Avantis US Small Cap Value ETF vs Marsh & McLennan Companies, Inc. — how do they compare? Avantis US Small Cap Value ETF trades at $127.72, while Marsh & McLennan Companies, Inc. trades at $188.97 (market cap $91.27B). The key difference: Marsh & McLennan Companies, Inc. pays a 2.07% dividend while Avantis US Small Cap Value ETF pays none, and Avantis US Small Cap Value ETF is trading nearer its 52-week high, Marsh & McLennan Companies, Inc. nearer its low. Which is the better fit depends on your goals.
| AVUV | MRSH | |
|---|---|---|
Sector | Sector/Thematic | Financials |
52-Week High | $128.74 | $211.21 |
52-Week Low | $93.93 | $157.32 |
Market Cap | — | $91.27B |
Enterprise Value | — | $111.95B |
Dividend Yield | — | 2.07% |
Signals from Pluang's Aura AI — not financial advice
AVUV trades at $127.50, up 0.39% with a bullish technical outlook supported by moving averages. The small-cap value ETF is benefiting from strong sector performance, with the Russell 2000 up approximately 20% year-to-date according to 24/7 Wall Street (July 17, 2026). Recent dividend activity includes a $0.44 distribution scheduled for June 2026.
The outlook remains positive as small-cap value continues outperforming growth stocks, with AVUV capturing this premium. Key risks include interest rate sensitivity and regional bank exposure, while institutional sentiment appears favorable given the ETF's role in diversifying tech-heavy portfolios.
Marsh & McLennan (MRSH) trades at $189.13, down 0.87% on the day, with a bullish technical signal and strong fundamental performance. Recent earnings beats in Q2 2026, with EPS of $2.96 versus $2.88 expected, and 6% revenue growth highlight operational strength. The company announced the acquisition of Accel to expand its Midwest insurance reach, signaling strategic growth. Valuation metrics show a P/E of 23.35 and robust profitability with a net income margin of 14.24%.
The outlook remains positive with a consensus price target of $202.89, offering potential upside. Risks include margin pressure from rising expenses and soft P&C pricing. Institutional activity is mixed, with Bank of America reducing its stake while others like Bank of Nova Scotia increased holdings. The stock presents a solid long-term growth opportunity amid cyclical insurance sector headwinds.
Trailing returns across standard periods
AVUV is an actively managed ETF that targets small-cap value companies in the United States. It uses a systematic, rules-based process to identify firms with low valuations and high profitability, aiming to capture the historical premiums of 'size' and 'value' while filtering for financial quality.
Read more on AVUV →Marsh & McLennan Companies Inc is a professional services firm that provides advice and solutions in the areas of risk, strategy, and human capital. The company operates through two main segments: risk and insurance services and consulting. In risk and insurance services, the firm offers services via Marsh (an insurance broker) and Guy Carpenter (a risk and reinsurance specialist). The consulting division comprises Mercer (a provider of human resource services) and Oliver Wyman (management and economic consultancy).
Read more on MRSH →