SFTBY vs. AVUV

Last updated Jun 4, 2026

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 22.95%/yr vs 10.71%/yr for AVUV. At a 0.37 correlation, their price movements are largely independent.

Performance

SFTBY vs. AVUV - Performance Comparison

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

Returns By Period

In the year-to-date period, SFTBY achieves a 84.83% return, which is significantly higher than AVUV's 17.96% return.

SFTBY

• 1D: -4.31%
• 1M: 45.39%
• YTD: 84.83%
• 6M: 90.75%
• 1Y: 303.08%
• 3Y*: 69.36%
• 5Y*: 22.95%
• 10Y*: 22.73%

AVUV

• 1D: -0.97%
• 1M: 1.21%
• YTD: 17.96%
• 6M: 17.23%
• 1Y: 36.48%
• 3Y*: 19.24%
• 5Y*: 10.71%
• 10Y*: —

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

SFTBY vs. AVUV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
SFTBY SoftBank Group Corp.	84.83%	97.32%	31.21%	4.09%	-12.04%	-37.79%	79.48%	6.48%
AVUV Avantis US Small Cap Value ETF	17.96%	7.44%	9.28%	22.82%	-4.91%	42.20%	6.43%	8.50%

Correlation

The correlation between SFTBY and AVUV is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.29
Correlation (3Y) Calculated over the trailing 3-year period	0.39
Correlation (5Y) Calculated over the trailing 5-year period	0.41
Correlation (All Time) Calculated using the full available price history since Sep 27, 2019	0.37

The correlation between SFTBY and AVUV shifts across timeframes, from 0.29 (1 year) to 0.41 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

SFTBY vs. AVUV — Risk / Return Rank

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

SFTBY

SFTBY Risk / Return Rank: 93
SFTBY Sharpe Ratio Rank: 97
SFTBY Sortino Ratio Rank: 93
SFTBY Omega Ratio Rank: 91
SFTBY Calmar Ratio Rank: 93
SFTBY Martin Ratio Rank: 89

AVUV

AVUV Risk / Return Rank: 67
AVUV Sharpe Ratio Rank: 61
AVUV Sortino Ratio Rank: 63
AVUV Omega Ratio Rank: 58
AVUV Calmar Ratio Rank: 84
AVUV Martin Ratio Rank: 72

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.

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.

	SFTBY	AVUV	Difference
Sharpe ratio: Return per unit of total volatility	4.06	2.10	+1.97
Sortino ratio: Return per unit of downside risk	3.82	3.02	+0.80
Omega ratio: Gain probability vs. loss probability	1.45	1.36	+0.09
Calmar ratio: Return relative to maximum drawdown	6.01	4.61	+1.40
Martin ratio: Return relative to average drawdown	11.25	13.69	-2.44
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SFTBY vs. AVUV - Sharpe Ratio Comparison

The current SFTBY Sharpe Ratio is 4.06, which is higher than the AVUV Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of SFTBY and AVUV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SFTBY	AVUV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	4.06	2.10	+1.97
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.46	0.47	-0.02
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.51	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.42	0.56	-0.14

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.

Drawdown Indicators

	SFTBY	AVUV	Difference
Max Drawdown Largest 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	-55.04%	-28.79%	-26.25%
Max Drawdown (10Y) Largest decline over 10 years	-65.94%	—	—
Current Drawdown Current decline from peak	-8.64%	-1.12%	-7.52%
Average Drawdown Average peak-to-trough decline	-26.64%	-7.95%	-18.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	27.08%	2.67%	+24.41%

Volatility

SFTBY vs. AVUV - Volatility Comparison

SoftBank Group Corp. (SFTBY) has a higher volatility of 34.97% compared to Avantis US Small Cap Value ETF (AVUV) at 4.08%. 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.

Volatility by Period

	SFTBY	AVUV	Difference
Volatility (1M) Calculated over the trailing 1-month period	34.97%	4.08%	+30.89%
Volatility (6M) Calculated over the trailing 6-month period	58.23%	11.34%	+46.89%
Volatility (1Y) Calculated over the trailing 1-year period	75.17%	17.54%	+57.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	50.45%	22.74%	+27.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	45.02%	28.30%	+16.72%

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 1.29%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVUV Avantis US Small Cap Value ETF	1.29%	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

Can I hold both SFTBY and AVUV in my portfolio?

SFTBY and AVUV have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SFTBY or AVUV?

SFTBY has higher volatility (34.97%) compared to AVUV (4.08%). In terms of maximum drawdown, SFTBY dropped -65.94% vs AVUV's -49.42%.

Which has better risk-adjusted returns?

SFTBY currently has the higher Sharpe Ratio (4.06 vs 2.10), 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.