TSCSX vs. AVUV

The year-to-date returns for both stocks are quite close, with TSCSX having a -12.56% return and AVUV slightly lower at -13.11%.

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TSCSX has a 0.80% expense ratio, which is higher than AVUV's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Thrivent Small Cap Stock Fund Class S (TSCSX) 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 TSCSX Sharpe Ratio is -0.25, which is comparable to the AVUV Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of TSCSX 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.

TSCSX's dividend yield for the trailing twelve months is around 0.60%, less than AVUV's 1.90% yield.

The maximum TSCSX drawdown since its inception was -62.03%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for TSCSX and AVUV. For additional features, visit the drawdowns tool.

Thrivent Small Cap Stock Fund Class S (TSCSX) and Avantis U.S. Small Cap Value ETF (AVUV) have volatilities of 14.68% and 15.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.