MFUL vs. AVUV
MFUL (Mindful Conservative ETF) and AVUV (Avantis US Small Cap Value ETF) are both exchange-traded funds - MFUL is a Diversified Portfolio fund actively managed by Mohr, while AVUV is a Small Cap Value Equities fund actively managed by Avantis. Both are actively managed. Over the past 3 years, MFUL returned 4.38%/yr vs 16.14%/yr for AVUV. Their 0.57 correlation means they have sometimes moved together and sometimes differently. MFUL charges 1.10%/yr vs 0.25%/yr for AVUV.
Performance
MFUL vs. AVUV - Performance Comparison
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Returns By Period
In the year-to-date period, MFUL achieves a 2.75% return, which is significantly lower than AVUV's 23.62% return.
MFUL
- 1D
- -0.03%
- 1M
- -0.18%
- 6M
- 1.42%
- YTD
- 2.75%
- 1Y
- 4.79%
- 3Y*
- 4.38%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -0.08%
AVUV
- 1D
- 0.03%
- 1M
- 1.43%
- 6M
- 15.37%
- YTD
- 23.62%
- 1Y
- 40.65%
- 3Y*
- 16.14%
- 5Y*
- 13.16%
- 10Y*
- —
- ALL TIME*
- 16.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $143.14M | $148.43M | $155.85M | |
| $6.81K | $15.69K | $11.16K |
MFUL vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
MFUL Mindful Conservative ETF | 2.75% | 4.51% | 5.36% | 2.24% | -12.46% | -1.61% |
AVUV Avantis US Small Cap Value ETF | 23.62% | 7.44% | 9.28% | 22.82% | -4.91% | -0.50% |
Correlation
The correlation between MFUL and AVUV is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (All Time) Calculated using the full available price history since Nov 3, 2021 | 0.57 |
The correlation between MFUL and AVUV shifts across timeframes, from 0.57 (all time) to 0.72 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
MFUL vs. AVUV — Risk / Return Rank
MFUL
AVUV
MFUL vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mindful Conservative ETF (MFUL) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MFUL | AVUV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.40 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.38 | 4.74 | -3.37 |
| Martin ratioReturn relative to average drawdown | 4.99 | 14.98 | -9.99 |
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Drawdowns
MFUL vs. AVUV - Drawdown Comparison
The maximum MFUL drawdown since its inception was -16.41%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for MFUL and AVUV.
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Drawdown Indicators
| MFUL | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.41% | -49.42% | +33.01% |
Max Drawdown (1Y)Largest decline over 1 year | -3.36% | -7.95% | +4.59% |
Max Drawdown (3Y)Largest decline over 3 years | -4.74% | -28.79% | +24.05% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.79% | — |
Current DrawdownCurrent decline from peak | -0.97% | -0.72% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -7.78% | -1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 2.52% | -1.59% |
Volatility
MFUL vs. AVUV - Volatility Comparison
The current volatility for Mindful Conservative ETF (MFUL) is 1.07%, while Avantis US Small Cap Value ETF (AVUV) has a volatility of 2.88%. This indicates that MFUL 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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Volatility by Period
| MFUL | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 2.88% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 3.58% | 10.51% | -6.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 16.90% | -12.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.27% | 22.40% | -18.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.27% | 28.02% | -23.75% |
MFUL vs. AVUV - Expense Ratio Comparison
MFUL has a 1.10% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Dividends
MFUL vs. AVUV - Dividend Comparison
MFUL's dividend yield for the trailing twelve months is around 2.41%, more than AVUV's 1.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.25% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
MFUL Mindful Conservative ETF | 2.41% | 3.31% | 2.59% | 5.00% | 0.29% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MFUL and AVUV have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVUV has higher volatility (2.88%) compared to MFUL (1.07%). In terms of maximum drawdown, MFUL dropped -16.41% vs AVUV's -49.42%.
On 3-year performance, AVUV leads with 16.14% vs 4.38% for MFUL. On fees, AVUV is cheaper at 0.25% per year. On volatility, MFUL has been the lower-risk option at 1.07%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, AVUV has performed better with a 16.14% return vs 4.38%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AVUV is cheaper with a 0.25% expense ratio, compared with 1.10% for MFUL.
MFUL has the higher dividend yield at 2.41%, compared with 1.25% for AVUV.
MFUL is categorized as Diversified Portfolio, while AVUV is Small Cap Value Equities. They also come from different issuers: Mohr and Avantis. Their fees differ too: 1.10% for MFUL and 0.25% for AVUV.
AVUV currently has the higher Sharpe Ratio (2.24 vs 1.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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