AVUS vs. STRN

Last updated Jul 17, 2026

AVUS (Avantis U.S. Equity ETF) and STRN (SMART Trend ETF) are both exchange-traded funds - AVUS is a Large Cap Blend Equities fund actively managed by Avantis, while STRN is a Actively Managed fund actively managed by SmartWay. Both are actively managed. Their correlation of 0.83 suggests significant overlap in exposure. AVUS charges 0.15%/yr vs 0.59%/yr for STRN.

Performance

AVUS vs. STRN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis U.S. Equity ETF (AVUS) and SMART Trend ETF (STRN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVUS achieves a 15.18% return, which is significantly lower than STRN's 19.31% return.

AVUS

• 1D: -0.30%
• 1M: 0.27%
• 6M: 11.83%
• YTD: 15.18%
• 1Y: 27.24%
• 3Y*: 20.16%
• 5Y*: 13.34%
• 10Y*: —

STRN

• 1D: -3.03%
• 1M: -6.46%
• 6M: 14.02%
• YTD: 19.31%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

AVUS vs. STRN - Yearly Performance Comparison

	2026 (YTD)	2025
AVUS Avantis U.S. Equity ETF	15.18%	7.38%
STRN SMART Trend ETF	19.31%	10.48%

Correlation

The correlation between AVUS and STRN is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025	0.83

Return for Risk

AVUS vs. STRN — Risk / Return Rank

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

AVUS

AVUS Risk / Return Rank: 84
AVUS Sharpe Ratio Rank: 84
AVUS Sortino Ratio Rank: 82
AVUS Omega Ratio Rank: 82
AVUS Calmar Ratio Rank: 82
AVUS Martin Ratio Rank: 89

STRN

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

AVUS vs. STRN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity ETF (AVUS) and SMART Trend ETF (STRN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AVUS	STRN	Difference
Sharpe ratio: Return per unit of total volatility	2.16	—	—
Sortino ratio: Return per unit of downside risk	2.96	—	—
Omega ratio: Gain probability vs. loss probability	1.39	—	—
Calmar ratio: Return relative to maximum drawdown	3.49	—	—
Martin ratio: Return relative to average drawdown	15.43	—	—

Drawdowns

AVUS vs. STRN - Drawdown Comparison

The maximum AVUS drawdown since its inception was -37.04%, which is greater than STRN's maximum drawdown of -15.43%. Use the drawdown chart below to compare losses from any high point for AVUS and STRN.

Drawdown Indicators

	AVUS	STRN	Difference
Max Drawdown Largest peak-to-trough decline	-37.04%	-15.43%	-21.61%
Max Drawdown (1Y) Largest decline over 1 year	-7.85%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-19.74%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-22.19%	—	—
Current Drawdown Current decline from peak	-0.30%	-8.89%	+8.59%
Average Drawdown Average peak-to-trough decline	-5.02%	-3.00%	-2.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.77%	—	—

Volatility

Volatility by Period

	AVUS	STRN	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.16%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.82%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.68%	26.85%	-14.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.34%	26.85%	-9.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.75%	26.85%	-6.10%

AVUS vs. STRN - Expense Ratio Comparison

AVUS has a 0.15% expense ratio, which is lower than STRN's 0.59% expense ratio.

Dividends

AVUS vs. STRN - Dividend Comparison

AVUS's dividend yield for the trailing twelve months is around 0.92%, more than STRN's 0.15% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AVUS Avantis U.S. Equity ETF	0.92%	1.08%	1.27%	1.41%	1.59%	1.08%	1.19%	0.35%
STRN SMART Trend ETF	0.15%	0.18%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AVUS and STRN in my portfolio?

AVUS and STRN have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AVUS or STRN?

On fees, AVUS is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AVUS or STRN?

AVUS is cheaper with a 0.15% expense ratio, compared with 0.59% for STRN.

Which ETF pays a higher dividend yield, AVUS or STRN?

AVUS has the higher dividend yield at 0.92%, compared with 0.15% for STRN.

What is the main difference between AVUS and STRN?

AVUS is categorized as Large Cap Blend Equities, while STRN is Actively Managed. They also come from different issuers: Avantis and SmartWay. Their fees differ too: 0.15% for AVUS and 0.59% for STRN.