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.
Performance
PXSGX vs. AVUV - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with PXSGX having a 14.25% return and AVUV slightly lower at 13.78%.
PXSGX
14.25%
1.53%
17.00%
19.69%
-1.08%
8.26%
AVUV
13.78%
2.79%
9.08%
27.70%
16.32%
N/A
Key characteristics
| PXSGX | AVUV | |
|---|---|---|
| Sharpe Ratio | 1.06 | 1.33 |
| Sortino Ratio | 1.55 | 2.03 |
| Omega Ratio | 1.19 | 1.25 |
| Calmar Ratio | 0.42 | 2.56 |
| Martin Ratio | 3.84 | 6.72 |
| Ulcer Index | 5.31% | 4.18% |
| Daily Std Dev | 19.19% | 21.10% |
| Max Drawdown | -53.72% | -49.42% |
| Current Drawdown | -37.47% | -3.75% |
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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.
Correlation
The correlation between PXSGX and AVUV is 0.67, 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.
Risk-Adjusted Performance
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.
Dividends
PXSGX vs. AVUV - Dividend Comparison
PXSGX has not paid dividends to shareholders, while AVUV's dividend yield for the trailing twelve months is around 1.55%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
PXSGX Virtus KAR Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.55% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% |
Drawdowns
PXSGX vs. AVUV - Drawdown Comparison
The maximum PXSGX drawdown since its inception was -53.72%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for PXSGX and AVUV. For additional features, visit the drawdowns tool.
Volatility
PXSGX vs. AVUV - Volatility Comparison
The current volatility for Virtus KAR Small-Cap Growth Fund (PXSGX) is 7.05%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 8.44%. This indicates that PXSGX 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.