VSTCX vs. AVUV

In the year-to-date period, VSTCX achieves a -8.02% return, which is significantly higher than AVUV's -10.04% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VSTCX has a 0.26% expense ratio, which is higher than AVUV's 0.25% expense ratio. However, 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 Strategic Small-Cap Equity Fund (VSTCX) 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 VSTCX Sharpe Ratio is -0.27, which is comparable to the AVUV Sharpe Ratio of -0.21. The chart below compares the historical Sharpe Ratios of VSTCX 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.

VSTCX's dividend yield for the trailing twelve months is around 1.11%, less than AVUV's 1.84% yield.

The maximum VSTCX drawdown since its inception was -62.79%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for VSTCX and AVUV. For additional features, visit the drawdowns tool.

Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Avantis U.S. Small Cap Value ETF (AVUV) have volatilities of 7.55% and 7.85%, 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.