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 0.93, 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
FESM vs. AVUV - Performance Comparison
Key characteristics
FESM:
1.29
AVUV:
0.92
FESM:
1.86
AVUV:
1.44
FESM:
1.23
AVUV:
1.18
FESM:
2.46
AVUV:
1.73
FESM:
6.50
AVUV:
4.10
FESM:
4.00%
AVUV:
4.63%
FESM:
20.19%
AVUV:
20.69%
FESM:
-10.56%
AVUV:
-49.42%
FESM:
-6.46%
AVUV:
-6.26%
Returns By Period
In the year-to-date period, FESM achieves a 3.15% return, which is significantly higher than AVUV's 2.89% return.
FESM
3.15%
2.24%
6.85%
23.97%
N/A
N/A
AVUV
2.89%
3.34%
3.39%
16.41%
15.53%
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 1.05%, less than AVUV's 1.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
FESM Fidelity Enhanced Small Cap ETF | 1.05% | 1.08% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.57% | 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 -10.56%, 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
Fidelity Enhanced Small Cap ETF (FESM) has a higher volatility of 6.67% compared to Avantis U.S. Small Cap Value ETF (AVUV) at 5.84%. This indicates that FESM'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.