AVUV vs. VCR
AVUV (Avantis US Small Cap Value ETF) and VCR (Vanguard Consumer Discretionary ETF) are both exchange-traded funds - AVUV is a Small Cap Value Equities fund actively managed by Avantis, while VCR is a Consumer Discretionary Equities fund tracking the MSCI US Investable Market Consumer Discretionary 25/50 Index. AVUV is actively managed, while VCR is passively managed. Over the past 5 years, AVUV returned 11.57%/yr vs 6.00%/yr for VCR. A 0.70 correlation means they provide meaningful diversification when combined. AVUV charges 0.25%/yr vs 0.10%/yr for VCR.
Performance
AVUV vs. VCR - Performance Comparison
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Returns By Period
In the year-to-date period, AVUV achieves a 22.73% return, which is significantly higher than VCR's -0.09% return.
AVUV
- 1D
- 0.96%
- 1M
- 5.11%
- YTD
- 22.73%
- 6M
- 19.51%
- 1Y
- 42.12%
- 3Y*
- 19.24%
- 5Y*
- 11.57%
- 10Y*
- —
VCR
- 1D
- 0.20%
- 1M
- 0.16%
- YTD
- -0.09%
- 6M
- -1.17%
- 1Y
- 12.37%
- 3Y*
- 13.30%
- 5Y*
- 6.00%
- 10Y*
- 13.76%
AVUV vs. VCR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 22.73% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.54% |
VCR Vanguard Consumer Discretionary ETF | -0.09% | 5.77% | 24.27% | 40.38% | -35.15% | 24.86% | 48.36% | 5.62% |
Correlation
The correlation between AVUV and VCR is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.70 |
The correlation between AVUV and VCR has been stable across timeframes, ranging from 0.65 to 0.71 - a consistent structural relationship.
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Return for Risk
AVUV vs. VCR — Risk / Return Rank
AVUV
VCR
AVUV vs. VCR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) and Vanguard Consumer Discretionary ETF (VCR). 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.
| AVUV | VCR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.68 | ||
| Sortino ratioReturn per unit of downside risk | +2.28 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.11 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 5.06 | 0.72 | +4.35 |
| Martin ratioReturn relative to average drawdown | 15.09 | 2.21 | +12.88 |
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Drawdowns
AVUV vs. VCR - Drawdown Comparison
The maximum AVUV drawdown since its inception was -49.42%, smaller than the maximum VCR drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for AVUV and VCR.
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Drawdown Indicators
| AVUV | VCR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.42% | -61.54% | +12.12% |
Max Drawdown (1Y)Largest decline over 1 year | -7.95% | -15.59% | +7.64% |
Max Drawdown (3Y)Largest decline over 3 years | -28.79% | -27.36% | -1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -28.79% | -39.20% | +10.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.20% | — |
Current DrawdownCurrent decline from peak | 0.00% | -4.64% | +4.64% |
Average DrawdownAverage peak-to-trough decline | -7.91% | -9.39% | +1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 5.05% | -2.38% |
Volatility
AVUV vs. VCR - Volatility Comparison
The current volatility for Avantis US Small Cap Value ETF (AVUV) is 4.53%, while Vanguard Consumer Discretionary ETF (VCR) has a volatility of 6.17%. This indicates that AVUV experiences smaller price fluctuations and is considered to be less risky than VCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVUV | VCR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 6.17% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 11.34% | 13.48% | -2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.63% | 18.62% | -0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.75% | 24.03% | -1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.26% | 22.43% | +5.83% |
AVUV vs. VCR - Expense Ratio Comparison
AVUV has a 0.25% expense ratio, which is higher than VCR's 0.10% 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%.
Dividends
AVUV vs. VCR - Dividend Comparison
AVUV's dividend yield for the trailing twelve months is around 1.61%, more than VCR's 0.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.61% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
VCR Vanguard Consumer Discretionary ETF | 0.73% | 0.74% | 0.74% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% |
Frequently Asked Questions
AVUV and VCR have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VCR has higher volatility (6.17%) compared to AVUV (4.53%). In terms of maximum drawdown, AVUV dropped -49.42% vs VCR's -61.54%.
On 5-year performance, AVUV leads with 11.57% vs 6.00% for VCR. On fees, VCR is cheaper at 0.10% per year. On volatility, AVUV has been the lower-risk option at 4.53%. 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 11.57% return vs 6.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VCR is cheaper with a 0.10% expense ratio, compared with 0.25% for AVUV.
AVUV has the higher dividend yield at 1.61%, compared with 0.73% for VCR.
AVUV is categorized as Small Cap Value Equities, while VCR is Consumer Discretionary Equities. They also come from different issuers: Avantis and Vanguard. Their fees differ too: 0.25% for AVUV and 0.10% for VCR.
AVUV currently has the higher Sharpe Ratio (2.28 vs 0.60), 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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