AVSF vs. AVUV
AVSF (Avantis Short-Term Fixed Income ETF) and AVUV (Avantis US Small Cap Value ETF) are both exchange-traded funds - AVSF is a Short-Term Bond fund actively managed by Avantis, while AVUV is a Small Cap Value Equities fund actively managed by Avantis. Both are actively managed. Over the past 5 years, AVSF returned 1.83%/yr vs 10.71%/yr for AVUV. At a 0.12 correlation, their price movements are largely independent. AVSF charges 0.15%/yr vs 0.25%/yr for AVUV.
Performance
AVSF vs. AVUV - Performance Comparison
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Returns By Period
In the year-to-date period, AVSF achieves a 0.43% return, which is significantly lower than AVUV's 17.96% return.
AVSF
- 1D
- -0.09%
- 1M
- 0.10%
- YTD
- 0.43%
- 6M
- 0.72%
- 1Y
- 4.02%
- 3Y*
- 4.80%
- 5Y*
- 1.83%
- 10Y*
- —
AVUV
- 1D
- -0.97%
- 1M
- 1.21%
- YTD
- 17.96%
- 6M
- 17.23%
- 1Y
- 36.48%
- 3Y*
- 19.24%
- 5Y*
- 10.71%
- 10Y*
- —
AVSF vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AVSF Avantis Short-Term Fixed Income ETF | 0.43% | 6.57% | 3.81% | 5.25% | -5.52% | -1.17% | 0.53% |
AVUV Avantis US Small Cap Value ETF | 17.96% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 20.35% |
Correlation
The correlation between AVSF and AVUV is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Oct 16, 2020 | 0.12 |
The correlation between AVSF and AVUV shifts across timeframes, from 0.12 (all time) to 0.22 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AVSF vs. AVUV — Risk / Return Rank
AVSF
AVUV
AVSF vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Short-Term Fixed Income ETF (AVSF) and Avantis US 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.
| AVSF | AVUV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.36 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.85 | 4.61 | -1.76 |
| Martin ratioReturn relative to average drawdown | 10.80 | 13.69 | -2.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVSF | AVUV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.15 | 2.10 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.47 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.56 | +0.11 |
Drawdowns
AVSF vs. AVUV - Drawdown Comparison
The maximum AVSF drawdown since its inception was -8.85%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for AVSF and AVUV.
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Drawdown Indicators
| AVSF | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.85% | -49.42% | +40.57% |
Max Drawdown (1Y)Largest decline over 1 year | -1.42% | -7.95% | +6.53% |
Max Drawdown (3Y)Largest decline over 3 years | -1.42% | -28.79% | +27.37% |
Max Drawdown (5Y)Largest decline over 5 years | -8.85% | -28.79% | +19.94% |
Current DrawdownCurrent decline from peak | -0.55% | -1.12% | +0.57% |
Average DrawdownAverage peak-to-trough decline | -2.20% | -7.95% | +5.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.37% | 2.67% | -2.30% |
Volatility
AVSF vs. AVUV - Volatility Comparison
The current volatility for Avantis Short-Term Fixed Income ETF (AVSF) is 0.56%, while Avantis US Small Cap Value ETF (AVUV) has a volatility of 4.08%. This indicates that AVSF experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVSF | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.56% | 4.08% | -3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 1.35% | 11.34% | -9.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.88% | 17.54% | -15.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.65% | 22.74% | -20.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.52% | 28.30% | -25.78% |
AVSF vs. AVUV - Expense Ratio Comparison
AVSF has a 0.15% 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%.
Dividends
AVSF vs. AVUV - Dividend Comparison
AVSF's dividend yield for the trailing twelve months is around 4.02%, more than AVUV's 1.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AVSF Avantis Short-Term Fixed Income ETF | 4.02% | 4.31% | 4.34% | 3.93% | 1.78% | 0.48% | 0.10% | 0.00% |
AVUV Avantis US Small Cap Value ETF | 1.29% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Frequently Asked Questions
AVSF and AVUV have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVUV has higher volatility (4.08%) compared to AVSF (0.56%). In terms of maximum drawdown, AVSF dropped -8.85% vs AVUV's -49.42%.
On 5-year performance, AVUV leads with 10.71% vs 1.83% for AVSF. On fees, AVSF is cheaper at 0.15% per year. On volatility, AVSF has been the lower-risk option at 0.56%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, AVUV has performed better with a 10.71% return vs 1.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AVSF is cheaper with a 0.15% expense ratio, compared with 0.25% for AVUV.
AVSF has the higher dividend yield at 4.02%, compared with 1.29% for AVUV.
AVSF is categorized as Short-Term Bond, while AVUV is Small Cap Value Equities. Their fees differ too: 0.15% for AVSF and 0.25% for AVUV.
AVSF currently has the higher Sharpe Ratio (2.15 vs 2.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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