AVUV vs. ETHA
AVUV (Avantis US Small Cap Value ETF) and ETHA (iShares Ethereum Trust ETF) are both exchange-traded funds - AVUV is a Small Cap Value Equities fund actively managed by Avantis, while ETHA is a Cryptocurrency fund tracking the CME CF Ether Dollar Reference Rate - New York Variant. AVUV is actively managed, while ETHA is passively managed. Over the past year, AVUV returned 42.12% vs -34.33% for ETHA. At a 0.42 correlation, their price movements are largely independent. Both charge a 0.25% expense ratio.
Performance
AVUV vs. ETHA - 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 ETHA's -43.96% return.
AVUV
- 1D
- 0.96%
- 1M
- 5.11%
- YTD
- 22.73%
- 6M
- 19.51%
- 1Y
- 42.12%
- 3Y*
- 19.24%
- 5Y*
- 11.57%
- 10Y*
- —
ETHA
- 1D
- -1.02%
- 1M
- -27.59%
- YTD
- -43.96%
- 6M
- -45.98%
- 1Y
- -34.33%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVUV vs. ETHA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 22.73% | 7.44% | 0.48% |
ETHA iShares Ethereum Trust ETF | -43.96% | -11.31% | -4.89% |
Correlation
The correlation between AVUV and ETHA is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jul 23, 2024 | 0.42 |
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Return for Risk
AVUV vs. ETHA — Risk / Return Rank
AVUV
ETHA
AVUV vs. ETHA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) and iShares Ethereum Trust ETF (ETHA). 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 | ETHA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.84 | ||
| Sortino ratioReturn per unit of downside risk | +3.75 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 0.94 | +0.45 |
| Calmar ratioReturn relative to maximum drawdown | 5.06 | -0.57 | +5.63 |
| Martin ratioReturn relative to average drawdown | 15.09 | -0.98 | +16.07 |
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Drawdowns
AVUV vs. ETHA - Drawdown Comparison
The maximum AVUV drawdown since its inception was -49.42%, smaller than the maximum ETHA drawdown of -67.56%. Use the drawdown chart below to compare losses from any high point for AVUV and ETHA.
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Drawdown Indicators
| AVUV | ETHA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.42% | -67.56% | +18.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.95% | -67.56% | +59.61% |
Max Drawdown (3Y)Largest decline over 3 years | -28.79% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -28.79% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -65.65% | +65.65% |
Average DrawdownAverage peak-to-trough decline | -7.91% | -33.25% | +25.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 39.22% | -36.55% |
Volatility
AVUV vs. ETHA - Volatility Comparison
The current volatility for Avantis US Small Cap Value ETF (AVUV) is 4.53%, while iShares Ethereum Trust ETF (ETHA) has a volatility of 17.30%. This indicates that AVUV experiences smaller price fluctuations and is considered to be less risky than ETHA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVUV | ETHA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 17.30% | -12.77% |
Volatility (6M)Calculated over the trailing 6-month period | 11.34% | 46.58% | -35.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.63% | 69.29% | -51.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.75% | 72.65% | -49.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.26% | 72.65% | -44.39% |
AVUV vs. ETHA - Expense Ratio Comparison
Both AVUV and ETHA have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
AVUV vs. ETHA - Dividend Comparison
AVUV's dividend yield for the trailing twelve months is around 1.61%, while ETHA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.61% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
ETHA iShares Ethereum Trust ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AVUV and ETHA have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ETHA has higher volatility (17.30%) compared to AVUV (4.53%). In terms of maximum drawdown, AVUV dropped -49.42% vs ETHA's -67.56%.
On 1-year performance, AVUV leads with 42.12% vs -34.33% for ETHA. Both ETFs have the same 0.25% expense ratio. On volatility, AVUV has been the lower-risk option at 4.53%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, AVUV has performed better with a 42.12% return vs -34.33%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AVUV and ETHA have the same expense ratio: 0.25% per year.
AVUV has the higher dividend yield at 1.61%, compared with 0.00% for ETHA.
AVUV is categorized as Small Cap Value Equities, while ETHA is Cryptocurrency. They also come from different issuers: Avantis and iShares.
AVUV currently has the higher Sharpe Ratio (2.28 vs -0.56), 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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