VONG vs. AVUV
Compare and contrast key facts about Vanguard Russell 1000 Growth ETF (VONG) and Avantis U.S. Small Cap Value ETF (AVUV).
VONG and AVUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010. 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: VONG or AVUV.
Correlation
The correlation between VONG and AVUV is 0.55, 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
VONG vs. AVUV - Performance Comparison
Key characteristics
VONG:
1.98
AVUV:
0.92
VONG:
2.58
AVUV:
1.44
VONG:
1.35
AVUV:
1.18
VONG:
2.65
AVUV:
1.73
VONG:
10.08
AVUV:
4.10
VONG:
3.45%
AVUV:
4.63%
VONG:
17.60%
AVUV:
20.69%
VONG:
-32.72%
AVUV:
-49.42%
VONG:
-2.75%
AVUV:
-6.26%
Returns By Period
In the year-to-date period, VONG achieves a 1.37% return, which is significantly lower than AVUV's 2.89% return.
VONG
1.37%
1.03%
12.74%
33.00%
18.15%
17.01%
AVUV
2.89%
3.40%
4.74%
17.65%
15.06%
N/A
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VONG vs. AVUV - Expense Ratio Comparison
VONG has a 0.08% 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
VONG vs. AVUV — Risk-Adjusted Performance Rank
VONG
AVUV
VONG vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Growth ETF (VONG) 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
VONG vs. AVUV - Dividend Comparison
VONG's dividend yield for the trailing twelve months is around 0.55%, less than AVUV's 1.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VONG Vanguard Russell 1000 Growth ETF | 0.55% | 0.55% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% |
AVUV Avantis U.S. Small Cap Value ETF | 1.57% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VONG vs. AVUV - Drawdown Comparison
The maximum VONG drawdown since its inception was -32.72%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for VONG and AVUV. For additional features, visit the drawdowns tool.
Volatility
VONG vs. AVUV - Volatility Comparison
Vanguard Russell 1000 Growth ETF (VONG) has a higher volatility of 6.31% compared to Avantis U.S. Small Cap Value ETF (AVUV) at 5.84%. This indicates that VONG'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.