FFLC vs. AVUV
Compare and contrast key facts about Fidelity Fundamental Large Cap Core ETF (FFLC) and Avantis U.S. Small Cap Value ETF (AVUV).
FFLC and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FFLC is an actively managed fund by Fidelity. It was launched on Jun 2, 2020. 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: FFLC or AVUV.
Key characteristics
| FFLC | AVUV | |
|---|---|---|
| YTD Return | 17.78% | 4.77% |
| 1Y Return | 38.83% | 35.96% |
| 3Y Return (Ann) | 14.51% | 8.46% |
| Sharpe Ratio | 2.94 | 1.71 |
| Daily Std Dev | 12.89% | 19.83% |
| Max Drawdown | -15.87% | -49.42% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FFLC and AVUV is 0.86, 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
FFLC vs. AVUV - Performance Comparison
In the year-to-date period, FFLC achieves a 17.78% return, which is significantly higher than AVUV's 4.77% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FFLC vs. AVUV - Expense Ratio Comparison
FFLC has a 0.38% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
FFLC vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Fundamental Large Cap Core ETF (FFLC) 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
FFLC vs. AVUV - Dividend Comparison
FFLC's dividend yield for the trailing twelve months is around 0.44%, less than AVUV's 1.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
FFLC Fidelity Fundamental Large Cap Core ETF | 0.44% | 0.57% | 1.67% | 1.68% | 0.89% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.57% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
FFLC vs. AVUV - Drawdown Comparison
The maximum FFLC drawdown since its inception was -15.87%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for FFLC and AVUV. For additional features, visit the drawdowns tool.
Volatility
FFLC vs. AVUV - Volatility Comparison
The current volatility for Fidelity Fundamental Large Cap Core ETF (FFLC) is 3.77%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 4.49%. This indicates that FFLC 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.