SFTBY vs. AVUV
SFTBY (SoftBank Group Corp.) is a stock, while AVUV (Avantis US Small Cap Value ETF) is Small Cap Value Equities fund actively managed by Avantis. Over the past 5 years, SFTBY returned 16.46%/yr vs 13.90%/yr for AVUV. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
SFTBY vs. AVUV - Performance Comparison
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Returns By Period
In the year-to-date period, SFTBY achieves a 17.04% return, which is significantly lower than AVUV's 25.35% return.
SFTBY
- 1D
- 7.23%
- 1M
- -10.06%
- 6M
- 22.16%
- YTD
- 17.04%
- 1Y
- 75.14%
- 3Y*
- 39.84%
- 5Y*
- 16.46%
- 10Y*
- 16.84%
- ALL TIME*
- 13.85%
AVUV
- 1D
- 1.40%
- 1M
- 2.86%
- 6M
- 15.44%
- YTD
- 25.35%
- 1Y
- 42.62%
- 3Y*
- 17.00%
- 5Y*
- 13.90%
- 10Y*
- —
- ALL TIME*
- 16.35%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $147.82M | $147.76M | $156.17M | |
SFTBY SoftBank Group Corp. | $87.92M | $79.62M | $78.55M |
SFTBY vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SFTBY SoftBank Group Corp. | 17.04% | 97.32% | 31.21% | 4.09% | -12.04% | -37.79% | 79.48% | 4.93% |
AVUV Avantis US Small Cap Value ETF | 25.35% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.54% |
Correlation
The correlation between SFTBY and AVUV is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.38 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.41 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.37 |
The correlation between SFTBY and AVUV shifts across timeframes, from 0.27 (1 year) to 0.41 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SFTBY vs. AVUV — Risk / Return Rank
SFTBY
AVUV
SFTBY vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoftBank Group Corp. (SFTBY) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SFTBY | AVUV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.63 | ||
| Sortino ratioReturn per unit of downside risk | -1.92 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.45 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 1.49 | 5.39 | -3.90 |
| Martin ratioReturn relative to average drawdown | 2.48 | 17.01 | -14.52 |
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Drawdowns
SFTBY vs. AVUV - Drawdown Comparison
The maximum SFTBY drawdown since its inception was -65.94%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for SFTBY and AVUV.
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Drawdown Indicators
| SFTBY | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.94% | -49.42% | -16.52% |
Max Drawdown (1Y)Largest decline over 1 year | -50.78% | -7.95% | -42.83% |
Max Drawdown (3Y)Largest decline over 3 years | -50.78% | -28.79% | -21.99% |
Max Drawdown (5Y)Largest decline over 5 years | -50.78% | -28.79% | -21.99% |
Max Drawdown (10Y)Largest decline over 10 years | -65.94% | — | — |
Current DrawdownCurrent decline from peak | -42.15% | 0.00% | -42.15% |
Average DrawdownAverage peak-to-trough decline | -26.70% | -7.78% | -18.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.38% | 2.51% | +27.87% |
Volatility
SFTBY vs. AVUV - Volatility Comparison
SoftBank Group Corp. (SFTBY) has a higher volatility of 22.18% compared to Avantis US Small Cap Value ETF (AVUV) at 3.08%. This indicates that SFTBY's price experiences larger fluctuations and is considered to be riskier than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFTBY | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.18% | 3.08% | +19.10% |
Volatility (6M)Calculated over the trailing 6-month period | 63.82% | 10.58% | +53.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 81.61% | 16.77% | +64.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.64% | 22.41% | +30.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.07% | 28.02% | +18.05% |
Dividends
SFTBY vs. AVUV - Dividend Comparison
SFTBY has not paid dividends to shareholders, while AVUV's dividend yield for the trailing twelve months is around 1.23%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.23% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
SFTBY SoftBank Group Corp. | 0.00% | 0.13% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.71% | 0.61% | 0.49% | 0.59% | 0.65% |
Frequently Asked Questions
SFTBY and AVUV have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SFTBY has higher volatility (22.18%) compared to AVUV (3.08%). In terms of maximum drawdown, SFTBY dropped -65.94% vs AVUV's -49.42%.
AVUV currently has the higher Sharpe Ratio (2.56 vs 0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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