AVSF vs. VOO
Compare and contrast key facts about Avantis Short-Term Fixed Income ETF (AVSF) and Vanguard S&P 500 ETF (VOO).
AVSF and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVSF or VOO.
Key characteristics
| AVSF | VOO | |
|---|---|---|
| YTD Return | 3.72% | 27.15% |
| 1Y Return | 6.70% | 39.90% |
| 3Y Return (Ann) | 0.86% | 10.28% |
| Sharpe Ratio | 2.77 | 3.15 |
| Sortino Ratio | 4.42 | 4.19 |
| Omega Ratio | 1.57 | 1.59 |
| Calmar Ratio | 1.42 | 4.60 |
| Martin Ratio | 16.10 | 21.00 |
| Ulcer Index | 0.40% | 1.85% |
| Daily Std Dev | 2.33% | 12.34% |
| Max Drawdown | -8.85% | -33.99% |
| Current Drawdown | -0.89% | 0.00% |
Correlation
The correlation between AVSF and VOO is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AVSF vs. VOO - Performance Comparison
In the year-to-date period, AVSF achieves a 3.72% return, which is significantly lower than VOO's 27.15% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVSF vs. VOO - Expense Ratio Comparison
AVSF has a 0.15% expense ratio, which is higher than VOO's 0.03% 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
AVSF vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Short-Term Fixed Income ETF (AVSF) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
AVSF's dividend yield for the trailing twelve months is around 4.29%, more than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVSF Avantis Short-Term Fixed Income ETF | 4.29% | 3.93% | 1.79% | 0.47% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AVSF vs. VOO - Drawdown Comparison
The maximum AVSF drawdown since its inception was -8.85%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AVSF and VOO. For additional features, visit the drawdowns tool.
Volatility
AVSF vs. VOO - Volatility Comparison
The current volatility for Avantis Short-Term Fixed Income ETF (AVSF) is 0.63%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.95%. This indicates that AVSF experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.