SFSNX vs. AVUV

In the year-to-date period, SFSNX achieves a -4.45% return, which is significantly higher than AVUV's -6.28% return.

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Both SFSNX and AVUV have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental US Small Company Index Fund (SFSNX) 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.

The current SFSNX Sharpe Ratio is 0.05, which is higher than the AVUV Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of SFSNX 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.

SFSNX's dividend yield for the trailing twelve months is around 1.79%, more than AVUV's 1.76% yield.

The maximum SFSNX drawdown since its inception was -62.71%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for SFSNX and AVUV. For additional features, visit the drawdowns tool.

The current volatility for Schwab Fundamental US Small Company Index Fund (SFSNX) is 5.93%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 6.35%. This indicates that SFSNX 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.