AVGV vs. ITOT
Compare and contrast key facts about Avantis ALL Equity Markets Value ETF (AVGV) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
AVGV and ITOT 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. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVGV or ITOT.
Correlation
The correlation between AVGV and ITOT is 0.79, 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. ITOT - Performance Comparison
Key characteristics
AVGV:
0.24
ITOT:
0.47
AVGV:
0.52
ITOT:
0.82
AVGV:
1.07
ITOT:
1.12
AVGV:
0.31
ITOT:
0.50
AVGV:
1.23
ITOT:
1.91
AVGV:
4.23%
ITOT:
5.12%
AVGV:
18.33%
ITOT:
19.71%
AVGV:
-17.03%
ITOT:
-55.20%
AVGV:
-4.71%
ITOT:
-8.10%
Returns By Period
In the year-to-date period, AVGV achieves a 0.57% return, which is significantly higher than ITOT's -3.83% return.
AVGV
0.57%
6.49%
-3.18%
4.35%
N/A
N/A
ITOT
-3.83%
4.08%
-5.75%
9.23%
15.23%
11.81%
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AVGV vs. ITOT - Expense Ratio Comparison
AVGV has a 0.26% expense ratio, which is higher than ITOT's 0.03% 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. ITOT — Risk-Adjusted Performance Rank
AVGV
ITOT
AVGV vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis ALL Equity Markets Value ETF (AVGV) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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. ITOT - Dividend Comparison
AVGV's dividend yield for the trailing twelve months is around 2.31%, more than ITOT's 1.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGV Avantis ALL Equity Markets Value ETF | 2.31% | 2.33% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.32% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
AVGV vs. ITOT - Drawdown Comparison
The maximum AVGV drawdown since its inception was -17.03%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for AVGV and ITOT. For additional features, visit the drawdowns tool.
Volatility
AVGV vs. ITOT - Volatility Comparison
The current volatility for Avantis ALL Equity Markets Value ETF (AVGV) is 5.89%, while iShares Core S&P Total U.S. Stock Market ETF (ITOT) has a volatility of 6.89%. This indicates that AVGV experiences smaller price fluctuations and is considered to be less risky than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.