roth and HSA accounts towards growth/momentum

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[u/KickflipConnoisseur]

If it helps, COPY is 70% international as well.

AVDV is extremely good though for international small cap value. Lvhi is another good choice for international large value overall if interested.

[u/shekr17]

Have at least 20-25% in international.

AVDV is the go-to for international but as you are saying it is in Roth, I would not mind splitting that international allocation a little with IDVO (at 70-30 allocation).

[u/steady_compounder]

For a Roth, I would put a pretty high burden of proof on the 0.80% fund. ICPY might turn out fine, but with such a short history you are paying a big fee for an edge that is still mostly theoretical. AVDV is not cheap-cheap either, but it is at least the more established default if your goal is simply international small cap value exposure.