AVUV vs. ZPRV.DE
Compare and contrast key facts about Avantis U.S. Small Cap Value ETF (AVUV) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE).
AVUV and ZPRV.DE 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. ZPRV.DE is a passively managed fund by State Street that tracks the performance of the MSCI USA Small Cap Value Weighted Index. It was launched on Feb 18, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUV or ZPRV.DE.
Key characteristics
| AVUV | ZPRV.DE | |
|---|---|---|
| YTD Return | 1.59% | 2.03% |
| 1Y Return | 15.81% | 12.72% |
| 3Y Return (Ann) | 8.27% | 7.55% |
| Sharpe Ratio | 0.72 | 0.70 |
| Daily Std Dev | 20.80% | 18.17% |
| Max Drawdown | -49.42% | -46.04% |
| Current Drawdown | -9.25% | -7.84% |
Correlation
The correlation between AVUV and ZPRV.DE is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AVUV vs. ZPRV.DE - Performance Comparison
In the year-to-date period, AVUV achieves a 1.59% return, which is significantly lower than ZPRV.DE's 2.03% 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. ZPRV.DE - Expense Ratio Comparison
AVUV has a 0.25% expense ratio, which is lower than ZPRV.DE's 0.30% expense ratio.
Risk-Adjusted Performance
AVUV vs. ZPRV.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Small Cap Value ETF (AVUV) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE). 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. ZPRV.DE - Dividend Comparison
AVUV's dividend yield for the trailing twelve months is around 1.69%, while ZPRV.DE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
AVUV Avantis U.S. Small Cap Value ETF | 1.69% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AVUV vs. ZPRV.DE - Drawdown Comparison
The maximum AVUV drawdown since its inception was -49.42%, which is greater than ZPRV.DE's maximum drawdown of -46.04%. Use the drawdown chart below to compare losses from any high point for AVUV and ZPRV.DE. For additional features, visit the drawdowns tool.
Volatility
AVUV vs. ZPRV.DE - Volatility Comparison
Avantis U.S. Small Cap Value ETF (AVUV) has a higher volatility of 6.35% compared to SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) at 5.29%. This indicates that AVUV's price experiences larger fluctuations and is considered to be riskier than ZPRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.