AVSU vs. SCHB

In the year-to-date period, AVSU achieves a 0.71% return, which is significantly lower than SCHB's 1.35% return.

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AVSU has a 0.15% expense ratio, which is higher than SCHB'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%.

This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) and Schwab U.S. Broad Market ETF (SCHB). 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.

The current AVSU Sharpe Ratio is 0.49, which is comparable to the SCHB Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of AVSU and SCHB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVSU's dividend yield for the trailing twelve months is around 1.25%, which matches SCHB's 1.24% yield.

The maximum AVSU drawdown since its inception was -21.67%, smaller than the maximum SCHB drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for AVSU and SCHB. For additional features, visit the drawdowns tool.

Avantis Responsible U.S. Equity ETF (AVSU) has a higher volatility of 5.72% compared to Schwab U.S. Broad Market ETF (SCHB) at 5.41%. This indicates that AVSU's price experiences larger fluctuations and is considered to be riskier than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.