AVUV vs. BND
AVUV (Avantis US Small Cap Value ETF) and BND (Vanguard Total Bond Market ETF) are both exchange-traded funds - AVUV is a Small Cap Value Equities fund actively managed by Avantis, while BND is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Float Adjusted Index. AVUV is actively managed, while BND is passively managed. Over the past 5 years, AVUV returned 10.66%/yr vs 0.02%/yr for BND. At a 0.02 correlation, their price movements are largely independent. AVUV charges 0.25%/yr vs 0.03%/yr for BND.
Performance
AVUV vs. BND - Performance Comparison
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Returns By Period
In the year-to-date period, AVUV achieves a 17.68% return, which is significantly higher than BND's -0.05% return.
AVUV
- 1D
- -1.44%
- 1M
- -0.57%
- YTD
- 17.68%
- 6M
- 17.05%
- 1Y
- 37.41%
- 3Y*
- 18.50%
- 5Y*
- 10.66%
- 10Y*
- —
BND
- 1D
- -0.45%
- 1M
- -0.64%
- YTD
- -0.05%
- 6M
- 0.11%
- 1Y
- 4.33%
- 3Y*
- 3.80%
- 5Y*
- 0.02%
- 10Y*
- 1.56%
AVUV vs. BND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 17.68% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.50% |
BND Vanguard Total Bond Market ETF | -0.05% | 7.08% | 1.38% | 5.65% | -13.11% | -1.86% | 7.71% | 0.37% |
Correlation
The correlation between AVUV and BND is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Sep 27, 2019 | 0.02 |
Over the past year, AVUV and BND have become more correlated (0.24) than their long-term average of 0.02, meaning their price movements have been converging.
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Return for Risk
AVUV vs. BND — Risk / Return Rank
AVUV
BND
AVUV vs. BND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) and Vanguard Total Bond Market ETF (BND). 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 | BND | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +1.35 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.20 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 4.73 | 1.62 | +3.10 |
| Martin ratioReturn relative to average drawdown | 14.03 | 4.86 | +9.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVUV | BND | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 1.16 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.00 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.28 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.58 | -0.03 |
Drawdowns
AVUV vs. BND - Drawdown Comparison
The maximum AVUV drawdown since its inception was -49.42%, which is greater than BND's maximum drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for AVUV and BND.
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Drawdown Indicators
| AVUV | BND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.42% | -18.58% | -30.84% |
Max Drawdown (1Y)Largest decline over 1 year | -7.95% | -2.68% | -5.27% |
Max Drawdown (3Y)Largest decline over 3 years | -28.79% | -5.92% | -22.87% |
Max Drawdown (5Y)Largest decline over 5 years | -28.79% | -17.91% | -10.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.58% | — |
Current DrawdownCurrent decline from peak | -1.44% | -2.67% | +1.23% |
Average DrawdownAverage peak-to-trough decline | -7.94% | -3.06% | -4.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 0.89% | +1.78% |
Volatility
AVUV vs. BND - Volatility Comparison
Avantis US Small Cap Value ETF (AVUV) has a higher volatility of 4.30% compared to Vanguard Total Bond Market ETF (BND) at 1.23%. This indicates that AVUV's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVUV | BND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 1.23% | +3.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.36% | 2.70% | +8.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 3.76% | +13.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.74% | 6.02% | +16.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.29% | 5.53% | +22.76% |
AVUV vs. BND - Expense Ratio Comparison
AVUV has a 0.25% expense ratio, which is higher than BND'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%.
Dividends
AVUV vs. BND - Dividend Comparison
AVUV's dividend yield for the trailing twelve months is around 1.30%, less than BND's 3.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.30% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.98% | 3.86% | 3.67% | 3.09% | 2.60% | 2.12% | 2.38% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% |
Frequently Asked Questions
AVUV and BND have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVUV has higher volatility (4.30%) compared to BND (1.23%). In terms of maximum drawdown, AVUV dropped -49.42% vs BND's -18.58%.
On 5-year performance, AVUV leads with 10.66% vs 0.02% for BND. On fees, BND is cheaper at 0.03% per year. On volatility, BND has been the lower-risk option at 1.23%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, AVUV has performed better with a 10.66% return vs 0.02%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BND is cheaper with a 0.03% expense ratio, compared with 0.25% for AVUV.
BND has the higher dividend yield at 3.98%, compared with 1.30% for AVUV.
AVUV is categorized as Small Cap Value Equities, while BND is Total Bond Market. They also come from different issuers: Avantis and Vanguard. Their fees differ too: 0.25% for AVUV and 0.03% for BND.
AVUV currently has the higher Sharpe Ratio (2.14 vs 1.16), 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.
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