AVSC vs. VUG
Compare and contrast key facts about Avantis US Small Cap Equity ETF (AVSC) and Vanguard Growth ETF (VUG).
AVSC and VUG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVSC is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Index. It was launched on Jan 11, 2022. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004. Both AVSC and VUG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVSC or VUG.
Key characteristics
| AVSC | VUG | |
|---|---|---|
| YTD Return | 15.27% | 31.99% |
| 1Y Return | 38.09% | 42.58% |
| Sharpe Ratio | 1.69 | 2.53 |
| Sortino Ratio | 2.53 | 3.26 |
| Omega Ratio | 1.30 | 1.46 |
| Calmar Ratio | 3.01 | 3.28 |
| Martin Ratio | 8.69 | 12.97 |
| Ulcer Index | 4.39% | 3.28% |
| Daily Std Dev | 22.63% | 16.79% |
| Max Drawdown | -20.42% | -50.68% |
| Current Drawdown | -1.36% | 0.00% |
Correlation
The correlation between AVSC and VUG 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
AVSC vs. VUG - Performance Comparison
In the year-to-date period, AVSC achieves a 15.27% return, which is significantly lower than VUG's 31.99% 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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AVSC vs. VUG - Expense Ratio Comparison
AVSC has a 0.25% expense ratio, which is higher than VUG's 0.04% 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
AVSC vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Equity ETF (AVSC) and Vanguard Growth ETF (VUG). 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
AVSC vs. VUG - Dividend Comparison
AVSC's dividend yield for the trailing twelve months is around 1.04%, more than VUG's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVSC Avantis US Small Cap Equity ETF | 1.04% | 1.42% | 1.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.48% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
AVSC vs. VUG - Drawdown Comparison
The maximum AVSC drawdown since its inception was -20.42%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for AVSC and VUG. For additional features, visit the drawdowns tool.
Volatility
AVSC vs. VUG - Volatility Comparison
Avantis US Small Cap Equity ETF (AVSC) has a higher volatility of 8.61% compared to Vanguard Growth ETF (VUG) at 5.05%. This indicates that AVSC's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.