Correlation
The correlation between AVIE and VTV is 0.62, 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.
AVIE vs. VTV
Compare and contrast key facts about Avantis Inflation Focused Equity ETF (AVIE) and Vanguard Value ETF (VTV).
AVIE and VTV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVIE is an actively managed fund by Avantis. It was launched on Sep 27, 2022. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVIE or VTV.
Performance
AVIE vs. VTV - Performance Comparison
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Key characteristics
AVIE:
0.01
VTV:
0.69
AVIE:
-0.00
VTV:
0.89
AVIE:
1.00
VTV:
1.12
AVIE:
-0.10
VTV:
0.61
AVIE:
-0.27
VTV:
2.18
AVIE:
4.46%
VTV:
4.07%
AVIE:
15.32%
VTV:
15.82%
AVIE:
-12.39%
VTV:
-59.27%
AVIE:
-7.55%
VTV:
-4.81%
Returns By Period
In the year-to-date period, AVIE achieves a 0.62% return, which is significantly lower than VTV's 1.67% return.
AVIE
0.62%
-1.50%
-7.29%
0.18%
N/A
N/A
N/A
VTV
1.67%
2.92%
-4.49%
10.82%
8.33%
13.86%
9.94%
Compare stocks, funds, or ETFs
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AVIE vs. VTV - Expense Ratio Comparison
AVIE has a 0.25% expense ratio, which is higher than VTV's 0.04% 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
AVIE vs. VTV — Risk-Adjusted Performance Rank
AVIE
VTV
AVIE vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Inflation Focused Equity ETF (AVIE) and Vanguard Value ETF (VTV). 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.
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Dividends
AVIE vs. VTV - Dividend Comparison
AVIE's dividend yield for the trailing twelve months is around 2.04%, less than VTV's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVIE Avantis Inflation Focused Equity ETF | 2.04% | 1.89% | 3.72% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTV Vanguard Value ETF | 2.29% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
Drawdowns
AVIE vs. VTV - Drawdown Comparison
The maximum AVIE drawdown since its inception was -12.39%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for AVIE and VTV.
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Volatility
AVIE vs. VTV - Volatility Comparison
Avantis Inflation Focused Equity ETF (AVIE) and Vanguard Value ETF (VTV) have volatilities of 4.23% and 4.23%, 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.
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