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:
-0.40
RWJ:
-0.19
AVUVX:
-0.41
RWJ:
-0.10
AVUVX:
0.95
RWJ:
0.99
AVUVX:
-0.33
RWJ:
-0.17
AVUVX:
-1.00
RWJ:
-0.60
AVUVX:
9.95%
RWJ:
8.16%
AVUVX:
25.09%
RWJ:
25.60%
AVUVX:
-50.24%
RWJ:
-55.97%
AVUVX:
-25.72%
RWJ:
-24.71%
Returns By Period
In the year-to-date period, AVUVX achieves a -16.24% return, which is significantly higher than RWJ's -18.82% return.
AVUVX
-16.24%
-7.98%
-20.06%
-9.23%
17.87%
N/A
RWJ
-18.82%
-10.10%
-19.90%
-4.28%
21.00%
7.70%
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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 Rank
AVUVX
RWJ
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's dividend yield for the trailing twelve months is around 1.67%, more than RWJ's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUVX Avantis U.S. Small Cap Value Fund | 1.67% | 1.40% | 1.57% | 1.86% | 1.23% | 0.70% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RWJ Invesco S&P SmallCap 600 Revenue ETF | 1.42% | 1.15% | 1.34% | 1.02% | 0.61% | 0.89% | 1.22% | 1.44% | 0.91% | 0.60% | 0.74% | 0.57% |
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) and Invesco S&P SmallCap 600 Revenue ETF (RWJ) have volatilities of 15.34% and 15.80%, 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.