AVUS vs. AVUSX
Compare and contrast key facts about Avantis U.S. Equity ETF (AVUS) and Avantis U.S. Equity Fund (AVUSX).
AVUS is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019. AVUSX 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: AVUS or AVUSX.
Correlation
The correlation between AVUS and AVUSX is 0.95, 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
AVUS vs. AVUSX - Performance Comparison
Loading data...
Key characteristics
AVUS:
11.39%
AVUSX:
12.84%
AVUS:
-0.73%
AVUSX:
-0.68%
AVUS:
-0.10%
AVUSX:
0.00%
Returns By Period
AVUS
N/A
N/A
N/A
N/A
N/A
N/A
AVUSX
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVUS vs. AVUSX - Expense Ratio Comparison
Both AVUS and AVUSX have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
AVUS vs. AVUSX — Risk-Adjusted Performance Rank
AVUS
AVUSX
AVUS vs. AVUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity ETF (AVUS) and Avantis U.S. Equity Fund (AVUSX). 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.
Loading data...
Dividends
AVUS vs. AVUSX - Dividend Comparison
AVUS has not paid dividends to shareholders, while AVUSX's dividend yield for the trailing twelve months is around 1.42%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
AVUS Avantis U.S. Equity ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVUSX Avantis U.S. Equity Fund | 1.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AVUS vs. AVUSX - Drawdown Comparison
The maximum AVUS drawdown since its inception was -0.73%, which is greater than AVUSX's maximum drawdown of -0.68%. Use the drawdown chart below to compare losses from any high point for AVUS and AVUSX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
AVUS vs. AVUSX - Volatility Comparison
Loading data...