AMAEX vs. AVUV
Compare and contrast key facts about American Century Small Cap Dividend Fund (AMAEX) and Avantis U.S. Small Cap Value ETF (AVUV).
AMAEX is managed by American Century Investments. It was launched on Apr 4, 2022. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMAEX or AVUV.
Correlation
The correlation between AMAEX and AVUV 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. AVUV - Performance Comparison
Key characteristics
AMAEX:
0.80
AVUV:
0.45
AMAEX:
1.27
AVUV:
0.80
AMAEX:
1.15
AVUV:
1.10
AMAEX:
1.60
AVUV:
0.80
AMAEX:
3.80
AVUV:
1.77
AMAEX:
3.54%
AVUV:
5.11%
AMAEX:
16.84%
AVUV:
20.24%
AMAEX:
-19.72%
AVUV:
-49.42%
AMAEX:
-6.35%
AVUV:
-11.37%
Returns By Period
In the year-to-date period, AMAEX achieves a 0.09% return, which is significantly higher than AVUV's -2.71% return.
AMAEX
0.09%
-2.98%
1.19%
12.53%
N/A
N/A
AVUV
-2.71%
-5.94%
-1.22%
8.73%
14.90%
N/A
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AMAEX vs. AVUV - Expense Ratio Comparison
AMAEX has a 1.13% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
AMAEX vs. AVUV — Risk-Adjusted Performance Rank
AMAEX
AVUV
AMAEX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Dividend Fund (AMAEX) and Avantis U.S. Small Cap Value ETF (AVUV). 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. AVUV - Dividend Comparison
AMAEX's dividend yield for the trailing twelve months is around 1.12%, less than AVUV's 1.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
AMAEX American Century Small Cap Dividend Fund | 1.12% | 1.12% | 1.99% | 1.97% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.66% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
AMAEX vs. AVUV - Drawdown Comparison
The maximum AMAEX drawdown since its inception was -19.72%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for AMAEX and AVUV. For additional features, visit the drawdowns tool.
Volatility
AMAEX vs. AVUV - Volatility Comparison
The current volatility for American Century Small Cap Dividend Fund (AMAEX) is 4.02%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 4.70%. This indicates that AMAEX experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.