SMLE vs. AVUV
Compare and contrast key facts about Xtrackers S&P SmallCap 600 ESG ETF (SMLE) and Avantis U.S. Small Cap Value ETF (AVUV).
SMLE and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMLE is a passively managed fund by Deutsche Bank that tracks the performance of the S&P SmallCap 600 ESG Index. It was launched on Feb 24, 2021. 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: SMLE or AVUV.
Correlation
The correlation between SMLE and AVUV is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SMLE vs. AVUV - Performance Comparison
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Key characteristics
Returns By Period
SMLE
N/A
N/A
N/A
N/A
N/A
N/A
N/A
AVUV
-8.98%
8.41%
-14.14%
-3.54%
7.41%
20.40%
N/A
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SMLE vs. AVUV - Expense Ratio Comparison
SMLE has a 0.15% expense ratio, which is lower than AVUV's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SMLE vs. AVUV — Risk-Adjusted Performance Rank
SMLE
AVUV
SMLE vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P SmallCap 600 ESG ETF (SMLE) 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.
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Dividends
SMLE vs. AVUV - Dividend Comparison
SMLE has not paid dividends to shareholders, while AVUV's dividend yield for the trailing twelve months is around 1.82%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
SMLE Xtrackers S&P SmallCap 600 ESG ETF | 0.00% | 0.42% | 1.35% | 0.15% | 1.48% | 0.00% | 0.00% |
AVUV Avantis U.S. Small Cap Value ETF | 1.82% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% |
Drawdowns
SMLE vs. AVUV - Drawdown Comparison
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Volatility
SMLE vs. AVUV - Volatility Comparison
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