AVUVX vs. RWJ
Compare and contrast key facts about Avantis U.S. Small Cap Value Fund (AVUVX) and Invesco S&P SmallCap 600 Revenue ETF (RWJ).
AVUVX is managed by Avantis Investors. It was launched on Dec 4, 2019. RWJ is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Revenue-Weighted Index. It was launched on Feb 22, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUVX or RWJ.
Correlation
The correlation between AVUVX and RWJ is 0.94, 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
AVUVX vs. RWJ - Performance Comparison
Key characteristics
AVUVX:
0.25
RWJ:
0.57
AVUVX:
0.50
RWJ:
0.96
AVUVX:
1.06
RWJ:
1.11
AVUVX:
0.40
RWJ:
1.19
AVUVX:
1.12
RWJ:
2.89
AVUVX:
4.65%
RWJ:
4.17%
AVUVX:
20.73%
RWJ:
21.35%
AVUVX:
-50.24%
RWJ:
-55.97%
AVUVX:
-11.76%
RWJ:
-6.91%
Returns By Period
In the year-to-date period, AVUVX achieves a 5.65% return, which is significantly lower than RWJ's 12.23% return.
AVUVX
5.65%
-10.42%
5.65%
5.20%
13.90%
N/A
RWJ
12.23%
-4.66%
15.90%
12.07%
16.42%
10.36%
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AVUVX vs. RWJ - Expense Ratio Comparison
AVUVX has a 0.25% expense ratio, which is lower than RWJ's 0.39% expense ratio.
Risk-Adjusted Performance
AVUVX vs. RWJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Small Cap Value Fund (AVUVX) and Invesco S&P SmallCap 600 Revenue ETF (RWJ). 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
AVUVX vs. RWJ - Dividend Comparison
AVUVX has not paid dividends to shareholders, while RWJ's dividend yield for the trailing twelve months is around 1.14%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUVX Avantis U.S. Small Cap Value Fund | 0.00% | 1.57% | 1.86% | 1.23% | 0.70% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RWJ Invesco S&P SmallCap 600 Revenue ETF | 1.14% | 1.34% | 1.02% | 0.61% | 0.89% | 1.22% | 1.44% | 0.91% | 0.60% | 0.74% | 0.57% | 1.27% |
Drawdowns
AVUVX vs. RWJ - Drawdown Comparison
The maximum AVUVX drawdown since its inception was -50.24%, smaller than the maximum RWJ drawdown of -55.97%. Use the drawdown chart below to compare losses from any high point for AVUVX and RWJ. For additional features, visit the drawdowns tool.
Volatility
AVUVX vs. RWJ - Volatility Comparison
Avantis U.S. Small Cap Value Fund (AVUVX) has a higher volatility of 6.84% compared to Invesco S&P SmallCap 600 Revenue ETF (RWJ) at 5.69%. This indicates that AVUVX's price experiences larger fluctuations and is considered to be riskier than RWJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.