DFUV vs. AVUV
Compare and contrast key facts about Dimensional US Marketwide Value ETF (DFUV) and Avantis U.S. Small Cap Value ETF (AVUV).
DFUV and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFUV is an actively managed fund by Dimensional. It was launched on Dec 16, 1998. 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: DFUV or AVUV.
Key characteristics
| DFUV | AVUV | |
|---|---|---|
| YTD Return | 11.06% | 5.43% |
| 1Y Return | 19.21% | 20.44% |
| Sharpe Ratio | 1.39 | 0.91 |
| Daily Std Dev | 13.00% | 20.89% |
| Max Drawdown | -15.35% | -49.42% |
| Current Drawdown | -1.56% | -5.82% |
Correlation
The correlation between DFUV and AVUV is 0.92, 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
DFUV vs. AVUV - Performance Comparison
In the year-to-date period, DFUV achieves a 11.06% return, which is significantly higher than AVUV's 5.43% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DFUV vs. AVUV - Expense Ratio Comparison
DFUV has a 0.21% expense ratio, which is lower than AVUV's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DFUV vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Marketwide Value ETF (DFUV) 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
DFUV vs. AVUV - Dividend Comparison
DFUV's dividend yield for the trailing twelve months is around 1.56%, less than AVUV's 1.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
DFUV Dimensional US Marketwide Value ETF | 1.56% | 1.72% | 1.34% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.63% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
DFUV vs. AVUV - Drawdown Comparison
The maximum DFUV drawdown since its inception was -15.35%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for DFUV and AVUV. For additional features, visit the drawdowns tool.
Volatility
DFUV vs. AVUV - Volatility Comparison
The current volatility for Dimensional US Marketwide Value ETF (DFUV) is 3.86%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 6.37%. This indicates that DFUV 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.