FESM vs. AVUV
Compare and contrast key facts about Fidelity Enhanced Small Cap ETF (FESM) and Avantis U.S. Small Cap Value ETF (AVUV).
FESM and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FESM is an actively managed fund by Fidelity. It was launched on Dec 20, 2007. 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: FESM or AVUV.
Correlation
The correlation between FESM and AVUV is 0.67, 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
FESM vs. AVUV - Performance Comparison
Key characteristics
FESM:
0.14
AVUV:
-0.16
FESM:
0.36
AVUV:
-0.07
FESM:
1.05
AVUV:
0.99
FESM:
0.12
AVUV:
-0.15
FESM:
0.34
AVUV:
-0.41
FESM:
9.16%
AVUV:
10.28%
FESM:
24.02%
AVUV:
25.23%
FESM:
-26.93%
AVUV:
-49.42%
FESM:
-16.14%
AVUV:
-18.13%
Returns By Period
In the year-to-date period, FESM achieves a -7.52% return, which is significantly higher than AVUV's -10.14% return.
FESM
-7.52%
14.77%
-13.46%
3.35%
N/A
N/A
AVUV
-10.14%
14.97%
-15.34%
-4.10%
20.39%
N/A
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FESM vs. AVUV - Expense Ratio Comparison
FESM has a 0.28% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
FESM vs. AVUV — Risk-Adjusted Performance Rank
FESM
AVUV
FESM vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Enhanced Small Cap ETF (FESM) 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
FESM vs. AVUV - Dividend Comparison
FESM's dividend yield for the trailing twelve months is around 1.48%, less than AVUV's 1.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
FESM Fidelity Enhanced Small Cap ETF | 1.48% | 1.08% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.84% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
FESM vs. AVUV - Drawdown Comparison
The maximum FESM drawdown since its inception was -26.93%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for FESM and AVUV. For additional features, visit the drawdowns tool.
Volatility
FESM vs. AVUV - Volatility Comparison
The current volatility for Fidelity Enhanced Small Cap ETF (FESM) is 10.32%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 11.48%. This indicates that FESM 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.