ARCIX vs. AVUV
Compare and contrast key facts about AQR Risk-Balanced Commodities Strategy Fund (ARCIX) and Avantis U.S. Small Cap Value ETF (AVUV).
ARCIX is managed by AQR Funds. It was launched on Jul 8, 2012. 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: ARCIX or AVUV.
Correlation
The correlation between ARCIX and AVUV is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ARCIX vs. AVUV - Performance Comparison
Key characteristics
ARCIX:
1.72
AVUV:
0.54
ARCIX:
2.42
AVUV:
0.93
ARCIX:
1.30
AVUV:
1.11
ARCIX:
1.44
AVUV:
0.98
ARCIX:
3.71
AVUV:
2.13
ARCIX:
6.27%
AVUV:
5.06%
ARCIX:
13.56%
AVUV:
20.05%
ARCIX:
-54.25%
AVUV:
-49.42%
ARCIX:
0.00%
AVUV:
-8.95%
Returns By Period
In the year-to-date period, ARCIX achieves a 9.75% return, which is significantly higher than AVUV's -0.06% return.
ARCIX
9.75%
4.02%
17.34%
23.57%
17.85%
8.60%
AVUV
-0.06%
-4.21%
5.03%
11.87%
15.54%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ARCIX vs. AVUV - Expense Ratio Comparison
ARCIX has a 1.00% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
ARCIX vs. AVUV — Risk-Adjusted Performance Rank
ARCIX
AVUV
ARCIX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AQR Risk-Balanced Commodities Strategy Fund (ARCIX) 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
ARCIX vs. AVUV - Dividend Comparison
ARCIX's dividend yield for the trailing twelve months is around 1.92%, more than AVUV's 1.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARCIX AQR Risk-Balanced Commodities Strategy Fund | 1.92% | 2.11% | 7.56% | 9.52% | 18.23% | 0.00% | 5.19% | 0.67% | 0.01% | 4.82% |
AVUV Avantis U.S. Small Cap Value ETF | 1.61% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% |
Drawdowns
ARCIX vs. AVUV - Drawdown Comparison
The maximum ARCIX drawdown since its inception was -54.25%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for ARCIX and AVUV. For additional features, visit the drawdowns tool.
Volatility
ARCIX vs. AVUV - Volatility Comparison
The current volatility for AQR Risk-Balanced Commodities Strategy Fund (ARCIX) is 3.05%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 4.03%. This indicates that ARCIX 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.