VCR vs. AVUV
VCR (Vanguard Consumer Discretionary ETF) and AVUV (Avantis US Small Cap Value ETF) are both exchange-traded funds - VCR is a Consumer Discretionary Equities fund tracking the MSCI US Investable Market Consumer Discretionary 25/50 Index, while AVUV is a Small Cap Value Equities fund actively managed by Avantis. VCR is passively managed, while AVUV is actively managed. Over the past 5 years, VCR returned 6.00%/yr vs 11.57%/yr for AVUV. A 0.70 correlation means they provide meaningful diversification when combined. VCR charges 0.10%/yr vs 0.25%/yr for AVUV.
Performance
VCR vs. AVUV - Performance Comparison
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Returns By Period
In the year-to-date period, VCR achieves a -0.09% return, which is significantly lower than AVUV's 22.73% return.
VCR
- 1D
- 0.20%
- 1M
- 0.16%
- YTD
- -0.09%
- 6M
- -1.17%
- 1Y
- 12.37%
- 3Y*
- 13.30%
- 5Y*
- 6.00%
- 10Y*
- 13.76%
AVUV
- 1D
- 0.96%
- 1M
- 5.11%
- YTD
- 22.73%
- 6M
- 19.51%
- 1Y
- 42.12%
- 3Y*
- 19.24%
- 5Y*
- 11.57%
- 10Y*
- —
VCR vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VCR Vanguard Consumer Discretionary ETF | -0.09% | 5.77% | 24.27% | 40.38% | -35.15% | 24.86% | 48.36% | 5.62% |
AVUV Avantis US Small Cap Value ETF | 22.73% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.54% |
Correlation
The correlation between VCR and AVUV is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.70 |
The correlation between VCR and AVUV has been stable across timeframes, ranging from 0.65 to 0.71 - a consistent structural relationship.
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Return for Risk
VCR vs. AVUV — Risk / Return Rank
VCR
AVUV
VCR vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Discretionary ETF (VCR) and Avantis US 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VCR | AVUV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.68 | ||
| Sortino ratioReturn per unit of downside risk | -2.28 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.39 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 5.06 | -4.35 |
| Martin ratioReturn relative to average drawdown | 2.21 | 15.09 | -12.88 |
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Drawdowns
VCR vs. AVUV - Drawdown Comparison
The maximum VCR drawdown since its inception was -61.54%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for VCR and AVUV.
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Drawdown Indicators
| VCR | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.54% | -49.42% | -12.12% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -7.95% | -7.64% |
Max Drawdown (3Y)Largest decline over 3 years | -27.36% | -28.79% | +1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -39.20% | -28.79% | -10.41% |
Max Drawdown (10Y)Largest decline over 10 years | -39.20% | — | — |
Current DrawdownCurrent decline from peak | -4.64% | 0.00% | -4.64% |
Average DrawdownAverage peak-to-trough decline | -9.39% | -7.91% | -1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 2.67% | +2.38% |
Volatility
VCR vs. AVUV - Volatility Comparison
Vanguard Consumer Discretionary ETF (VCR) has a higher volatility of 6.17% compared to Avantis US Small Cap Value ETF (AVUV) at 4.53%. This indicates that VCR's price experiences larger fluctuations and is considered to be riskier than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VCR | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.17% | 4.53% | +1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 11.34% | +2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.62% | 17.63% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.03% | 22.75% | +1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.43% | 28.26% | -5.83% |
VCR vs. AVUV - Expense Ratio Comparison
VCR has a 0.10% 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%.
Dividends
VCR vs. AVUV - Dividend Comparison
VCR's dividend yield for the trailing twelve months is around 0.73%, less than AVUV's 1.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.61% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
VCR Vanguard Consumer Discretionary ETF | 0.73% | 0.74% | 0.74% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.32% |
Frequently Asked Questions
VCR and AVUV have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VCR has higher volatility (6.17%) compared to AVUV (4.53%). In terms of maximum drawdown, VCR dropped -61.54% vs AVUV's -49.42%.
On 5-year performance, AVUV leads with 11.57% vs 6.00% for VCR. On fees, VCR is cheaper at 0.10% per year. On volatility, AVUV has been the lower-risk option at 4.53%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, AVUV has performed better with a 11.57% return vs 6.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VCR is cheaper with a 0.10% expense ratio, compared with 0.25% for AVUV.
AVUV has the higher dividend yield at 1.61%, compared with 0.73% for VCR.
VCR is categorized as Consumer Discretionary Equities, while AVUV is Small Cap Value Equities. They also come from different issuers: Vanguard and Avantis. Their fees differ too: 0.10% for VCR and 0.25% for AVUV.
AVUV currently has the higher Sharpe Ratio (2.28 vs 0.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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