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AVUV vs. XUU.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AVUV vs. XUU.TO

Last updated Jun 13, 2026

AVUV (Avantis US Small Cap Value ETF) and XUU.TO (iShares Core S&P U.S. Total Market Index ETF) are both exchange-traded funds - AVUV is a Small Cap Value Equities fund actively managed by Avantis, while XUU.TO is a Large Cap Blend Equities fund tracking the S&P Total Market Index. AVUV is actively managed, while XUU.TO is passively managed. Over the past 5 years, AVUV returned 11.57%/yr vs 12.03%/yr for XUU.TO. A 0.58 correlation means they provide meaningful diversification when combined. AVUV charges 0.25%/yr vs 0.07%/yr for XUU.TO.

Performance

AVUV vs. XUU.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis US Small Cap Value ETF (AVUV) and iShares Core S&P U.S. Total Market Index ETF (XUU.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

AVUV is traded in USD, while XUU.TO is traded in CAD. To make them comparable, the XUU.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, AVUV achieves a 22.73% return, which is significantly higher than XUU.TO's 9.12% return.

AVUV

1D
0.96%
1M
5.11%
YTD
22.73%
6M
19.51%
1Y
42.12%
3Y*
19.24%
5Y*
11.57%
10Y*
—

XUU.TO

1D
0.34%
1M
0.34%
YTD
9.12%
6M
9.54%
1Y
24.53%
3Y*
20.37%
5Y*
12.03%
10Y*
14.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AVUV vs. XUU.TO - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
AVUV
Avantis US Small Cap Value ETF		22.73%7.44%9.28%22.82%-4.91%42.20%6.43%8.54%
XUU.TO
iShares Core S&P U.S. Total Market Index ETF		9.23%16.57%23.61%26.11%-18.69%26.00%19.09%7.57%

Correlation

The correlation between AVUV and XUU.TO is 0.53, 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

0.53

Correlation (3Y)
Calculated over the trailing 3-year period

0.54

Correlation (5Y)
Calculated over the trailing 5-year period

0.57

Correlation (All Time)
Calculated using the full available price history since Sep 26, 2019

0.58

The correlation between AVUV and XUU.TO has been stable across timeframes, ranging from 0.53 to 0.58 - a consistent structural relationship.

AVUV vs. XUU.TO - Sectors Allocation Comparison

Sectors
AVUV
XUU.TO

Financial Services

25.8%
11.2%

Energy

18.2%
3.4%

Consumer Cyclical

18.0%
9.8%

Industrials

13.9%
8.8%

Technology

7.0%
37.3%

Basic Materials

4.9%
1.9%

Consumer Defensive

4.5%
4.4%

Healthcare

4.2%
8.4%

Communication Services

2.8%
9.8%

Real Estate

0.7%
2.2%

Utilities

0.1%
2.5%

Financial Services

AVUV
25.8%
XUU.TO
11.2%

Energy

AVUV
18.2%
XUU.TO
3.4%

Consumer Cyclical

AVUV
18.0%
XUU.TO
9.8%

Industrials

AVUV
13.9%
XUU.TO
8.8%

Technology

AVUV
7.0%
XUU.TO
37.3%

Basic Materials

AVUV
4.9%
XUU.TO
1.9%

Consumer Defensive

AVUV
4.5%
XUU.TO
4.4%

Healthcare

AVUV
4.2%
XUU.TO
8.4%

Communication Services

AVUV
2.8%
XUU.TO
9.8%

Real Estate

AVUV
0.7%
XUU.TO
2.2%

Utilities

AVUV
0.1%
XUU.TO
2.5%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Avantis US Small Cap Value ETF

iShares Core S&P U.S. Total Market Index ETF

Often compared with AVUV:
AVUV vs. VBRAVUV vs. VTIAVUV vs. IWMAVUV vs. IJRAVUV vs. DFSVAVUV vs. VIOVAVUV vs. AVUVX
Often compared with XUU.TO:
XUU.TO vs. XUS.TOXUU.TO vs. VUN.TOXUU.TO vs. XAW.TOXUU.TO vs. XUU-U.TOXUU.TO vs. XIC.TOXUU.TO vs. VTIXUU.TO vs. VOO

Return for Risk

AVUV vs. XUU.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AVUV
AVUV Risk / Return Rank: 8484
Overall Rank
AVUV Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
AVUV Sortino Ratio Rank: 8484
Sortino Ratio Rank
AVUV Omega Ratio Rank: 7777
Omega Ratio Rank
AVUV Calmar Ratio Rank: 9191
Calmar Ratio Rank
AVUV Martin Ratio Rank: 8585
Martin Ratio Rank
XUU.TO
XUU.TO Risk / Return Rank: 7676
Overall Rank
XUU.TO Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
XUU.TO Sortino Ratio Rank: 7878
Sortino Ratio Rank
XUU.TO Omega Ratio Rank: 8080
Omega Ratio Rank
XUU.TO Calmar Ratio Rank: 7171
Calmar Ratio Rank
XUU.TO Martin Ratio Rank: 7373
Martin Ratio Rank
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. XUU.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis US Small Cap Value ETF (AVUV) and iShares Core S&P U.S. Total Market Index ETF (XUU.TO). 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.

AVUVXUU.TODifference
Sharpe ratioReturn per unit of total volatility
2.28
1.86

+0.43

Sortino ratioReturn per unit of downside risk
3.24
2.53

+0.72

Omega ratioGain probability vs. loss probability

1.39

1.34

+0.05

Calmar ratioReturn relative to maximum drawdown

5.06

2.73

+2.34

Martin ratioReturn relative to average drawdown

15.09

12.03

+3.05

AVUV vs. XUU.TO - Sharpe Ratio Comparison

The current AVUV Sharpe Ratio is 2.28, which is comparable to the XUU.TO Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of AVUV and XUU.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

AVUV vs. XUU.TO - Drawdown Comparison

The maximum AVUV drawdown since its inception was -49.42%, which is greater than XUU.TO's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for AVUV and XUU.TO.

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Drawdown Indicators

AVUVXUU.TODifference

Max Drawdown

Largest peak-to-trough decline

-49.42%

-34.33%

-15.09%

Max Drawdown (1Y)

Largest decline over 1 year

-7.95%

-9.04%

+1.09%

Max Drawdown (3Y)

Largest decline over 3 years

-28.79%

-19.43%

-9.36%

Max Drawdown (5Y)

Largest decline over 5 years

-28.79%

-24.87%

-3.92%

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.33%

—

Current Drawdown

Current decline from peak

0.00%

-2.30%

+2.30%

Average Drawdown

Average peak-to-trough decline

-7.91%

-4.70%

-3.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

2.04%

+0.63%

Volatility

AVUV vs. XUU.TO - Volatility Comparison

Avantis US Small Cap Value ETF (AVUV) and iShares Core S&P U.S. Total Market Index ETF (XUU.TO) have volatilities of 4.53% and 4.58%, 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.

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Volatility by Period

AVUVXUU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.53%

4.58%

-0.05%

Volatility (6M)

Calculated over the trailing 6-month period

11.34%

10.16%

+1.18%

Volatility (1Y)

Calculated over the trailing 1-year period

17.63%

13.27%

+4.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.75%

16.55%

+6.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.26%

17.76%

+10.50%

AVUV vs. XUU.TO - Expense Ratio Comparison

AVUV has a 0.25% expense ratio, which is higher than XUU.TO'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%.

Dividends

AVUV vs. XUU.TO - Dividend Comparison

AVUV's dividend yield for the trailing twelve months is around 1.61%, more than XUU.TO's 1.02% yield.

PositionTTM20252024202320222021202020192018201720162015
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%
XUU.TO
iShares Core S&P U.S. Total Market Index ETF		1.02%1.16%1.02%1.22%1.38%1.01%1.33%1.68%1.74%1.49%1.65%1.53%

Frequently Asked Questions

AVUV and XUU.TO have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XUU.TO is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XUU.TO is cheaper with a 0.07% expense ratio, compared with 0.25% for AVUV.

AVUV is categorized as Small Cap Value Equities, while XUU.TO is Large Cap Blend Equities. They also come from different issuers: Avantis and iShares. Their fees differ too: 0.25% for AVUV and 0.07% for XUU.TO.

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