AVLC vs. AVUV

In the year-to-date period, AVLC achieves a 0.92% return, which is significantly higher than AVUV's -8.51% return.

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AVLC has a 0.15% expense ratio, which is lower than AVUV's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Large Cap Equity ETF (AVLC) 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.

The current AVLC Sharpe Ratio is 0.58, which is higher than the AVUV Sharpe Ratio of -0.15. The chart below compares the historical Sharpe Ratios of AVLC and AVUV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVLC's dividend yield for the trailing twelve months is around 1.08%, less than AVUV's 1.81% yield.

The maximum AVLC drawdown since its inception was -19.64%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for AVLC and AVUV.

The current volatility for Avantis U.S. Large Cap Equity ETF (AVLC) is 5.08%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 6.82%. This indicates that AVLC 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.