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BWB vs. AVUV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BWB vs. AVUV

Last updated May 18, 2025

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 0.41, 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

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridgewater Bancshares, Inc. (BWB) and Avantis U.S. Small Cap Value ETF (AVUV). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

BWB:

0.98

AVUV:

-0.04

Sortino Ratio

BWB:

1.58

AVUV:

0.12

Omega Ratio

BWB:

1.19

AVUV:

1.02

Calmar Ratio

BWB:

0.73

AVUV:

-0.04

Martin Ratio

BWB:

3.78

AVUV:

-0.10

Ulcer Index

BWB:

8.90%

AVUV:

10.55%

Daily Std Dev

BWB:

32.88%

AVUV:

25.47%

Max Drawdown

BWB:

-59.49%

AVUV:

-49.42%

Current Drawdown

BWB:

-21.43%

AVUV:

-14.04%

Returns By Period

In the year-to-date period, BWB achieves a 16.14% return, which is significantly higher than AVUV's -5.64% return.

BWB

YTD

16.14%

1M

18.68%

6M

5.37%

1Y

29.56%

5Y*

9.70%

10Y*

N/A

AVUV

YTD

-5.64%

1M

12.79%

6M

-9.50%

1Y

-1.24%

5Y*

21.70%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

BWB vs. AVUV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BWB
The Risk-Adjusted Performance Rank of BWB is 7979
Overall Rank
The Sharpe Ratio Rank of BWB is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of BWB is 7878
Sortino Ratio Rank
The Omega Ratio Rank of BWB is 7575
Omega Ratio Rank
The Calmar Ratio Rank of BWB is 7878
Calmar Ratio Rank
The Martin Ratio Rank of BWB is 8282
Martin Ratio Rank
AVUV
The Risk-Adjusted Performance Rank of AVUV is 1414
Overall Rank
The Sharpe Ratio Rank of AVUV is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of AVUV is 1515
Sortino Ratio Rank
The Omega Ratio Rank of AVUV is 1414
Omega Ratio Rank
The Calmar Ratio Rank of AVUV is 1313
Calmar Ratio Rank
The Martin Ratio Rank of AVUV is 1414
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

The current BWB Sharpe Ratio is 0.98, which is higher than the AVUV Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of BWB and AVUV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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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 1.75%.

TTM202420232022202120202019
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		1.75%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.

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Volatility

BWB vs. AVUV - Volatility Comparison

Bridgewater Bancshares, Inc. (BWB) has a higher volatility of 11.38% compared to Avantis U.S. Small Cap Value ETF (AVUV) at 6.29%. 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.

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