TILT vs. AVUV
Compare and contrast key facts about FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) and Avantis U.S. Small Cap Value ETF (AVUV).
TILT and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TILT is a passively managed fund by Northern Trust that tracks the performance of the Morningstar US Market Factor Tilt Index. It was launched on Sep 16, 2011. 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: TILT or AVUV.
Correlation
The correlation between TILT and AVUV is 0.87, 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
TILT vs. AVUV - Performance Comparison
Key characteristics
TILT:
1.50
AVUV:
0.52
TILT:
2.06
AVUV:
0.89
TILT:
1.27
AVUV:
1.11
TILT:
2.39
AVUV:
0.97
TILT:
8.74
AVUV:
2.35
TILT:
2.27%
AVUV:
4.51%
TILT:
13.24%
AVUV:
20.63%
TILT:
-38.45%
AVUV:
-49.42%
TILT:
-5.49%
AVUV:
-10.63%
Returns By Period
In the year-to-date period, TILT achieves a -0.89% return, which is significantly higher than AVUV's -1.91% return.
TILT
-0.89%
-5.00%
4.56%
19.63%
12.62%
11.49%
AVUV
-1.91%
-8.35%
2.49%
11.14%
14.32%
N/A
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TILT vs. AVUV - Expense Ratio Comparison
Both TILT and AVUV have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
TILT vs. AVUV — Risk-Adjusted Performance Rank
TILT
AVUV
TILT vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) 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.
Dividends
TILT vs. AVUV - Dividend Comparison
TILT's dividend yield for the trailing twelve months is around 1.24%, less than AVUV's 1.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TILT FlexShares Morningstar US Market Factor Tilt Index Fund | 1.24% | 1.23% | 1.44% | 1.60% | 1.16% | 1.49% | 1.54% | 1.97% | 1.55% | 1.60% | 1.98% | 1.33% |
AVUV Avantis U.S. Small Cap Value ETF | 1.64% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TILT vs. AVUV - Drawdown Comparison
The maximum TILT drawdown since its inception was -38.45%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for TILT and AVUV. For additional features, visit the drawdowns tool.
Volatility
TILT vs. AVUV - Volatility Comparison
The current volatility for FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) is 4.49%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 5.07%. This indicates that TILT experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.