GOGFX vs. AVUV
Compare and contrast key facts about Victory Sycamore Small Company Opportunity Fund (GOGFX) and Avantis U.S. Small Cap Value ETF (AVUV).
GOGFX is managed by Victory. It was launched on Aug 16, 1983. 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: GOGFX or AVUV.
Correlation
The correlation between GOGFX and AVUV is 0.95, 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
GOGFX vs. AVUV - Performance Comparison
Key characteristics
GOGFX:
-0.15
AVUV:
0.52
GOGFX:
-0.07
AVUV:
0.91
GOGFX:
0.99
AVUV:
1.11
GOGFX:
-0.11
AVUV:
0.96
GOGFX:
-0.41
AVUV:
2.09
GOGFX:
6.88%
AVUV:
5.03%
GOGFX:
19.14%
AVUV:
20.06%
GOGFX:
-59.72%
AVUV:
-49.42%
GOGFX:
-23.54%
AVUV:
-8.04%
Returns By Period
In the year-to-date period, GOGFX achieves a 1.06% return, which is significantly higher than AVUV's 0.94% return.
GOGFX
1.06%
-1.50%
-4.12%
-1.21%
0.73%
1.37%
AVUV
0.94%
-1.89%
5.47%
13.15%
15.78%
N/A
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GOGFX vs. AVUV - Expense Ratio Comparison
GOGFX has a 1.42% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
GOGFX vs. AVUV — Risk-Adjusted Performance Rank
GOGFX
AVUV
GOGFX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Sycamore Small Company Opportunity Fund (GOGFX) 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
GOGFX vs. AVUV - Dividend Comparison
GOGFX's dividend yield for the trailing twelve months is around 0.42%, less than AVUV's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
GOGFX Victory Sycamore Small Company Opportunity Fund | 0.42% | 0.42% | 0.29% | 0.21% | 0.00% | 0.24% | 0.33% | 0.09% | 0.28% | 0.12% |
AVUV Avantis U.S. Small Cap Value ETF | 1.60% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% |
Drawdowns
GOGFX vs. AVUV - Drawdown Comparison
The maximum GOGFX drawdown since its inception was -59.72%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for GOGFX and AVUV. For additional features, visit the drawdowns tool.
Volatility
GOGFX vs. AVUV - Volatility Comparison
The current volatility for Victory Sycamore Small Company Opportunity Fund (GOGFX) is 3.93%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 4.24%. This indicates that GOGFX 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.