FLLV vs. AVUV
Compare and contrast key facts about Franklin Liberty U.S. Low Volatility ETF (FLLV) and Avantis U.S. Small Cap Value ETF (AVUV).
FLLV and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLLV is an actively managed fund by Franklin Templeton. It was launched on Sep 20, 2016. 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: FLLV or AVUV.
Correlation
The correlation between FLLV and AVUV is 0.70, 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
FLLV vs. AVUV - Performance Comparison
Key characteristics
FLLV:
0.11
AVUV:
-0.27
FLLV:
0.24
AVUV:
-0.22
FLLV:
1.04
AVUV:
0.97
FLLV:
0.10
AVUV:
-0.24
FLLV:
0.40
AVUV:
-0.75
FLLV:
3.70%
AVUV:
8.99%
FLLV:
14.06%
AVUV:
24.95%
FLLV:
-33.95%
AVUV:
-49.42%
FLLV:
-11.24%
AVUV:
-23.79%
Returns By Period
In the year-to-date period, FLLV achieves a -5.06% return, which is significantly higher than AVUV's -16.34% return.
FLLV
-5.06%
-7.30%
-11.24%
1.27%
10.74%
N/A
AVUV
-16.34%
-8.72%
-17.40%
-7.08%
21.68%
N/A
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FLLV vs. AVUV - Expense Ratio Comparison
FLLV has a 0.29% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
FLLV vs. AVUV — Risk-Adjusted Performance Rank
FLLV
AVUV
FLLV vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty U.S. Low Volatility ETF (FLLV) 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
FLLV vs. AVUV - Dividend Comparison
FLLV's dividend yield for the trailing twelve months is around 4.49%, more than AVUV's 1.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLLV Franklin Liberty U.S. Low Volatility ETF | 4.49% | 3.25% | 1.75% | 0.00% | 1.41% | 0.00% | 1.31% | 0.00% | 1.44% | 0.50% |
AVUV Avantis U.S. Small Cap Value ETF | 1.98% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% |
Drawdowns
FLLV vs. AVUV - Drawdown Comparison
The maximum FLLV drawdown since its inception was -33.95%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for FLLV and AVUV. For additional features, visit the drawdowns tool.
Volatility
FLLV vs. AVUV - Volatility Comparison
The current volatility for Franklin Liberty U.S. Low Volatility ETF (FLLV) is 10.48%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 15.06%. This indicates that FLLV 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.