TISEX vs. AVUV

In the year-to-date period, TISEX achieves a -6.70% return, which is significantly higher than AVUV's -10.04% return.

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TISEX has a 0.41% expense ratio, which is higher than AVUV's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Quant Small-Cap Equity Fund (TISEX) 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.

The current TISEX Sharpe Ratio is -0.28, which is lower than the AVUV Sharpe Ratio of -0.21. The chart below compares the historical Sharpe Ratios of TISEX and AVUV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TISEX's dividend yield for the trailing twelve months is around 1.17%, less than AVUV's 1.84% yield.

The maximum TISEX drawdown since its inception was -62.98%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for TISEX and AVUV. For additional features, visit the drawdowns tool.

The current volatility for TIAA-CREF Quant Small-Cap Equity Fund (TISEX) is 6.39%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 7.85%. This indicates that TISEX 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.