Correlation
The correlation between PSSMX 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.
PSSMX vs. AVUV
Compare and contrast key facts about Principal SmallCap S&P 600 Index Fund (PSSMX) and Avantis U.S. Small Cap Value ETF (AVUV).
PSSMX is managed by Principal. It was launched on Dec 6, 2000. 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: PSSMX or AVUV.
Performance
PSSMX vs. AVUV - Performance Comparison
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Key characteristics
PSSMX:
-0.06
AVUV:
-0.09
PSSMX:
0.09
AVUV:
0.05
PSSMX:
1.01
AVUV:
1.01
PSSMX:
-0.05
AVUV:
-0.08
PSSMX:
-0.14
AVUV:
-0.22
PSSMX:
10.33%
AVUV:
10.94%
PSSMX:
24.40%
AVUV:
25.73%
PSSMX:
-58.43%
AVUV:
-49.42%
PSSMX:
-16.48%
AVUV:
-16.51%
Returns By Period
The year-to-date returns for both investments are quite close, with PSSMX having a -8.47% return and AVUV slightly higher at -8.36%.
PSSMX
-8.47%
4.51%
-15.86%
-2.55%
2.38%
10.70%
6.78%
AVUV
-8.36%
5.70%
-15.78%
-3.67%
5.82%
19.44%
N/A
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PSSMX vs. AVUV - Expense Ratio Comparison
PSSMX has a 0.73% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
PSSMX vs. AVUV — Risk-Adjusted Performance Rank
PSSMX
AVUV
PSSMX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal SmallCap S&P 600 Index Fund (PSSMX) 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.
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Dividends
PSSMX vs. AVUV - Dividend Comparison
PSSMX's dividend yield for the trailing twelve months is around 9.10%, more than AVUV's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSSMX Principal SmallCap S&P 600 Index Fund | 9.10% | 8.33% | 3.75% | 10.45% | 8.23% | 1.68% | 6.56% | 13.08% | 6.03% | 6.15% | 8.07% | 7.38% |
AVUV Avantis U.S. Small Cap Value ETF | 1.80% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PSSMX vs. AVUV - Drawdown Comparison
The maximum PSSMX drawdown since its inception was -58.43%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for PSSMX and AVUV.
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Volatility
PSSMX vs. AVUV - Volatility Comparison
Principal SmallCap S&P 600 Index Fund (PSSMX) and Avantis U.S. Small Cap Value ETF (AVUV) have volatilities of 6.60% and 6.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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