QVMS vs. AVUV

The year-to-date returns for both stocks are quite close, with QVMS having a -9.75% return and AVUV slightly lower at -10.04%.

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QVMS has a 0.15% expense ratio, which is lower than AVUV's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap 600 QVM Multi-factor ETF (QVMS) 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.

The current QVMS Sharpe Ratio is -0.13, which is higher than the AVUV Sharpe Ratio of -0.21. The chart below compares the historical Sharpe Ratios of QVMS and AVUV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

QVMS's dividend yield for the trailing twelve months is around 1.53%, less than AVUV's 1.84% yield.

The maximum QVMS drawdown since its inception was -28.05%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for QVMS and AVUV. For additional features, visit the drawdowns tool.

The current volatility for Invesco S&P SmallCap 600 QVM Multi-factor ETF (QVMS) is 7.42%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 7.85%. This indicates that QVMS 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.