OBEMX vs. AVUV
Compare and contrast key facts about Oberweis Emerging Markets Fund (OBEMX) and Avantis U.S. Small Cap Value ETF (AVUV).
OBEMX is managed by Oberweis. It was launched on Apr 30, 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: OBEMX or AVUV.
Key characteristics
| OBEMX | AVUV | |
|---|---|---|
| YTD Return | 7.79% | 16.20% |
| 1Y Return | 17.11% | 39.85% |
| 3Y Return (Ann) | -8.24% | 9.19% |
| 5Y Return (Ann) | 6.25% | 15.99% |
| Sharpe Ratio | 1.38 | 1.78 |
| Sortino Ratio | 1.95 | 2.62 |
| Omega Ratio | 1.26 | 1.33 |
| Calmar Ratio | 0.46 | 3.51 |
| Martin Ratio | 6.62 | 9.27 |
| Ulcer Index | 2.45% | 4.16% |
| Daily Std Dev | 11.77% | 21.70% |
| Max Drawdown | -43.95% | -49.42% |
| Current Drawdown | -23.91% | -1.06% |
Correlation
The correlation between OBEMX and AVUV is 0.54, 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
OBEMX vs. AVUV - Performance Comparison
In the year-to-date period, OBEMX achieves a 7.79% return, which is significantly lower than AVUV's 16.20% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OBEMX vs. AVUV - Expense Ratio Comparison
OBEMX has a 1.75% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
OBEMX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Emerging Markets Fund (OBEMX) 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
OBEMX vs. AVUV - Dividend Comparison
OBEMX's dividend yield for the trailing twelve months is around 29.61%, more than AVUV's 1.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
OBEMX Oberweis Emerging Markets Fund | 29.61% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.51% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
OBEMX vs. AVUV - Drawdown Comparison
The maximum OBEMX drawdown since its inception was -43.95%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for OBEMX and AVUV. For additional features, visit the drawdowns tool.
Volatility
OBEMX vs. AVUV - Volatility Comparison
The current volatility for Oberweis Emerging Markets Fund (OBEMX) is 1.03%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 8.61%. This indicates that OBEMX 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.