USVM vs. AVUV
Compare and contrast key facts about VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) and Avantis U.S. Small Cap Value ETF (AVUV).
USVM and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USVM is a passively managed fund by Crestview that tracks the performance of the MSCI USA Sm Cap Select Value Momentum Blend Index. It was launched on Oct 24, 2017. 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: USVM or AVUV.
Correlation
The correlation between USVM and AVUV is 0.93, 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
USVM vs. AVUV - Performance Comparison
Key characteristics
USVM:
1.10
AVUV:
0.69
USVM:
1.61
AVUV:
1.13
USVM:
1.20
AVUV:
1.14
USVM:
2.10
AVUV:
1.30
USVM:
5.63
AVUV:
3.11
USVM:
3.52%
AVUV:
4.58%
USVM:
18.01%
AVUV:
20.72%
USVM:
-42.37%
AVUV:
-49.42%
USVM:
-7.49%
AVUV:
-8.12%
Returns By Period
The year-to-date returns for both stocks are quite close, with USVM having a 0.86% return and AVUV slightly lower at 0.85%.
USVM
0.86%
-3.84%
2.74%
19.96%
10.57%
N/A
AVUV
0.85%
-4.16%
0.09%
14.45%
14.51%
N/A
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USVM vs. AVUV - Expense Ratio Comparison
USVM has a 0.24% expense ratio, which is lower than AVUV's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
USVM vs. AVUV — Risk-Adjusted Performance Rank
USVM
AVUV
USVM vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) 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
USVM vs. AVUV - Dividend Comparison
USVM's dividend yield for the trailing twelve months is around 1.69%, more than AVUV's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 1.69% | 1.75% | 1.63% | 1.43% | 0.70% | 1.22% | 1.77% | 1.43% | 0.37% |
AVUV Avantis U.S. Small Cap Value ETF | 1.60% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% |
Drawdowns
USVM vs. AVUV - Drawdown Comparison
The maximum USVM drawdown since its inception was -42.37%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for USVM and AVUV. For additional features, visit the drawdowns tool.
Volatility
USVM vs. AVUV - Volatility Comparison
VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) and Avantis U.S. Small Cap Value ETF (AVUV) have volatilities of 5.33% and 5.59%, 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.