AVUSX vs. AVIGX

Last updated Apr 1, 2026

Compare and contrast key facts about Avantis U.S. Equity Fund (AVUSX) and Avantis Core Fixed Income Fund (AVIGX).

AVUSX is managed by Avantis Investors. It was launched on Dec 4, 2019. AVIGX is managed by Avantis Investors. It was launched on Feb 23, 2021.

Performance

AVUSX vs. AVIGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis U.S. Equity Fund (AVUSX) and Avantis Core Fixed Income Fund (AVIGX). The values are adjusted to include any dividend payments, if applicable.

AVUSX vs. AVIGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
AVUSX Avantis U.S. Equity Fund	-2.58%	16.44%	20.02%	21.44%	-14.42%	18.73%
AVIGX Avantis Core Fixed Income Fund	-0.93%	8.04%	2.07%	5.13%	-13.62%	0.99%

Returns By Period

In the year-to-date period, AVUSX achieves a -2.58% return, which is significantly lower than AVIGX's -0.93% return.

AVUSX

• 1D: -0.54%
• 1M: -6.68%
• YTD: -2.58%
• 6M: 0.48%
• 1Y: 18.64%
• 3Y*: 16.51%
• 5Y*: 10.44%
• 10Y*: —

AVIGX

• 1D: 0.48%
• 1M: -2.56%
• YTD: -0.93%
• 6M: 0.28%
• 1Y: 4.18%
• 3Y*: 3.62%
• 5Y*: 0.16%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVUSX vs. AVIGX - Expense Ratio Comparison

Both AVUSX and AVIGX have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

AVUSX

Avantis U.S. Equity Fund

AVIGX

Avantis Core Fixed Income Fund

Return for Risk

AVUSX vs. AVIGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVUSX

AVUSX Risk / Return Rank: 62
AVUSX Sharpe Ratio Rank: 59
AVUSX Sortino Ratio Rank: 62
AVUSX Omega Ratio Rank: 65
AVUSX Calmar Ratio Rank: 56
AVUSX Martin Ratio Rank: 69

AVIGX

AVIGX Risk / Return Rank: 56
AVIGX Sharpe Ratio Rank: 54
AVIGX Sortino Ratio Rank: 53
AVIGX Omega Ratio Rank: 39
AVIGX Calmar Ratio Rank: 75
AVIGX Martin Ratio Rank: 58

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVUSX vs. AVIGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity Fund (AVUSX) and Avantis Core Fixed Income Fund (AVIGX). 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.

	AVUSX	AVIGX	Difference
Sharpe ratio Return per unit of total volatility	1.05	1.04	+0.01
Sortino ratio Return per unit of downside risk	1.56	1.49	+0.07
Omega ratio Gain probability vs. loss probability	1.24	1.18	+0.06
Calmar ratio Return relative to maximum drawdown	1.30	1.76	-0.46
Martin ratio Return relative to average drawdown	6.56	5.61	+0.95
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVUSX vs. AVIGX - Sharpe Ratio Comparison

The current AVUSX Sharpe Ratio is 1.05, which is comparable to the AVIGX Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of AVUSX and AVIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AVUSX	AVIGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.05	1.04	+0.01
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.61	0.03	+0.58
Sharpe Ratio (All Time) Calculated using the full available price history	0.64	0.01	+0.64

Correlation

The correlation between AVUSX and AVIGX is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

AVUSX vs. AVIGX - Dividend Comparison

AVUSX's dividend yield for the trailing twelve months is around 2.71%, less than AVIGX's 4.13% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019
AVUSX Avantis U.S. Equity Fund	2.71%	2.64%	1.36%	1.19%	1.63%	0.92%	0.94%	0.15%
AVIGX Avantis Core Fixed Income Fund	4.13%	4.45%	4.97%	2.92%	3.01%	0.79%	0.00%	0.00%

Drawdowns

AVUSX vs. AVIGX - Drawdown Comparison

The maximum AVUSX drawdown since its inception was -36.23%, which is greater than AVIGX's maximum drawdown of -19.39%. Use the drawdown chart below to compare losses from any high point for AVUSX and AVIGX.

Drawdown Indicators

	AVUSX	AVIGX	Difference
Max Drawdown Largest peak-to-trough decline	-36.23%	-19.39%	-16.84%
Max Drawdown (1Y) Largest decline over 1 year	-12.92%	-3.03%	-9.89%
Max Drawdown (5Y) Largest decline over 5 years	-22.62%	-19.39%	-3.23%
Current Drawdown Current decline from peak	-7.48%	-2.78%	-4.70%
Average Drawdown Average peak-to-trough decline	-5.41%	-8.56%	+3.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.57%	0.95%	+1.62%

Volatility

AVUSX vs. AVIGX - Volatility Comparison

Avantis U.S. Equity Fund (AVUSX) has a higher volatility of 4.19% compared to Avantis Core Fixed Income Fund (AVIGX) at 1.73%. This indicates that AVUSX's price experiences larger fluctuations and is considered to be riskier than AVIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVUSX	AVIGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.19%	1.73%	+2.46%
Volatility (6M) Calculated over the trailing 6-month period	9.23%	2.72%	+6.51%
Volatility (1Y) Calculated over the trailing 1-year period	18.43%	4.56%	+13.87%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.30%	6.15%	+11.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.10%	6.13%	+14.97%