AVSU vs. AVEE

Last updated Jun 5, 2026

AVSU (Avantis Responsible U.S. Equity ETF) and AVEE (Avantis Emerging Markets Small Cap Equity ETF) are both exchange-traded funds - AVSU is a Large Cap Blend Equities fund tracking the Russell 3000 Index, while AVEE is a Emerging Markets Diversified fund actively managed by Avantis. AVSU is passively managed, while AVEE is actively managed. Over the past year, AVSU returned 34.26% vs 25.84% for AVEE. A 0.60 correlation means they provide meaningful diversification when combined. AVSU charges 0.15%/yr vs 0.42%/yr for AVEE.

Performance

AVSU vs. AVEE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Responsible U.S. Equity ETF (AVSU) and Avantis Emerging Markets Small Cap Equity ETF (AVEE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with AVSU having a 15.27% return and AVEE slightly lower at 14.52%.

AVSU

• 1D: 0.36%
• 1M: 5.81%
• YTD: 15.27%
• 6M: 15.93%
• 1Y: 34.26%
• 3Y*: 22.53%
• 5Y*: —
• 10Y*: —

AVEE

• 1D: 0.61%
• 1M: -0.58%
• YTD: 14.52%
• 6M: 15.13%
• 1Y: 25.84%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVSU vs. AVEE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
AVSU Avantis Responsible U.S. Equity ETF	15.27%	16.69%	19.16%	13.31%
AVEE Avantis Emerging Markets Small Cap Equity ETF	14.52%	19.80%	2.91%	7.28%

Correlation

The correlation between AVSU and AVEE is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.69
Correlation (All Time) Calculated using the full available price history since Nov 10, 2023	0.60

The correlation between AVSU and AVEE has been stable across timeframes, ranging from 0.60 to 0.69 - a consistent structural relationship.

AVSU vs. AVEE - Sectors Allocation Comparison

Sectors	AVSU	AVEE
Technology	33.2%	22.5%
Financial Services	18.6%	9.3%
Consumer Cyclical	13.1%	11.3%
Communication Services	11.0%	2.8%
Healthcare	8.9%	6.9%
Industrials	8.6%	18.2%
Consumer Defensive	5.0%	5.4%
Basic Materials	1.1%	9.5%
Real Estate	0.3%	4.2%
Utilities	0.3%	2.9%
Energy	0.0%	2.2%

Return for Risk

AVSU vs. AVEE — Risk / Return Rank

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

AVSU

AVSU Risk / Return Rank: 78
AVSU Sharpe Ratio Rank: 81
AVSU Sortino Ratio Rank: 82
AVSU Omega Ratio Rank: 78
AVSU Calmar Ratio Rank: 70
AVSU Martin Ratio Rank: 80

AVEE

AVEE Risk / Return Rank: 46
AVEE Sharpe Ratio Rank: 46
AVEE Sortino Ratio Rank: 44
AVEE Omega Ratio Rank: 45
AVEE Calmar Ratio Rank: 50
AVEE Martin Ratio Rank: 48

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.

AVSU vs. AVEE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) and Avantis Emerging Markets Small Cap Equity ETF (AVEE). 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.

	AVSU	AVEE	Difference
Sharpe ratio: Return per unit of total volatility	2.57	1.55	+1.02
Sortino ratio: Return per unit of downside risk	3.60	2.16	+1.45
Omega ratio: Gain probability vs. loss probability	1.46	1.28	+0.18
Calmar ratio: Return relative to maximum drawdown	3.42	2.44	+0.99
Martin ratio: Return relative to average drawdown	15.54	7.81	+7.73
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVSU vs. AVEE - Sharpe Ratio Comparison

The current AVSU Sharpe Ratio is 2.57, which is higher than the AVEE Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of AVSU and AVEE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AVSU	AVEE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.57	1.55	+1.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.81	1.07	-0.26

Drawdowns

AVSU vs. AVEE - Drawdown Comparison

The maximum AVSU drawdown since its inception was -21.67%, which is greater than AVEE's maximum drawdown of -20.21%. Use the drawdown chart below to compare losses from any high point for AVSU and AVEE.

Drawdown Indicators

	AVSU	AVEE	Difference
Max Drawdown Largest peak-to-trough decline	-21.67%	-20.21%	-1.46%
Max Drawdown (1Y) Largest decline over 1 year	-10.06%	-10.65%	+0.59%
Max Drawdown (3Y) Largest decline over 3 years	-20.16%	—	—
Current Drawdown Current decline from peak	-0.07%	-1.97%	+1.90%
Average Drawdown Average peak-to-trough decline	-5.47%	-3.67%	-1.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.21%	3.32%	-1.11%

Volatility

AVSU vs. AVEE - Volatility Comparison

The current volatility for Avantis Responsible U.S. Equity ETF (AVSU) is 3.75%, while Avantis Emerging Markets Small Cap Equity ETF (AVEE) has a volatility of 6.43%. This indicates that AVSU experiences smaller price fluctuations and is considered to be less risky than AVEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVSU	AVEE	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.75%	6.43%	-2.68%
Volatility (6M) Calculated over the trailing 6-month period	10.32%	13.99%	-3.67%
Volatility (1Y) Calculated over the trailing 1-year period	13.37%	16.75%	-3.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.86%	16.61%	+1.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.86%	16.61%	+1.25%

AVSU vs. AVEE - Expense Ratio Comparison

AVSU has a 0.15% expense ratio, which is lower than AVEE's 0.42% expense ratio.

Dividends

AVSU vs. AVEE - Dividend Comparison

AVSU's dividend yield for the trailing twelve months is around 0.87%, less than AVEE's 2.02% yield.

Position	TTM	2025	2024	2023	2022
AVEE Avantis Emerging Markets Small Cap Equity ETF	2.02%	2.25%	3.26%	0.39%	0.00%
AVSU Avantis Responsible U.S. Equity ETF	0.87%	1.03%	1.22%	1.22%	0.99%

Frequently Asked Questions

Can I hold both AVSU and AVEE in my portfolio?

AVSU and AVEE have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AVSU or AVEE?

AVEE has higher volatility (6.43%) compared to AVSU (3.75%). In terms of maximum drawdown, AVSU dropped -21.67% vs AVEE's -20.21%.

Which ETF is better, AVSU or AVEE?

On 1-year performance, AVSU leads with 34.26% vs 25.84% for AVEE. On fees, AVSU is cheaper at 0.15% per year. On volatility, AVSU has been the lower-risk option at 3.75%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVSU or AVEE?

Over the 1-year period, AVSU has performed better with a 34.26% return vs 25.84%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVSU or AVEE?

AVSU is cheaper with a 0.15% expense ratio, compared with 0.42% for AVEE.

Which ETF pays a higher dividend yield, AVSU or AVEE?

AVEE has the higher dividend yield at 2.02%, compared with 0.87% for AVSU.

What is the main difference between AVSU and AVEE?

AVSU is categorized as Large Cap Blend Equities, while AVEE is Emerging Markets Diversified. Their fees differ too: 0.15% for AVSU and 0.42% for AVEE.

Which has better risk-adjusted returns?

AVSU currently has the higher Sharpe Ratio (2.57 vs 1.55), 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.