ROOT vs. AVDV
ROOT (Root, Inc.) is a stock, while AVDV (Avantis International Small Cap Value ETF) is Foreign Small & Mid Cap Equities fund actively managed by Avantis. Over the past 5 years, ROOT returned -15.82%/yr vs 13.44%/yr for AVDV. At a 0.29 correlation, their price movements are largely independent.
Performance
ROOT vs. AVDV - Performance Comparison
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Returns By Period
In the year-to-date period, ROOT achieves a -13.71% return, which is significantly lower than AVDV's 11.30% return.
ROOT
- 1D
- -3.15%
- 1M
- 13.53%
- 6M
- -21.70%
- YTD
- -13.71%
- 1Y
- -46.16%
- 3Y*
- 84.96%
- 5Y*
- -15.82%
- 10Y*
- —
AVDV
- 1D
- -1.06%
- 1M
- -3.21%
- 6M
- 6.73%
- YTD
- 11.30%
- 1Y
- 31.63%
- 3Y*
- 24.16%
- 5Y*
- 13.44%
- 10Y*
- —
ROOT vs. AVDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ROOT Root, Inc. | -13.71% | -0.50% | 592.65% | 133.41% | -91.95% | -80.27% | -39.58% |
AVDV Avantis International Small Cap Value ETF | 11.30% | 49.37% | 8.67% | 16.85% | -11.47% | 15.80% | 21.76% |
Correlation
The correlation between ROOT and AVDV is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Oct 28, 2020 | 0.29 |
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Return for Risk
ROOT vs. AVDV — Risk / Return Rank
ROOT
AVDV
ROOT vs. AVDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Root, Inc. (ROOT) and Avantis International Small Cap Value ETF (AVDV). 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.
| ROOT | AVDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.59 | ||
| Sortino ratioReturn per unit of downside risk | -3.35 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.35 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.69 | 2.41 | -3.10 |
| Martin ratioReturn relative to average drawdown | -0.97 | 9.11 | -10.08 |
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Drawdowns
ROOT vs. AVDV - Drawdown Comparison
The maximum ROOT drawdown since its inception was -99.29%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for ROOT and AVDV.
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Drawdown Indicators
| ROOT | AVDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.29% | -43.01% | -56.28% |
Max Drawdown (1Y)Largest decline over 1 year | -67.10% | -13.19% | -53.91% |
Max Drawdown (3Y)Largest decline over 3 years | -75.68% | -14.17% | -61.51% |
Max Drawdown (5Y)Largest decline over 5 years | -97.69% | -28.08% | -69.61% |
Current DrawdownCurrent decline from peak | -87.17% | -5.38% | -81.79% |
Average DrawdownAverage peak-to-trough decline | -83.80% | -6.73% | -77.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 47.43% | 3.48% | +43.95% |
Volatility
ROOT vs. AVDV - Volatility Comparison
Root, Inc. (ROOT) has a higher volatility of 23.16% compared to Avantis International Small Cap Value ETF (AVDV) at 5.28%. This indicates that ROOT's price experiences larger fluctuations and is considered to be riskier than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ROOT | AVDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.16% | 5.28% | +17.88% |
Volatility (6M)Calculated over the trailing 6-month period | 47.59% | 14.37% | +33.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 69.13% | 16.55% | +52.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 101.79% | 17.41% | +84.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 99.77% | 19.72% | +80.05% |
Dividends
ROOT vs. AVDV - Dividend Comparison
ROOT has not paid dividends to shareholders, while AVDV's dividend yield for the trailing twelve months is around 2.84%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 2.84% | 3.05% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% |
ROOT Root, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ROOT and AVDV have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ROOT has higher volatility (23.16%) compared to AVDV (5.28%). In terms of maximum drawdown, ROOT dropped -99.29% vs AVDV's -43.01%.
AVDV currently has the higher Sharpe Ratio (1.92 vs -0.67), 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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