JKK vs. AVUV
Compare and contrast key facts about iShares Morningstar Small-Cap Growth ETF (JKK) and Avantis U.S. Small Cap Value ETF (AVUV).
JKK and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JKK is a passively managed fund by iShares that tracks the performance of the Morningstar Small Growth Index. It was launched on Jul 7, 2004. 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: JKK or AVUV.
Correlation
The correlation between JKK 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.
Performance
JKK vs. AVUV - Performance Comparison
Key characteristics
JKK:
0.09
AVUV:
-0.21
JKK:
0.30
AVUV:
-0.14
JKK:
1.04
AVUV:
0.98
JKK:
0.02
AVUV:
-0.19
JKK:
0.24
AVUV:
-0.53
JKK:
8.61%
AVUV:
10.22%
JKK:
24.07%
AVUV:
25.13%
JKK:
-90.33%
AVUV:
-49.42%
JKK:
-87.02%
AVUV:
-19.93%
Returns By Period
In the year-to-date period, JKK achieves a -8.47% return, which is significantly higher than AVUV's -12.11% return.
JKK
-8.47%
12.00%
-13.46%
-0.37%
-25.82%
-10.60%
AVUV
-12.11%
9.70%
-18.22%
-6.16%
19.87%
N/A
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JKK vs. AVUV - Expense Ratio Comparison
JKK has a 0.30% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
JKK vs. AVUV — Risk-Adjusted Performance Rank
JKK
AVUV
JKK vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap Growth ETF (JKK) 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
JKK vs. AVUV - Dividend Comparison
JKK's dividend yield for the trailing twelve months is around 0.93%, less than AVUV's 1.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JKK iShares Morningstar Small-Cap Growth ETF | 0.93% | 0.84% | 0.30% | 0.45% | 0.21% | 0.10% | 0.27% | 0.13% | 0.52% | 0.23% | 0.30% | 0.36% |
AVUV Avantis U.S. Small Cap Value ETF | 1.88% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JKK vs. AVUV - Drawdown Comparison
The maximum JKK drawdown since its inception was -90.33%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for JKK and AVUV. For additional features, visit the drawdowns tool.
Volatility
JKK vs. AVUV - Volatility Comparison
iShares Morningstar Small-Cap Growth ETF (JKK) has a higher volatility of 12.65% compared to Avantis U.S. Small Cap Value ETF (AVUV) at 11.77%. This indicates that JKK's price experiences larger fluctuations and is considered to be riskier than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.