PXSGX vs. AVUV
PXSGX (Virtus KAR Small-Cap Growth Fund) and AVUV (Avantis US Small Cap Value ETF) are both funds - PXSGX is a Small Cap Growth Equities fund managed by Virtus, while AVUV is a Small Cap Value Equities fund actively managed by Avantis. Over the past 5 years, PXSGX returned -5.13%/yr vs 13.16%/yr for AVUV. Their 0.69 correlation means they have sometimes moved together and sometimes differently. PXSGX charges 1.07%/yr vs 0.25%/yr for AVUV.
Performance
PXSGX vs. AVUV - Performance Comparison
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Returns By Period
In the year-to-date period, PXSGX achieves a -1.68% return, which is significantly lower than AVUV's 23.62% return.
PXSGX
- 1D
- -1.96%
- 1M
- -0.29%
- 6M
- -4.28%
- YTD
- -1.68%
- 1Y
- -13.66%
- 3Y*
- -3.04%
- 5Y*
- -5.13%
- 10Y*
- 10.14%
- ALL TIME*
- 9.32%
AVUV
- 1D
- 0.03%
- 1M
- 1.43%
- 6M
- 15.37%
- YTD
- 23.62%
- 1Y
- 40.65%
- 3Y*
- 16.14%
- 5Y*
- 13.16%
- 10Y*
- —
- ALL TIME*
- 16.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $143.14M | $148.43M | $155.85M | |
| $0.00 | $0.00 | $0.00 |
PXSGX vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PXSGX Virtus KAR Small-Cap Growth Fund | -1.68% | -22.97% | 21.11% | 20.27% | -30.04% | 4.47% | 43.46% | 6.47% |
AVUV Avantis US Small Cap Value ETF | 23.62% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.54% |
Correlation
The correlation between PXSGX and AVUV is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.71 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.69 |
The correlation between PXSGX and AVUV has been stable across timeframes, ranging from 0.69 to 0.77 - a consistent structural relationship.
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Return for Risk
PXSGX vs. AVUV — Risk / Return Rank
PXSGX
AVUV
PXSGX vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Growth Fund (PXSGX) 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.
| PXSGX | AVUV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.08 | ||
| Sortino ratioReturn per unit of downside risk | -4.42 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.40 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.61 | 4.74 | -5.35 |
| Martin ratioReturn relative to average drawdown | -1.00 | 14.98 | -15.97 |
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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.
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Drawdown Indicators
| PXSGX | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -49.42% | -4.30% |
Max Drawdown (1Y)Largest decline over 1 year | -26.52% | -7.95% | -18.57% |
Max Drawdown (3Y)Largest decline over 3 years | -42.49% | -28.79% | -13.70% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -28.79% | -13.70% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | — | — |
Current DrawdownCurrent decline from peak | -35.13% | -0.72% | -34.41% |
Average DrawdownAverage peak-to-trough decline | -11.95% | -7.78% | -4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.09% | 2.52% | +13.57% |
Volatility
PXSGX vs. AVUV - Volatility Comparison
Virtus KAR Small-Cap Growth Fund (PXSGX) has a higher volatility of 6.18% compared to Avantis US Small Cap Value ETF (AVUV) at 2.88%. This indicates that PXSGX'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
| PXSGX | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 2.88% | +3.30% |
Volatility (6M)Calculated over the trailing 6-month period | 13.60% | 10.51% | +3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.17% | 16.90% | +2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.94% | 22.40% | +2.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.63% | 28.02% | -5.39% |
PXSGX vs. AVUV - Expense Ratio Comparison
PXSGX has a 1.07% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Dividends
PXSGX vs. AVUV - Dividend Comparison
PXSGX's dividend yield for the trailing twelve months is around 48.73%, more than AVUV's 1.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.25% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
PXSGX Virtus KAR Small-Cap Growth Fund | 48.73% | 47.91% | 20.72% | 5.31% | 17.32% | 14.31% | 9.64% | 1.52% | 2.31% | 0.00% | 2.69% | 2.99% |
Frequently Asked Questions
PXSGX and AVUV have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PXSGX has higher volatility (6.18%) compared to AVUV (2.88%). In terms of maximum drawdown, PXSGX dropped -53.72% vs AVUV's -49.42%.
AVUV currently has the higher Sharpe Ratio (2.24 vs -0.84), 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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