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AVEM vs. AVES

Last updated Jan 28, 2023

Compare and contrast key facts about Avantis Emerging Markets Equity ETF (AVEM) and Avantis Emerging Markets Value ETF (AVES).

AVEM and AVES are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVEM is a passively managed fund by American Century Investments that tracks the performance of the MSCI Emerging Markets Index. It was launched on Sep 17, 2019. AVES is an actively managed fund by American Century Investments. It was launched on Sep 28, 2021. AVEM has a 0.33% expense ratio, which is lower than AVES's 0.36% expense ratio.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVEM or AVES.

Key characteristics


AVEMAVES
YTD Return10.74%9.81%
1Y Return-6.57%-5.24%
5Y Return (Ann)5.89%-5.03%
10Y Return (Ann)5.89%-5.03%
Sharpe Ratio-0.29-0.25
Daily Std Dev22.69%20.94%
Max Drawdown-36.05%-27.40%

AVEM vs. AVES - Performance Comparison

The chart shows the growth of $10,000 invested in AVEM and AVES. Since Oct 1, 2021, AVEM has shown a total return of -9.31%, lower than AVES's total return of -6.59%. All prices are adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2023
10.36%
9.97%
AVEM
AVES

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AVEM vs. AVES - Dividend Comparison

AVEM's dividend yield for the trailing twelve months is around 2.50%, less than AVES's 3.37% yield.


PeriodTTM2022202120202019
AVEM2.50%2.77%2.68%1.69%0.37%
AVES3.37%3.70%0.65%0.00%0.00%

AVEM vs. AVES - Sharpe Ratio Comparison

The current AVEM Sharpe Ratio is -0.29, which roughly equals the AVES Sharpe Ratio of -0.25. The chart below compares the 12-month rolling Sharpe Ratio of AVEM and AVES.


-1.40-1.20-1.00-0.80-0.60-0.40-0.20Oct 09Oct 16Oct 23Oct 30Nov 06Nov 13Nov 20Nov 27Dec 04Dec 11Dec 18Dec 252023Jan 08Jan 15Jan 22
-0.29
-0.25
AVEM
AVES

AVEM vs. AVES - Drawdown Comparison

The maximum AVEM drawdown for the period was -30.64%, roughly equal to the maximum AVES drawdown of -27.40%. The drawdown chart below compares losses from any high point along the way for AVEM and AVES


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember2023
-12.17%
-10.27%
AVEM
AVES

AVEM vs. AVES - Volatility Comparison

The volatility of AVEM is currently 11.47%, which is higher than the volatility of AVES at 10.27%. The chart below compares the 10-day rolling volatility of AVEM and AVES.


10.00%15.00%20.00%25.00%30.00%SeptemberOctoberNovemberDecember2023
11.47%
10.27%
AVEM
AVES