AVUS vs. VTV
Compare and contrast key facts about Avantis U.S. Equity ETF (AVUS) and Vanguard Value ETF (VTV).
AVUS and VTV 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. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUS or VTV.
Key characteristics
| AVUS | VTV | |
|---|---|---|
| YTD Return | 4.49% | 4.04% |
| 1Y Return | 20.53% | 12.35% |
| 3Y Return (Ann) | 7.01% | 7.20% |
| Sharpe Ratio | 1.66 | 1.19 |
| Daily Std Dev | 12.44% | 10.41% |
| Max Drawdown | -37.04% | -59.27% |
| Current Drawdown | -5.07% | -5.09% |
Correlation
The correlation between AVUS and VTV is 0.90, 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. VTV - Performance Comparison
In the year-to-date period, AVUS achieves a 4.49% return, which is significantly higher than VTV's 4.04% return. 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. VTV - Expense Ratio Comparison
Risk-Adjusted Performance
AVUS vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity ETF (AVUS) and Vanguard Value ETF (VTV). 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. VTV - Dividend Comparison
AVUS's dividend yield for the trailing twelve months is around 1.35%, less than VTV's 2.49% 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% |
VTV Vanguard Value ETF | 2.49% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% | 2.21% |
Drawdowns
AVUS vs. VTV - Drawdown Comparison
The maximum AVUS drawdown since its inception was -37.04%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for AVUS and VTV. For additional features, visit the drawdowns tool.
Volatility
AVUS vs. VTV - Volatility Comparison
Avantis U.S. Equity ETF (AVUS) has a higher volatility of 3.65% compared to Vanguard Value ETF (VTV) at 3.25%. This indicates that AVUS's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.