AVSF vs. AVIG
Compare and contrast key facts about Avantis Short-Term Fixed Income ETF (AVSF) and Avantis Core Fixed Income ETF (AVIG).
AVSF and AVIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVSF is an actively managed fund by American Century Investments. It was launched on Oct 15, 2020. AVIG is an actively managed fund by American Century Investments. It was launched on Oct 13, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVSF or AVIG.
Key characteristics
| AVSF | AVIG | |
|---|---|---|
| YTD Return | 3.48% | 1.72% |
| 1Y Return | 5.76% | 7.06% |
| 3Y Return (Ann) | 0.91% | -2.31% |
| Sharpe Ratio | 2.74 | 1.44 |
| Sortino Ratio | 4.37 | 2.15 |
| Omega Ratio | 1.56 | 1.25 |
| Calmar Ratio | 1.56 | 0.55 |
| Martin Ratio | 15.23 | 5.21 |
| Ulcer Index | 0.42% | 1.61% |
| Daily Std Dev | 2.33% | 5.83% |
| Max Drawdown | -8.85% | -19.64% |
| Current Drawdown | -1.12% | -8.85% |
Correlation
The correlation between AVSF and AVIG is 0.89, 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
AVSF vs. AVIG - Performance Comparison
In the year-to-date period, AVSF achieves a 3.48% return, which is significantly higher than AVIG's 1.72% 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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AVSF vs. AVIG - Expense Ratio Comparison
Both AVSF and AVIG 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
AVSF vs. AVIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Short-Term Fixed Income ETF (AVSF) and Avantis Core Fixed Income ETF (AVIG). 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
AVSF vs. AVIG - Dividend Comparison
AVSF's dividend yield for the trailing twelve months is around 4.30%, less than AVIG's 4.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
AVSF Avantis Short-Term Fixed Income ETF | 4.30% | 3.93% | 1.79% | 0.47% | 0.10% |
AVIG Avantis Core Fixed Income ETF | 4.59% | 4.06% | 2.54% | 1.12% | 0.22% |
Drawdowns
AVSF vs. AVIG - Drawdown Comparison
The maximum AVSF drawdown since its inception was -8.85%, smaller than the maximum AVIG drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for AVSF and AVIG. For additional features, visit the drawdowns tool.
Volatility
AVSF vs. AVIG - Volatility Comparison
The current volatility for Avantis Short-Term Fixed Income ETF (AVSF) is 0.68%, while Avantis Core Fixed Income ETF (AVIG) has a volatility of 1.75%. This indicates that AVSF experiences smaller price fluctuations and is considered to be less risky than AVIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.