NTSX vs. AVUV
Compare and contrast key facts about WisdomTree U.S. Efficient Core Fund (NTSX) and Avantis U.S. Small Cap Value ETF (AVUV).
NTSX and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NTSX is an actively managed fund by WisdomTree. It was launched on Aug 2, 2018. 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: NTSX or AVUV.
Correlation
The correlation between NTSX and AVUV is 0.73, 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
NTSX vs. AVUV - Performance Comparison
Key characteristics
NTSX:
0.60
AVUV:
-0.28
NTSX:
0.94
AVUV:
-0.23
NTSX:
1.14
AVUV:
0.97
NTSX:
0.69
AVUV:
-0.24
NTSX:
2.75
AVUV:
-0.73
NTSX:
4.20%
AVUV:
9.55%
NTSX:
19.30%
AVUV:
25.16%
NTSX:
-31.34%
AVUV:
-49.42%
NTSX:
-8.40%
AVUV:
-21.64%
Returns By Period
In the year-to-date period, NTSX achieves a -3.67% return, which is significantly higher than AVUV's -13.99% return.
NTSX
-3.67%
-1.86%
-3.14%
11.72%
10.82%
N/A
AVUV
-13.99%
-6.99%
-12.16%
-6.78%
20.60%
N/A
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NTSX vs. AVUV - Expense Ratio Comparison
NTSX has a 0.20% 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%.
Risk-Adjusted Performance
NTSX vs. AVUV — Risk-Adjusted Performance Rank
NTSX
AVUV
NTSX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Efficient Core Fund (NTSX) 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
NTSX vs. AVUV - Dividend Comparison
NTSX's dividend yield for the trailing twelve months is around 1.25%, less than AVUV's 1.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
NTSX WisdomTree U.S. Efficient Core Fund | 1.25% | 1.14% | 1.21% | 1.36% | 0.82% | 0.92% | 1.53% | 0.62% |
AVUV Avantis U.S. Small Cap Value ETF | 1.92% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% |
Drawdowns
NTSX vs. AVUV - Drawdown Comparison
The maximum NTSX drawdown since its inception was -31.34%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for NTSX and AVUV. For additional features, visit the drawdowns tool.
Volatility
NTSX vs. AVUV - Volatility Comparison
The current volatility for WisdomTree U.S. Efficient Core Fund (NTSX) is 14.14%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 15.36%. This indicates that NTSX 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.