AVUV vs. BTC-USD
AVUV (Avantis US Small Cap Value ETF) is Small Cap Value Equities fund actively managed by Avantis, while BTC-USD (Bitcoin) is a cryptocurrency. Over the past 5 years, AVUV returned 11.57%/yr vs 10.27%/yr for BTC-USD. At a 0.24 correlation, their price movements are largely independent.
Performance
AVUV vs. BTC-USD - Performance Comparison
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Returns By Period
In the year-to-date period, AVUV achieves a 22.73% return, which is significantly higher than BTC-USD's -27.32% return.
AVUV
- 1D
- 0.96%
- 1M
- 5.96%
- YTD
- 22.73%
- 6M
- 19.51%
- 1Y
- 40.08%
- 3Y*
- 19.24%
- 5Y*
- 11.57%
- 10Y*
- —
BTC-USD
- 1D
- 0.05%
- 1M
- -19.79%
- YTD
- -27.32%
- 6M
- -29.56%
- 1Y
- -39.85%
- 3Y*
- 34.86%
- 5Y*
- 10.27%
- 10Y*
- 57.32%
AVUV vs. BTC-USD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 22.73% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.54% |
BTC-USD Bitcoin | -27.32% | -6.27% | 120.76% | 155.82% | -64.23% | 59.40% | 304.57% | -15.08% |
Correlation
The correlation between AVUV and BTC-USD is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.24 |
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Return for Risk
AVUV vs. BTC-USD — Risk / Return Rank
AVUV
BTC-USD
AVUV vs. BTC-USD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) and Bitcoin (BTC-USD). 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 | BTC-USD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.22 | ||
| Sortino ratioReturn per unit of downside risk | +4.55 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 0.87 | +0.53 |
| Calmar ratioReturn relative to maximum drawdown | 5.06 | -0.78 | +5.84 |
| Martin ratioReturn relative to average drawdown | 15.09 | -1.36 | +16.45 |
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Drawdowns
AVUV vs. BTC-USD - Drawdown Comparison
The maximum AVUV drawdown since its inception was -49.42%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for AVUV and BTC-USD.
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Drawdown Indicators
| AVUV | BTC-USD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.42% | -85.30% | +35.88% |
Max Drawdown (1Y)Largest decline over 1 year | -7.95% | -51.21% | +43.26% |
Max Drawdown (3Y)Largest decline over 3 years | -28.79% | -51.21% | +22.42% |
Max Drawdown (5Y)Largest decline over 5 years | -28.79% | -76.67% | +47.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -83.80% | — |
Current DrawdownCurrent decline from peak | 0.00% | -49.01% | +49.01% |
Average DrawdownAverage peak-to-trough decline | -7.91% | -42.35% | +34.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 35.02% | -32.35% |
Volatility
AVUV vs. BTC-USD - Volatility Comparison
The current volatility for Avantis US Small Cap Value ETF (AVUV) is 4.53%, while Bitcoin (BTC-USD) has a volatility of 12.11%. This indicates that AVUV experiences smaller price fluctuations and is considered to be less risky than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVUV | BTC-USD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 12.11% | -7.58% |
Volatility (6M)Calculated over the trailing 6-month period | 11.34% | 34.59% | -23.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.63% | 35.62% | -17.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.75% | 44.71% | -21.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.26% | 56.62% | -28.36% |
Frequently Asked Questions
AVUV and BTC-USD have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTC-USD has higher volatility (12.11%) compared to AVUV (4.53%). In terms of maximum drawdown, AVUV dropped -49.42% vs BTC-USD's -85.30%.
AVUV currently has the higher Sharpe Ratio (2.28 vs -0.93), 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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