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AVMV vs. AVUV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AVMV and AVUV is 0.67, 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.


Performance

AVMV vs. AVUV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis U.S. Mid Cap Value ETF (AVMV) and Avantis U.S. Small Cap Value ETF (AVUV). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%40.00%50.00%December2025FebruaryMarchAprilMay
28.03%
16.03%
AVMV
AVUV

Key characteristics

Sharpe Ratio

AVMV:

0.26

AVUV:

-0.09

Sortino Ratio

AVMV:

0.53

AVUV:

0.04

Omega Ratio

AVMV:

1.07

AVUV:

1.01

Calmar Ratio

AVMV:

0.24

AVUV:

-0.08

Martin Ratio

AVMV:

0.78

AVUV:

-0.24

Ulcer Index

AVMV:

7.46%

AVUV:

10.06%

Daily Std Dev

AVMV:

22.23%

AVUV:

25.19%

Max Drawdown

AVMV:

-24.24%

AVUV:

-49.42%

Current Drawdown

AVMV:

-13.91%

AVUV:

-19.63%

Returns By Period

In the year-to-date period, AVMV achieves a -6.45% return, which is significantly higher than AVUV's -11.78% return.


AVMV

YTD

-6.45%

1M

10.28%

6M

-4.64%

1Y

3.72%

5Y*

N/A

10Y*

N/A

AVUV

YTD

-11.78%

1M

8.77%

6M

-9.95%

1Y

-5.03%

5Y*

21.70%

10Y*

N/A

*Annualized

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AVMV vs. AVUV - Expense Ratio Comparison

AVMV has a 0.20% 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%.


Risk-Adjusted Performance

AVMV vs. AVUV — Risk-Adjusted Performance Rank

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

AVMV
The Risk-Adjusted Performance Rank of AVMV is 3232
Overall Rank
The Sharpe Ratio Rank of AVMV is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of AVMV is 3333
Sortino Ratio Rank
The Omega Ratio Rank of AVMV is 3232
Omega Ratio Rank
The Calmar Ratio Rank of AVMV is 3434
Calmar Ratio Rank
The Martin Ratio Rank of AVMV is 3131
Martin Ratio Rank

AVUV
The Risk-Adjusted Performance Rank of AVUV is 1212
Overall Rank
The Sharpe Ratio Rank of AVUV is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of AVUV is 1313
Sortino Ratio Rank
The Omega Ratio Rank of AVUV is 1313
Omega Ratio Rank
The Calmar Ratio Rank of AVUV is 1212
Calmar Ratio Rank
The Martin Ratio Rank of AVUV is 1212
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AVMV vs. AVUV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Mid Cap Value ETF (AVMV) 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 AVMV Sharpe Ratio is 0.26, which is higher than the AVUV Sharpe Ratio of -0.09. The chart below compares the historical Sharpe Ratios of AVMV 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.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.26
-0.09
AVMV
AVUV

Dividends

AVMV vs. AVUV - Dividend Comparison

AVMV's dividend yield for the trailing twelve months is around 1.44%, less than AVUV's 1.87% yield.


TTM202420232022202120202019
AVMV
Avantis U.S. Mid Cap Value ETF
1.44%1.31%0.25%0.00%0.00%0.00%0.00%
AVUV
Avantis U.S. Small Cap Value ETF
1.87%1.61%1.65%1.74%1.28%1.21%0.38%

Drawdowns

AVMV vs. AVUV - Drawdown Comparison

The maximum AVMV drawdown since its inception was -24.24%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for AVMV and AVUV. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-13.91%
-19.63%
AVMV
AVUV

Volatility

AVMV vs. AVUV - Volatility Comparison

Avantis U.S. Mid Cap Value ETF (AVMV) and Avantis U.S. Small Cap Value ETF (AVUV) have volatilities of 12.98% and 12.85%, 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
12.98%
12.85%
AVMV
AVUV