IMPAX vs. AVUV
Compare and contrast key facts about ERShares US Small Cap™ (IMPAX) and Avantis U.S. Small Cap Value ETF (AVUV).
IMPAX is managed by EntrepreneurShares. It was launched on Dec 17, 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: IMPAX or AVUV.
Correlation
The correlation between IMPAX and AVUV is 0.71, 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
IMPAX vs. AVUV - Performance Comparison
Key characteristics
Returns By Period
IMPAX
N/A
N/A
N/A
N/A
N/A
N/A
AVUV
-2.71%
-5.94%
-1.22%
8.73%
14.90%
N/A
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IMPAX vs. AVUV - Expense Ratio Comparison
IMPAX has a 0.86% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
IMPAX vs. AVUV — Risk-Adjusted Performance Rank
IMPAX
AVUV
IMPAX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ERShares US Small Cap™ (IMPAX) 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
IMPAX vs. AVUV - Dividend Comparison
IMPAX has not paid dividends to shareholders, while AVUV's dividend yield for the trailing twelve months is around 1.66%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMPAX ERShares US Small Cap™ | 100.05% | 100.05% | 0.00% | 0.00% | 2.02% | 14.92% | 0.07% | 21.32% | 10.66% | 0.18% | 6.34% | 0.04% |
AVUV Avantis U.S. Small Cap Value ETF | 1.66% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IMPAX vs. AVUV - Drawdown Comparison
Volatility
IMPAX vs. AVUV - Volatility Comparison
The current volatility for ERShares US Small Cap™ (IMPAX) is 0.00%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 4.70%. This indicates that IMPAX 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.