AVMC vs. SRHQ

Last updated Jun 4, 2026

AVMC (Avantis U.S. Mid Cap Equity ETF) and SRHQ (SRH U.S. Quality ETF) are both Mid Cap Blend Equities funds. AVMC is actively managed, while SRHQ is passively managed. Over the past year, AVMC returned 23.35% vs 21.95% for SRHQ. Their correlation of 0.90 suggests significant overlap in exposure. AVMC charges 0.20%/yr vs 0.35%/yr for SRHQ.

Performance

AVMC vs. SRHQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis U.S. Mid Cap Equity ETF (AVMC) and SRH U.S. Quality ETF (SRHQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with AVMC having a 12.04% return and SRHQ slightly lower at 11.72%.

AVMC

• 1D: -0.05%
• 1M: 2.56%
• YTD: 12.04%
• 6M: 12.42%
• 1Y: 23.35%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SRHQ

• 1D: -0.58%
• 1M: 1.81%
• YTD: 11.72%
• 6M: 13.52%
• 1Y: 21.95%
• 3Y*: 17.11%
• 5Y*: —
• 10Y*: —

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

AVMC vs. SRHQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
AVMC Avantis U.S. Mid Cap Equity ETF	12.04%	9.98%	16.84%	15.39%
SRHQ SRH U.S. Quality ETF	11.72%	7.34%	16.49%	12.80%

Correlation

The correlation between AVMC and SRHQ is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.84
Correlation (All Time) Calculated using the full available price history since Nov 10, 2023	0.90

The correlation between AVMC and SRHQ has been stable across timeframes, ranging from 0.84 to 0.90 - a consistent structural relationship.

AVMC vs. SRHQ - Sectors Allocation Comparison

Sectors	AVMC	SRHQ
Industrials	19.3%	22.5%
Financial Services	15.5%	9.1%
Technology	14.1%	22.1%
Consumer Cyclical	11.5%	12.7%
Healthcare	9.8%	20.4%
Energy	8.3%	1.2%
Consumer Defensive	6.7%	5.7%
Utilities	5.5%	1.3%
Basic Materials	5.5%	1.3%
Communication Services	3.1%	2.5%
Real Estate	0.6%	1.3%

Return for Risk

AVMC vs. SRHQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVMC

AVMC Risk / Return Rank: 54
AVMC Sharpe Ratio Rank: 49
AVMC Sortino Ratio Rank: 51
AVMC Omega Ratio Rank: 48
AVMC Calmar Ratio Rank: 60
AVMC Martin Ratio Rank: 61

SRHQ

SRHQ Risk / Return Rank: 53
SRHQ Sharpe Ratio Rank: 43
SRHQ Sortino Ratio Rank: 44
SRHQ Omega Ratio Rank: 41
SRHQ Calmar Ratio Rank: 71
SRHQ Martin Ratio Rank: 66

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVMC vs. SRHQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Mid Cap Equity ETF (AVMC) and SRH U.S. Quality ETF (SRHQ). 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.

	AVMC	SRHQ	Difference
Sharpe ratio Return per unit of total volatility	1.71	1.50	+0.21
Sortino ratio Return per unit of downside risk	2.49	2.18	+0.31
Omega ratio Gain probability vs. loss probability	1.30	1.26	+0.04
Calmar ratio Return relative to maximum drawdown	2.97	3.50	-0.53
Martin ratio Return relative to average drawdown	11.09	11.97	-0.88
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVMC vs. SRHQ - Sharpe Ratio Comparison

The current AVMC Sharpe Ratio is 1.71, which is comparable to the SRHQ Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of AVMC and SRHQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AVMC	SRHQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.71	1.50	+0.21
Sharpe Ratio (All Time) Calculated using the full available price history	1.30	1.06	+0.24

Drawdowns

AVMC vs. SRHQ - Drawdown Comparison

The maximum AVMC drawdown since its inception was -21.84%, which is greater than SRHQ's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for AVMC and SRHQ.

Drawdown Indicators

	AVMC	SRHQ	Difference
Max Drawdown Largest peak-to-trough decline	-21.84%	-18.50%	-3.34%
Max Drawdown (1Y) Largest decline over 1 year	-7.90%	-6.31%	-1.59%
Max Drawdown (3Y) Largest decline over 3 years	—	-18.50%	—
Current Drawdown Current decline from peak	-0.05%	-1.72%	+1.67%
Average Drawdown Average peak-to-trough decline	-3.22%	-3.08%	-0.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.11%	1.84%	+0.27%

Volatility

AVMC vs. SRHQ - Volatility Comparison

Avantis U.S. Mid Cap Equity ETF (AVMC) and SRH U.S. Quality ETF (SRHQ) have volatilities of 3.49% and 3.48%, 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

	AVMC	SRHQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.49%	3.48%	+0.01%
Volatility (6M) Calculated over the trailing 6-month period	9.94%	10.71%	-0.77%
Volatility (1Y) Calculated over the trailing 1-year period	13.76%	14.75%	-0.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.95%	16.03%	+0.92%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.95%	16.03%	+0.92%

AVMC vs. SRHQ - Expense Ratio Comparison

AVMC has a 0.20% expense ratio, which is lower than SRHQ's 0.35% expense ratio.

Dividends

AVMC vs. SRHQ - Dividend Comparison

AVMC's dividend yield for the trailing twelve months is around 0.95%, more than SRHQ's 0.71% yield.

Position	TTM	2025	2024	2023	2022
AVMC Avantis U.S. Mid Cap Equity ETF	0.95%	1.12%	1.02%	0.24%	0.00%
SRHQ SRH U.S. Quality ETF	0.71%	0.76%	0.66%	0.84%	0.27%

Frequently Asked Questions

Can I hold both AVMC and SRHQ in my portfolio?

AVMC and SRHQ have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AVMC or SRHQ?

AVMC has higher volatility (3.49%) compared to SRHQ (3.48%). In terms of maximum drawdown, AVMC dropped -21.84% vs SRHQ's -18.50%.

Which ETF is better, AVMC or SRHQ?

On 1-year performance, AVMC leads with 23.35% vs 21.95% for SRHQ. On fees, AVMC is cheaper at 0.20% per year. 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, AVMC or SRHQ?

Over the 1-year period, AVMC has performed better with a 23.35% return vs 21.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVMC or SRHQ?

AVMC is cheaper with a 0.20% expense ratio, compared with 0.35% for SRHQ.

Which ETF pays a higher dividend yield, AVMC or SRHQ?

AVMC has the higher dividend yield at 0.95%, compared with 0.71% for SRHQ.

What is the main difference between AVMC and SRHQ?

They also come from different issuers: Avantis and SRH. Their fees differ too: 0.20% for AVMC and 0.35% for SRHQ.

Which has better risk-adjusted returns?

AVMC currently has the higher Sharpe Ratio (1.71 vs 1.50), 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.