AVSU vs. IUS

Last updated Jun 4, 2026

AVSU (Avantis Responsible U.S. Equity ETF) and IUS (Invesco RAFI Strategic US ETF) are both Large Cap Blend Equities funds - AVSU tracks the Russell 3000 Index while IUS tracks the Invesco Strategic US Index. Both are passively managed. Over the past 3 years, AVSU returned 22.19%/yr vs 20.93%/yr for IUS. Their correlation of 0.94 suggests significant overlap in exposure. AVSU charges 0.15%/yr vs 0.19%/yr for IUS.

Performance

AVSU vs. IUS - Performance Comparison

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

Returns By Period

In the year-to-date period, AVSU achieves a 14.85% return, which is significantly lower than IUS's 15.71% return.

AVSU

• 1D: -0.43%
• 1M: 6.75%
• YTD: 14.85%
• 6M: 15.47%
• 1Y: 33.58%
• 3Y*: 22.19%
• 5Y*: —
• 10Y*: —

IUS

• 1D: -0.07%
• 1M: 4.89%
• YTD: 15.71%
• 6M: 15.69%
• 1Y: 33.27%
• 3Y*: 20.93%
• 5Y*: 13.61%
• 10Y*: —

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

AVSU vs. IUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
AVSU Avantis Responsible U.S. Equity ETF	14.85%	16.69%	19.16%	24.50%	-11.70%
IUS Invesco RAFI Strategic US ETF	15.71%	16.94%	16.51%	20.79%	-6.55%

Correlation

The correlation between AVSU and IUS is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.92
Correlation (3Y) Calculated over the trailing 3-year period	0.93
Correlation (All Time) Calculated using the full available price history since Mar 18, 2022	0.94

The correlation between AVSU and IUS has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.

AVSU vs. IUS - Sectors Allocation Comparison

Sectors	AVSU	IUS
Technology	33.2%	22.4%
Financial Services	18.6%	6.8%
Consumer Cyclical	13.1%	10.7%
Communication Services	11.0%	14.7%
Healthcare	8.9%	12.8%
Industrials	8.6%	9.7%
Consumer Defensive	5.0%	7.4%
Basic Materials	1.1%	3.3%
Real Estate	0.3%	0.5%
Utilities	0.3%	1.0%
Energy	0.0%	10.9%

Return for Risk

AVSU vs. IUS — Risk / Return Rank

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

AVSU

AVSU Risk / Return Rank: 75
AVSU Sharpe Ratio Rank: 77
AVSU Sortino Ratio Rank: 79
AVSU Omega Ratio Rank: 75
AVSU Calmar Ratio Rank: 68
AVSU Martin Ratio Rank: 78

IUS

IUS Risk / Return Rank: 91
IUS Sharpe Ratio Rank: 91
IUS Sortino Ratio Rank: 92
IUS Omega Ratio Rank: 90
IUS Calmar Ratio Rank: 89
IUS Martin Ratio Rank: 92

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. IUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) and Invesco RAFI Strategic US ETF (IUS). 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	IUS	Difference
Sharpe ratio: Return per unit of total volatility	2.52	3.26	-0.74
Sortino ratio: Return per unit of downside risk	3.54	4.53	-0.99
Omega ratio: Gain probability vs. loss probability	1.45	1.60	-0.15
Calmar ratio: Return relative to maximum drawdown	3.35	5.44	-2.08
Martin ratio: Return relative to average drawdown	15.23	23.27	-8.04
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. IUS - Sharpe Ratio Comparison

The current AVSU Sharpe Ratio is 2.52, which is comparable to the IUS Sharpe Ratio of 3.26. The chart below compares the historical Sharpe Ratios of AVSU and IUS, 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	IUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.52	3.26	-0.74
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.91	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.80	0.85	-0.05

Drawdowns

AVSU vs. IUS - Drawdown Comparison

The maximum AVSU drawdown since its inception was -21.67%, smaller than the maximum IUS drawdown of -34.67%. Use the drawdown chart below to compare losses from any high point for AVSU and IUS.

Drawdown Indicators

	AVSU	IUS	Difference
Max Drawdown Largest peak-to-trough decline	-21.67%	-34.67%	+13.00%
Max Drawdown (1Y) Largest decline over 1 year	-10.06%	-6.15%	-3.91%
Max Drawdown (3Y) Largest decline over 3 years	-20.16%	-15.61%	-4.55%
Max Drawdown (5Y) Largest decline over 5 years	—	-18.72%	—
Current Drawdown Current decline from peak	-0.43%	-0.07%	-0.36%
Average Drawdown Average peak-to-trough decline	-5.47%	-3.86%	-1.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.21%	1.43%	+0.78%

Volatility

AVSU vs. IUS - Volatility Comparison

Avantis Responsible U.S. Equity ETF (AVSU) has a higher volatility of 3.87% compared to Invesco RAFI Strategic US ETF (IUS) at 2.50%. This indicates that AVSU's price experiences larger fluctuations and is considered to be riskier than IUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVSU	IUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.87%	2.50%	+1.37%
Volatility (6M) Calculated over the trailing 6-month period	10.32%	7.41%	+2.91%
Volatility (1Y) Calculated over the trailing 1-year period	13.39%	10.26%	+3.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.87%	15.00%	+2.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.87%	18.04%	-0.17%

AVSU vs. IUS - Expense Ratio Comparison

AVSU has a 0.15% expense ratio, which is lower than IUS's 0.19% 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%.

Dividends

AVSU vs. IUS - Dividend Comparison

AVSU's dividend yield for the trailing twelve months is around 0.87%, less than IUS's 1.28% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
AVSU Avantis Responsible U.S. Equity ETF	0.87%	1.03%	1.22%	1.22%	0.99%	0.00%	0.00%	0.00%	0.00%
IUS Invesco RAFI Strategic US ETF	1.28%	1.48%	1.52%	1.72%	1.78%	1.46%	1.74%	1.77%	0.73%

Frequently Asked Questions

Can I hold both AVSU and IUS in my portfolio?

With a correlation of 0.92, AVSU and IUS move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, AVSU or IUS?

AVSU has higher volatility (3.87%) compared to IUS (2.50%). In terms of maximum drawdown, AVSU dropped -21.67% vs IUS's -34.67%.

Which ETF is better, AVSU or IUS?

On 3-year performance, AVSU leads with 22.19% vs 20.93% for IUS. On fees, AVSU is cheaper at 0.15% per year. On volatility, IUS has been the lower-risk option at 2.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVSU or IUS?

Over the 3-year period, AVSU has performed better with a 22.19% return vs 20.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVSU or IUS?

AVSU is cheaper with a 0.15% expense ratio, compared with 0.19% for IUS.

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

IUS has the higher dividend yield at 1.28%, compared with 0.87% for AVSU.

What is the main difference between AVSU and IUS?

AVSU tracks Russell 3000 Index, while IUS tracks Invesco Strategic US Index. They also come from different issuers: Avantis and Invesco. Their fees differ too: 0.15% for AVSU and 0.19% for IUS.

Which has better risk-adjusted returns?

IUS currently has the higher Sharpe Ratio (3.26 vs 2.52), 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.