AVUV vs. BTGD

Last updated Jul 22, 2026

AVUV (Avantis US Small Cap Value ETF) and BTGD (STKD Bitcoin & Gold ETF) are both exchange-traded funds - AVUV is a Small Cap Value Equities fund actively managed by Avantis, while BTGD is a Cryptocurrency fund actively managed by Quantify Funds. Both are actively managed. Over the past year, AVUV returned 36.51% vs -42.90% for BTGD. At a 0.34 correlation, their price movements are largely independent. AVUV charges 0.25%/yr vs 1.00%/yr for BTGD.

Performance

AVUV vs. BTGD - Performance Comparison

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

Returns By Period

In the year-to-date period, AVUV achieves a 24.39% return, which is significantly higher than BTGD's -35.83% return.

AVUV

• 1D: 1.20%
• 1M: 3.33%
• 6M: 18.69%
• YTD: 24.39%
• 1Y: 36.51%
• 3Y*: 17.61%
• 5Y*: 13.83%
• 10Y*: —
• ALL TIME*: 16.31%

BTGD

• 1D: 4.01%
• 1M: 0.82%
• 6M: -42.84%
• YTD: -35.83%
• 1Y: -42.90%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 6.49%

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

AVUV vs. BTGD - Yearly Performance Comparison

	2026 (YTD)	2025	2024
AVUV Avantis US Small Cap Value ETF	24.39%	7.44%	-0.13%
BTGD STKD Bitcoin & Gold ETF	-35.83%	34.62%	29.32%

Correlation

The correlation between AVUV and BTGD is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.34
Correlation (All Time) Calculated using the full available price history since Oct 16, 2024	0.34

Return for Risk

AVUV vs. BTGD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVUV

AVUV Risk / Return Rank: 88
AVUV Sharpe Ratio Rank: 87
AVUV Sortino Ratio Rank: 88
AVUV Omega Ratio Rank: 83
AVUV Calmar Ratio Rank: 92
AVUV Martin Ratio Rank: 88

BTGD

BTGD Risk / Return Rank: 3
BTGD Sharpe Ratio Rank: 3
BTGD Sortino Ratio Rank: 4
BTGD Omega Ratio Rank: 4
BTGD Calmar Ratio Rank: 3
BTGD Martin Ratio Rank: 1

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVUV vs. BTGD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) and STKD Bitcoin & Gold ETF (BTGD). 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	BTGD	Difference
Sharpe ratio: Return per unit of total volatility	2.14	-0.74	+2.88
Sortino ratio: Return per unit of downside risk	3.09	-0.91	+4.00
Omega ratio: Gain probability vs. loss probability	1.37	0.90	+0.48
Calmar ratio: Return relative to maximum drawdown	4.61	-0.73	+5.34
Martin ratio: Return relative to average drawdown	13.74	-1.39	+15.13

AVUV vs. BTGD - Sharpe Ratio Comparison

The current AVUV Sharpe Ratio is 2.14, which is higher than the BTGD Sharpe Ratio of -0.74. The chart below compares the historical Sharpe Ratios of AVUV and BTGD, 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. BTGD - Drawdown Comparison

The maximum AVUV drawdown since its inception was -49.42%, smaller than the maximum BTGD drawdown of -58.79%. Use the drawdown chart below to compare losses from any high point for AVUV and BTGD.

Drawdown Indicators

	AVUV	BTGD	Difference
Max Drawdown Largest peak-to-trough decline	-49.42%	-58.79%	+9.37%
Max Drawdown (1Y) Largest decline over 1 year	-7.95%	-58.79%	+50.84%
Max Drawdown (3Y) Largest decline over 3 years	-28.79%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-28.79%	—	—
Current Drawdown Current decline from peak	-0.09%	-52.99%	+52.90%
Average Drawdown Average peak-to-trough decline	-7.81%	-17.44%	+9.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.66%	30.90%	-28.24%

Volatility

AVUV vs. BTGD - Volatility Comparison

The current volatility for Avantis US Small Cap Value ETF (AVUV) is 2.73%, while STKD Bitcoin & Gold ETF (BTGD) has a volatility of 15.69%. This indicates that AVUV experiences smaller price fluctuations and is considered to be less risky than BTGD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVUV	BTGD	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.73%	15.69%	-12.96%
Volatility (6M) Calculated over the trailing 6-month period	11.14%	47.88%	-36.74%
Volatility (1Y) Calculated over the trailing 1-year period	17.14%	57.94%	-40.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.44%	55.96%	-33.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.08%	55.96%	-27.88%

AVUV vs. BTGD - Expense Ratio Comparison

AVUV has a 0.25% expense ratio, which is lower than BTGD's 1.00% expense ratio.

Dividends

AVUV vs. BTGD - Dividend Comparison

AVUV's dividend yield for the trailing twelve months is around 1.24%, less than BTGD's 5.24% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AVUV Avantis US Small Cap Value ETF	1.24%	1.58%	1.61%	1.65%	1.74%	1.28%	1.21%	0.38%
BTGD STKD Bitcoin & Gold ETF	5.24%	3.36%	0.19%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AVUV and BTGD in my portfolio?

AVUV and BTGD have a correlation of 0.34, 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 BTGD?

BTGD has higher volatility (15.69%) compared to AVUV (2.73%). In terms of maximum drawdown, AVUV dropped -49.42% vs BTGD's -58.79%.

Which ETF is better, AVUV or BTGD?

On 1-year performance, AVUV leads with 36.51% vs -42.90% for BTGD. On fees, AVUV is cheaper at 0.25% per year. On volatility, AVUV has been the lower-risk option at 2.73%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVUV or BTGD?

Over the 1-year period, AVUV has performed better with a 36.51% return vs -42.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVUV or BTGD?

AVUV is cheaper with a 0.25% expense ratio, compared with 1.00% for BTGD.

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

BTGD has the higher dividend yield at 5.24%, compared with 1.24% for AVUV.

What is the main difference between AVUV and BTGD?

AVUV is categorized as Small Cap Value Equities, while BTGD is Cryptocurrency. They also come from different issuers: Avantis and Quantify Funds. Their fees differ too: 0.25% for AVUV and 1.00% for BTGD.

Which has better risk-adjusted returns?

AVUV currently has the higher Sharpe Ratio (2.14 vs -0.74), 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.