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 13.17%/yr vs 15.31%/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 22.92% return, which is significantly higher than BTC-USD's -25.13% return.
AVUV
- 1D
- -0.62%
- 1M
- 2.11%
- 6M
- 15.52%
- YTD
- 22.92%
- 1Y
- 34.78%
- 3Y*
- 17.14%
- 5Y*
- 13.17%
- 10Y*
- —
- ALL TIME*
- 16.12%
BTC-USD
- 1D
- 1.28%
- 1M
- 2.00%
- 6M
- -29.23%
- YTD
- -25.13%
- 1Y
- -44.16%
- 3Y*
- 29.87%
- 5Y*
- 15.31%
- 10Y*
- 58.50%
- ALL TIME*
- 89.00%
AVUV vs. BTC-USD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 22.92% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.54% |
BTC-USD Bitcoin | -25.13% | -6.27% | 120.76% | 155.82% | -64.23% | 59.40% | 304.57% | -15.08% |
Correlation
The correlation between AVUV and BTC-USD is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
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 | +3.07 | ||
| Sortino ratioReturn per unit of downside risk | +4.48 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 0.85 | +0.51 |
| Calmar ratioReturn relative to maximum drawdown | 4.39 | -0.83 | +5.23 |
| Martin ratioReturn relative to average drawdown | 13.09 | -1.32 | +14.41 |
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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% | -53.08% | +45.13% |
Max Drawdown (3Y)Largest decline over 3 years | -28.79% | -53.08% | +24.29% |
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 | -1.27% | -47.48% | +46.21% |
Average DrawdownAverage peak-to-trough decline | -7.82% | -42.61% | +34.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 27.88% | -25.22% |
Volatility
AVUV vs. BTC-USD - Volatility Comparison
The current volatility for Avantis US Small Cap Value ETF (AVUV) is 2.66%, while Bitcoin (BTC-USD) has a volatility of 9.37%. 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 | 2.66% | 9.37% | -6.71% |
Volatility (6M)Calculated over the trailing 6-month period | 11.10% | 34.93% | -23.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.14% | 35.76% | -18.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.45% | 43.93% | -21.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.08% | 56.33% | -28.25% |
Frequently Asked Questions
AVUV and BTC-USD have a correlation of 0.28, 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 (9.37%) compared to AVUV (2.66%). In terms of maximum drawdown, AVUV dropped -49.42% vs BTC-USD's -85.30%.
AVUV currently has the higher Sharpe Ratio (2.04 vs -1.03), 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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