AVUSX vs. VTSAX
Compare and contrast key facts about Avantis U.S. Equity Fund (AVUSX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
AVUSX is managed by Avantis Investors. It was launched on Dec 4, 2019. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUSX or VTSAX.
Correlation
The correlation between AVUSX and VTSAX is 0.97, 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. VTSAX - Performance Comparison
Key characteristics
AVUSX:
1.46
VTSAX:
1.64
AVUSX:
2.02
VTSAX:
2.22
AVUSX:
1.27
VTSAX:
1.30
AVUSX:
2.24
VTSAX:
2.51
AVUSX:
8.08
VTSAX:
9.89
AVUSX:
2.34%
VTSAX:
2.17%
AVUSX:
12.99%
VTSAX:
13.13%
AVUSX:
-36.23%
VTSAX:
-55.34%
AVUSX:
-2.67%
VTSAX:
-2.38%
Returns By Period
The year-to-date returns for both investments are quite close, with AVUSX having a 2.11% return and VTSAX slightly higher at 2.13%.
AVUSX
2.11%
-2.03%
6.44%
16.86%
13.53%
N/A
VTSAX
2.13%
-1.57%
7.23%
19.07%
13.47%
12.39%
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AVUSX vs. VTSAX - Expense Ratio Comparison
AVUSX has a 0.15% expense ratio, which is higher than VTSAX'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. VTSAX — Risk-Adjusted Performance Rank
AVUSX
VTSAX
AVUSX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity Fund (AVUSX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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. VTSAX - Dividend Comparison
AVUSX's dividend yield for the trailing twelve months is around 1.34%, more than VTSAX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUSX Avantis U.S. Equity Fund | 1.34% | 1.37% | 1.19% | 1.63% | 0.67% | 0.70% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.23% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
AVUSX vs. VTSAX - Drawdown Comparison
The maximum AVUSX drawdown since its inception was -36.23%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for AVUSX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
AVUSX vs. VTSAX - Volatility Comparison
Avantis U.S. Equity Fund (AVUSX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) have volatilities of 3.42% and 3.51%, 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.