AVUV vs. AVSC
Compare and contrast key facts about Avantis US Small Cap Value ETF (AVUV) and Avantis US Small Cap Equity ETF (AVSC).
AVUV and AVSC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVUV is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Value. It was launched on Sep 24, 2019. AVSC is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Index. It was launched on Jan 11, 2022. Both AVUV and AVSC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
AVUV vs. AVSC - Performance Comparison
Loading graphics...
AVUV vs. AVSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 8.80% | 7.44% | 9.28% | 22.82% | -7.53% |
AVSC Avantis US Small Cap Equity ETF | 6.89% | 9.42% | 7.75% | 19.68% | -11.72% |
Returns By Period
In the year-to-date period, AVUV achieves a 8.80% return, which is significantly higher than AVSC's 6.89% return.
AVUV
- 1D
- 0.18%
- 1M
- -2.36%
- YTD
- 8.80%
- 6M
- 11.45%
- 1Y
- 28.45%
- 3Y*
- 16.26%
- 5Y*
- 10.42%
- 10Y*
- —
AVSC
- 1D
- 0.64%
- 1M
- -2.94%
- YTD
- 6.89%
- 6M
- 9.81%
- 1Y
- 31.13%
- 3Y*
- 13.91%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVUV vs. AVSC - Expense Ratio Comparison
Both AVUV and AVSC have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
AVUV vs. AVSC — Risk / Return Rank
AVUV
AVSC
AVUV vs. AVSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) and Avantis US Small Cap Equity ETF (AVSC). 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.
| AVUV | AVSC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.35 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.97 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 2.30 | -0.43 |
Martin ratioReturn relative to average drawdown | 7.40 | 8.85 | -1.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AVUV | AVSC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.35 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.31 | +0.20 |
Correlation
The correlation between AVUV and AVSC 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.
Dividends
AVUV vs. AVSC - Dividend Comparison
AVUV's dividend yield for the trailing twelve months is around 1.40%, more than AVSC's 1.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.40% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
AVSC Avantis US Small Cap Equity ETF | 1.01% | 1.16% | 1.17% | 1.42% | 1.10% | 0.00% | 0.00% | 0.00% |
Drawdowns
AVUV vs. AVSC - Drawdown Comparison
The maximum AVUV drawdown since its inception was -49.42%, which is greater than AVSC's maximum drawdown of -28.40%. Use the drawdown chart below to compare losses from any high point for AVUV and AVSC.
Loading graphics...
Drawdown Indicators
| AVUV | AVSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.42% | -28.40% | -21.02% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -13.45% | -1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -28.79% | — | — |
Current DrawdownCurrent decline from peak | -3.97% | -3.89% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -7.62% | -0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 3.50% | +0.41% |
Volatility
AVUV vs. AVSC - Volatility Comparison
The current volatility for Avantis US Small Cap Value ETF (AVUV) is 5.41%, while Avantis US Small Cap Equity ETF (AVSC) has a volatility of 6.06%. This indicates that AVUV experiences smaller price fluctuations and is considered to be less risky than AVSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AVUV | AVSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 6.06% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 13.10% | 13.19% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.46% | 23.15% | +0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.95% | 22.59% | +0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.59% | 22.59% | +6.00% |