AVGV vs. AVUV
Compare and contrast key facts about Avantis ALL Equity Markets Value ETF (AVGV) and Avantis U.S. Small Cap Value ETF (AVUV).
AVGV and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVGV is an actively managed fund by Avantis. It was launched on Jun 27, 2023. 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: AVGV or AVUV.
Key characteristics
| AVGV | AVUV | |
|---|---|---|
| YTD Return | 10.04% | 6.54% |
| 1Y Return | 19.61% | 22.36% |
| Sharpe Ratio | 1.40 | 1.04 |
| Daily Std Dev | 13.88% | 20.87% |
| Max Drawdown | -10.54% | -49.42% |
| Current Drawdown | -1.37% | -4.82% |
Correlation
The correlation between AVGV and AVUV is 0.92, 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
AVGV vs. AVUV - Performance Comparison
In the year-to-date period, AVGV achieves a 10.04% return, which is significantly higher than AVUV's 6.54% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AVGV vs. AVUV - Expense Ratio Comparison
AVGV has a 0.26% expense ratio, which is higher than AVUV's 0.25% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AVGV vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis ALL Equity Markets Value ETF (AVGV) 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
AVGV vs. AVUV - Dividend Comparison
AVGV's dividend yield for the trailing twelve months is around 2.14%, more than AVUV's 1.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
AVGV Avantis ALL Equity Markets Value ETF | 2.14% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
AVGV vs. AVUV - Drawdown Comparison
The maximum AVGV drawdown since its inception was -10.54%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for AVGV and AVUV. For additional features, visit the drawdowns tool.
Volatility
AVGV vs. AVUV - Volatility Comparison
The current volatility for Avantis ALL Equity Markets Value ETF (AVGV) is 4.61%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 6.43%. This indicates that AVGV 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.