VSFAX vs. AVUV

In the year-to-date period, VSFAX achieves a -6.24% return, which is significantly higher than AVUV's -8.36% return.

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VSFAX has a 1.14% expense ratio, which is higher than AVUV's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Clover Small Value Fund (VSFAX) 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 VSFAX Sharpe Ratio is 0.05, which is higher than the AVUV Sharpe Ratio of -0.09. The chart below compares the historical Sharpe Ratios of VSFAX 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.

VSFAX's dividend yield for the trailing twelve months is around 11.43%, more than AVUV's 1.80% yield.

The maximum VSFAX drawdown since its inception was -46.03%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for VSFAX and AVUV.

The current volatility for Federated Hermes Clover Small Value Fund (VSFAX) is 6.12%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 6.84%. This indicates that VSFAX experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.