VSTCX vs. AVUV
Compare and contrast key facts about Vanguard Strategic Small-Cap Equity Fund (VSTCX) and Avantis U.S. Small Cap Value ETF (AVUV).
VSTCX is managed by Vanguard. It was launched on Apr 24, 2006. 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: VSTCX or AVUV.
Key characteristics
| VSTCX | AVUV | |
|---|---|---|
| YTD Return | 22.21% | 15.62% |
| 1Y Return | 39.23% | 30.84% |
| 3Y Return (Ann) | 8.05% | 9.03% |
| 5Y Return (Ann) | 14.24% | 16.16% |
| Sharpe Ratio | 2.24 | 1.72 |
| Sortino Ratio | 3.22 | 2.55 |
| Omega Ratio | 1.39 | 1.31 |
| Calmar Ratio | 4.25 | 3.41 |
| Martin Ratio | 13.72 | 9.00 |
| Ulcer Index | 3.36% | 4.16% |
| Daily Std Dev | 20.57% | 21.77% |
| Max Drawdown | -62.50% | -49.42% |
| Current Drawdown | -1.78% | -2.19% |
Correlation
The correlation between VSTCX and AVUV is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VSTCX vs. AVUV - Performance Comparison
In the year-to-date period, VSTCX achieves a 22.21% return, which is significantly higher than AVUV's 15.62% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VSTCX vs. AVUV - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VSTCX vs. AVUV - Risk-Adjusted Performance Comparison
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.
Dividends
VSTCX vs. AVUV - Dividend Comparison
VSTCX's dividend yield for the trailing twelve months is around 0.95%, less than AVUV's 1.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTCX Vanguard Strategic Small-Cap Equity Fund | 0.95% | 1.16% | 1.16% | 1.30% | 1.24% | 1.19% | 1.34% | 1.11% | 1.35% | 1.17% | 0.80% | 0.77% |
AVUV Avantis U.S. Small Cap Value ETF | 1.52% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VSTCX vs. AVUV - Drawdown Comparison
The maximum VSTCX drawdown since its inception was -62.50%, 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.
Volatility
VSTCX vs. AVUV - Volatility Comparison
The current volatility for Vanguard Strategic Small-Cap Equity Fund (VSTCX) is 6.89%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 8.78%. This indicates that VSTCX 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.