AVUVX vs. ARSMX
AVUVX (Avantis U.S. Small Cap Value Fund) and ARSMX (AMG River Road Small-Mid Cap Value Fund) are both Small Cap Value Equities funds. Over the past 5 years, AVUVX returned 14.10%/yr vs 6.91%/yr for ARSMX. Their correlation of 0.91 means they have usually moved in the same direction. AVUVX charges 0.25%/yr vs 1.27%/yr for ARSMX.
Performance
AVUVX vs. ARSMX - Performance Comparison
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Returns By Period
In the year-to-date period, AVUVX achieves a 25.42% return, which is significantly higher than ARSMX's 11.33% return.
AVUVX
- 1D
- 1.45%
- 1M
- 2.88%
- 6M
- 14.53%
- YTD
- 25.42%
- 1Y
- 41.19%
- 3Y*
- 17.43%
- 5Y*
- 14.10%
- 10Y*
- —
- ALL TIME*
- 16.93%
ARSMX
- 1D
- 1.14%
- 1M
- 3.31%
- 6M
- 8.82%
- YTD
- 11.33%
- 1Y
- 9.49%
- 3Y*
- 9.52%
- 5Y*
- 6.91%
- 10Y*
- 10.18%
- ALL TIME*
- 7.74%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
AVUVX vs. ARSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVUVX Avantis U.S. Small Cap Value Fund | 25.42% | 8.88% | 8.83% | 22.96% | -4.74% | 40.31% | 10.64% | 4.95% |
ARSMX AMG River Road Small-Mid Cap Value Fund | 11.33% | -0.83% | 12.42% | 14.48% | -8.62% | 23.41% | 1.71% | 5.29% |
Correlation
The correlation between AVUVX and ARSMX is 0.81, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.81 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2019 | 0.91 |
The correlation between AVUVX and ARSMX has been stable across timeframes, ranging from 0.81 to 0.91 - a consistent structural relationship.
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Return for Risk
AVUVX vs. ARSMX — Risk / Return Rank
AVUVX
ARSMX
AVUVX vs. ARSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Small Cap Value Fund (AVUVX) and AMG River Road Small-Mid Cap Value Fund (ARSMX). 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.
| AVUVX | ARSMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.85 | ||
| Sortino ratioReturn per unit of downside risk | +2.57 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.14 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 5.29 | 1.02 | +4.27 |
| Martin ratioReturn relative to average drawdown | 17.00 | 2.36 | +14.65 |
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Drawdowns
AVUVX vs. ARSMX - Drawdown Comparison
The maximum AVUVX drawdown since its inception was -50.24%, roughly equal to the maximum ARSMX drawdown of -51.75%. Use the drawdown chart below to compare losses from any high point for AVUVX and ARSMX.
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Drawdown Indicators
| AVUVX | ARSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.24% | -51.75% | +1.51% |
Max Drawdown (1Y)Largest decline over 1 year | -8.25% | -10.37% | +2.12% |
Max Drawdown (3Y)Largest decline over 3 years | -28.81% | -19.34% | -9.47% |
Max Drawdown (5Y)Largest decline over 5 years | -28.81% | -19.34% | -9.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.96% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.84% | +0.84% |
Average DrawdownAverage peak-to-trough decline | -7.56% | -8.06% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 4.45% | -1.89% |
Volatility
AVUVX vs. ARSMX - Volatility Comparison
The current volatility for Avantis U.S. Small Cap Value Fund (AVUVX) is 3.07%, while AMG River Road Small-Mid Cap Value Fund (ARSMX) has a volatility of 3.98%. This indicates that AVUVX experiences smaller price fluctuations and is considered to be less risky than ARSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVUVX | ARSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.07% | 3.98% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 9.21% | +1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.91% | 14.32% | +2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.41% | 17.71% | +4.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.50% | 19.51% | +8.99% |
AVUVX vs. ARSMX - Expense Ratio Comparison
AVUVX has a 0.25% expense ratio, which is lower than ARSMX's 1.27% expense ratio.
Dividends
AVUVX vs. ARSMX - Dividend Comparison
AVUVX's dividend yield for the trailing twelve months is around 5.66%, while ARSMX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSMX AMG River Road Small-Mid Cap Value Fund | 0.00% | 0.00% | 9.27% | 3.89% | 4.85% | 5.86% | 0.00% | 3.60% | 8.60% | 15.66% | 8.03% | 17.82% |
AVUVX Avantis U.S. Small Cap Value Fund | 5.66% | 7.09% | 4.11% | 1.57% | 8.07% | 5.83% | 0.73% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AVUVX and ARSMX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARSMX has higher volatility (3.98%) compared to AVUVX (3.07%). In terms of maximum drawdown, AVUVX dropped -50.24% vs ARSMX's -51.75%.
AVUVX currently has the higher Sharpe Ratio (2.59 vs 0.74), 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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