SCHC vs. AVUV
Compare and contrast key facts about Schwab International Small-Cap Equity ETF (SCHC) and Avantis U.S. Small Cap Value ETF (AVUV).
SCHC and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SCHC is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Custom Developed Small Cap ex-US Liquid Net of Tax (Lux). It was launched on Jan 14, 2010. 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: SCHC or AVUV.
Key characteristics
| SCHC | AVUV | |
|---|---|---|
| YTD Return | 1.61% | 1.52% |
| 1Y Return | 8.09% | 33.41% |
| 3Y Return (Ann) | -2.18% | 8.14% |
| Sharpe Ratio | 0.56 | 1.55 |
| Daily Std Dev | 14.42% | 20.12% |
| Max Drawdown | -43.94% | -49.42% |
| Current Drawdown | -13.44% | -3.04% |
Correlation
The correlation between SCHC and AVUV is 0.74, 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
SCHC vs. AVUV - Performance Comparison
In the year-to-date period, SCHC achieves a 1.61% return, which is significantly higher than AVUV's 1.52% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SCHC vs. AVUV - Expense Ratio Comparison
SCHC has a 0.11% 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%.
Risk-Adjusted Performance
SCHC vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab International Small-Cap Equity ETF (SCHC) 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
SCHC vs. AVUV - Dividend Comparison
SCHC's dividend yield for the trailing twelve months is around 2.89%, more than AVUV's 1.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHC Schwab International Small-Cap Equity ETF | 2.89% | 2.94% | 1.78% | 3.02% | 1.62% | 3.23% | 2.51% | 2.73% | 2.01% | 2.34% | 2.59% | 2.81% |
AVUV Avantis U.S. Small Cap Value ETF | 1.62% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCHC vs. AVUV - Drawdown Comparison
The maximum SCHC drawdown since its inception was -43.94%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for SCHC and AVUV. For additional features, visit the drawdowns tool.
Volatility
SCHC vs. AVUV - Volatility Comparison
The current volatility for Schwab International Small-Cap Equity ETF (SCHC) is 4.48%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 5.37%. This indicates that SCHC 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.