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AVSU vs. FTAG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AVSU vs. FTAG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Responsible U.S. Equity ETF (AVSU) and First Trust Indxx Global Agriculture ETF (FTAG). The values are adjusted to include any dividend payments, if applicable.

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AVSU vs. FTAG - Yearly Performance Comparison


2026 (YTD)2025202420232022
AVSU
Avantis Responsible U.S. Equity ETF
-1.95%16.69%19.16%24.50%-11.70%
FTAG
First Trust Indxx Global Agriculture ETF
12.78%14.82%-6.72%-7.28%-10.55%

Returns By Period

In the year-to-date period, AVSU achieves a -1.95% return, which is significantly lower than FTAG's 12.78% return.


AVSU

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

FTAG

1D
0.20%
1M
-0.68%
YTD
12.78%
6M
16.01%
1Y
23.51%
3Y*
3.20%
5Y*
1.71%
10Y*
5.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AVSU vs. FTAG - Expense Ratio Comparison

AVSU has a 0.15% expense ratio, which is lower than FTAG's 0.70% expense ratio.


Return for Risk

AVSU vs. FTAG — Risk / Return Rank

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

AVSU
AVSU Risk / Return Rank: 6262
Overall Rank
AVSU Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
AVSU Sortino Ratio Rank: 6161
Sortino Ratio Rank
AVSU Omega Ratio Rank: 6262
Omega Ratio Rank
AVSU Calmar Ratio Rank: 6060
Calmar Ratio Rank
AVSU Martin Ratio Rank: 6666
Martin Ratio Rank

FTAG
FTAG Risk / Return Rank: 7171
Overall Rank
FTAG Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FTAG Sortino Ratio Rank: 7575
Sortino Ratio Rank
FTAG Omega Ratio Rank: 6969
Omega Ratio Rank
FTAG Calmar Ratio Rank: 7575
Calmar Ratio Rank
FTAG Martin Ratio Rank: 6262
Martin Ratio Rank
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. FTAG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) and First Trust Indxx Global Agriculture ETF (FTAG). 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.


AVSUFTAGDifference

Sharpe ratio

Return per unit of total volatility

1.08

1.35

-0.28

Sortino ratio

Return per unit of downside risk

1.64

1.98

-0.34

Omega ratio

Gain probability vs. loss probability

1.24

1.27

-0.03

Calmar ratio

Return relative to maximum drawdown

1.65

2.17

-0.51

Martin ratio

Return relative to average drawdown

7.27

6.62

+0.65

AVSU vs. FTAG - Sharpe Ratio Comparison

The current AVSU Sharpe Ratio is 1.08, which is comparable to the FTAG Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of AVSU and FTAG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AVSUFTAGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.08

1.35

-0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

-0.33

+0.92

Correlation

The correlation between AVSU and FTAG is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

AVSU vs. FTAG - Dividend Comparison

AVSU's dividend yield for the trailing twelve months is around 1.02%, less than FTAG's 1.35% yield.


TTM20252024202320222021202020192018201720162015
AVSU
Avantis Responsible U.S. Equity ETF
1.02%1.03%1.22%1.22%0.99%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FTAG
First Trust Indxx Global Agriculture ETF
1.35%1.39%2.89%3.68%1.77%1.58%1.72%2.33%2.16%1.26%0.61%1.35%

Drawdowns

AVSU vs. FTAG - Drawdown Comparison

The maximum AVSU drawdown since its inception was -21.67%, smaller than the maximum FTAG drawdown of -90.89%. Use the drawdown chart below to compare losses from any high point for AVSU and FTAG.


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Drawdown Indicators


AVSUFTAGDifference

Max Drawdown

Largest peak-to-trough decline

-21.67%

-90.89%

+69.22%

Max Drawdown (1Y)

Largest decline over 1 year

-12.70%

-11.00%

-1.70%

Max Drawdown (5Y)

Largest decline over 5 years

-32.77%

Max Drawdown (10Y)

Largest decline over 10 years

-50.79%

Current Drawdown

Current decline from peak

-6.29%

-78.19%

+71.90%

Average Drawdown

Average peak-to-trough decline

-5.67%

-71.17%

+65.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.88%

3.68%

-0.80%

Volatility

AVSU vs. FTAG - Volatility Comparison

Avantis Responsible U.S. Equity ETF (AVSU) has a higher volatility of 6.00% compared to First Trust Indxx Global Agriculture ETF (FTAG) at 4.93%. This indicates that AVSU's price experiences larger fluctuations and is considered to be riskier than FTAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AVSUFTAGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.00%

4.93%

+1.07%

Volatility (6M)

Calculated over the trailing 6-month period

10.34%

10.75%

-0.41%

Volatility (1Y)

Calculated over the trailing 1-year period

19.16%

17.49%

+1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.99%

17.38%

+0.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.99%

19.92%

-1.93%