AVSU vs. IVV
Compare and contrast key facts about Avantis Responsible U.S. Equity ETF (AVSU) and iShares Core S&P 500 ETF (IVV).
AVSU and IVV 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. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both AVSU and IVV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVSU or IVV.
Key characteristics
| AVSU | IVV | |
|---|---|---|
| YTD Return | 14.15% | 19.04% |
| 1Y Return | 24.72% | 26.62% |
| Sharpe Ratio | 1.90 | 2.19 |
| Daily Std Dev | 13.70% | 12.70% |
| Max Drawdown | -21.67% | -55.25% |
| Current Drawdown | -1.68% | -0.51% |
Correlation
The correlation between AVSU and IVV is 0.97, 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. IVV - Performance Comparison
In the year-to-date period, AVSU achieves a 14.15% return, which is significantly lower than IVV's 19.04% return. 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. IVV - Expense Ratio Comparison
AVSU has a 0.15% expense ratio, which is higher than IVV's 0.03% expense ratio. However, 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. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) and iShares Core S&P 500 ETF (IVV). 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. IVV - Dividend Comparison
AVSU's dividend yield for the trailing twelve months is around 1.13%, less than IVV's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVSU Avantis Responsible U.S. Equity ETF | 1.13% | 1.22% | 0.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.27% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
Drawdowns
AVSU vs. IVV - Drawdown Comparison
The maximum AVSU drawdown since its inception was -21.67%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for AVSU and IVV. For additional features, visit the drawdowns tool.
Volatility
AVSU vs. IVV - Volatility Comparison
Avantis Responsible U.S. Equity ETF (AVSU) has a higher volatility of 4.57% compared to iShares Core S&P 500 ETF (IVV) at 4.26%. This indicates that AVSU's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.