AMAEX vs. AVSC
Compare and contrast key facts about American Century Small Cap Dividend Fund (AMAEX) and Avantis US Small Cap Equity ETF (AVSC).
AMAEX is managed by American Century Investments. It was launched on Apr 4, 2022. AVSC is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Index. It was launched on Jan 11, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMAEX or AVSC.
Correlation
The correlation between AMAEX and AVSC is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AMAEX vs. AVSC - Performance Comparison
Key characteristics
AMAEX:
0.80
AVSC:
0.35
AMAEX:
1.27
AVSC:
0.66
AMAEX:
1.15
AVSC:
1.08
AMAEX:
1.60
AVSC:
0.64
AMAEX:
3.80
AVSC:
1.43
AMAEX:
3.54%
AVSC:
5.08%
AMAEX:
16.84%
AVSC:
20.83%
AMAEX:
-19.72%
AVSC:
-20.42%
AMAEX:
-6.35%
AVSC:
-10.52%
Returns By Period
In the year-to-date period, AMAEX achieves a 0.09% return, which is significantly higher than AVSC's -2.28% return.
AMAEX
0.09%
-2.98%
1.19%
12.53%
N/A
N/A
AVSC
-2.28%
-4.46%
-1.97%
7.40%
N/A
N/A
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AMAEX vs. AVSC - Expense Ratio Comparison
AMAEX has a 1.13% expense ratio, which is higher than AVSC's 0.25% expense ratio.
Risk-Adjusted Performance
AMAEX vs. AVSC — Risk-Adjusted Performance Rank
AMAEX
AVSC
AMAEX vs. AVSC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Dividend Fund (AMAEX) and Avantis US Small Cap Equity ETF (AVSC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AMAEX vs. AVSC - Dividend Comparison
AMAEX's dividend yield for the trailing twelve months is around 1.12%, less than AVSC's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
AMAEX American Century Small Cap Dividend Fund | 1.12% | 1.12% | 1.99% | 1.97% |
AVSC Avantis US Small Cap Equity ETF | 1.20% | 1.18% | 1.42% | 1.10% |
Drawdowns
AMAEX vs. AVSC - Drawdown Comparison
The maximum AMAEX drawdown since its inception was -19.72%, roughly equal to the maximum AVSC drawdown of -20.42%. Use the drawdown chart below to compare losses from any high point for AMAEX and AVSC. For additional features, visit the drawdowns tool.
Volatility
AMAEX vs. AVSC - Volatility Comparison
The current volatility for American Century Small Cap Dividend Fund (AMAEX) is 4.02%, while Avantis US Small Cap Equity ETF (AVSC) has a volatility of 4.69%. This indicates that AMAEX experiences smaller price fluctuations and is considered to be less risky than AVSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.