AVEE vs. VWO
Compare and contrast key facts about Avantis Emerging Markets Small Cap Equity ETF (AVEE) and Vanguard FTSE Emerging Markets ETF (VWO).
AVEE and VWO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVEE is an actively managed fund by Avantis. It was launched on Nov 7, 2023. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVEE or VWO.
Correlation
The correlation between AVEE and VWO is 0.90, 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
AVEE vs. VWO - Performance Comparison
Key characteristics
AVEE:
0.61
VWO:
1.14
AVEE:
0.89
VWO:
1.67
AVEE:
1.12
VWO:
1.21
AVEE:
0.71
VWO:
0.84
AVEE:
1.72
VWO:
3.50
AVEE:
5.19%
VWO:
4.78%
AVEE:
14.65%
VWO:
14.64%
AVEE:
-12.67%
VWO:
-67.68%
AVEE:
-6.41%
VWO:
-6.08%
Returns By Period
In the year-to-date period, AVEE achieves a 3.03% return, which is significantly lower than VWO's 5.50% return.
AVEE
3.03%
3.46%
1.41%
7.91%
N/A
N/A
VWO
5.50%
5.09%
7.41%
16.36%
4.66%
4.20%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVEE vs. VWO - Expense Ratio Comparison
AVEE has a 0.42% expense ratio, which is higher than VWO's 0.08% expense ratio.
Risk-Adjusted Performance
AVEE vs. VWO — Risk-Adjusted Performance Rank
AVEE
VWO
AVEE vs. VWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Emerging Markets Small Cap Equity ETF (AVEE) and Vanguard FTSE Emerging Markets ETF (VWO). 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
AVEE vs. VWO - Dividend Comparison
AVEE's dividend yield for the trailing twelve months is around 3.16%, more than VWO's 3.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEE Avantis Emerging Markets Small Cap Equity ETF | 3.16% | 3.26% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWO Vanguard FTSE Emerging Markets ETF | 3.03% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
Drawdowns
AVEE vs. VWO - Drawdown Comparison
The maximum AVEE drawdown since its inception was -12.67%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for AVEE and VWO. For additional features, visit the drawdowns tool.
Volatility
AVEE vs. VWO - Volatility Comparison
The current volatility for Avantis Emerging Markets Small Cap Equity ETF (AVEE) is 3.30%, while Vanguard FTSE Emerging Markets ETF (VWO) has a volatility of 3.59%. This indicates that AVEE experiences smaller price fluctuations and is considered to be less risky than VWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.