SCLVX vs. AVLV
Compare and contrast key facts about SGI U.S. Small Cap Equity Fund (SCLVX) and Avantis U.S. Large Cap Value ETF (AVLV).
SCLVX is managed by Summit Global Investments. It was launched on Mar 31, 2016. AVLV is a passively managed fund by American Century Investments that tracks the performance of the Russell 1000 Value Index. It was launched on Sep 21, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCLVX or AVLV.
Correlation
The correlation between SCLVX and AVLV is 0.68, 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.
Performance
SCLVX vs. AVLV - Performance Comparison
Key characteristics
Returns By Period
SCLVX
N/A
N/A
N/A
N/A
N/A
N/A
AVLV
4.49%
-0.26%
10.47%
18.28%
N/A
N/A
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SCLVX vs. AVLV - Expense Ratio Comparison
SCLVX has a 1.40% expense ratio, which is higher than AVLV's 0.15% expense ratio.
Risk-Adjusted Performance
SCLVX vs. AVLV — Risk-Adjusted Performance Rank
SCLVX
AVLV
SCLVX vs. AVLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SGI U.S. Small Cap Equity Fund (SCLVX) and Avantis U.S. Large Cap Value ETF (AVLV). 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
SCLVX vs. AVLV - Dividend Comparison
SCLVX has not paid dividends to shareholders, while AVLV's dividend yield for the trailing twelve months is around 1.51%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCLVX SGI U.S. Small Cap Equity Fund | 0.00% | 0.00% | 1.37% | 0.31% | 0.00% | 0.23% | 1.58% | 5.65% | 9.70% | 0.40% |
AVLV Avantis U.S. Large Cap Value ETF | 1.51% | 1.58% | 1.85% | 2.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCLVX vs. AVLV - Drawdown Comparison
Volatility
SCLVX vs. AVLV - Volatility Comparison
The current volatility for SGI U.S. Small Cap Equity Fund (SCLVX) is 0.00%, while Avantis U.S. Large Cap Value ETF (AVLV) has a volatility of 2.61%. This indicates that SCLVX experiences smaller price fluctuations and is considered to be less risky than AVLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.