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AVSC vs. BSVO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AVSC vs. BSVO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis US Small Cap Equity ETF (AVSC) and EA Bridgeway Omni Small-Cap Value ETF (BSVO). The values are adjusted to include any dividend payments, if applicable.

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AVSC vs. BSVO - Yearly Performance Comparison


2026 (YTD)202520242023
AVSC
Avantis US Small Cap Equity ETF
6.89%9.42%7.75%20.69%
BSVO
EA Bridgeway Omni Small-Cap Value ETF
9.12%9.21%4.68%22.38%

Returns By Period

In the year-to-date period, AVSC achieves a 6.89% return, which is significantly lower than BSVO's 9.12% return.


AVSC

1D
0.64%
1M
-2.94%
YTD
6.89%
6M
9.81%
1Y
31.13%
3Y*
13.91%
5Y*
10Y*

BSVO

1D
0.21%
1M
-2.48%
YTD
9.12%
6M
13.72%
1Y
32.58%
3Y*
14.90%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AVSC vs. BSVO - Expense Ratio Comparison

AVSC has a 0.25% expense ratio, which is lower than BSVO's 0.47% expense ratio.


Return for Risk

AVSC vs. BSVO — Risk / Return Rank

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

AVSC
AVSC Risk / Return Rank: 7575
Overall Rank
AVSC Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
AVSC Sortino Ratio Rank: 7575
Sortino Ratio Rank
AVSC Omega Ratio Rank: 6868
Omega Ratio Rank
AVSC Calmar Ratio Rank: 8080
Calmar Ratio Rank
AVSC Martin Ratio Rank: 7878
Martin Ratio Rank

BSVO
BSVO Risk / Return Rank: 7373
Overall Rank
BSVO Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
BSVO Sortino Ratio Rank: 7575
Sortino Ratio Rank
BSVO Omega Ratio Rank: 7070
Omega Ratio Rank
BSVO Calmar Ratio Rank: 7676
Calmar Ratio Rank
BSVO Martin Ratio Rank: 7272
Martin Ratio Rank
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.

AVSC vs. BSVO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Equity ETF (AVSC) and EA Bridgeway Omni Small-Cap Value ETF (BSVO). 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.


AVSCBSVODifference

Sharpe ratio

Return per unit of total volatility

1.35

1.38

-0.03

Sortino ratio

Return per unit of downside risk

1.97

1.99

-0.01

Omega ratio

Gain probability vs. loss probability

1.26

1.27

-0.01

Calmar ratio

Return relative to maximum drawdown

2.30

2.19

+0.11

Martin ratio

Return relative to average drawdown

8.85

8.02

+0.83

AVSC vs. BSVO - Sharpe Ratio Comparison

The current AVSC Sharpe Ratio is 1.35, which is comparable to the BSVO Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of AVSC and BSVO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AVSCBSVODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

1.38

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.68

-0.37

Correlation

The correlation between AVSC and BSVO is 0.97, 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.


Dividends

AVSC vs. BSVO - Dividend Comparison

AVSC's dividend yield for the trailing twelve months is around 1.01%, less than BSVO's 1.39% yield.


TTM2025202420232022
AVSC
Avantis US Small Cap Equity ETF
1.01%1.16%1.17%1.42%1.10%
BSVO
EA Bridgeway Omni Small-Cap Value ETF
1.39%1.52%1.61%1.43%0.00%

Drawdowns

AVSC vs. BSVO - Drawdown Comparison

The maximum AVSC drawdown since its inception was -28.40%, roughly equal to the maximum BSVO drawdown of -28.67%. Use the drawdown chart below to compare losses from any high point for AVSC and BSVO.


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Drawdown Indicators


AVSCBSVODifference

Max Drawdown

Largest peak-to-trough decline

-28.40%

-28.67%

+0.27%

Max Drawdown (1Y)

Largest decline over 1 year

-13.45%

-14.92%

+1.47%

Current Drawdown

Current decline from peak

-3.89%

-4.13%

+0.24%

Average Drawdown

Average peak-to-trough decline

-7.62%

-5.99%

-1.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.50%

4.08%

-0.58%

Volatility

AVSC vs. BSVO - Volatility Comparison

Avantis US Small Cap Equity ETF (AVSC) has a higher volatility of 6.06% compared to EA Bridgeway Omni Small-Cap Value ETF (BSVO) at 5.52%. This indicates that AVSC's price experiences larger fluctuations and is considered to be riskier than BSVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AVSCBSVODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.06%

5.52%

+0.54%

Volatility (6M)

Calculated over the trailing 6-month period

13.19%

13.48%

-0.29%

Volatility (1Y)

Calculated over the trailing 1-year period

23.15%

23.76%

-0.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.59%

22.02%

+0.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.59%

22.02%

+0.57%