PWV vs. AVUV
Compare and contrast key facts about Invesco Dynamic Large Cap Value ETF (PWV) and Avantis U.S. Small Cap Value ETF (AVUV).
PWV and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PWV is a passively managed fund by Invesco that tracks the performance of the Dynamic Large Cap Value Intellidex Index (AMEX). It was launched on Mar 3, 2005. 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: PWV or AVUV.
Correlation
The correlation between PWV and AVUV is 0.80, 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
PWV vs. AVUV - Performance Comparison
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Key characteristics
PWV:
16.97%
AVUV:
19.11%
PWV:
-49.04%
AVUV:
-0.50%
PWV:
-4.39%
AVUV:
0.00%
Returns By Period
PWV
3.23%
7.11%
-2.30%
6.79%
15.56%
8.80%
AVUV
N/A
N/A
N/A
N/A
N/A
N/A
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PWV vs. AVUV - Expense Ratio Comparison
PWV has a 0.58% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
PWV vs. AVUV — Risk-Adjusted Performance Rank
PWV
AVUV
PWV vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Dynamic Large Cap Value ETF (PWV) 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
PWV vs. AVUV - Dividend Comparison
PWV's dividend yield for the trailing twelve months is around 2.28%, while AVUV has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PWV Invesco Dynamic Large Cap Value ETF | 2.28% | 2.08% | 2.16% | 2.29% | 1.89% | 2.66% | 2.24% | 2.34% | 1.55% | 2.35% | 2.42% | 1.93% |
AVUV Avantis U.S. Small Cap Value ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PWV vs. AVUV - Drawdown Comparison
The maximum PWV drawdown since its inception was -49.04%, which is greater than AVUV's maximum drawdown of -0.50%. Use the drawdown chart below to compare losses from any high point for PWV and AVUV. For additional features, visit the drawdowns tool.
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Volatility
PWV vs. AVUV - Volatility Comparison
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