FSCCX vs. AVDV
FSCCX (Nuveen Small Cap Value Fund) and AVDV (Avantis International Small Cap Value ETF) are both funds - FSCCX is a Small Cap Value Equities fund managed by Nuveen, while AVDV is a Foreign Small & Mid Cap Equities fund actively managed by Avantis. Over the past 5 years, FSCCX returned 8.16%/yr vs 13.72%/yr for AVDV. Their 0.70 correlation means they have sometimes moved together and sometimes differently. FSCCX charges 0.95%/yr vs 0.36%/yr for AVDV.
Performance
FSCCX vs. AVDV - Performance Comparison
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Returns By Period
In the year-to-date period, FSCCX achieves a 16.95% return, which is significantly higher than AVDV's 12.96% return.
FSCCX
- 1D
- 0.10%
- 1M
- -0.03%
- 6M
- 11.18%
- YTD
- 16.95%
- 1Y
- 26.55%
- 3Y*
- 12.32%
- 5Y*
- 8.16%
- 10Y*
- 7.50%
- ALL TIME*
- 7.49%
AVDV
- 1D
- -0.48%
- 1M
- 0.21%
- 6M
- 4.97%
- YTD
- 12.96%
- 1Y
- 34.21%
- 3Y*
- 24.60%
- 5Y*
- 13.72%
- 10Y*
- —
- ALL TIME*
- 14.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $74.82M | $104.24M | $85.42M | |
| $0.00 | $0.00 | $0.00 |
FSCCX vs. AVDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FSCCX Nuveen Small Cap Value Fund | 16.95% | 3.21% | 14.82% | 11.86% | -12.42% | 35.38% | -4.21% | 3.72% |
AVDV Avantis International Small Cap Value ETF | 12.96% | 49.37% | 8.67% | 16.85% | -11.47% | 15.80% | 5.01% | 11.78% |
Correlation
The correlation between FSCCX and AVDV is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.70 |
The correlation between FSCCX and AVDV shifts across timeframes, from 0.53 (1 year) to 0.70 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FSCCX vs. AVDV — Risk / Return Rank
FSCCX
AVDV
FSCCX vs. AVDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Value Fund (FSCCX) and Avantis International Small Cap Value ETF (AVDV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSCCX | AVDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.37 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | 2.64 | -0.44 |
| Martin ratioReturn relative to average drawdown | 6.83 | 9.60 | -2.77 |
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Drawdowns
FSCCX vs. AVDV - Drawdown Comparison
The maximum FSCCX drawdown since its inception was -65.90%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for FSCCX and AVDV.
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Drawdown Indicators
| FSCCX | AVDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.90% | -43.01% | -22.89% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -13.19% | +2.83% |
Max Drawdown (3Y)Largest decline over 3 years | -24.81% | -14.17% | -10.64% |
Max Drawdown (5Y)Largest decline over 5 years | -24.81% | -28.08% | +3.27% |
Max Drawdown (10Y)Largest decline over 10 years | -53.80% | — | — |
Current DrawdownCurrent decline from peak | -1.84% | -3.96% | +2.12% |
Average DrawdownAverage peak-to-trough decline | -13.32% | -6.71% | -6.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 3.63% | -0.29% |
Volatility
FSCCX vs. AVDV - Volatility Comparison
The current volatility for Nuveen Small Cap Value Fund (FSCCX) is 3.54%, while Avantis International Small Cap Value ETF (AVDV) has a volatility of 5.49%. This indicates that FSCCX experiences smaller price fluctuations and is considered to be less risky than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCCX | AVDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 5.49% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 10.80% | 14.73% | -3.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.66% | 16.82% | -0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.49% | 17.43% | +3.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.33% | 19.72% | +3.61% |
FSCCX vs. AVDV - Expense Ratio Comparison
FSCCX has a 0.95% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Dividends
FSCCX vs. AVDV - Dividend Comparison
FSCCX's dividend yield for the trailing twelve months is around 0.94%, less than AVDV's 2.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 2.80% | 3.05% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% |
FSCCX Nuveen Small Cap Value Fund | 0.94% | 1.09% | 1.52% | 1.02% | 1.24% | 0.52% | 0.54% | 1.16% | 4.21% | 1.03% | 2.63% | 1.80% |
Frequently Asked Questions
FSCCX and AVDV have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVDV has higher volatility (5.49%) compared to FSCCX (3.54%). In terms of maximum drawdown, FSCCX dropped -65.90% vs AVDV's -43.01%.
AVDV currently has the higher Sharpe Ratio (2.07 vs 1.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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