VUSV vs. AVGX

Last updated Jun 4, 2026

VUSV (Vanguard Wellington U.S. Value Active ETF) and AVGX (Defiance Daily Target 2X Long AVGO ETF) are both exchange-traded funds - VUSV is a Large Cap Value Equities fund actively managed by Vanguard, while AVGX is a Leveraged Equities fund actively managed by Defiance. Both are actively managed. At a 0.32 correlation, their price movements are largely independent. VUSV charges 0.30%/yr vs 1.29%/yr for AVGX.

Performance

VUSV vs. AVGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Wellington U.S. Value Active ETF (VUSV) and Defiance Daily Target 2X Long AVGO ETF (AVGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VUSV achieves a 7.46% return, which is significantly lower than AVGX's 69.89% return.

VUSV

• 1D: -0.52%
• 1M: 2.34%
• YTD: 7.46%
• 6M: 8.37%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVGX

• 1D: -0.83%
• 1M: 29.49%
• YTD: 69.89%
• 6M: 35.83%
• 1Y: 156.34%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

VUSV vs. AVGX - Yearly Performance Comparison

	2026 (YTD)	2025
VUSV Vanguard Wellington U.S. Value Active ETF	7.46%	5.48%
AVGX Defiance Daily Target 2X Long AVGO ETF	69.89%	-2.23%

Correlation

The correlation between VUSV and AVGX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025	0.32

Return for Risk

VUSV vs. AVGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVGX

AVGX Risk / Return Rank: 50
AVGX Sharpe Ratio Rank: 53
AVGX Sortino Ratio Rank: 50
AVGX Omega Ratio Rank: 48
AVGX Calmar Ratio Rank: 59
AVGX Martin Ratio Rank: 40

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VUSV vs. AVGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington U.S. Value Active ETF (VUSV) and Defiance Daily Target 2X Long AVGO ETF (AVGX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	VUSV	AVGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.83	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.23	1.21	+1.02

Drawdowns

VUSV vs. AVGX - Drawdown Comparison

The maximum VUSV drawdown since its inception was -7.06%, smaller than the maximum AVGX drawdown of -70.97%. Use the drawdown chart below to compare losses from any high point for VUSV and AVGX.

Drawdown Indicators

	VUSV	AVGX	Difference
Max Drawdown Largest peak-to-trough decline	-7.06%	-70.97%	+63.91%
Max Drawdown (1Y) Largest decline over 1 year	—	-54.09%	—
Current Drawdown Current decline from peak	-0.52%	-0.83%	+0.31%
Average Drawdown Average peak-to-trough decline	-1.31%	-22.71%	+21.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	24.20%	—

Volatility

Volatility by Period

	VUSV	AVGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	23.50%	—
Volatility (6M) Calculated over the trailing 6-month period	—	61.90%	—
Volatility (1Y) Calculated over the trailing 1-year period	11.94%	85.97%	-74.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.94%	104.65%	-92.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.94%	104.65%	-92.71%

VUSV vs. AVGX - Expense Ratio Comparison

VUSV has a 0.30% expense ratio, which is lower than AVGX's 1.29% expense ratio.

Dividends

VUSV vs. AVGX - Dividend Comparison

VUSV's dividend yield for the trailing twelve months is around 0.18%, less than AVGX's 0.97% yield.

Position	TTM	2025	2024
AVGX Defiance Daily Target 2X Long AVGO ETF	0.97%	1.65%	0.81%
VUSV Vanguard Wellington U.S. Value Active ETF	0.18%	0.20%	0.00%

Frequently Asked Questions

Can I hold both VUSV and AVGX in my portfolio?

VUSV and AVGX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, VUSV or AVGX?

On fees, VUSV is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, VUSV or AVGX?

VUSV is cheaper with a 0.30% expense ratio, compared with 1.29% for AVGX.

Which ETF pays a higher dividend yield, VUSV or AVGX?

AVGX has the higher dividend yield at 0.97%, compared with 0.18% for VUSV.

What is the main difference between VUSV and AVGX?

VUSV is categorized as Large Cap Value Equities, while AVGX is Leveraged Equities. They also come from different issuers: Vanguard and Defiance. Their fees differ too: 0.30% for VUSV and 1.29% for AVGX.