AVUSX vs. AVUVX

In the year-to-date period, AVUSX achieves a 0.05% return, which is significantly higher than AVUVX's -8.15% return.

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AVUSX has a 0.15% expense ratio, which is lower than AVUVX's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually 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. Small Cap Value Fund (AVUVX). 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 higher than the AVUVX Sharpe Ratio of -0.21. The chart below compares the historical Sharpe Ratios of AVUSX and AVUVX, 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%, less than AVUVX's 4.48% yield.

The maximum AVUSX drawdown since its inception was -36.23%, smaller than the maximum AVUVX drawdown of -50.24%. Use the drawdown chart below to compare losses from any high point for AVUSX and AVUVX.

The current volatility for Avantis U.S. Equity Fund (AVUSX) is 5.20%, while Avantis U.S. Small Cap Value Fund (AVUVX) has a volatility of 6.88%. This indicates that AVUSX experiences smaller price fluctuations and is considered to be less risky than AVUVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.