AVMU vs. AVLV
Compare and contrast key facts about Avantis Core Municipal Fixed Income ETF (AVMU) and Avantis U.S. Large Cap Value ETF (AVLV).
AVMU and AVLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVMU is an actively managed fund by American Century Investments. It was launched on Dec 8, 2020. AVLV is a passively managed fund by American Century Investments that tracks the performance of the Russell 1000 Value Index. It was launched on Sep 21, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVMU or AVLV.
Correlation
The correlation between AVMU and AVLV is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AVMU vs. AVLV - Performance Comparison
Key characteristics
AVMU:
0.71
AVLV:
1.62
AVMU:
1.00
AVLV:
2.31
AVMU:
1.13
AVLV:
1.30
AVMU:
0.54
AVLV:
2.40
AVMU:
2.94
AVLV:
7.51
AVMU:
0.85%
AVLV:
2.71%
AVMU:
3.54%
AVLV:
12.53%
AVMU:
-12.41%
AVLV:
-19.34%
AVMU:
-1.34%
AVLV:
-0.90%
Returns By Period
In the year-to-date period, AVMU achieves a 0.33% return, which is significantly lower than AVLV's 5.24% return.
AVMU
0.33%
0.62%
0.81%
2.43%
N/A
N/A
AVLV
5.24%
1.30%
11.74%
19.31%
N/A
N/A
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AVMU vs. AVLV - Expense Ratio Comparison
Both AVMU and AVLV have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
AVMU vs. AVLV — Risk-Adjusted Performance Rank
AVMU
AVLV
AVMU vs. AVLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Core Municipal Fixed Income ETF (AVMU) and Avantis U.S. Large Cap Value ETF (AVLV). 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
AVMU vs. AVLV - Dividend Comparison
AVMU's dividend yield for the trailing twelve months is around 3.35%, more than AVLV's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
AVMU Avantis Core Municipal Fixed Income ETF | 3.35% | 3.33% | 2.51% | 1.29% | 0.77% |
AVLV Avantis U.S. Large Cap Value ETF | 1.50% | 1.58% | 1.85% | 2.00% | 0.29% |
Drawdowns
AVMU vs. AVLV - Drawdown Comparison
The maximum AVMU drawdown since its inception was -12.41%, smaller than the maximum AVLV drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for AVMU and AVLV. For additional features, visit the drawdowns tool.
Volatility
AVMU vs. AVLV - Volatility Comparison
The current volatility for Avantis Core Municipal Fixed Income ETF (AVMU) is 1.20%, while Avantis U.S. Large Cap Value ETF (AVLV) has a volatility of 2.68%. This indicates that AVMU experiences smaller price fluctuations and is considered to be less risky than AVLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.