VISGX vs. AVUV
VISGX (Vanguard Small Cap Growth Index Fund) and AVUV (Avantis US Small Cap Value ETF) are both funds - VISGX is a Small Cap Growth Equities fund managed by Vanguard, while AVUV is a Small Cap Value Equities fund actively managed by Avantis. Over the past 5 years, VISGX returned 4.02%/yr vs 13.16%/yr for AVUV. Their 0.77 correlation means they have sometimes moved together and sometimes differently. VISGX charges 0.19%/yr vs 0.25%/yr for AVUV.
Performance
VISGX vs. AVUV - Performance Comparison
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Returns By Period
In the year-to-date period, VISGX achieves a 13.27% return, which is significantly lower than AVUV's 23.62% return.
VISGX
- 1D
- 2.23%
- 1M
- -4.70%
- 6M
- 9.29%
- YTD
- 13.27%
- 1Y
- 23.41%
- 3Y*
- 13.02%
- 5Y*
- 4.02%
- 10Y*
- 10.62%
- ALL TIME*
- 9.03%
AVUV
- 1D
- 0.03%
- 1M
- 1.43%
- 6M
- 15.37%
- YTD
- 23.62%
- 1Y
- 40.65%
- 3Y*
- 16.14%
- 5Y*
- 13.16%
- 10Y*
- —
- ALL TIME*
- 16.14%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $143.14M | $148.43M | $155.85M | |
| $0.00 | $0.00 | $0.00 |
VISGX vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | 13.27% | 8.18% | 14.80% | 22.91% | -28.50% | 5.58% | 35.11% | 7.63% |
AVUV Avantis US Small Cap Value ETF | 23.62% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.54% |
Correlation
The correlation between VISGX and AVUV is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.77 |
The correlation between VISGX and AVUV has been stable across timeframes, ranging from 0.72 to 0.81 - a consistent structural relationship.
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Return for Risk
VISGX vs. AVUV — Risk / Return Rank
VISGX
AVUV
VISGX vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Growth Index Fund (VISGX) 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.
| VISGX | AVUV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.78 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.40 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | 4.74 | -2.99 |
| Martin ratioReturn relative to average drawdown | 5.98 | 14.98 | -9.00 |
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Drawdowns
VISGX vs. AVUV - Drawdown Comparison
The maximum VISGX drawdown since its inception was -58.74%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for VISGX and AVUV.
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Drawdown Indicators
| VISGX | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -49.42% | -9.32% |
Max Drawdown (1Y)Largest decline over 1 year | -11.39% | -7.95% | -3.44% |
Max Drawdown (3Y)Largest decline over 3 years | -27.58% | -28.79% | +1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -38.41% | -28.79% | -9.62% |
Max Drawdown (10Y)Largest decline over 10 years | -38.70% | — | — |
Current DrawdownCurrent decline from peak | -6.66% | -0.72% | -5.94% |
Average DrawdownAverage peak-to-trough decline | -11.56% | -7.78% | -3.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.52% | +0.84% |
Volatility
VISGX vs. AVUV - Volatility Comparison
Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 5.23% compared to Avantis US Small Cap Value ETF (AVUV) at 2.88%. This indicates that VISGX'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
| VISGX | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 2.88% | +2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 16.14% | 10.51% | +5.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.70% | 16.90% | +3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.74% | 22.40% | +1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.03% | 28.02% | -4.99% |
VISGX vs. AVUV - Expense Ratio Comparison
VISGX has a 0.19% 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
VISGX vs. AVUV - Dividend Comparison
VISGX's dividend yield for the trailing twelve months is around 0.33%, less than AVUV's 1.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.25% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
VISGX Vanguard Small Cap Growth Index Fund | 0.33% | 0.33% | 0.42% | 0.56% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% |
Frequently Asked Questions
VISGX and AVUV have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VISGX has higher volatility (5.23%) compared to AVUV (2.88%). In terms of maximum drawdown, VISGX dropped -58.74% vs AVUV's -49.42%.
AVUV currently has the higher Sharpe Ratio (2.24 vs 0.97), 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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