VBK vs. AVUV

In the year-to-date period, VBK achieves a -6.52% return, which is significantly higher than AVUV's -9.42% return.

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VBK has a 0.07% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth ETF (VBK) 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 VBK Sharpe Ratio is 0.20, which is higher than the AVUV Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of VBK 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.

VBK's dividend yield for the trailing twelve months is around 0.57%, less than AVUV's 1.82% yield.

The maximum VBK drawdown since its inception was -58.69%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for VBK and AVUV.

Vanguard Small-Cap Growth ETF (VBK) and Avantis U.S. Small Cap Value ETF (AVUV) have volatilities of 6.06% and 6.28%, 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.