AVSU vs. AVLV

Last updated Apr 2, 2026

Compare and contrast key facts about Avantis Responsible U.S. Equity ETF (AVSU) and Avantis U.S. Large Cap Value ETF (AVLV).

AVSU and AVLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVSU is a passively managed fund by Avantis that tracks the performance of the Russell 3000 Index. It was launched on Mar 15, 2022. AVLV is a passively managed fund by American Century that tracks the performance of the Russell 1000 Value Index. It was launched on Sep 21, 2021. Both AVSU and AVLV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

AVSU vs. AVLV - Performance Comparison

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

AVSU vs. AVLV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
AVSU Avantis Responsible U.S. Equity ETF	-1.95%	16.69%	19.16%	24.50%	-11.70%
AVLV Avantis U.S. Large Cap Value ETF	7.15%	15.12%	17.49%	17.43%	-4.53%

Returns By Period

In the year-to-date period, AVSU achieves a -1.95% return, which is significantly lower than AVLV's 7.15% return.

AVSU

• 1D: 0.98%
• 1M: -4.60%
• YTD: -1.95%
• 6M: 1.66%
• 1Y: 20.52%
• 3Y*: 17.02%
• 5Y*: —
• 10Y*: —

AVLV

• 1D: 0.43%
• 1M: -3.05%
• YTD: 7.15%
• 6M: 12.61%
• 1Y: 25.38%
• 3Y*: 18.44%
• 5Y*: —
• 10Y*: —

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

AVSU vs. AVLV - Expense Ratio Comparison

Both AVSU and AVLV 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%.

AVSU

Avantis Responsible U.S. Equity ETF

AVLV

Avantis U.S. Large Cap Value ETF

Return for Risk

AVSU vs. AVLV — Risk / Return Rank

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

AVSU

AVSU Risk / Return Rank: 62
AVSU Sharpe Ratio Rank: 58
AVSU Sortino Ratio Rank: 61
AVSU Omega Ratio Rank: 62
AVSU Calmar Ratio Rank: 60
AVSU Martin Ratio Rank: 66

AVLV

AVLV Risk / Return Rank: 75
AVLV Sharpe Ratio Rank: 74
AVLV Sortino Ratio Rank: 74
AVLV Omega Ratio Rank: 76
AVLV Calmar Ratio Rank: 70
AVLV Martin Ratio Rank: 79

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. AVLV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) and Avantis U.S. Large Cap Value ETF (AVLV). 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	AVLV	Difference
Sharpe ratio Return per unit of total volatility	1.08	1.37	-0.29
Sortino ratio Return per unit of downside risk	1.64	1.95	-0.31
Omega ratio Gain probability vs. loss probability	1.24	1.30	-0.06
Calmar ratio Return relative to maximum drawdown	1.65	1.87	-0.22
Martin ratio Return relative to average drawdown	7.27	8.98	-1.70
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. AVLV - Sharpe Ratio Comparison

The current AVSU Sharpe Ratio is 1.08, which is comparable to the AVLV Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of AVSU and AVLV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AVSU	AVLV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.08	1.37	-0.29
Sharpe Ratio (All Time) Calculated using the full available price history	0.59	0.72	-0.13

Correlation

The correlation between AVSU and AVLV is 0.91, 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.

Dividends

AVSU vs. AVLV - Dividend Comparison

AVSU's dividend yield for the trailing twelve months is around 1.02%, less than AVLV's 1.20% yield.

	TTM	2025	2024	2023	2022	2021
AVSU Avantis Responsible U.S. Equity ETF	1.02%	1.03%	1.22%	1.22%	0.99%	0.00%
AVLV Avantis U.S. Large Cap Value ETF	1.20%	1.33%	1.58%	1.85%	2.00%	0.29%

Drawdowns

AVSU vs. AVLV - Drawdown Comparison

The maximum AVSU drawdown since its inception was -21.67%, which is greater than AVLV's maximum drawdown of -19.50%. Use the drawdown chart below to compare losses from any high point for AVSU and AVLV.

Drawdown Indicators

	AVSU	AVLV	Difference
Max Drawdown Largest peak-to-trough decline	-21.67%	-19.50%	-2.17%
Max Drawdown (1Y) Largest decline over 1 year	-12.70%	-13.79%	+1.09%
Current Drawdown Current decline from peak	-6.29%	-3.85%	-2.44%
Average Drawdown Average peak-to-trough decline	-5.67%	-4.06%	-1.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.88%	2.87%	+0.01%

Volatility

AVSU vs. AVLV - Volatility Comparison

Avantis Responsible U.S. Equity ETF (AVSU) has a higher volatility of 6.00% compared to Avantis U.S. Large Cap Value ETF (AVLV) at 4.75%. This indicates that AVSU's price experiences larger fluctuations and is considered to be riskier than AVLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVSU	AVLV	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.00%	4.75%	+1.25%
Volatility (6M) Calculated over the trailing 6-month period	10.34%	9.86%	+0.48%
Volatility (1Y) Calculated over the trailing 1-year period	19.16%	18.66%	+0.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.99%	17.54%	+0.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.99%	17.54%	+0.45%