AVUS vs. SWPPX
Compare and contrast key facts about Avantis U.S. Equity ETF (AVUS) and Schwab S&P 500 Index Fund (SWPPX).
AVUS is an actively managed fund by American Century. It was launched on Sep 24, 2019. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
AVUS vs. SWPPX - Performance Comparison
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AVUS vs. SWPPX - 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% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 9.05% |
Returns By Period
In the year-to-date period, AVUS achieves a -0.32% return, which is significantly higher than SWPPX's -7.07% return.
AVUS
- 1D
- 2.83%
- 1M
- -4.35%
- YTD
- -0.32%
- 6M
- 2.80%
- 1Y
- 21.65%
- 3Y*
- 17.69%
- 5Y*
- 11.12%
- 10Y*
- —
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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AVUS vs. SWPPX - Expense Ratio Comparison
AVUS has a 0.15% expense ratio, which is higher than SWPPX's 0.02% 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. SWPPX — Risk / Return Rank
AVUS
SWPPX
AVUS vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity ETF (AVUS) and Schwab S&P 500 Index Fund (SWPPX). 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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.84 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.30 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.20 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.06 | +0.66 |
Martin ratioReturn relative to average drawdown | 8.50 | 5.14 | +3.36 |
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 | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.84 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.68 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.48 | +0.22 |
Correlation
The correlation between AVUS and SWPPX is 0.95, 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. SWPPX - Dividend Comparison
AVUS's dividend yield for the trailing twelve months is around 1.04%, less than SWPPX's 1.19% 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% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
AVUS vs. SWPPX - Drawdown Comparison
The maximum AVUS drawdown since its inception was -37.04%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for AVUS and SWPPX.
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Drawdown Indicators
| AVUS | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.04% | -55.06% | +18.02% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -12.10% | -0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -24.51% | +2.32% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.80% | — |
Current DrawdownCurrent decline from peak | -5.24% | -8.89% | +3.65% |
Average DrawdownAverage peak-to-trough decline | -5.21% | -10.00% | +4.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.49% | +0.14% |
Volatility
AVUS vs. SWPPX - Volatility Comparison
Avantis U.S. Equity ETF (AVUS) has a higher volatility of 5.36% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. This indicates that AVUS's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVUS | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 4.29% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.72% | 9.11% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.80% | 18.14% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 16.89% | +0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.04% | 18.19% | +2.85% |