AVUV vs. VIOO
Compare and contrast key facts about Avantis U.S. Small Cap Value ETF (AVUV) and Vanguard S&P Small-Cap 600 ETF (VIOO).
AVUV and VIOO 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. VIOO is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUV or VIOO.
Key characteristics
| AVUV | VIOO | |
|---|---|---|
| YTD Return | 3.32% | 4.37% |
| 1Y Return | 16.91% | 15.46% |
| 3Y Return (Ann) | 8.58% | 1.43% |
| Sharpe Ratio | 0.78 | 0.76 |
| Daily Std Dev | 20.74% | 20.12% |
| Max Drawdown | -49.42% | -44.15% |
| Current Drawdown | -7.70% | -5.11% |
Correlation
The correlation between AVUV and VIOO is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AVUV vs. VIOO - Performance Comparison
In the year-to-date period, AVUV achieves a 3.32% return, which is significantly lower than VIOO's 4.37% 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. VIOO - Expense Ratio Comparison
AVUV has a 0.25% expense ratio, which is higher than VIOO'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%.
Risk-Adjusted Performance
AVUV vs. VIOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Small Cap Value ETF (AVUV) and Vanguard S&P Small-Cap 600 ETF (VIOO). 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. VIOO - Dividend Comparison
AVUV's dividend yield for the trailing twelve months is around 1.66%, more than VIOO's 1.41% 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% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.41% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% | 0.86% |
Drawdowns
AVUV vs. VIOO - Drawdown Comparison
The maximum AVUV drawdown since its inception was -49.42%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for AVUV and VIOO. For additional features, visit the drawdowns tool.
Volatility
AVUV vs. VIOO - Volatility Comparison
Avantis U.S. Small Cap Value ETF (AVUV) and Vanguard S&P Small-Cap 600 ETF (VIOO) have volatilities of 6.56% and 6.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.