MNST vs. AVUV
MNST (Monster Beverage Corporation) is a stock, while AVUV (Avantis US Small Cap Value ETF) is Small Cap Value Equities fund actively managed by Avantis. Over the past 5 years, MNST returned 14.70%/yr vs 11.57%/yr for AVUV. At a 0.32 correlation, their price movements are largely independent.
Performance
MNST vs. AVUV - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MNST achieves a 21.08% return, which is significantly lower than AVUV's 22.73% return.
MNST
- 1D
- 0.87%
- 1M
- 8.17%
- YTD
- 21.08%
- 6M
- 25.50%
- 1Y
- 47.21%
- 3Y*
- 16.85%
- 5Y*
- 14.70%
- 10Y*
- 13.79%
AVUV
- 1D
- 0.96%
- 1M
- 5.11%
- YTD
- 22.73%
- 6M
- 19.51%
- 1Y
- 42.12%
- 3Y*
- 19.24%
- 5Y*
- 11.57%
- 10Y*
- —
MNST vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MNST Monster Beverage Corporation | 21.08% | 45.87% | -8.77% | 13.48% | 5.72% | 3.85% | 45.52% | 8.87% |
AVUV Avantis US Small Cap Value ETF | 22.73% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.54% |
Correlation
The correlation between MNST and AVUV is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.32 |
Over the past year, the correlation between MNST and AVUV has dropped to 0.08 - well below their long-term average of 0.32, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MNST vs. AVUV — Risk / Return Rank
MNST
AVUV
MNST vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monster Beverage Corporation (MNST) 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.
| MNST | AVUV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.39 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 5.06 | -2.47 |
| Martin ratioReturn relative to average drawdown | 7.37 | 15.09 | -7.72 |
Loading charts...
Drawdowns
MNST vs. AVUV - Drawdown Comparison
The maximum MNST drawdown since its inception was -69.17%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for MNST and AVUV.
Loading charts...
Drawdown Indicators
| MNST | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.17% | -49.42% | -19.75% |
Max Drawdown (1Y)Largest decline over 1 year | -17.70% | -7.95% | -9.75% |
Max Drawdown (3Y)Largest decline over 3 years | -26.04% | -28.79% | +2.75% |
Max Drawdown (5Y)Largest decline over 5 years | -26.62% | -28.79% | +2.17% |
Max Drawdown (10Y)Largest decline over 10 years | -30.42% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -20.66% | -7.91% | -12.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.22% | 2.67% | +3.55% |
Volatility
MNST vs. AVUV - Volatility Comparison
Monster Beverage Corporation (MNST) has a higher volatility of 5.50% compared to Avantis US Small Cap Value ETF (AVUV) at 4.53%. This indicates that MNST'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.
Loading charts...
Volatility by Period
| MNST | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.50% | 4.53% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 20.03% | 11.34% | +8.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.43% | 17.63% | +8.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.60% | 22.75% | +1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.25% | 28.26% | -2.01% |
Dividends
MNST vs. AVUV - Dividend Comparison
MNST has not paid dividends to shareholders, while AVUV's dividend yield for the trailing twelve months is around 1.61%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.61% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
MNST Monster Beverage Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MNST and AVUV have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MNST has higher volatility (5.50%) compared to AVUV (4.53%). In terms of maximum drawdown, MNST dropped -69.17% vs AVUV's -49.42%.
AVUV currently has the higher Sharpe Ratio (2.28 vs 1.74), 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.
Find the right allocation for MNST and AVUV
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer