AVUV vs. AVUS

Last updated Aug 2, 2026

AVUV (Avantis US Small Cap Value ETF) and AVUS (Avantis U.S. Equity ETF) are both exchange-traded funds - AVUV is a Small Cap Value Equities fund actively managed by Avantis, while AVUS is a Large Cap Blend Equities fund actively managed by Avantis. Both are actively managed. Over the past 5 years, AVUV returned 13.16%/yr vs 12.77%/yr for AVUS. Their correlation of 0.86 means they have usually moved in the same direction. AVUV charges 0.25%/yr vs 0.15%/yr for AVUS.

Performance

AVUV vs. AVUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis US Small Cap Value ETF (AVUV) and Avantis U.S. Equity ETF (AVUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVUV achieves a 23.62% return, which is significantly higher than AVUS's 14.70% return.

AVUV

• 1D: 0.03%
• 1M: 1.43%
• 6M: 15.37%
• YTD: 23.62%
• 1Y: 40.65%
• 3Y*: 16.14%
• 5Y*: 13.16%
• 10Y*: —
• ALL TIME*: 16.14%

AVUS

• 1D: 0.57%
• 1M: 0.40%
• 6M: 10.85%
• YTD: 14.70%
• 1Y: 27.09%
• 3Y*: 19.20%
• 5Y*: 12.77%
• 10Y*: —
• ALL TIME*: 16.11%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AVUS Avantis U.S. Equity ETF	$38.25M	$38.50M	$42.86M
AVUV Avantis US Small Cap Value ETF	$143.14M	$148.43M	$155.85M

AVUV vs. AVUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
AVUV Avantis US Small Cap Value ETF	23.62%	7.44%	9.28%	22.82%	-4.91%	42.20%	6.43%	8.54%
AVUS Avantis U.S. Equity ETF	14.70%	16.68%	20.43%	21.77%	-13.82%	28.73%	17.58%	8.55%

Correlation

The correlation between AVUV and AVUS is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.76
Correlation (3Y) Balances recent behavior with more history.	0.82
Correlation (5Y) Shows whether the relationship held over a longer period.	0.87
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019	0.86

The correlation between AVUV and AVUS shifts across timeframes, from 0.76 (1 year) to 0.87 (5 years), reflecting how their relationship changes across market environments.

AVUV vs. AVUS - Sectors Allocation Comparison

Sectors	AVUV	AVUS
Financial Services	27.8%	16.2%
Consumer Cyclical	18.5%	10.5%
Energy	13.9%	7.3%
Industrials	13.5%	10.8%
Technology	7.4%	29.7%
Healthcare	5.3%	7.3%
Consumer Defensive	4.9%	4.3%
Basic Materials	4.8%	2.8%
Communication Services	2.9%	7.9%
Real Estate	0.7%	0.1%
Utilities	0.2%	2.8%

Return for Risk

AVUV vs. AVUS — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AVUV

AVUV Risk / Return Rank: 91
AVUV Sharpe Ratio Rank: 90
AVUV Sortino Ratio Rank: 91
AVUV Omega Ratio Rank: 88
AVUV Calmar Ratio Rank: 94
AVUV Martin Ratio Rank: 91

AVUS

AVUS Risk / Return Rank: 85
AVUS Sharpe Ratio Rank: 84
AVUS Sortino Ratio Rank: 82
AVUS Omega Ratio Rank: 82
AVUS Calmar Ratio Rank: 85
AVUS Martin Ratio Rank: 90

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AVUV vs. AVUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) and Avantis U.S. Equity ETF (AVUS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AVUV	AVUS	Difference
Sharpe ratio: Return per unit of total volatility	2.24	1.95	+0.29
Sortino ratio: Return per unit of downside risk	3.23	2.68	+0.55
Omega ratio: Gain probability vs. loss probability	1.40	1.35	+0.05
Calmar ratio: Return relative to maximum drawdown	4.74	3.21	+1.54
Martin ratio: Return relative to average drawdown	14.98	14.14	+0.84

AVUV vs. AVUS - Sharpe Ratio Comparison

The current AVUV Sharpe Ratio is 2.24, which is comparable to the AVUS Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of AVUV and AVUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AVUV vs. AVUS - Drawdown Comparison

The maximum AVUV drawdown since its inception was -49.42%, which is greater than AVUS's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for AVUV and AVUS.

Drawdown Indicators

	AVUV	AVUS	Difference
Max Drawdown Largest peak-to-trough decline	-49.42%	-37.04%	-12.38%
Max Drawdown (1Y) Largest decline over 1 year	-7.95%	-7.85%	-0.10%
Max Drawdown (3Y) Largest decline over 3 years	-28.79%	-19.74%	-9.05%
Max Drawdown (5Y) Largest decline over 5 years	-28.79%	-22.19%	-6.60%
Current Drawdown Current decline from peak	-0.72%	-0.71%	-0.01%
Average Drawdown Average peak-to-trough decline	-7.78%	-5.00%	-2.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.52%	1.78%	+0.74%

Volatility

AVUV vs. AVUS - Volatility Comparison

The current volatility for Avantis US Small Cap Value ETF (AVUV) is 2.88%, while Avantis U.S. Equity ETF (AVUS) has a volatility of 3.39%. This indicates that AVUV experiences smaller price fluctuations and is considered to be less risky than AVUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVUV	AVUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.88%	3.39%	-0.51%
Volatility (6M) Calculated over the trailing 6-month period	10.51%	9.93%	+0.58%
Volatility (1Y) Calculated over the trailing 1-year period	16.90%	12.94%	+3.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.40%	17.32%	+5.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.02%	20.71%	+7.31%

AVUV vs. AVUS - Expense Ratio Comparison

AVUV has a 0.25% expense ratio, which is higher than AVUS's 0.15% 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%.

Dividends

AVUV vs. AVUS - Dividend Comparison

AVUV's dividend yield for the trailing twelve months is around 1.25%, more than AVUS's 0.93% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AVUS Avantis U.S. Equity ETF	0.93%	1.08%	1.27%	1.41%	1.59%	1.08%	1.19%	0.35%
AVUV Avantis US Small Cap Value ETF	1.25%	1.58%	1.61%	1.65%	1.74%	1.28%	1.21%	0.38%

Frequently Asked Questions

Can I hold both AVUV and AVUS in my portfolio?

AVUV and AVUS have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AVUV or AVUS?

AVUS has higher volatility (3.39%) compared to AVUV (2.88%). In terms of maximum drawdown, AVUV dropped -49.42% vs AVUS's -37.04%.

Which ETF is better, AVUV or AVUS?

On 5-year performance, AVUV leads with 13.16% vs 12.77% for AVUS. On fees, AVUS is cheaper at 0.15% per year. On volatility, AVUV has been the lower-risk option at 2.88%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVUV or AVUS?

Over the 5-year period, AVUV has performed better with a 13.16% return vs 12.77%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVUV or AVUS?

AVUS is cheaper with a 0.15% expense ratio, compared with 0.25% for AVUV.

Which ETF pays a higher dividend yield, AVUV or AVUS?

AVUV has the higher dividend yield at 1.25%, compared with 0.93% for AVUS.

What is the main difference between AVUV and AVUS?

AVUV is categorized as Small Cap Value Equities, while AVUS is Large Cap Blend Equities. Their fees differ too: 0.25% for AVUV and 0.15% for AVUS.

Which has better risk-adjusted returns?

AVUV currently has the higher Sharpe Ratio (2.24 vs 1.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.