AVUV vs. IWF
Compare and contrast key facts about Avantis U.S. Small Cap Value ETF (AVUV) and iShares Russell 1000 Growth ETF (IWF).
AVUV and IWF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019. IWF is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUV or IWF.
Key characteristics
| AVUV | IWF | |
|---|---|---|
| YTD Return | -0.69% | 5.46% |
| 1Y Return | 23.34% | 31.71% |
| 3Y Return (Ann) | 8.28% | 7.76% |
| Sharpe Ratio | 1.11 | 2.12 |
| Daily Std Dev | 20.34% | 15.03% |
| Max Drawdown | -49.42% | -64.18% |
| Current Drawdown | -5.15% | -5.81% |
Correlation
The correlation between AVUV and IWF is 0.57, 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.
Performance
AVUV vs. IWF - Performance Comparison
In the year-to-date period, AVUV achieves a -0.69% return, which is significantly lower than IWF's 5.46% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AVUV vs. IWF - Expense Ratio Comparison
AVUV has a 0.25% expense ratio, which is higher than IWF's 0.19% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AVUV vs. IWF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Small Cap Value ETF (AVUV) and iShares Russell 1000 Growth ETF (IWF). 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.
Dividends
AVUV vs. IWF - Dividend Comparison
AVUV's dividend yield for the trailing twelve months is around 1.66%, more than IWF's 0.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis U.S. Small Cap Value ETF | 1.66% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWF iShares Russell 1000 Growth ETF | 0.61% | 0.67% | 0.91% | 0.49% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% | 1.32% | 1.29% |
Drawdowns
AVUV vs. IWF - Drawdown Comparison
The maximum AVUV drawdown since its inception was -49.42%, smaller than the maximum IWF drawdown of -64.18%. Use the drawdown chart below to compare losses from any high point for AVUV and IWF. For additional features, visit the drawdowns tool.
Volatility
AVUV vs. IWF - Volatility Comparison
Avantis U.S. Small Cap Value ETF (AVUV) has a higher volatility of 5.21% compared to iShares Russell 1000 Growth ETF (IWF) at 4.22%. This indicates that AVUV's price experiences larger fluctuations and is considered to be riskier than IWF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.