Correlation
The correlation between AVUSX and AVES is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
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.
Performance
AVUSX vs. AVES - Performance Comparison
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Key characteristics
AVUSX:
0.54
AVES:
0.46
AVUSX:
0.89
AVES:
0.71
AVUSX:
1.13
AVES:
1.09
AVUSX:
0.55
AVES:
0.41
AVUSX:
1.98
AVES:
1.12
AVUSX:
5.41%
AVES:
6.78%
AVUSX:
20.06%
AVES:
18.13%
AVUSX:
-36.23%
AVES:
-27.40%
AVUSX:
-4.64%
AVES:
-0.85%
Returns By Period
In the year-to-date period, AVUSX achieves a 0.05% return, which is significantly lower than AVES's 10.65% return.
AVUSX
0.05%
4.17%
-4.44%
10.65%
11.67%
14.80%
N/A
AVES
10.65%
4.31%
7.21%
8.30%
7.33%
N/A
N/A
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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 1.36%, less than AVES's 3.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
AVUSX Avantis U.S. Equity Fund | 1.36% | 1.37% | 1.19% | 1.63% | 0.91% | 0.94% | 0.15% |
AVES Avantis Emerging Markets Value ETF | 3.70% | 4.09% | 3.96% | 3.70% | 0.62% | 0.00% | 0.00% |
Drawdowns
AVUSX vs. AVES - Drawdown Comparison
The maximum AVUSX drawdown since its inception was -36.23%, which is greater than AVES's maximum drawdown of -27.40%. Use the drawdown chart below to compare losses from any high point for AVUSX and AVES.
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Volatility
AVUSX vs. AVES - Volatility Comparison
Avantis U.S. Equity Fund (AVUSX) has a higher volatility of 5.20% compared to Avantis Emerging Markets Value ETF (AVES) at 4.32%. This indicates that AVUSX's price experiences larger fluctuations and is considered to be riskier than AVES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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