AVIE vs. AVUV

Last updated Aug 4, 2026

AVIE (Avantis Inflation Focused Equity ETF) and AVUV (Avantis US Small Cap Value ETF) are both exchange-traded funds - AVIE is a Large Cap Blend Equities fund actively managed by Avantis, while AVUV is a Small Cap Value Equities fund actively managed by Avantis. Both are actively managed. Over the past 3 years, AVIE returned 12.51%/yr vs 17.00%/yr for AVUV. Their 0.69 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.25% expense ratio.

Performance

AVIE vs. AVUV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Inflation Focused Equity ETF (AVIE) and Avantis US Small Cap Value ETF (AVUV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVIE achieves a 17.73% return, which is significantly lower than AVUV's 25.35% return.

AVIE

• 1D: -0.57%
• 1M: 1.80%
• 6M: 11.12%
• YTD: 17.73%
• 1Y: 31.22%
• 3Y*: 12.51%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 14.28%

AVUV

• 1D: 1.40%
• 1M: 2.86%
• 6M: 15.44%
• YTD: 25.35%
• 1Y: 42.62%
• 3Y*: 17.00%
• 5Y*: 13.90%
• 10Y*: —
• ALL TIME*: 16.35%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AVIE Avantis Inflation Focused Equity ETF	$128.23K	$114.60K	$100.90K
AVUV Avantis US Small Cap Value ETF	$147.82M	$147.76M	$156.17M

AVIE vs. AVUV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
AVIE Avantis Inflation Focused Equity ETF	17.73%	11.37%	6.17%	4.19%	15.20%
AVUV Avantis US Small Cap Value ETF	25.35%	7.44%	9.28%	22.82%	10.50%

Correlation

The correlation between AVIE and AVUV is 0.50, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.50
Correlation (3Y) Balances recent behavior with more history.	0.65
Correlation (All Time) Calculated using the full available price history since Sep 29, 2022	0.69

The correlation between AVIE and AVUV shifts across timeframes, from 0.50 (1 year) to 0.69 (all time), reflecting how their relationship changes across market environments.

AVIE vs. AVUV - Sectors Allocation Comparison

Sectors	AVIE	AVUV
Healthcare	29.6%	5.3%
Energy	26.5%	13.9%
Consumer Defensive	16.9%	4.9%
Financial Services	15.7%	27.8%
Basic Materials	9.0%	4.8%
Industrials	1.7%	13.5%
Real Estate	0.5%	0.7%
Consumer Cyclical	0.1%	18.5%
Technology	0.1%	7.4%
Utilities	0.0%	0.2%
Communication Services	-	2.9%

Return for Risk

AVIE vs. AVUV — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AVIE

AVIE Risk / Return Rank: 96
AVIE Sharpe Ratio Rank: 96
AVIE Sortino Ratio Rank: 96
AVIE Omega Ratio Rank: 95
AVIE Calmar Ratio Rank: 96
AVIE Martin Ratio Rank: 95

AVUV

AVUV Risk / Return Rank: 93
AVUV Sharpe Ratio Rank: 93
AVUV Sortino Ratio Rank: 94
AVUV Omega Ratio Rank: 92
AVUV Calmar Ratio Rank: 95
AVUV Martin Ratio Rank: 93

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AVIE vs. AVUV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Inflation Focused Equity ETF (AVIE) and Avantis US 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AVIE	AVUV	Difference
Sharpe ratio: Return per unit of total volatility	3.15	2.56	+0.59
Sortino ratio: Return per unit of downside risk	4.59	3.67	+0.93
Omega ratio: Gain probability vs. loss probability	1.56	1.45	+0.11
Calmar ratio: Return relative to maximum drawdown	6.31	5.39	+0.93
Martin ratio: Return relative to average drawdown	21.51	17.01	+4.50

AVIE vs. AVUV - Sharpe Ratio Comparison

The current AVIE Sharpe Ratio is 3.15, which is comparable to the AVUV Sharpe Ratio of 2.56. The chart below compares the historical Sharpe Ratios of AVIE and AVUV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AVIE vs. AVUV - Drawdown Comparison

The maximum AVIE drawdown since its inception was -12.39%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for AVIE and AVUV.

Drawdown Indicators

	AVIE	AVUV	Difference
Max Drawdown Largest peak-to-trough decline	-12.39%	-49.42%	+37.03%
Max Drawdown (1Y) Largest decline over 1 year	-4.97%	-7.95%	+2.98%
Max Drawdown (3Y) Largest decline over 3 years	-12.39%	-28.79%	+16.40%
Max Drawdown (5Y) Largest decline over 5 years	—	-28.79%	—
Current Drawdown Current decline from peak	-1.45%	0.00%	-1.45%
Average Drawdown Average peak-to-trough decline	-2.93%	-7.78%	+4.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.46%	2.51%	-1.05%

Volatility

AVIE vs. AVUV - Volatility Comparison

Avantis Inflation Focused Equity ETF (AVIE) and Avantis US Small Cap Value ETF (AVUV) have volatilities of 3.03% and 3.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVIE	AVUV	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.03%	3.08%	-0.05%
Volatility (6M) Calculated over the trailing 6-month period	7.50%	10.58%	-3.08%
Volatility (1Y) Calculated over the trailing 1-year period	9.99%	16.77%	-6.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.85%	22.41%	-9.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.85%	28.02%	-15.17%

AVIE vs. AVUV - Expense Ratio Comparison

Both AVIE and AVUV have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

AVIE vs. AVUV - Dividend Comparison

AVIE's dividend yield for the trailing twelve months is around 1.41%, more than AVUV's 1.23% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AVIE Avantis Inflation Focused Equity ETF	1.41%	1.75%	1.89%	3.72%	0.39%	0.00%	0.00%	0.00%
AVUV Avantis US Small Cap Value ETF	1.23%	1.58%	1.61%	1.65%	1.74%	1.28%	1.21%	0.38%

Frequently Asked Questions

Can I hold both AVIE and AVUV in my portfolio?

AVIE and AVUV have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AVIE or AVUV?

AVUV has higher volatility (3.08%) compared to AVIE (3.03%). In terms of maximum drawdown, AVIE dropped -12.39% vs AVUV's -49.42%.

Which ETF is better, AVIE or AVUV?

On 3-year performance, AVUV leads with 17.00% vs 12.51% for AVIE. Both ETFs have the same 0.25% expense ratio. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVIE or AVUV?

Over the 3-year period, AVUV has performed better with a 17.00% return vs 12.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVIE or AVUV?

AVIE and AVUV have the same expense ratio: 0.25% per year.

Which ETF pays a higher dividend yield, AVIE or AVUV?

AVIE has the higher dividend yield at 1.41%, compared with 1.23% for AVUV.

What is the main difference between AVIE and AVUV?

AVIE is categorized as Large Cap Blend Equities, while AVUV is Small Cap Value Equities.

Which has better risk-adjusted returns?

AVIE currently has the higher Sharpe Ratio (3.15 vs 2.56), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.