MFUL vs. AVUV
Compare and contrast key facts about Mindful Conservative ETF (MFUL) and Avantis U.S. Small Cap Value ETF (AVUV).
MFUL and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MFUL is an actively managed fund by Mohr Funds. It was launched on Nov 2, 2021. 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: MFUL or AVUV.
Correlation
The correlation between MFUL and AVUV is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MFUL vs. AVUV - Performance Comparison
Key characteristics
MFUL:
1.79
AVUV:
0.69
MFUL:
2.55
AVUV:
1.15
MFUL:
1.34
AVUV:
1.14
MFUL:
0.53
AVUV:
1.28
MFUL:
8.24
AVUV:
2.80
MFUL:
0.81%
AVUV:
5.01%
MFUL:
3.74%
AVUV:
20.08%
MFUL:
-16.41%
AVUV:
-49.42%
MFUL:
-6.70%
AVUV:
-7.29%
Returns By Period
In the year-to-date period, MFUL achieves a 1.18% return, which is significantly lower than AVUV's 1.76% return.
MFUL
1.18%
0.55%
2.58%
6.49%
N/A
N/A
AVUV
1.76%
-1.10%
7.35%
12.81%
15.66%
N/A
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MFUL vs. AVUV - Expense Ratio Comparison
MFUL has a 1.10% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
MFUL vs. AVUV — Risk-Adjusted Performance Rank
MFUL
AVUV
MFUL vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mindful Conservative ETF (MFUL) 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
MFUL vs. AVUV - Dividend Comparison
MFUL's dividend yield for the trailing twelve months is around 2.56%, more than AVUV's 1.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
MFUL Mindful Conservative ETF | 2.56% | 2.59% | 5.00% | 0.29% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.59% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
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. For additional features, visit the drawdowns tool.
Volatility
MFUL vs. AVUV - Volatility Comparison
The current volatility for Mindful Conservative ETF (MFUL) is 0.87%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 4.20%. 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.