ITAN vs. AVUV
Compare and contrast key facts about Sparkline Intangible Value ETF (ITAN) and Avantis U.S. Small Cap Value ETF (AVUV).
ITAN and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ITAN is an actively managed fund by EMPIRICAL FINANCE LLC. It was launched on Jun 29, 2021. 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: ITAN or AVUV.
Correlation
The correlation between ITAN and AVUV is 0.79, 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
ITAN vs. AVUV - Performance Comparison
Key characteristics
ITAN:
1.65
AVUV:
0.54
ITAN:
2.29
AVUV:
0.93
ITAN:
1.30
AVUV:
1.11
ITAN:
2.52
AVUV:
0.98
ITAN:
8.05
AVUV:
2.13
ITAN:
2.65%
AVUV:
5.06%
ITAN:
12.98%
AVUV:
20.05%
ITAN:
-30.41%
AVUV:
-49.42%
ITAN:
-0.55%
AVUV:
-8.95%
Returns By Period
In the year-to-date period, ITAN achieves a 5.20% return, which is significantly higher than AVUV's -0.06% return.
ITAN
5.20%
0.83%
14.01%
22.50%
N/A
N/A
AVUV
-0.06%
-4.21%
5.03%
11.87%
15.54%
N/A
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ITAN vs. AVUV - Expense Ratio Comparison
ITAN has a 0.50% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
ITAN vs. AVUV — Risk-Adjusted Performance Rank
ITAN
AVUV
ITAN vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sparkline Intangible Value ETF (ITAN) 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
ITAN vs. AVUV - Dividend Comparison
ITAN's dividend yield for the trailing twelve months is around 1.09%, less than AVUV's 1.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
ITAN Sparkline Intangible Value ETF | 1.09% | 1.14% | 1.01% | 0.57% | 0.45% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.61% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
ITAN vs. AVUV - Drawdown Comparison
The maximum ITAN drawdown since its inception was -30.41%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for ITAN and AVUV. For additional features, visit the drawdowns tool.
Volatility
ITAN vs. AVUV - Volatility Comparison
The current volatility for Sparkline Intangible Value ETF (ITAN) is 2.24%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 4.03%. This indicates that ITAN 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.