AVES vs. VTI
Compare and contrast key facts about Avantis Emerging Markets Value ETF (AVES) and Vanguard Total Stock Market ETF (VTI).
AVES and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVES is an actively managed fund by American Century Investments. It was launched on Sep 28, 2021. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVES or VTI.
Key characteristics
| AVES | VTI | |
|---|---|---|
| YTD Return | 1.83% | 4.76% |
| 1Y Return | 13.48% | 22.66% |
| Sharpe Ratio | 0.90 | 1.88 |
| Daily Std Dev | 13.72% | 12.15% |
| Max Drawdown | -27.40% | -55.45% |
| Current Drawdown | -3.50% | -4.72% |
Correlation
The correlation between AVES and VTI is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AVES vs. VTI - Performance Comparison
In the year-to-date period, AVES achieves a 1.83% return, which is significantly lower than VTI's 4.76% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVES vs. VTI - Expense Ratio Comparison
AVES has a 0.36% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
AVES vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Emerging Markets Value ETF (AVES) and Vanguard Total Stock Market ETF (VTI). 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
AVES vs. VTI - Dividend Comparison
AVES's dividend yield for the trailing twelve months is around 3.89%, more than VTI's 1.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVES Avantis Emerging Markets Value ETF | 3.89% | 3.96% | 3.70% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.43% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
AVES vs. VTI - Drawdown Comparison
The maximum AVES drawdown since its inception was -27.40%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AVES and VTI. For additional features, visit the drawdowns tool.
Volatility
AVES vs. VTI - Volatility Comparison
Avantis Emerging Markets Value ETF (AVES) has a higher volatility of 3.59% compared to Vanguard Total Stock Market ETF (VTI) at 3.36%. This indicates that AVES's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.