TRTY vs. AVGV
Compare and contrast key facts about Cambria Trinity ETF (TRTY) and Avantis ALL Equity Markets Value ETF (AVGV).
TRTY and AVGV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TRTY is a passively managed fund by Cambria that tracks the performance of the Cambria Trinity Index. It was launched on Sep 10, 2018. AVGV is an actively managed fund by Avantis. It was launched on Jun 27, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRTY or AVGV.
Correlation
The correlation between TRTY and AVGV 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
TRTY vs. AVGV - Performance Comparison
Key characteristics
TRTY:
0.48
AVGV:
0.93
TRTY:
0.69
AVGV:
1.32
TRTY:
1.09
AVGV:
1.17
TRTY:
0.61
AVGV:
1.47
TRTY:
2.43
AVGV:
5.24
TRTY:
1.78%
AVGV:
2.35%
TRTY:
9.05%
AVGV:
13.21%
TRTY:
-22.33%
AVGV:
-10.54%
TRTY:
-3.25%
AVGV:
-4.10%
Returns By Period
In the year-to-date period, TRTY achieves a 4.73% return, which is significantly lower than AVGV's 12.61% return.
TRTY
4.73%
-2.64%
1.80%
4.18%
4.32%
N/A
AVGV
12.61%
-3.40%
6.47%
11.97%
N/A
N/A
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TRTY vs. AVGV - Expense Ratio Comparison
TRTY has a 0.44% expense ratio, which is higher than AVGV's 0.26% expense ratio.
Risk-Adjusted Performance
TRTY vs. AVGV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambria Trinity ETF (TRTY) and Avantis ALL Equity Markets Value ETF (AVGV). 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
TRTY vs. AVGV - Dividend Comparison
TRTY's dividend yield for the trailing twelve months is around 3.52%, more than AVGV's 2.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
TRTY Cambria Trinity ETF | 3.52% | 3.24% | 5.17% | 4.52% | 1.99% | 2.64% | 1.07% |
AVGV Avantis ALL Equity Markets Value ETF | 2.30% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TRTY vs. AVGV - Drawdown Comparison
The maximum TRTY drawdown since its inception was -22.33%, which is greater than AVGV's maximum drawdown of -10.54%. Use the drawdown chart below to compare losses from any high point for TRTY and AVGV. For additional features, visit the drawdowns tool.
Volatility
TRTY vs. AVGV - Volatility Comparison
The current volatility for Cambria Trinity ETF (TRTY) is 2.62%, while Avantis ALL Equity Markets Value ETF (AVGV) has a volatility of 3.69%. This indicates that TRTY experiences smaller price fluctuations and is considered to be less risky than AVGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.