AVSU vs. AVUS
Compare and contrast key facts about Avantis Responsible U.S. Equity ETF (AVSU) and Avantis U.S. Equity ETF (AVUS).
AVSU and AVUS 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. AVUS is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVSU or AVUS.
Key characteristics
| AVSU | AVUS | |
|---|---|---|
| YTD Return | 14.85% | 15.31% |
| 1Y Return | 26.96% | 25.07% |
| Sharpe Ratio | 1.98 | 1.90 |
| Daily Std Dev | 13.61% | 13.20% |
| Max Drawdown | -21.67% | -37.04% |
| Current Drawdown | -1.07% | -1.08% |
Correlation
The correlation between AVSU and AVUS is 0.98, 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
AVSU vs. AVUS - Performance Comparison
The year-to-date returns for both investments are quite close, with AVSU having a 14.85% return and AVUS slightly higher at 15.31%. 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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AVSU vs. AVUS - Expense Ratio Comparison
Both AVSU and AVUS 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
AVSU vs. AVUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) and Avantis U.S. Equity ETF (AVUS). 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
AVSU vs. AVUS - Dividend Comparison
AVSU's dividend yield for the trailing twelve months is around 1.12%, less than AVUS's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
AVSU Avantis Responsible U.S. Equity ETF | 1.12% | 1.22% | 0.99% | 0.00% | 0.00% | 0.00% |
AVUS Avantis U.S. Equity ETF | 1.25% | 1.41% | 1.59% | 1.08% | 1.19% | 0.35% |
Drawdowns
AVSU vs. AVUS - Drawdown Comparison
The maximum AVSU drawdown since its inception was -21.67%, smaller than the maximum AVUS drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for AVSU and AVUS. For additional features, visit the drawdowns tool.
Volatility
AVSU vs. AVUS - Volatility Comparison
Avantis Responsible U.S. Equity ETF (AVSU) and Avantis U.S. Equity ETF (AVUS) have volatilities of 4.27% and 4.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.