GFGF vs. AVIE

Last updated Aug 4, 2026

GFGF (Guru Favorite Stocks ETF) and AVIE (Avantis Inflation Focused Equity ETF) are both Large Cap Blend Equities funds. Both are actively managed. Over the past 3 years, GFGF returned 17.26%/yr vs 12.51%/yr for AVIE. Their 0.42 correlation means their historical movements had little consistent relationship. GFGF charges 0.65%/yr vs 0.25%/yr for AVIE.

Performance

GFGF vs. AVIE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Guru Favorite Stocks ETF (GFGF) and Avantis Inflation Focused Equity ETF (AVIE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, GFGF achieves a 2.78% return, which is significantly lower than AVIE's 17.73% return.

GFGF

• 1D: 1.18%
• 1M: 0.77%
• 6M: 3.26%
• YTD: 2.78%
• 1Y: 12.91%
• 3Y*: 17.26%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 8.58%

AVIE

• 1D: -0.57%
• 1M: 1.80%
• 6M: 11.12%
• YTD: 17.73%
• 1Y: 31.22%
• 3Y*: 12.51%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 14.28%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AVIE Avantis Inflation Focused Equity ETF	$128.23K	$114.60K	$100.90K
GFGF Guru Favorite Stocks ETF	$419.66K	$205.13K	$80.27K

GFGF vs. AVIE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
GFGF Guru Favorite Stocks ETF	2.78%	13.11%	26.12%	24.03%	6.30%
AVIE Avantis Inflation Focused Equity ETF	17.73%	11.37%	6.17%	4.19%	15.20%

Correlation

The correlation between GFGF and AVIE is 0.18, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.18
Correlation (3Y) Balances recent behavior with more history.	0.37
Correlation (All Time) Calculated using the full available price history since Sep 29, 2022	0.42

Over the past year, the correlation between GFGF and AVIE has dropped to 0.18 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.

GFGF vs. AVIE - Sectors Allocation Comparison

Sectors	GFGF	AVIE
Technology	35.2%	0.1%
Financial Services	31.4%	15.7%
Healthcare	14.8%	29.6%
Communication Services	10.2%	-
Consumer Cyclical	6.5%	0.1%
Consumer Defensive	3.1%	16.9%
Industrials	2.0%	1.7%
Real Estate	2.0%	0.5%
Basic Materials	-	9.0%
Energy	-	26.5%
Utilities	-	0.0%

Return for Risk

GFGF vs. AVIE — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

GFGF

GFGF Risk / Return Rank: 34
GFGF Sharpe Ratio Rank: 38
GFGF Sortino Ratio Rank: 37
GFGF Omega Ratio Rank: 36
GFGF Calmar Ratio Rank: 26
GFGF Martin Ratio Rank: 31

AVIE

AVIE Risk / Return Rank: 96
AVIE Sharpe Ratio Rank: 96
AVIE Sortino Ratio Rank: 96
AVIE Omega Ratio Rank: 95
AVIE Calmar Ratio Rank: 96
AVIE Martin Ratio Rank: 95

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GFGF vs. AVIE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Guru Favorite Stocks ETF (GFGF) and Avantis Inflation Focused Equity ETF (AVIE). 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.

	GFGF	AVIE	Difference
Sharpe ratio: Return per unit of total volatility	1.01	3.15	-2.14
Sortino ratio: Return per unit of downside risk	1.44	4.59	-3.15
Omega ratio: Gain probability vs. loss probability	1.18	1.56	-0.38
Calmar ratio: Return relative to maximum drawdown	0.85	6.31	-5.46
Martin ratio: Return relative to average drawdown	2.87	21.51	-18.63

GFGF vs. AVIE - Sharpe Ratio Comparison

The current GFGF Sharpe Ratio is 1.01, which is lower than the AVIE Sharpe Ratio of 3.15. The chart below compares the historical Sharpe Ratios of GFGF and AVIE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

GFGF vs. AVIE - Drawdown Comparison

The maximum GFGF drawdown since its inception was -27.98%, which is greater than AVIE's maximum drawdown of -12.39%. Use the drawdown chart below to compare losses from any high point for GFGF and AVIE.

Drawdown Indicators

	GFGF	AVIE	Difference
Max Drawdown Largest peak-to-trough decline	-27.98%	-12.39%	-15.59%
Max Drawdown (1Y) Largest decline over 1 year	-15.22%	-4.97%	-10.25%
Max Drawdown (3Y) Largest decline over 3 years	-15.60%	-12.39%	-3.21%
Current Drawdown Current decline from peak	0.00%	-1.45%	+1.45%
Average Drawdown Average peak-to-trough decline	-8.04%	-2.93%	-5.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.50%	1.46%	+3.04%

Volatility

GFGF vs. AVIE - Volatility Comparison

Guru Favorite Stocks ETF (GFGF) has a higher volatility of 3.61% compared to Avantis Inflation Focused Equity ETF (AVIE) at 3.03%. This indicates that GFGF's price experiences larger fluctuations and is considered to be riskier than AVIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GFGF	AVIE	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.61%	3.03%	+0.58%
Volatility (6M) Calculated over the trailing 6-month period	10.15%	7.50%	+2.65%
Volatility (1Y) Calculated over the trailing 1-year period	12.92%	9.99%	+2.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.93%	12.85%	+6.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.93%	12.85%	+6.08%

GFGF vs. AVIE - Expense Ratio Comparison

GFGF has a 0.65% expense ratio, which is higher than AVIE's 0.25% expense ratio.

Dividends

GFGF vs. AVIE - Dividend Comparison

GFGF's dividend yield for the trailing twelve months is around 0.21%, less than AVIE's 1.41% yield.

Position	TTM	2025	2024	2023	2022	2021
AVIE Avantis Inflation Focused Equity ETF	1.41%	1.75%	1.89%	3.72%	0.39%	0.00%
GFGF Guru Favorite Stocks ETF	0.21%	0.21%	0.10%	0.08%	0.42%	0.01%

Frequently Asked Questions

Can I hold both GFGF and AVIE in my portfolio?

GFGF and AVIE have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, GFGF or AVIE?

GFGF has higher volatility (3.61%) compared to AVIE (3.03%). In terms of maximum drawdown, GFGF dropped -27.98% vs AVIE's -12.39%.

Which ETF is better, GFGF or AVIE?

On 3-year performance, GFGF leads with 17.26% vs 12.51% for AVIE. On fees, AVIE is cheaper at 0.25% per year. On volatility, AVIE has been the lower-risk option at 3.03%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, GFGF or AVIE?

Over the 3-year period, GFGF has performed better with a 17.26% return vs 12.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, GFGF or AVIE?

AVIE is cheaper with a 0.25% expense ratio, compared with 0.65% for GFGF.

Which ETF pays a higher dividend yield, GFGF or AVIE?

AVIE has the higher dividend yield at 1.41%, compared with 0.21% for GFGF.

What is the main difference between GFGF and AVIE?

They also come from different issuers: GuruFocus and Avantis. Their fees differ too: 0.65% for GFGF and 0.25% for AVIE.

Which has better risk-adjusted returns?

AVIE currently has the higher Sharpe Ratio (3.15 vs 1.01), 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.