AVUSX vs. AVUVX
Compare and contrast key facts about Avantis U.S. Equity Fund (AVUSX) and Avantis U.S. Small Cap Value Fund (AVUVX).
AVUSX is managed by Avantis Investors. It was launched on Dec 4, 2019. AVUVX is managed by Avantis Investors. It was launched on Dec 4, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUSX or AVUVX.
Key characteristics
| AVUSX | AVUVX | |
|---|---|---|
| YTD Return | 6.87% | 2.40% |
| 1Y Return | 27.72% | 33.75% |
| 3Y Return (Ann) | 7.20% | 8.33% |
| Sharpe Ratio | 2.12 | 1.61 |
| Daily Std Dev | 12.41% | 19.65% |
| Max Drawdown | -36.23% | -50.24% |
| Current Drawdown | -2.86% | -3.03% |
Correlation
The correlation between AVUSX and AVUVX is 0.87, 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. AVUVX - Performance Comparison
In the year-to-date period, AVUSX achieves a 6.87% return, which is significantly higher than AVUVX's 2.40% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AVUSX vs. AVUVX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
AVUSX vs. AVUVX - 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. 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.
Dividends
AVUSX vs. AVUVX - Dividend Comparison
AVUSX's dividend yield for the trailing twelve months is around 1.11%, less than AVUVX's 1.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
AVUSX Avantis U.S. Equity Fund | 1.11% | 1.19% | 1.63% | 0.92% | 0.94% | 0.15% |
AVUVX Avantis U.S. Small Cap Value Fund | 1.53% | 1.57% | 8.07% | 5.83% | 0.73% | 0.14% |
Drawdowns
AVUSX vs. AVUVX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
AVUSX vs. AVUVX - Volatility Comparison
The current volatility for Avantis U.S. Equity Fund (AVUSX) is 4.05%, while Avantis U.S. Small Cap Value Fund (AVUVX) has a volatility of 5.35%. 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.