AVUS vs. ITOT
Compare and contrast key facts about Avantis U.S. Equity ETF (AVUS) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
AVUS and ITOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVUS is an actively managed fund by American Century. It was launched on Sep 24, 2019. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Performance
AVUS vs. ITOT - Performance Comparison
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AVUS vs. ITOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVUS Avantis U.S. Equity ETF | -0.32% | 16.68% | 20.43% | 21.77% | -13.82% | 28.73% | 17.58% | 8.87% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | -4.00% | 17.00% | 23.80% | 26.12% | -19.47% | 25.68% | 20.71% | 8.80% |
Returns By Period
In the year-to-date period, AVUS achieves a -0.32% return, which is significantly higher than ITOT's -4.00% return.
AVUS
- 1D
- 2.83%
- 1M
- -4.35%
- YTD
- -0.32%
- 6M
- 2.80%
- 1Y
- 21.65%
- 3Y*
- 17.69%
- 5Y*
- 11.12%
- 10Y*
- —
ITOT
- 1D
- 2.98%
- 1M
- -4.92%
- YTD
- -4.00%
- 6M
- -1.67%
- 1Y
- 18.07%
- 3Y*
- 17.83%
- 5Y*
- 10.46%
- 10Y*
- 13.57%
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AVUS vs. ITOT - Expense Ratio Comparison
AVUS has a 0.15% expense ratio, which is higher than ITOT'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%.
Return for Risk
AVUS vs. ITOT — Risk / Return Rank
AVUS
ITOT
AVUS vs. ITOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity ETF (AVUS) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.
| AVUS | ITOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.97 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.49 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.51 | +0.20 |
Martin ratioReturn relative to average drawdown | 8.50 | 7.22 | +1.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVUS | ITOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.97 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.61 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.54 | +0.16 |
Correlation
The correlation between AVUS and ITOT 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.
Dividends
AVUS vs. ITOT - Dividend Comparison
AVUS's dividend yield for the trailing twelve months is around 1.04%, less than ITOT's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUS Avantis U.S. Equity ETF | 1.04% | 1.08% | 1.27% | 1.41% | 1.59% | 1.08% | 1.19% | 0.35% | 0.00% | 0.00% | 0.00% | 0.00% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.13% | 1.11% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% |
Drawdowns
AVUS vs. ITOT - Drawdown Comparison
The maximum AVUS drawdown since its inception was -37.04%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for AVUS and ITOT.
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Drawdown Indicators
| AVUS | ITOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.04% | -55.20% | +18.16% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -12.34% | -0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -25.36% | +3.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.00% | — |
Current DrawdownCurrent decline from peak | -5.24% | -6.18% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -5.21% | -7.02% | +1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.59% | +0.04% |
Volatility
AVUS vs. ITOT - Volatility Comparison
Avantis U.S. Equity ETF (AVUS) and iShares Core S&P Total U.S. Stock Market ETF (ITOT) have volatilities of 5.36% and 5.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVUS | ITOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 5.47% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 9.76% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.80% | 18.67% | +0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 17.37% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.04% | 18.25% | +2.79% |