DFAS vs. AVUV
Compare and contrast key facts about Dimensional U.S. Small Cap ETF (DFAS) and Avantis U.S. Small Cap Value ETF (AVUV).
DFAS and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFAS is an actively managed fund by Dimensional Fund Advisors LP. It was launched on Jun 14, 2021. 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: DFAS or AVUV.
Correlation
The correlation between DFAS and AVUV is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFAS vs. AVUV - Performance Comparison
Key characteristics
DFAS:
-0.08
AVUV:
-0.28
DFAS:
0.05
AVUV:
-0.23
DFAS:
1.01
AVUV:
0.97
DFAS:
-0.07
AVUV:
-0.24
DFAS:
-0.23
AVUV:
-0.73
DFAS:
8.10%
AVUV:
9.55%
DFAS:
23.16%
AVUV:
25.16%
DFAS:
-26.13%
AVUV:
-49.42%
DFAS:
-18.52%
AVUV:
-21.64%
Returns By Period
In the year-to-date period, DFAS achieves a -11.15% return, which is significantly higher than AVUV's -13.99% return.
DFAS
-11.15%
-3.35%
-9.64%
-1.73%
N/A
N/A
AVUV
-13.99%
-5.06%
-12.16%
-6.78%
19.98%
N/A
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DFAS vs. AVUV - Expense Ratio Comparison
DFAS has a 0.34% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
DFAS vs. AVUV — Risk-Adjusted Performance Rank
DFAS
AVUV
DFAS vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional U.S. Small Cap ETF (DFAS) 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
DFAS vs. AVUV - Dividend Comparison
DFAS's dividend yield for the trailing twelve months is around 1.11%, less than AVUV's 1.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
DFAS Dimensional U.S. Small Cap ETF | 1.11% | 0.93% | 1.00% | 1.03% | 3.24% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.92% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
DFAS vs. AVUV - Drawdown Comparison
The maximum DFAS drawdown since its inception was -26.13%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for DFAS and AVUV. For additional features, visit the drawdowns tool.
Volatility
DFAS vs. AVUV - Volatility Comparison
The current volatility for Dimensional U.S. Small Cap ETF (DFAS) is 14.42%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 15.36%. This indicates that DFAS experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.