UIVM vs. AVSD
Compare and contrast key facts about VictoryShares USAA MSCI International Value Momentum ETF (UIVM) and Avantis Responsible International Equity ETF (AVSD).
UIVM and AVSD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UIVM is a passively managed fund by Crestview that tracks the performance of the MSCI World exUSA Select Value Momentum Blend Index. It was launched on Oct 24, 2017. AVSD is a passively managed fund by Avantis that tracks the performance of the MSCI World ex USA IMI. It was launched on Mar 15, 2022. Both UIVM and AVSD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UIVM or AVSD.
Correlation
The correlation between UIVM and AVSD is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UIVM vs. AVSD - Performance Comparison
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Key characteristics
UIVM:
1.02
AVSD:
0.89
UIVM:
1.53
AVSD:
1.40
UIVM:
1.21
AVSD:
1.19
UIVM:
1.48
AVSD:
1.22
UIVM:
4.09
AVSD:
4.10
UIVM:
4.24%
AVSD:
3.95%
UIVM:
16.46%
AVSD:
17.47%
UIVM:
-42.73%
AVSD:
-25.56%
UIVM:
-0.23%
AVSD:
-0.05%
Returns By Period
In the year-to-date period, UIVM achieves a 18.85% return, which is significantly higher than AVSD's 14.62% return.
UIVM
18.85%
12.49%
15.26%
16.22%
12.57%
N/A
AVSD
14.62%
12.43%
11.47%
15.34%
N/A
N/A
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UIVM vs. AVSD - Expense Ratio Comparison
UIVM has a 0.35% expense ratio, which is higher than AVSD's 0.23% expense ratio.
Risk-Adjusted Performance
UIVM vs. AVSD — Risk-Adjusted Performance Rank
UIVM
AVSD
UIVM vs. AVSD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA MSCI International Value Momentum ETF (UIVM) and Avantis Responsible International Equity ETF (AVSD). 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.
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Dividends
UIVM vs. AVSD - Dividend Comparison
UIVM's dividend yield for the trailing twelve months is around 4.36%, more than AVSD's 2.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
UIVM VictoryShares USAA MSCI International Value Momentum ETF | 4.36% | 5.09% | 4.35% | 3.03% | 3.48% | 1.63% | 3.49% | 2.78% | 0.15% |
AVSD Avantis Responsible International Equity ETF | 2.84% | 3.25% | 2.53% | 1.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UIVM vs. AVSD - Drawdown Comparison
The maximum UIVM drawdown since its inception was -42.73%, which is greater than AVSD's maximum drawdown of -25.56%. Use the drawdown chart below to compare losses from any high point for UIVM and AVSD. For additional features, visit the drawdowns tool.
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Volatility
UIVM vs. AVSD - Volatility Comparison
The current volatility for VictoryShares USAA MSCI International Value Momentum ETF (UIVM) is 3.97%, while Avantis Responsible International Equity ETF (AVSD) has a volatility of 4.56%. This indicates that UIVM experiences smaller price fluctuations and is considered to be less risky than AVSD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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