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AVUV vs. IJS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AVUV vs. IJS

Last updated Jun 24, 2026

AVUV (Avantis US Small Cap Value ETF) and IJS (iShares S&P SmallCap 600 Value ETF) are both Small Cap Value Equities funds. AVUV is actively managed, while IJS is passively managed. Over the past 5 years, AVUV returned 11.59%/yr vs 6.10%/yr for IJS. With a 0.96 correlation, they move nearly in lockstep. Both charge a 0.25% expense ratio.

Performance

AVUV vs. IJS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis US Small Cap Value ETF (AVUV) and iShares S&P SmallCap 600 Value ETF (IJS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AVUV achieves a 20.76% return, which is significantly higher than IJS's 17.37% return.

AVUV

1D
0.00%
1M
2.33%
YTD
20.76%
6M
18.72%
1Y
38.38%
3Y*
20.03%
5Y*
11.59%
10Y*
—

IJS

1D
-0.23%
1M
2.94%
YTD
17.37%
6M
16.01%
1Y
37.29%
3Y*
15.33%
5Y*
6.10%
10Y*
10.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AVUV vs. IJS - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
AVUV
Avantis US Small Cap Value ETF		20.76%7.44%9.28%22.82%-4.91%42.20%6.43%8.54%
IJS
iShares S&P SmallCap 600 Value ETF		17.37%6.54%7.33%14.68%-11.34%30.53%2.63%6.17%

Correlation

The correlation between AVUV and IJS is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.95

Correlation (3Y)
Calculated over the trailing 3-year period

0.95

Correlation (5Y)
Calculated over the trailing 5-year period

0.96

Correlation (All Time)
Calculated using the full available price history since Sep 26, 2019

0.96

The correlation between AVUV and IJS has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.

AVUV vs. IJS - Sectors Allocation Comparison

Sectors
AVUV
IJS

Financial Services

26.1%
19.4%

Consumer Cyclical

18.7%
15.4%

Energy

15.8%
7.0%

Industrials

13.6%
11.6%

Technology

7.4%
13.4%

Basic Materials

5.1%
6.9%

Healthcare

4.8%
7.3%

Consumer Defensive

4.7%
3.9%

Communication Services

3.1%
4.4%

Real Estate

0.7%
8.6%

Utilities

0.1%
2.1%

Financial Services

AVUV
26.1%
IJS
19.4%

Consumer Cyclical

AVUV
18.7%
IJS
15.4%

Energy

AVUV
15.8%
IJS
7.0%

Industrials

AVUV
13.6%
IJS
11.6%

Technology

AVUV
7.4%
IJS
13.4%

Basic Materials

AVUV
5.1%
IJS
6.9%

Healthcare

AVUV
4.8%
IJS
7.3%

Consumer Defensive

AVUV
4.7%
IJS
3.9%

Communication Services

AVUV
3.1%
IJS
4.4%

Real Estate

AVUV
0.7%
IJS
8.6%

Utilities

AVUV
0.1%
IJS
2.1%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Avantis US Small Cap Value ETF

iShares S&P SmallCap 600 Value ETF

Often compared with AVUV:
AVUV vs. VBRAVUV vs. VTIAVUV vs. IWMAVUV vs. IJRAVUV vs. DFSVAVUV vs. VIOVAVUV vs. AVUVX
Often compared with IJS:
IJS vs. IJRIJS vs. VBRIJS vs. VIOVIJS vs. IWNIJS vs. VOOIJS vs. ISCVIJS vs. IWM

Return for Risk

AVUV vs. IJS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AVUV
AVUV Risk / Return Rank: 7575
Overall Rank
AVUV Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
AVUV Sortino Ratio Rank: 7373
Sortino Ratio Rank
AVUV Omega Ratio Rank: 6565
Omega Ratio Rank
AVUV Calmar Ratio Rank: 8787
Calmar Ratio Rank
AVUV Martin Ratio Rank: 7777
Martin Ratio Rank
IJS
IJS Risk / Return Rank: 6969
Overall Rank
IJS Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
IJS Sortino Ratio Rank: 6767
Sortino Ratio Rank
IJS Omega Ratio Rank: 6060
Omega Ratio Rank
IJS Calmar Ratio Rank: 8080
Calmar Ratio Rank
IJS Martin Ratio Rank: 7373
Martin Ratio Rank
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. IJS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) and iShares S&P SmallCap 600 Value ETF (IJS). 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.

AVUVIJSDifference
Sharpe ratioReturn per unit of total volatility
2.19
2.05

+0.14

Sortino ratioReturn per unit of downside risk
3.13
2.93

+0.19

Omega ratioGain probability vs. loss probability

1.38

1.35

+0.03

Calmar ratioReturn relative to maximum drawdown

4.85

4.04

+0.81

Martin ratioReturn relative to average drawdown

14.37

13.28

+1.09

AVUV vs. IJS - Sharpe Ratio Comparison

The current AVUV Sharpe Ratio is 2.19, which is comparable to the IJS Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of AVUV and IJS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

AVUV vs. IJS - Drawdown Comparison

The maximum AVUV drawdown since its inception was -49.42%, smaller than the maximum IJS drawdown of -60.11%. Use the drawdown chart below to compare losses from any high point for AVUV and IJS.

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Drawdown Indicators

AVUVIJSDifference

Max Drawdown

Largest peak-to-trough decline

-49.42%

-60.11%

+10.69%

Max Drawdown (1Y)

Largest decline over 1 year

-7.95%

-9.28%

+1.33%

Max Drawdown (3Y)

Largest decline over 3 years

-28.79%

-28.65%

-0.14%

Max Drawdown (5Y)

Largest decline over 5 years

-28.79%

-28.65%

-0.14%

Max Drawdown (10Y)

Largest decline over 10 years

—

-47.68%

—

Current Drawdown

Current decline from peak

-1.61%

-1.64%

+0.03%

Average Drawdown

Average peak-to-trough decline

-7.89%

-9.87%

+1.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.68%

2.82%

-0.14%

Volatility

AVUV vs. IJS - Volatility Comparison

The current volatility for Avantis US Small Cap Value ETF (AVUV) is 4.28%, while iShares S&P SmallCap 600 Value ETF (IJS) has a volatility of 4.85%. This indicates that AVUV experiences smaller price fluctuations and is considered to be less risky than IJS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

AVUVIJSDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.28%

4.85%

-0.57%

Volatility (6M)

Calculated over the trailing 6-month period

11.39%

11.82%

-0.43%

Volatility (1Y)

Calculated over the trailing 1-year period

17.63%

18.34%

-0.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.65%

21.94%

+0.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.22%

23.59%

+4.63%

AVUV vs. IJS - Expense Ratio Comparison

Both AVUV and IJS 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. IJS - Dividend Comparison

AVUV's dividend yield for the trailing twelve months is around 1.63%, more than IJS's 1.36% yield.

PositionTTM20252024202320222021202020192018201720162015
AVUV
Avantis US Small Cap Value ETF		1.28%1.58%1.61%1.65%1.74%1.28%1.21%0.38%0.00%0.00%0.00%0.00%
IJS
iShares S&P SmallCap 600 Value ETF		1.36%1.62%1.78%1.42%1.46%1.52%1.00%1.66%1.75%1.41%1.22%1.59%

Frequently Asked Questions

With a correlation of 0.95, AVUV and IJS move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

IJS has higher volatility (4.85%) compared to AVUV (4.28%). In terms of maximum drawdown, AVUV dropped -49.42% vs IJS's -60.11%.

On 5-year performance, AVUV leads with 11.59% vs 6.10% for IJS. Both ETFs have the same 0.25% expense ratio. On volatility, AVUV has been the lower-risk option at 4.28%. 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 11.59% return vs 6.10%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

AVUV and IJS have the same expense ratio: 0.25% per year.

AVUV has the higher dividend yield at 1.63%, compared with 1.36% for IJS.

They also come from different issuers: Avantis and iShares.

AVUV currently has the higher Sharpe Ratio (2.19 vs 2.05), 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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