LSVQX vs. AVUV
Compare and contrast key facts about LSV Small Cap Value Fund (LSVQX) and Avantis U.S. Small Cap Value ETF (AVUV).
LSVQX is managed by LSV. It was launched on Feb 28, 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: LSVQX or AVUV.
Correlation
The correlation between LSVQX and AVUV is 0.98, 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
LSVQX vs. AVUV - Performance Comparison
Key characteristics
LSVQX:
0.63
AVUV:
0.72
LSVQX:
1.03
AVUV:
1.19
LSVQX:
1.13
AVUV:
1.15
LSVQX:
0.93
AVUV:
1.33
LSVQX:
2.31
AVUV:
2.92
LSVQX:
4.88%
AVUV:
4.99%
LSVQX:
17.97%
AVUV:
20.20%
LSVQX:
-57.17%
AVUV:
-49.42%
LSVQX:
-8.44%
AVUV:
-8.01%
Returns By Period
In the year-to-date period, LSVQX achieves a 1.94% return, which is significantly higher than AVUV's 0.97% return.
LSVQX
1.94%
-0.16%
1.65%
7.38%
8.61%
5.27%
AVUV
0.97%
-1.51%
5.72%
10.53%
15.62%
N/A
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LSVQX vs. AVUV - Expense Ratio Comparison
LSVQX has a 0.83% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
LSVQX vs. AVUV — Risk-Adjusted Performance Rank
LSVQX
AVUV
LSVQX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LSV Small Cap Value Fund (LSVQX) 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
LSVQX vs. AVUV - Dividend Comparison
LSVQX's dividend yield for the trailing twelve months is around 1.75%, more than AVUV's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSVQX LSV Small Cap Value Fund | 1.75% | 1.78% | 1.73% | 2.02% | 1.45% | 1.83% | 2.05% | 1.33% | 1.16% | 1.19% | 1.71% | 0.90% |
AVUV Avantis U.S. Small Cap Value ETF | 1.60% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LSVQX vs. AVUV - Drawdown Comparison
The maximum LSVQX drawdown since its inception was -57.17%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for LSVQX and AVUV. For additional features, visit the drawdowns tool.
Volatility
LSVQX vs. AVUV - Volatility Comparison
The current volatility for LSV Small Cap Value Fund (LSVQX) is 3.57%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 4.11%. This indicates that LSVQX 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.