AVUS vs. VTHR
Compare and contrast key facts about Avantis U.S. Equity ETF (AVUS) and Vanguard Russell 3000 ETF (VTHR).
AVUS and VTHR 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 Investments. It was launched on Sep 24, 2019. VTHR is a passively managed fund by Vanguard that tracks the performance of the Russell 3000 Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUS or VTHR.
Key characteristics
| AVUS | VTHR | |
|---|---|---|
| YTD Return | 4.49% | 4.71% |
| 1Y Return | 20.53% | 21.91% |
| 3Y Return (Ann) | 7.01% | 6.13% |
| Sharpe Ratio | 1.66 | 1.82 |
| Daily Std Dev | 12.44% | 12.11% |
| Max Drawdown | -37.04% | -34.61% |
| Current Drawdown | -5.07% | -4.61% |
Correlation
The correlation between AVUS and VTHR is 0.96, 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
AVUS vs. VTHR - Performance Comparison
The year-to-date returns for both investments are quite close, with AVUS having a 4.49% return and VTHR slightly higher at 4.71%. 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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AVUS vs. VTHR - Expense Ratio Comparison
Risk-Adjusted Performance
AVUS vs. VTHR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity ETF (AVUS) and Vanguard Russell 3000 ETF (VTHR). 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
AVUS vs. VTHR - Dividend Comparison
AVUS's dividend yield for the trailing twelve months is around 1.35%, less than VTHR's 1.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUS Avantis U.S. Equity ETF | 1.35% | 1.41% | 1.59% | 1.08% | 1.19% | 0.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTHR Vanguard Russell 3000 ETF | 1.42% | 1.47% | 1.52% | 1.16% | 1.37% | 1.65% | 1.89% | 1.63% | 1.82% | 1.84% | 1.66% | 1.57% |
Drawdowns
AVUS vs. VTHR - Drawdown Comparison
The maximum AVUS drawdown since its inception was -37.04%, which is greater than VTHR's maximum drawdown of -34.61%. Use the drawdown chart below to compare losses from any high point for AVUS and VTHR. For additional features, visit the drawdowns tool.
Volatility
AVUS vs. VTHR - Volatility Comparison
Avantis U.S. Equity ETF (AVUS) has a higher volatility of 3.65% compared to Vanguard Russell 3000 ETF (VTHR) at 3.41%. This indicates that AVUS's price experiences larger fluctuations and is considered to be riskier than VTHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.