Correlation
The correlation between IWM and AVUV is 0.73, 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.
IWM vs. AVUV
Compare and contrast key facts about iShares Russell 2000 ETF (IWM) and Avantis U.S. Small Cap Value ETF (AVUV).
IWM and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000. 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: IWM or AVUV.
Performance
IWM vs. AVUV - Performance Comparison
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Key characteristics
IWM:
0.07
AVUV:
-0.09
IWM:
0.24
AVUV:
0.05
IWM:
1.03
AVUV:
1.01
IWM:
0.04
AVUV:
-0.08
IWM:
0.11
AVUV:
-0.22
IWM:
9.92%
AVUV:
10.94%
IWM:
24.44%
AVUV:
25.73%
IWM:
-59.05%
AVUV:
-49.42%
IWM:
-14.96%
AVUV:
-16.51%
Returns By Period
In the year-to-date period, IWM achieves a -6.98% return, which is significantly higher than AVUV's -8.36% return.
IWM
-6.98%
5.24%
-14.77%
1.65%
4.86%
9.47%
6.51%
AVUV
-8.36%
6.68%
-15.78%
-2.28%
5.82%
19.44%
N/A
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IWM vs. AVUV - Expense Ratio Comparison
IWM has a 0.19% expense ratio, which is lower than AVUV's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IWM vs. AVUV — Risk-Adjusted Performance Rank
IWM
AVUV
IWM vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 ETF (IWM) 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.
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Dividends
IWM vs. AVUV - Dividend Comparison
IWM's dividend yield for the trailing twelve months is around 1.20%, less than AVUV's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWM iShares Russell 2000 ETF | 1.20% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
AVUV Avantis U.S. Small Cap Value ETF | 1.80% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IWM vs. AVUV - Drawdown Comparison
The maximum IWM drawdown since its inception was -59.05%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for IWM and AVUV.
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Volatility
IWM vs. AVUV - Volatility Comparison
The current volatility for iShares Russell 2000 ETF (IWM) is 6.46%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 6.84%. This indicates that IWM 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.
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