BWB vs. AVUV
Compare and contrast key facts about Bridgewater Bancshares, Inc. (BWB) and Avantis U.S. Small Cap Value ETF (AVUV).
AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BWB or AVUV.
Correlation
The correlation between BWB and AVUV is 0.62, 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.
Performance
BWB vs. AVUV - Performance Comparison
Key characteristics
BWB:
0.85
AVUV:
0.72
BWB:
1.35
AVUV:
1.19
BWB:
1.17
AVUV:
1.15
BWB:
0.58
AVUV:
1.33
BWB:
3.62
AVUV:
2.92
BWB:
7.36%
AVUV:
4.99%
BWB:
31.56%
AVUV:
20.20%
BWB:
-59.49%
AVUV:
-49.42%
BWB:
-25.54%
AVUV:
-8.01%
Returns By Period
In the year-to-date period, BWB achieves a 10.07% return, which is significantly higher than AVUV's 0.97% return.
BWB
10.07%
12.14%
12.57%
21.79%
1.51%
N/A
AVUV
0.97%
-1.51%
5.72%
10.53%
15.62%
N/A
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Risk-Adjusted Performance
BWB vs. AVUV — Risk-Adjusted Performance Rank
BWB
AVUV
BWB vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgewater Bancshares, Inc. (BWB) and Avantis U.S. Small Cap Value ETF (AVUV). 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
BWB vs. AVUV - Dividend Comparison
BWB has not paid dividends to shareholders, while AVUV's dividend yield for the trailing twelve months is around 1.60%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
BWB Bridgewater Bancshares, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.60% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
BWB vs. AVUV - Drawdown Comparison
The maximum BWB drawdown since its inception was -59.49%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for BWB and AVUV. For additional features, visit the drawdowns tool.
Volatility
BWB vs. AVUV - Volatility Comparison
Bridgewater Bancshares, Inc. (BWB) has a higher volatility of 8.89% compared to Avantis U.S. Small Cap Value ETF (AVUV) at 4.11%. This indicates that BWB's price experiences larger fluctuations and is considered to be riskier than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.