AVUV vs. VBK

In the year-to-date period, AVUV achieves a -10.04% return, which is significantly lower than VBK's -8.16% return.

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AVUV has a 0.25% expense ratio, which is higher than VBK's 0.07% 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%.

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Small Cap Value ETF (AVUV) and Vanguard Small-Cap Growth ETF (VBK). 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.

The current AVUV Sharpe Ratio is -0.21, which is lower than the VBK Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of AVUV and VBK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVUV's dividend yield for the trailing twelve months is around 1.84%, more than VBK's 0.58% yield.

The maximum AVUV drawdown since its inception was -49.42%, smaller than the maximum VBK drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for AVUV and VBK. For additional features, visit the drawdowns tool.