AVUSX vs. VTI

In the year-to-date period, AVUSX achieves a 0.05% return, which is significantly lower than VTI's 0.89% return.

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AVUSX has a 0.15% expense ratio, which is higher than VTI's 0.03% 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%.

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity Fund (AVUSX) and Vanguard Total Stock Market ETF (VTI). 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 VTI Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of AVUSX and VTI, 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 VTI's 1.29% yield.

The maximum AVUSX drawdown since its inception was -36.23%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AVUSX and VTI.

Avantis U.S. Equity Fund (AVUSX) has a higher volatility of 5.20% compared to Vanguard Total Stock Market ETF (VTI) at 4.89%. This indicates that AVUSX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.