ORCL vs. AVUV
ORCL (Oracle 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, ORCL returned 18.90%/yr vs 11.57%/yr for AVUV. At a 0.38 correlation, their price movements are largely independent.
Performance
ORCL vs. AVUV - Performance Comparison
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Returns By Period
In the year-to-date period, ORCL achieves a -4.95% return, which is significantly lower than AVUV's 22.73% return.
ORCL
- 1D
- 0.02%
- 1M
- -5.87%
- YTD
- -4.95%
- 6M
- -2.48%
- 1Y
- -13.59%
- 3Y*
- 17.80%
- 5Y*
- 18.90%
- 10Y*
- 18.60%
AVUV
- 1D
- 0.96%
- 1M
- 5.11%
- YTD
- 22.73%
- 6M
- 19.51%
- 1Y
- 42.12%
- 3Y*
- 19.24%
- 5Y*
- 11.57%
- 10Y*
- —
ORCL vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ORCL Oracle Corporation | -4.95% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | -1.16% |
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 ORCL and AVUV is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.38 |
Over the past year, the correlation between ORCL and AVUV has dropped to 0.13 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.
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Return for Risk
ORCL vs. AVUV — Risk / Return Rank
ORCL
AVUV
ORCL vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oracle Corporation (ORCL) 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.
| ORCL | AVUV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.39 | ||
| Sortino ratioReturn per unit of downside risk | -2.91 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.39 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 5.06 | -5.18 |
| Martin ratioReturn relative to average drawdown | -0.20 | 15.09 | -15.29 |
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Drawdowns
ORCL vs. AVUV - Drawdown Comparison
The maximum ORCL drawdown since its inception was -84.19%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for ORCL and AVUV.
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Drawdown Indicators
| ORCL | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.19% | -49.42% | -34.77% |
Max Drawdown (1Y)Largest decline over 1 year | -58.25% | -7.95% | -50.30% |
Max Drawdown (3Y)Largest decline over 3 years | -58.25% | -28.79% | -29.46% |
Max Drawdown (5Y)Largest decline over 5 years | -58.25% | -28.79% | -29.46% |
Max Drawdown (10Y)Largest decline over 10 years | -58.25% | — | — |
Current DrawdownCurrent decline from peak | -43.48% | 0.00% | -43.48% |
Average DrawdownAverage peak-to-trough decline | -29.11% | -7.91% | -21.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 35.41% | 2.67% | +32.74% |
Volatility
ORCL vs. AVUV - Volatility Comparison
Oracle Corporation (ORCL) has a higher volatility of 23.44% compared to Avantis US Small Cap Value ETF (AVUV) at 4.53%. This indicates that ORCL'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.
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Volatility by Period
| ORCL | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.44% | 4.53% | +18.91% |
Volatility (6M)Calculated over the trailing 6-month period | 43.42% | 11.34% | +32.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 65.91% | 17.63% | +48.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.16% | 22.75% | +19.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.12% | 28.26% | +6.86% |
Dividends
ORCL vs. AVUV - Dividend Comparison
ORCL's dividend yield for the trailing twelve months is around 1.09%, less than AVUV's 1.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.61% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
ORCL Oracle Corporation | 1.09% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Frequently Asked Questions
ORCL and AVUV have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (23.44%) compared to AVUV (4.53%). In terms of maximum drawdown, ORCL dropped -84.19% vs AVUV's -49.42%.
AVUV currently has the higher Sharpe Ratio (2.28 vs -0.11), 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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