SPYV vs. AVLV
Compare and contrast key facts about SPDR Portfolio S&P 500 Value ETF (SPYV) and Avantis U.S. Large Cap Value ETF (AVLV).
SPYV and AVLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPYV is a passively managed fund by State Street that tracks the performance of the S&P 500 Value. It was launched on Sep 25, 2000. AVLV is a passively managed fund by American Century Investments that tracks the performance of the Russell 1000 Value Index. It was launched on Sep 21, 2021. Both SPYV and AVLV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPYV or AVLV.
Correlation
The correlation between SPYV and AVLV is 0.86, 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.
Performance
SPYV vs. AVLV - Performance Comparison
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Key characteristics
SPYV:
0.20
AVLV:
0.15
SPYV:
0.48
AVLV:
0.41
SPYV:
1.07
AVLV:
1.06
SPYV:
0.23
AVLV:
0.19
SPYV:
0.80
AVLV:
0.70
SPYV:
5.10%
AVLV:
5.41%
SPYV:
15.79%
AVLV:
19.14%
SPYV:
-58.45%
AVLV:
-19.50%
SPYV:
-9.13%
AVLV:
-9.56%
Returns By Period
In the year-to-date period, SPYV achieves a -2.45% return, which is significantly higher than AVLV's -3.96% return.
SPYV
-2.45%
5.59%
-7.23%
2.77%
14.59%
9.54%
AVLV
-3.96%
7.36%
-7.04%
2.75%
N/A
N/A
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SPYV vs. AVLV - Expense Ratio Comparison
SPYV has a 0.04% expense ratio, which is lower than AVLV's 0.15% 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
SPYV vs. AVLV — Risk-Adjusted Performance Rank
SPYV
AVLV
SPYV vs. AVLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio S&P 500 Value ETF (SPYV) and Avantis U.S. Large Cap Value ETF (AVLV). 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
SPYV vs. AVLV - Dividend Comparison
SPYV's dividend yield for the trailing twelve months is around 2.20%, more than AVLV's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYV SPDR Portfolio S&P 500 Value ETF | 2.20% | 2.29% | 1.75% | 2.23% | 2.10% | 2.38% | 2.25% | 2.97% | 2.77% | 2.39% | 2.53% | 2.19% |
AVLV Avantis U.S. Large Cap Value ETF | 1.73% | 1.58% | 1.85% | 2.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SPYV vs. AVLV - Drawdown Comparison
The maximum SPYV drawdown since its inception was -58.45%, which is greater than AVLV's maximum drawdown of -19.50%. Use the drawdown chart below to compare losses from any high point for SPYV and AVLV. For additional features, visit the drawdowns tool.
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Volatility
SPYV vs. AVLV - Volatility Comparison
The current volatility for SPDR Portfolio S&P 500 Value ETF (SPYV) is 5.57%, while Avantis U.S. Large Cap Value ETF (AVLV) has a volatility of 6.57%. This indicates that SPYV experiences smaller price fluctuations and is considered to be less risky than AVLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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