AVUVX vs. SCHC
Compare and contrast key facts about Avantis U.S. Small Cap Value Fund (AVUVX) and Schwab International Small-Cap Equity ETF (SCHC).
AVUVX is managed by Avantis Investors. It was launched on Dec 4, 2019. SCHC is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Custom Developed Small Cap ex-US Liquid Net of Tax (Lux). It was launched on Jan 14, 2010.
Performance
AVUVX vs. SCHC - Performance Comparison
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AVUVX vs. SCHC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVUVX Avantis U.S. Small Cap Value Fund | 5.65% | 8.88% | 8.83% | 22.96% | -4.74% | 40.31% | 10.64% | 4.95% |
SCHC Schwab International Small-Cap Equity ETF | 2.66% | 37.59% | 1.97% | 14.36% | -21.74% | 12.02% | 10.48% | 4.60% |
Returns By Period
In the year-to-date period, AVUVX achieves a 5.65% return, which is significantly higher than SCHC's 2.66% return.
AVUVX
- 1D
- -0.87%
- 1M
- -4.48%
- YTD
- 5.65%
- 6M
- 8.54%
- 1Y
- 26.60%
- 3Y*
- 15.35%
- 5Y*
- 10.26%
- 10Y*
- —
SCHC
- 1D
- 3.43%
- 1M
- -9.31%
- YTD
- 2.66%
- 6M
- 6.31%
- 1Y
- 35.15%
- 3Y*
- 15.42%
- 5Y*
- 6.24%
- 10Y*
- 7.87%
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AVUVX vs. SCHC - Expense Ratio Comparison
AVUVX has a 0.25% expense ratio, which is higher than SCHC's 0.11% 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%.
Return for Risk
AVUVX vs. SCHC — Risk / Return Rank
AVUVX
SCHC
AVUVX vs. SCHC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Small Cap Value Fund (AVUVX) and Schwab International Small-Cap Equity ETF (SCHC). 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.
| AVUVX | SCHC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 2.04 | -0.90 |
Sortino ratioReturn per unit of downside risk | 1.67 | 2.70 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.41 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 2.73 | -1.20 |
Martin ratioReturn relative to average drawdown | 6.07 | 11.06 | -4.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVUVX | SCHC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 2.04 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.36 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.38 | +0.13 |
Correlation
The correlation between AVUVX and SCHC is 0.71, 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.
Dividends
AVUVX vs. SCHC - Dividend Comparison
AVUVX's dividend yield for the trailing twelve months is around 6.71%, more than SCHC's 3.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUVX Avantis U.S. Small Cap Value Fund | 6.71% | 7.09% | 4.11% | 1.57% | 8.07% | 5.83% | 0.73% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHC Schwab International Small-Cap Equity ETF | 3.57% | 3.66% | 3.72% | 2.94% | 1.78% | 3.02% | 1.62% | 3.23% | 2.51% | 2.73% | 2.01% | 2.34% |
Drawdowns
AVUVX vs. SCHC - Drawdown Comparison
The maximum AVUVX drawdown since its inception was -50.24%, which is greater than SCHC's maximum drawdown of -43.94%. Use the drawdown chart below to compare losses from any high point for AVUVX and SCHC.
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Drawdown Indicators
| AVUVX | SCHC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.24% | -43.94% | -6.30% |
Max Drawdown (1Y)Largest decline over 1 year | -15.66% | -12.48% | -3.18% |
Max Drawdown (5Y)Largest decline over 5 years | -28.81% | -36.48% | +7.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.94% | — |
Current DrawdownCurrent decline from peak | -6.62% | -9.31% | +2.69% |
Average DrawdownAverage peak-to-trough decline | -7.93% | -10.13% | +2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 3.08% | +0.87% |
Volatility
AVUVX vs. SCHC - Volatility Comparison
The current volatility for Avantis U.S. Small Cap Value Fund (AVUVX) is 5.19%, while Schwab International Small-Cap Equity ETF (SCHC) has a volatility of 8.03%. This indicates that AVUVX experiences smaller price fluctuations and is considered to be less risky than SCHC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVUVX | SCHC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 8.03% | -2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 13.03% | 11.74% | +1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.58% | 17.37% | +6.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.92% | 17.34% | +5.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.10% | 17.88% | +11.22% |