AVUV vs. WPGTX

Last updated Apr 5, 2026

Compare and contrast key facts about Avantis US Small Cap Value ETF (AVUV) and WPG Partners Small/Micro Cap Value Fund (WPGTX).

AVUV is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Value. It was launched on Sep 24, 2019. WPGTX is managed by Boston Partners. It was launched on Mar 30, 1972.

Performance

AVUV vs. WPGTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis US Small Cap Value ETF (AVUV) and WPG Partners Small/Micro Cap Value Fund (WPGTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVUV achieves a 9.54% return, which is significantly higher than WPGTX's 4.94% return.

AVUV

• 1D: 0.68%
• 1M: 0.58%
• YTD: 9.54%
• 6M: 11.38%
• 1Y: 45.09%
• 3Y*: 16.21%
• 5Y*: 10.57%
• 10Y*: —

WPGTX

• 1D: 0.10%
• 1M: -2.61%
• YTD: 4.94%
• 6M: 5.85%
• 1Y: 35.68%
• 3Y*: 11.24%
• 5Y*: 9.54%
• 10Y*: 9.40%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVUV vs. WPGTX - 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%
WPGTX WPG Partners Small/Micro Cap Value Fund	4.94%	7.08%	10.53%	14.45%	2.10%	40.04%	-1.31%	7.98%

Correlation

The correlation between AVUV and WPGTX is 0.96 — these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk. Consider pairing with a less correlated asset class instead.

AVUV vs. WPGTX - Expense Ratio Comparison

AVUV has a 0.25% expense ratio, which is lower than WPGTX's 1.10% expense ratio.

WPGTX

WPG Partners Small/Micro Cap Value Fund

AVUV

Avantis US Small Cap Value ETF

Return for Risk

AVUV vs. WPGTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVUV

AVUV Risk / Return Rank: 62
AVUV Sharpe Ratio Rank: 62
AVUV Sortino Ratio Rank: 64
AVUV Omega Ratio Rank: 62
AVUV Calmar Ratio Rank: 59
AVUV Martin Ratio Rank: 60

WPGTX

WPGTX Risk / Return Rank: 40
WPGTX Sharpe Ratio Rank: 39
WPGTX Sortino Ratio Rank: 39
WPGTX Omega Ratio Rank: 38
WPGTX Calmar Ratio Rank: 43
WPGTX Martin Ratio Rank: 43

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVUV vs. WPGTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) and WPG Partners Small/Micro Cap Value Fund (WPGTX). 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	WPGTX	Difference
Sharpe ratio Return per unit of total volatility	1.17	0.95	+0.22
Sortino ratio Return per unit of downside risk	1.73	1.42	+0.31
Omega ratio Gain probability vs. loss probability	1.24	1.20	+0.04
Calmar ratio Return relative to maximum drawdown	1.90	1.46	+0.44
Martin ratio Return relative to average drawdown	7.48	5.56	+1.93
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVUV vs. WPGTX - Sharpe Ratio Comparison

The current AVUV Sharpe Ratio is 1.17, which is comparable to the WPGTX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of AVUV and WPGTX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AVUV	WPGTX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.17	0.95	+0.22
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.46	0.48	-0.02
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.42	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.52	0.45	+0.07

Drawdowns

AVUV vs. WPGTX - Drawdown Comparison

The maximum AVUV drawdown since its inception was -49.42%, smaller than the maximum WPGTX drawdown of -60.60%. Use the drawdown chart below to compare losses from any high point for AVUV and WPGTX.

Drawdown Indicators

	AVUV	WPGTX	Difference
Max Drawdown Largest peak-to-trough decline	-49.42%	-60.60%	+11.18%
Max Drawdown (1Y) Largest decline over 1 year	-7.95%	-10.64%	+2.69%
Max Drawdown (5Y) Largest decline over 5 years	-28.79%	-25.90%	-2.89%
Max Drawdown (10Y) Largest decline over 10 years	—	-50.03%	—
Current Drawdown Current decline from peak	-3.32%	-6.97%	+3.65%
Average Drawdown Average peak-to-trough decline	-8.14%	-13.05%	+4.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.92%	3.79%	+0.13%

Volatility

AVUV vs. WPGTX - Volatility Comparison

The current volatility for Avantis US Small Cap Value ETF (AVUV) is 5.42%, while WPG Partners Small/Micro Cap Value Fund (WPGTX) has a volatility of 6.01%. This indicates that AVUV experiences smaller price fluctuations and is considered to be less risky than WPGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVUV	WPGTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.42%	6.01%	-0.59%
Volatility (6M) Calculated over the trailing 6-month period	13.11%	12.00%	+1.11%
Volatility (1Y) Calculated over the trailing 1-year period	23.46%	20.86%	+2.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.94%	19.81%	+3.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.58%	22.45%	+6.13%

Dividends

AVUV vs. WPGTX - Dividend Comparison

AVUV's dividend yield for the trailing twelve months is around 1.39%, less than WPGTX's 9.67% 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%
WPGTX WPG Partners Small/Micro Cap Value Fund	9.67%	10.15%	6.38%	7.58%	17.82%	1.47%	0.64%	0.44%	8.44%	6.83%	0.42%	3.03%