SCVAX vs. AVUV

Last updated Apr 1, 2026

Compare and contrast key facts about Allspring Small Company Value Fund (SCVAX) and Avantis US Small Cap Value ETF (AVUV).

SCVAX is managed by Allspring Global Investments. It was launched on Jan 31, 2002. AVUV is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Value. It was launched on Sep 24, 2019.

Performance

SCVAX vs. AVUV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Small Company Value Fund (SCVAX) and Avantis US Small Cap Value ETF (AVUV). The values are adjusted to include any dividend payments, if applicable.

SCVAX vs. AVUV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
SCVAX Allspring Small Company Value Fund	4.92%	1.75%	8.22%	15.19%	-12.13%	36.81%	1.99%	10.48%
AVUV Avantis US Small Cap Value ETF	8.60%	7.44%	9.28%	22.82%	-4.91%	42.20%	6.43%	8.50%

Returns By Period

In the year-to-date period, SCVAX achieves a 4.92% return, which is significantly lower than AVUV's 8.60% return.

SCVAX

• 1D: -0.63%
• 1M: -5.88%
• YTD: 4.92%
• 6M: 4.82%
• 1Y: 15.14%
• 3Y*: 9.55%
• 5Y*: 5.18%
• 10Y*: 9.15%

AVUV

• 1D: 2.03%
• 1M: -1.97%
• YTD: 8.60%
• 6M: 11.68%
• 1Y: 28.72%
• 3Y*: 16.19%
• 5Y*: 10.38%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SCVAX vs. AVUV - Expense Ratio Comparison

SCVAX has a 1.15% expense ratio, which is higher than AVUV's 0.25% expense ratio.

SCVAX

Allspring Small Company Value Fund

AVUV

Avantis US Small Cap Value ETF

Return for Risk

SCVAX vs. AVUV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCVAX

SCVAX Risk / Return Rank: 34
SCVAX Sharpe Ratio Rank: 32
SCVAX Sortino Ratio Rank: 35
SCVAX Omega Ratio Rank: 30
SCVAX Calmar Ratio Rank: 37
SCVAX Martin Ratio Rank: 35

AVUV

AVUV Risk / Return Rank: 74
AVUV Sharpe Ratio Rank: 73
AVUV Sortino Ratio Rank: 75
AVUV Omega Ratio Rank: 71
AVUV Calmar Ratio Rank: 76
AVUV Martin Ratio Rank: 76

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCVAX vs. AVUV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Small Company Value Fund (SCVAX) and Avantis US 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.

	SCVAX	AVUV	Difference
Sharpe ratio Return per unit of total volatility	0.73	1.23	-0.50
Sortino ratio Return per unit of downside risk	1.17	1.80	-0.63
Omega ratio Gain probability vs. loss probability	1.16	1.25	-0.09
Calmar ratio Return relative to maximum drawdown	0.98	1.87	-0.88
Martin ratio Return relative to average drawdown	3.77	7.37	-3.61
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SCVAX vs. AVUV - Sharpe Ratio Comparison

The current SCVAX Sharpe Ratio is 0.73, which is lower than the AVUV Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of SCVAX 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.

Sharpe Ratios by Period

	SCVAX	AVUV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.73	1.23	-0.50
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.25	0.45	-0.21
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.40	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.44	0.52	-0.08

Correlation

The correlation between SCVAX and AVUV is 0.97, 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.

Dividends

SCVAX vs. AVUV - Dividend Comparison

SCVAX's dividend yield for the trailing twelve months is around 5.60%, more than AVUV's 1.41% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SCVAX Allspring Small Company Value Fund	5.60%	5.88%	8.23%	0.77%	4.33%	6.02%	0.39%	0.48%	0.71%	0.30%	0.04%	0.13%
AVUV Avantis US Small Cap Value ETF	1.41%	1.58%	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 -70.30%, 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.

Drawdown Indicators

	SCVAX	AVUV	Difference
Max Drawdown Largest peak-to-trough decline	-70.30%	-49.42%	-20.88%
Max Drawdown (1Y) Largest decline over 1 year	-13.76%	-15.43%	+1.67%
Max Drawdown (5Y) Largest decline over 5 years	-26.83%	-28.79%	+1.96%
Max Drawdown (10Y) Largest decline over 10 years	-46.64%	—	—
Current Drawdown Current decline from peak	-6.92%	-4.14%	-2.78%
Average Drawdown Average peak-to-trough decline	-10.67%	-8.14%	-2.53%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.59%	3.91%	-0.32%

Volatility

SCVAX vs. AVUV - Volatility Comparison

Allspring Small Company Value Fund (SCVAX) and Avantis US Small Cap Value ETF (AVUV) have volatilities of 5.41% and 5.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SCVAX	AVUV	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.41%	5.51%	-0.10%
Volatility (6M) Calculated over the trailing 6-month period	12.54%	13.11%	-0.57%
Volatility (1Y) Calculated over the trailing 1-year period	21.57%	23.46%	-1.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.87%	22.95%	-2.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.23%	28.60%	-5.37%