AVUV vs. ISVL
Compare and contrast key facts about Avantis US Small Cap Value ETF (AVUV) and iShares International Developed Small Cap Value Factor ETF (ISVL).
AVUV and ISVL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVUV is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Value. It was launched on Sep 24, 2019. ISVL is a passively managed fund by iShares that tracks the performance of the FTSE Developed ex US ex Korea Small Cap Focused Value Index. It was launched on Mar 23, 2021. Both AVUV and ISVL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
AVUV vs. ISVL - Performance Comparison
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AVUV vs. ISVL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 8.80% | 7.44% | 9.28% | 22.82% | -4.91% | 13.66% |
ISVL iShares International Developed Small Cap Value Factor ETF | 2.94% | 42.84% | 4.58% | 17.56% | -13.69% | 7.69% |
Returns By Period
In the year-to-date period, AVUV achieves a 8.80% return, which is significantly higher than ISVL's 2.94% return.
AVUV
- 1D
- 0.18%
- 1M
- -2.36%
- YTD
- 8.80%
- 6M
- 11.45%
- 1Y
- 28.45%
- 3Y*
- 16.26%
- 5Y*
- 10.42%
- 10Y*
- —
ISVL
- 1D
- 1.80%
- 1M
- -5.06%
- YTD
- 2.94%
- 6M
- 9.67%
- 1Y
- 35.81%
- 3Y*
- 19.74%
- 5Y*
- 10.61%
- 10Y*
- —
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AVUV vs. ISVL - Expense Ratio Comparison
AVUV has a 0.25% expense ratio, which is lower than ISVL's 0.30% expense ratio.
Return for Risk
AVUV vs. ISVL — Risk / Return Rank
AVUV
ISVL
AVUV vs. ISVL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) and iShares International Developed Small Cap Value Factor ETF (ISVL). 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.
| AVUV | ISVL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 2.03 | -0.81 |
Sortino ratioReturn per unit of downside risk | 1.78 | 2.78 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.43 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 2.88 | -1.01 |
Martin ratioReturn relative to average drawdown | 7.40 | 11.65 | -4.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVUV | ISVL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 2.03 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.64 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.65 | -0.14 |
Correlation
The correlation between AVUV and ISVL is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AVUV vs. ISVL - Dividend Comparison
AVUV's dividend yield for the trailing twelve months is around 1.40%, less than ISVL's 2.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.40% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
ISVL iShares International Developed Small Cap Value Factor ETF | 2.61% | 2.69% | 3.92% | 3.82% | 3.37% | 2.82% | 0.00% | 0.00% |
Drawdowns
AVUV vs. ISVL - Drawdown Comparison
The maximum AVUV drawdown since its inception was -49.42%, which is greater than ISVL's maximum drawdown of -30.48%. Use the drawdown chart below to compare losses from any high point for AVUV and ISVL.
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Drawdown Indicators
| AVUV | ISVL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.42% | -30.48% | -18.94% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -12.48% | -2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -28.79% | -30.48% | +1.69% |
Current DrawdownCurrent decline from peak | -3.97% | -7.13% | +3.16% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -6.79% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 3.09% | +0.82% |
Volatility
AVUV vs. ISVL - Volatility Comparison
The current volatility for Avantis US Small Cap Value ETF (AVUV) is 5.41%, while iShares International Developed Small Cap Value Factor ETF (ISVL) has a volatility of 7.26%. This indicates that AVUV experiences smaller price fluctuations and is considered to be less risky than ISVL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVUV | ISVL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 7.26% | -1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 13.10% | 10.98% | +2.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.46% | 17.70% | +5.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.95% | 16.76% | +6.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.59% | 16.76% | +11.83% |