T vs. AVUV
T (AT&T Inc.) 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, T returned 7.38%/yr vs 11.57%/yr for AVUV. At a 0.36 correlation, their price movements are largely independent.
Performance
T vs. AVUV - Performance Comparison
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Returns By Period
In the year-to-date period, T achieves a -2.96% return, which is significantly lower than AVUV's 22.73% return.
T
- 1D
- 2.52%
- 1M
- -4.69%
- YTD
- -2.96%
- 6M
- -1.93%
- 1Y
- -12.96%
- 3Y*
- 20.58%
- 5Y*
- 7.38%
- 10Y*
- 3.33%
AVUV
- 1D
- 0.96%
- 1M
- 5.96%
- YTD
- 22.73%
- 6M
- 19.51%
- 1Y
- 40.08%
- 3Y*
- 19.24%
- 5Y*
- 11.57%
- 10Y*
- —
T vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
T AT&T Inc. | -2.96% | 13.97% | 44.08% | -2.74% | 5.76% | -8.09% | -21.37% | 5.99% |
AVUV Avantis US Small Cap Value ETF | 22.73% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.54% |
Correlation
The correlation between T and AVUV is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.36 |
Over the past year, the correlation between T and AVUV has dropped to 0.01 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.
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Return for Risk
T vs. AVUV — Risk / Return Rank
T
AVUV
T vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AT&T Inc. (T) 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.
| T | AVUV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.87 | ||
| Sortino ratioReturn per unit of downside risk | -3.96 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.39 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 5.06 | -5.66 |
| Martin ratioReturn relative to average drawdown | -1.22 | 15.09 | -16.31 |
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Drawdowns
T vs. AVUV - Drawdown Comparison
The maximum T drawdown since its inception was -64.15%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for T and AVUV.
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Drawdown Indicators
| T | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.15% | -49.42% | -14.73% |
Max Drawdown (1Y)Largest decline over 1 year | -21.87% | -7.95% | -13.92% |
Max Drawdown (3Y)Largest decline over 3 years | -21.87% | -28.79% | +6.92% |
Max Drawdown (5Y)Largest decline over 5 years | -32.01% | -28.79% | -3.22% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | — | — |
Current DrawdownCurrent decline from peak | -18.12% | 0.00% | -18.12% |
Average DrawdownAverage peak-to-trough decline | -15.72% | -7.91% | -7.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.64% | 2.67% | +7.97% |
Volatility
T vs. AVUV - Volatility Comparison
AT&T Inc. (T) has a higher volatility of 8.21% compared to Avantis US Small Cap Value ETF (AVUV) at 4.53%. This indicates that T'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
| T | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.21% | 4.53% | +3.68% |
Volatility (6M)Calculated over the trailing 6-month period | 17.80% | 11.34% | +6.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.13% | 17.63% | +4.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.01% | 22.75% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.73% | 28.26% | -4.53% |
Dividends
T vs. AVUV - Dividend Comparison
T's dividend yield for the trailing twelve months is around 4.71%, more than AVUV's 1.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.61% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
T AT&T Inc. | 4.71% | 4.47% | 4.87% | 6.62% | 6.66% | 8.46% | 7.23% | 5.22% | 7.01% | 5.04% | 4.51% | 5.46% |
Frequently Asked Questions
T and AVUV have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
T has higher volatility (8.21%) compared to AVUV (4.53%). In terms of maximum drawdown, T dropped -64.15% vs AVUV's -49.42%.
AVUV currently has the higher Sharpe Ratio (2.28 vs -0.59), 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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