MASKX vs. AVUV
Compare and contrast key facts about iShares Russell 2000 Small-Cap Index Fund (MASKX) and Avantis US Small Cap Value ETF (AVUV).
MASKX is managed by BlackRock. It was launched on Apr 9, 1997. AVUV is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Value. It was launched on Sep 24, 2019.
Performance
MASKX vs. AVUV - Performance Comparison
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MASKX vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | -2.51% | 12.76% | 11.35% | 16.99% | -20.39% | 14.54% | 19.99% | 9.28% |
AVUV Avantis US Small Cap Value ETF | 8.60% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.50% |
Returns By Period
In the year-to-date period, MASKX achieves a -2.51% return, which is significantly lower than AVUV's 8.60% return.
MASKX
- 1D
- -1.48%
- 1M
- -8.19%
- YTD
- -2.51%
- 6M
- -0.38%
- 1Y
- 21.43%
- 3Y*
- 11.69%
- 5Y*
- 3.00%
- 10Y*
- 9.43%
AVUV
- 1D
- 2.03%
- 1M
- -1.97%
- YTD
- 8.60%
- 6M
- 11.68%
- 1Y
- 28.72%
- 3Y*
- 16.19%
- 5Y*
- 10.38%
- 10Y*
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MASKX vs. AVUV - Expense Ratio Comparison
MASKX has a 0.12% 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%.
Return for Risk
MASKX vs. AVUV — Risk / Return Rank
MASKX
AVUV
MASKX vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2000 Small-Cap Index Fund (MASKX) and Avantis US 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.
| MASKX | AVUV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.23 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.80 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.87 | -0.54 |
Martin ratioReturn relative to average drawdown | 5.00 | 7.37 | -2.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MASKX | AVUV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.23 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.45 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.52 | -0.18 |
Correlation
The correlation between MASKX and AVUV is 0.91, 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.
Dividends
MASKX vs. AVUV - Dividend Comparison
MASKX's dividend yield for the trailing twelve months is around 3.22%, more than AVUV's 1.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MASKX iShares Russell 2000 Small-Cap Index Fund | 3.22% | 3.13% | 4.81% | 2.92% | 1.70% | 7.64% | 1.42% | 3.43% | 4.26% | 3.15% | 4.60% | 3.63% |
AVUV Avantis US Small Cap Value ETF | 1.41% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MASKX vs. AVUV - Drawdown Comparison
The maximum MASKX drawdown since its inception was -59.06%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for MASKX and AVUV.
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Drawdown Indicators
| MASKX | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.06% | -49.42% | -9.64% |
Max Drawdown (1Y)Largest decline over 1 year | -13.89% | -15.43% | +1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -31.98% | -28.79% | -3.19% |
Max Drawdown (10Y)Largest decline over 10 years | -41.68% | — | — |
Current DrawdownCurrent decline from peak | -11.01% | -4.14% | -6.87% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -8.14% | -3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.91% | -0.23% |
Volatility
MASKX vs. AVUV - Volatility Comparison
iShares Russell 2000 Small-Cap Index Fund (MASKX) has a higher volatility of 6.63% compared to Avantis US Small Cap Value ETF (AVUV) at 5.51%. This indicates that MASKX'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.
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Volatility by Period
| MASKX | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 5.51% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 14.09% | 13.11% | +0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.10% | 23.46% | -0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.14% | 22.95% | +0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.63% | 28.60% | -4.97% |