AVMC vs. VOT
Compare and contrast key facts about Avantis U.S. Mid Cap Equity ETF (AVMC) and Vanguard Mid-Cap Growth ETF (VOT).
AVMC and VOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVMC is an actively managed fund by Avantis. It was launched on Nov 7, 2023. VOT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVMC or VOT.
Key characteristics
| AVMC | VOT | |
|---|---|---|
| YTD Return | 22.44% | 20.58% |
| 1Y Return | 39.55% | 37.55% |
| Sharpe Ratio | 2.65 | 2.52 |
| Sortino Ratio | 3.64 | 3.40 |
| Omega Ratio | 1.46 | 1.44 |
| Calmar Ratio | 5.02 | 1.42 |
| Martin Ratio | 14.35 | 14.96 |
| Ulcer Index | 2.75% | 2.51% |
| Daily Std Dev | 14.91% | 14.85% |
| Max Drawdown | -7.87% | -60.17% |
| Current Drawdown | -0.74% | -0.46% |
Correlation
The correlation between AVMC and VOT is 0.90, 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
AVMC vs. VOT - Performance Comparison
In the year-to-date period, AVMC achieves a 22.44% return, which is significantly higher than VOT's 20.58% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AVMC vs. VOT - Expense Ratio Comparison
AVMC has a 0.20% expense ratio, which is higher than VOT's 0.07% 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
AVMC vs. VOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Mid Cap Equity ETF (AVMC) and Vanguard Mid-Cap Growth ETF (VOT). 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
AVMC vs. VOT - Dividend Comparison
AVMC's dividend yield for the trailing twelve months is around 0.83%, more than VOT's 0.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVMC Avantis U.S. Mid Cap Equity ETF | 0.83% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOT Vanguard Mid-Cap Growth ETF | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% | 0.79% | 0.61% |
Drawdowns
AVMC vs. VOT - Drawdown Comparison
The maximum AVMC drawdown since its inception was -7.87%, smaller than the maximum VOT drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for AVMC and VOT. For additional features, visit the drawdowns tool.
Volatility
AVMC vs. VOT - Volatility Comparison
Avantis U.S. Mid Cap Equity ETF (AVMC) has a higher volatility of 4.94% compared to Vanguard Mid-Cap Growth ETF (VOT) at 4.70%. This indicates that AVMC's price experiences larger fluctuations and is considered to be riskier than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.