AVUV vs. PRNHX
Compare and contrast key facts about Avantis US Small Cap Value ETF (AVUV) and T. Rowe Price New Horizons Fund (PRNHX).
AVUV is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Value. It was launched on Sep 24, 2019. PRNHX is managed by T. Rowe Price. It was launched on Jun 3, 1960.
Performance
AVUV vs. PRNHX - Performance Comparison
Loading graphics...
Returns By Period
In the year-to-date period, AVUV achieves a 9.54% return, which is significantly higher than PRNHX's -0.14% return.
AVUV
- 1D
- 0.68%
- 1M
- -1.17%
- YTD
- 9.54%
- 6M
- 11.38%
- 1Y
- 38.64%
- 3Y*
- 16.21%
- 5Y*
- 10.57%
- 10Y*
- —
PRNHX
- 1D
- 0.43%
- 1M
- -5.06%
- YTD
- -0.14%
- 6M
- 0.43%
- 1Y
- 22.35%
- 3Y*
- 8.50%
- 5Y*
- -1.20%
- 10Y*
- 13.58%
AVUV vs. PRNHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 9.54% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.50% |
PRNHX T. Rowe Price New Horizons Fund | -0.14% | 3.27% | 8.80% | 21.35% | -36.96% | 9.96% | 58.05% | 22.72% |
Correlation
The correlation between AVUV and PRNHX is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.
AVUV vs. PRNHX - Expense Ratio Comparison
AVUV has a 0.25% expense ratio, which is lower than PRNHX's 0.75% expense ratio.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AVUV vs. PRNHX — Risk / Return Rank
AVUV
PRNHX
AVUV vs. PRNHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) and T. Rowe Price New Horizons Fund (PRNHX). 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 | PRNHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.59 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.00 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.13 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.19 | +0.71 |
Martin ratioReturn relative to average drawdown | 7.48 | 4.32 | +3.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AVUV | PRNHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.59 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | -0.05 | +0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.47 | +0.05 |
Drawdowns
AVUV vs. PRNHX - Drawdown Comparison
The maximum AVUV drawdown since its inception was -49.42%, smaller than the maximum PRNHX drawdown of -70.96%. Use the drawdown chart below to compare losses from any high point for AVUV and PRNHX.
Loading graphics...
Drawdown Indicators
| AVUV | PRNHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.42% | -70.96% | +21.54% |
Max Drawdown (1Y)Largest decline over 1 year | -7.95% | -13.12% | +5.17% |
Max Drawdown (5Y)Largest decline over 5 years | -28.79% | -48.37% | +19.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.37% | — |
Current DrawdownCurrent decline from peak | -3.32% | -23.07% | +19.75% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -18.39% | +10.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.92% | 3.79% | +0.13% |
Volatility
AVUV vs. PRNHX - Volatility Comparison
The current volatility for Avantis US Small Cap Value ETF (AVUV) is 5.42%, while T. Rowe Price New Horizons Fund (PRNHX) has a volatility of 8.95%. This indicates that AVUV experiences smaller price fluctuations and is considered to be less risky than PRNHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AVUV | PRNHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 8.95% | -3.53% |
Volatility (6M)Calculated over the trailing 6-month period | 13.11% | 15.12% | -2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.46% | 24.19% | -0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.94% | 24.44% | -1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.58% | 22.70% | +5.88% |
Dividends
AVUV vs. PRNHX - Dividend Comparison
AVUV's dividend yield for the trailing twelve months is around 1.39%, less than PRNHX's 11.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.39% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
PRNHX T. Rowe Price New Horizons Fund | 11.87% | 11.85% | 9.82% | 0.00% | 4.72% | 17.09% | 13.67% | 23.46% | 13.94% | 8.27% | 5.77% | 7.72% |