AVUSX vs. AVUS
Compare and contrast key facts about Avantis U.S. Equity Fund (AVUSX) and Avantis U.S. Equity ETF (AVUS).
AVUSX is managed by Avantis Investors. It was launched on Dec 4, 2019. AVUS is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUSX or AVUS.
Correlation
The correlation between AVUSX and AVUS is 0.99, 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
AVUSX vs. AVUS - Performance Comparison
Key characteristics
AVUSX:
1.60
AVUS:
1.61
AVUSX:
2.21
AVUS:
2.23
AVUSX:
1.30
AVUS:
1.30
AVUSX:
2.42
AVUS:
2.41
AVUSX:
8.79
AVUS:
8.77
AVUSX:
2.33%
AVUS:
2.38%
AVUSX:
12.84%
AVUS:
12.94%
AVUSX:
-36.23%
AVUS:
-37.04%
AVUSX:
-0.76%
AVUS:
-0.72%
Returns By Period
The year-to-date returns for both investments are quite close, with AVUSX having a 4.12% return and AVUS slightly higher at 4.18%.
AVUSX
4.12%
0.16%
10.25%
21.01%
13.98%
N/A
AVUS
4.18%
0.19%
10.40%
21.44%
14.32%
N/A
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AVUSX vs. AVUS - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
AVUSX vs. AVUS — Risk-Adjusted Performance Rank
AVUSX
AVUS
AVUSX vs. AVUS - Risk-Adjusted Performance Comparison
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.
Dividends
AVUSX vs. AVUS - Dividend Comparison
AVUSX's dividend yield for the trailing twelve months is around 1.31%, more than AVUS's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
AVUSX Avantis U.S. Equity Fund | 1.31% | 1.37% | 1.19% | 1.63% | 0.67% | 0.70% | 0.15% |
AVUS Avantis U.S. Equity ETF | 1.22% | 1.27% | 1.41% | 1.60% | 1.08% | 1.19% | 0.35% |
Drawdowns
AVUSX vs. AVUS - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
AVUSX vs. AVUS - Volatility Comparison
Avantis U.S. Equity Fund (AVUSX) and Avantis U.S. Equity ETF (AVUS) have volatilities of 2.83% and 2.77%, 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.