AVUVX vs. VOOG

In the year-to-date period, AVUVX achieves a -6.39% return, which is significantly lower than VOOG's -0.60% return.

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AVUVX has a 0.25% expense ratio, which is higher than VOOG's 0.10% 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%.

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Small Cap Value Fund (AVUVX) and Vanguard S&P 500 Growth ETF (VOOG). 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.

The current AVUVX Sharpe Ratio is -0.18, which is lower than the VOOG Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of AVUVX and VOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVUVX's dividend yield for the trailing twelve months is around 4.40%, more than VOOG's 0.56% yield.

The maximum AVUVX drawdown since its inception was -50.24%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for AVUVX and VOOG. For additional features, visit the drawdowns tool.

The current volatility for Avantis U.S. Small Cap Value Fund (AVUVX) is 6.48%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.67%. This indicates that AVUVX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.