AVSU vs. AVUV
Compare and contrast key facts about Avantis Responsible U.S. Equity ETF (AVSU) and Avantis U.S. Small Cap Value ETF (AVUV).
AVSU and AVUV 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. AVUV 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 AVUV.
Correlation
The correlation between AVSU and AVUV is 0.83, 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. AVUV - Performance Comparison
Key characteristics
AVSU:
1.47
AVUV:
0.69
AVSU:
2.07
AVUV:
1.15
AVSU:
1.27
AVUV:
1.14
AVSU:
2.19
AVUV:
1.28
AVSU:
7.65
AVUV:
2.80
AVSU:
2.59%
AVUV:
5.01%
AVSU:
13.43%
AVUV:
20.08%
AVSU:
-21.67%
AVUV:
-49.42%
AVSU:
-0.51%
AVUV:
-7.29%
Returns By Period
In the year-to-date period, AVSU achieves a 4.37% return, which is significantly higher than AVUV's 1.76% return.
AVSU
4.37%
1.79%
9.86%
19.60%
N/A
N/A
AVUV
1.76%
-1.10%
7.35%
12.81%
15.66%
N/A
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AVSU vs. AVUV - Expense Ratio Comparison
AVSU 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%.
Risk-Adjusted Performance
AVSU vs. AVUV — Risk-Adjusted Performance Rank
AVSU
AVUV
AVSU vs. AVUV - 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. 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.
Dividends
AVSU vs. AVUV - Dividend Comparison
AVSU's dividend yield for the trailing twelve months is around 1.17%, less than AVUV's 1.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
AVSU Avantis Responsible U.S. Equity ETF | 1.17% | 1.22% | 1.22% | 0.99% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.59% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
AVSU vs. AVUV - Drawdown Comparison
The maximum AVSU drawdown since its inception was -21.67%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for AVSU and AVUV. For additional features, visit the drawdowns tool.
Volatility
AVSU vs. AVUV - Volatility Comparison
The current volatility for Avantis Responsible U.S. Equity ETF (AVSU) is 2.87%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 4.20%. This indicates that AVSU 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.