PXSGX vs. AVUV
Compare and contrast key facts about Virtus KAR Small-Cap Growth Fund (PXSGX) and Avantis U.S. Small Cap Value ETF (AVUV).
PXSGX is managed by Virtus. It was launched on Jun 28, 2006. 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: PXSGX or AVUV.
Correlation
The correlation between PXSGX 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
PXSGX vs. AVUV - Performance Comparison
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Key characteristics
PXSGX:
15.02%
AVUV:
19.11%
PXSGX:
-0.51%
AVUV:
-0.50%
PXSGX:
0.00%
AVUV:
0.00%
Returns By Period
PXSGX
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AVUV
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PXSGX vs. AVUV - Expense Ratio Comparison
PXSGX has a 1.07% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
PXSGX vs. AVUV — Risk-Adjusted Performance Rank
PXSGX
AVUV
PXSGX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) 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
PXSGX vs. AVUV - Dividend Comparison
Neither PXSGX nor AVUV has paid dividends to shareholders.
Drawdowns
PXSGX vs. AVUV - Drawdown Comparison
The maximum PXSGX drawdown since its inception was -0.51%, roughly equal to the maximum AVUV drawdown of -0.50%. Use the drawdown chart below to compare losses from any high point for PXSGX and AVUV. For additional features, visit the drawdowns tool.
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Volatility
PXSGX vs. AVUV - Volatility Comparison
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