HFMDX vs. AVUV

In the year-to-date period, HFMDX achieves a 38.78% return, which is significantly higher than AVUV's 13.78% return.

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HFMDX has a 1.36% expense ratio, which is higher than AVUV's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) 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.

The current HFMDX Sharpe Ratio is 1.59, which is comparable to the AVUV Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of HFMDX and AVUV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HFMDX has not paid dividends to shareholders, while AVUV's dividend yield for the trailing twelve months is around 1.55%.

The maximum HFMDX drawdown since its inception was -71.75%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for HFMDX and AVUV. For additional features, visit the drawdowns tool.

The current volatility for Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) is 4.87%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 8.44%. This indicates that HFMDX 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.