AVUSX vs. SCHG
Compare and contrast key facts about Avantis U.S. Equity Fund (AVUSX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
AVUSX is managed by Avantis Investors. It was launched on Dec 4, 2019. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUSX or SCHG.
Correlation
The correlation between AVUSX and SCHG is 0.84, 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. SCHG - Performance Comparison
Key characteristics
AVUSX:
1.76
SCHG:
1.73
AVUSX:
2.41
SCHG:
2.30
AVUSX:
1.33
SCHG:
1.31
AVUSX:
2.68
SCHG:
2.52
AVUSX:
9.70
SCHG:
9.50
AVUSX:
2.33%
SCHG:
3.27%
AVUSX:
12.88%
SCHG:
17.95%
AVUSX:
-36.23%
SCHG:
-34.59%
AVUSX:
-0.56%
SCHG:
-0.55%
Returns By Period
In the year-to-date period, AVUSX achieves a 4.33% return, which is significantly higher than SCHG's 3.84% return.
AVUSX
4.33%
2.23%
10.86%
20.07%
13.78%
N/A
SCHG
3.84%
2.70%
14.84%
29.28%
18.57%
16.65%
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AVUSX vs. SCHG - Expense Ratio Comparison
AVUSX has a 0.15% expense ratio, which is higher than SCHG's 0.04% expense ratio. However, 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. SCHG — Risk-Adjusted Performance Rank
AVUSX
SCHG
AVUSX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity Fund (AVUSX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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. SCHG - Dividend Comparison
AVUSX's dividend yield for the trailing twelve months is around 1.31%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUSX Avantis U.S. Equity Fund | 1.31% | 1.37% | 1.19% | 1.63% | 0.67% | 0.70% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
AVUSX vs. SCHG - Drawdown Comparison
The maximum AVUSX drawdown since its inception was -36.23%, roughly equal to the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for AVUSX and SCHG. For additional features, visit the drawdowns tool.
Volatility
AVUSX vs. SCHG - Volatility Comparison
The current volatility for Avantis U.S. Equity Fund (AVUSX) is 2.96%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.24%. This indicates that AVUSX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.