AVUSX vs. AVUS

In the year-to-date period, AVUSX achieves a 0.05% return, which is significantly lower than AVUS's 0.07% return.

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Both AVUSX and AVUS 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%.

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity Fund (AVUSX) and Avantis U.S. Equity ETF (AVUS). 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.

The current AVUSX Sharpe Ratio is 0.54, which is comparable to the AVUS Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of AVUSX and AVUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVUSX's dividend yield for the trailing twelve months is around 1.36%, more than AVUS's 1.31% yield.

The maximum AVUSX drawdown since its inception was -36.23%, roughly equal to the maximum AVUS drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for AVUSX and AVUS.

Avantis U.S. Equity Fund (AVUSX) and Avantis U.S. Equity ETF (AVUS) have volatilities of 5.20% and 5.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.