AVUSX vs. AVES
Compare and contrast key facts about Avantis U.S. Equity Fund (AVUSX) and Avantis Emerging Markets Value ETF (AVES).
AVUSX is managed by Avantis Investors. It was launched on Dec 4, 2019. AVES is an actively managed fund by American Century Investments. It was launched on Sep 28, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUSX or AVES.
Correlation
The correlation between AVUSX and AVES is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
AVUSX vs. AVES - Performance Comparison
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Key characteristics
AVUSX:
12.84%
AVES:
16.41%
AVUSX:
-0.68%
AVES:
-2.10%
AVUSX:
0.00%
AVES:
-1.09%
Returns By Period
AVUSX
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AVES
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AVUSX vs. AVES - Expense Ratio Comparison
AVUSX has a 0.15% expense ratio, which is lower than AVES's 0.36% expense ratio.
Risk-Adjusted Performance
AVUSX vs. AVES — Risk-Adjusted Performance Rank
AVUSX
AVES
AVUSX vs. AVES - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity Fund (AVUSX) and Avantis Emerging Markets Value ETF (AVES). 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.
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Dividends
AVUSX vs. AVES - Dividend Comparison
AVUSX's dividend yield for the trailing twelve months is around 1.42%, less than AVES's 3.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
AVUSX Avantis U.S. Equity Fund | 1.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVES Avantis Emerging Markets Value ETF | 3.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AVUSX vs. AVES - Drawdown Comparison
The maximum AVUSX drawdown since its inception was -0.68%, smaller than the maximum AVES drawdown of -2.10%. Use the drawdown chart below to compare losses from any high point for AVUSX and AVES. For additional features, visit the drawdowns tool.
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Volatility
AVUSX vs. AVES - Volatility Comparison
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