CAUV.TO vs. AVUS

Last updated Jun 25, 2026

CAUV.TO (Avantis CIBC U.S. Small Cap Value ETF) and AVUS (Avantis U.S. Equity ETF) are both exchange-traded funds - CAUV.TO is a Small Cap Value Equities fund actively managed by Avantis, while AVUS is a Large Cap Blend Equities fund actively managed by Avantis. Both are actively managed. A 0.56 correlation means they provide meaningful diversification when combined. CAUV.TO charges 0.35%/yr vs 0.15%/yr for AVUS.

Performance

CAUV.TO vs. AVUS - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Avantis CIBC U.S. Small Cap Value ETF (CAUV.TO) and Avantis U.S. Equity ETF (AVUS). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

CAUV.TO is traded in CAD, while AVUS is traded in USD. To make them comparable, the AVUS values have been converted to CAD using the latest available exchange rates.

Returns By Period

CAUV.TO

• 1D: 0.94%
• 1M: 4.41%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVUS

• 1D: 0.36%
• 1M: 3.58%
• YTD: 17.49%
• 6M: 16.02%
• 1Y: 33.00%
• 3Y*: 24.63%
• 5Y*: 15.92%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CAUV.TO vs. AVUS - Yearly Performance Comparison

	2026 (YTD)
CAUV.TO Avantis CIBC U.S. Small Cap Value ETF	8.90%
AVUS Avantis U.S. Equity ETF	11.95%

Correlation

The correlation between CAUV.TO and AVUS is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Feb 23, 2026	0.56

Return for Risk

CAUV.TO vs. AVUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CAUV.TO

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AVUS

AVUS Risk / Return Rank: 79
AVUS Sharpe Ratio Rank: 79
AVUS Sortino Ratio Rank: 77
AVUS Omega Ratio Rank: 77
AVUS Calmar Ratio Rank: 78
AVUS Martin Ratio Rank: 86

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CAUV.TO vs. AVUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis CIBC U.S. Small Cap Value ETF (CAUV.TO) and Avantis U.S. Equity ETF (AVUS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CAUV.TO	AVUS	Difference
Sharpe ratio: Return per unit of total volatility	—	2.52	—
Sortino ratio: Return per unit of downside risk	—	3.49	—
Omega ratio: Gain probability vs. loss probability	—	1.44	—
Calmar ratio: Return relative to maximum drawdown	—	5.09	—
Martin ratio: Return relative to average drawdown	—	19.98	—

Drawdowns

CAUV.TO vs. AVUS - Drawdown Comparison

The maximum CAUV.TO drawdown since its inception was -9.92%, smaller than the maximum AVUS drawdown of -31.45%. Use the drawdown chart below to compare losses from any high point for CAUV.TO and AVUS.

Drawdown Indicators

	CAUV.TO	AVUS	Difference
Max Drawdown Largest peak-to-trough decline	-9.92%	-31.45%	+21.53%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.51%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-20.61%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.61%	—
Current Drawdown Current decline from peak	0.00%	-1.18%	+1.18%
Average Drawdown Average peak-to-trough decline	-2.75%	-4.20%	+1.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.66%	—

Volatility

Volatility by Period

	CAUV.TO	AVUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.12%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.37%	—
Volatility (1Y) Calculated over the trailing 1-year period	16.89%	13.18%	+3.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.89%	18.29%	-1.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.89%	21.79%	-4.90%

CAUV.TO vs. AVUS - Expense Ratio Comparison

CAUV.TO has a 0.35% expense ratio, which is higher than AVUS's 0.15% expense ratio.

Dividends

CAUV.TO vs. AVUS - Dividend Comparison

CAUV.TO has not paid dividends to shareholders, while AVUS's dividend yield for the trailing twelve months is around 0.94%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AVUS Avantis U.S. Equity ETF	0.94%	1.08%	1.27%	1.41%	1.59%	1.08%	1.19%	0.35%
CAUV.TO Avantis CIBC U.S. Small Cap Value ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CAUV.TO and AVUS in my portfolio?

CAUV.TO and AVUS have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CAUV.TO or AVUS?

On fees, AVUS is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CAUV.TO or AVUS?

AVUS is cheaper with a 0.15% expense ratio, compared with 0.35% for CAUV.TO.

What is the main difference between CAUV.TO and AVUS?

CAUV.TO is categorized as Small Cap Value Equities, while AVUS is Large Cap Blend Equities. Their fees differ too: 0.35% for CAUV.TO and 0.15% for AVUS.