FNDC vs. AVUV
Compare and contrast key facts about Schwab Fundamental International Small Co. Index ETF (FNDC) and Avantis U.S. Small Cap Value ETF (AVUV).
FNDC and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FNDC is a passively managed fund by Charles Schwab that tracks the performance of the Russell RAFI Small Company Developed x US. It was launched on Aug 15, 2013. 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: FNDC or AVUV.
Key characteristics
| FNDC | AVUV | |
|---|---|---|
| YTD Return | 0.14% | 1.30% |
| 1Y Return | 6.60% | 26.56% |
| 3Y Return (Ann) | -0.89% | 8.87% |
| Sharpe Ratio | 0.52 | 1.42 |
| Daily Std Dev | 13.23% | 20.06% |
| Max Drawdown | -43.22% | -49.42% |
| Current Drawdown | -7.93% | -3.25% |
Correlation
The correlation between FNDC and AVUV is 0.75, 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
FNDC vs. AVUV - Performance Comparison
In the year-to-date period, FNDC achieves a 0.14% return, which is significantly lower than AVUV's 1.30% 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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FNDC vs. AVUV - Expense Ratio Comparison
FNDC has a 0.39% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
FNDC vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental International Small Co. Index ETF (FNDC) 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
FNDC vs. AVUV - Dividend Comparison
FNDC's dividend yield for the trailing twelve months is around 2.86%, more than AVUV's 1.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNDC Schwab Fundamental International Small Co. Index ETF | 2.86% | 2.86% | 1.98% | 2.58% | 1.77% | 2.71% | 2.68% | 1.94% | 1.95% | 1.30% | 1.61% | 0.64% |
AVUV Avantis U.S. Small Cap Value ETF | 1.62% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FNDC vs. AVUV - Drawdown Comparison
The maximum FNDC drawdown since its inception was -43.22%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for FNDC and AVUV. For additional features, visit the drawdowns tool.
Volatility
FNDC vs. AVUV - Volatility Comparison
The current volatility for Schwab Fundamental International Small Co. Index ETF (FNDC) is 3.96%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 4.76%. This indicates that FNDC 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.