SCVAX vs. AVUV
Compare and contrast key facts about Allspring Small Company Value Fund (SCVAX) and Avantis U.S. Small Cap Value ETF (AVUV).
SCVAX is managed by Allspring Global Investments. It was launched on Jan 31, 2002. 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: SCVAX or AVUV.
Correlation
The correlation between SCVAX and AVUV is 0.73, 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
SCVAX vs. AVUV - Performance Comparison
Key characteristics
SCVAX:
-0.49
AVUV:
-0.28
SCVAX:
-0.55
AVUV:
-0.23
SCVAX:
0.93
AVUV:
0.97
SCVAX:
-0.37
AVUV:
-0.24
SCVAX:
-0.99
AVUV:
-0.73
SCVAX:
11.65%
AVUV:
9.55%
SCVAX:
23.89%
AVUV:
25.16%
SCVAX:
-73.54%
AVUV:
-49.42%
SCVAX:
-24.91%
AVUV:
-21.64%
Returns By Period
In the year-to-date period, SCVAX achieves a -11.12% return, which is significantly higher than AVUV's -13.99% return.
SCVAX
-11.12%
-3.76%
-16.91%
-10.89%
9.86%
4.65%
AVUV
-13.99%
-5.06%
-12.16%
-6.78%
19.98%
N/A
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SCVAX vs. AVUV - Expense Ratio Comparison
SCVAX has a 1.15% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
SCVAX vs. AVUV — Risk-Adjusted Performance Rank
SCVAX
AVUV
SCVAX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Small Company Value Fund (SCVAX) 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
SCVAX vs. AVUV - Dividend Comparison
SCVAX's dividend yield for the trailing twelve months is around 1.38%, less than AVUV's 1.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCVAX Allspring Small Company Value Fund | 1.38% | 1.23% | 0.78% | 0.00% | 0.23% | 0.39% | 0.48% | 0.71% | 0.31% | 0.04% | 0.14% |
AVUV Avantis U.S. Small Cap Value ETF | 1.92% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SCVAX vs. AVUV - Drawdown Comparison
The maximum SCVAX drawdown since its inception was -73.54%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for SCVAX and AVUV. For additional features, visit the drawdowns tool.
Volatility
SCVAX vs. AVUV - Volatility Comparison
The current volatility for Allspring Small Company Value Fund (SCVAX) is 13.73%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 15.36%. This indicates that SCVAX 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.