AVUVX vs. VOOG
Compare and contrast key facts about Avantis U.S. Small Cap Value Fund (AVUVX) and Vanguard S&P 500 Growth ETF (VOOG).
AVUVX is managed by Avantis Investors. It was launched on Dec 4, 2019. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUVX or VOOG.
Performance
AVUVX vs. VOOG - Performance Comparison
Returns By Period
In the year-to-date period, AVUVX achieves a 15.61% return, which is significantly lower than VOOG's 33.18% return.
AVUVX
15.61%
6.81%
12.70%
30.16%
N/A
N/A
VOOG
33.18%
1.66%
14.97%
37.87%
17.54%
14.88%
Key characteristics
| AVUVX | VOOG | |
|---|---|---|
| Sharpe Ratio | 1.50 | 2.24 |
| Sortino Ratio | 2.23 | 2.91 |
| Omega Ratio | 1.28 | 1.41 |
| Calmar Ratio | 2.84 | 2.86 |
| Martin Ratio | 7.55 | 11.87 |
| Ulcer Index | 4.08% | 3.22% |
| Daily Std Dev | 20.53% | 17.05% |
| Max Drawdown | -50.24% | -32.73% |
| Current Drawdown | -1.93% | -1.55% |
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AVUVX vs. VOOG - Expense Ratio Comparison
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%.
Correlation
The correlation between AVUVX and VOOG is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
AVUVX vs. VOOG - Risk-Adjusted Performance Comparison
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.
Dividends
AVUVX vs. VOOG - Dividend Comparison
AVUVX's dividend yield for the trailing twelve months is around 1.36%, more than VOOG's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUVX Avantis U.S. Small Cap Value Fund | 1.36% | 1.57% | 1.86% | 1.23% | 0.70% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.60% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
AVUVX vs. VOOG - Drawdown Comparison
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.
Volatility
AVUVX vs. VOOG - Volatility Comparison
Avantis U.S. Small Cap Value Fund (AVUVX) has a higher volatility of 8.11% compared to Vanguard S&P 500 Growth ETF (VOOG) at 5.41%. This indicates that AVUVX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.