VV vs. AVUS
Compare and contrast key facts about Vanguard Large-Cap ETF (VV) and Avantis U.S. Equity ETF (AVUS).
VV and AVUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VV is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Index. It was launched on Jan 27, 2004. AVUS 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: VV or AVUS.
Performance
VV vs. AVUS - Performance Comparison
Returns By Period
In the year-to-date period, VV achieves a 25.31% return, which is significantly higher than AVUS's 22.29% return.
VV
25.31%
0.87%
11.89%
32.84%
15.47%
13.06%
AVUS
22.29%
1.58%
10.61%
31.58%
15.18%
N/A
Key characteristics
| VV | AVUS | |
|---|---|---|
| Sharpe Ratio | 2.64 | 2.52 |
| Sortino Ratio | 3.53 | 3.41 |
| Omega Ratio | 1.49 | 1.46 |
| Calmar Ratio | 3.83 | 3.71 |
| Martin Ratio | 17.30 | 15.32 |
| Ulcer Index | 1.91% | 2.10% |
| Daily Std Dev | 12.50% | 12.83% |
| Max Drawdown | -54.81% | -37.04% |
| Current Drawdown | -1.75% | -1.83% |
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VV vs. AVUS - Expense Ratio Comparison
VV has a 0.04% expense ratio, which is lower than AVUS's 0.15% 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%.
Correlation
The correlation between VV and AVUS 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.
Risk-Adjusted Performance
VV vs. AVUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap ETF (VV) and Avantis U.S. Equity ETF (AVUS). 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
VV vs. AVUS - Dividend Comparison
VV's dividend yield for the trailing twelve months is around 1.25%, which matches AVUS's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VV Vanguard Large-Cap ETF | 1.25% | 1.41% | 1.66% | 1.19% | 1.46% | 1.81% | 2.09% | 1.75% | 1.98% | 1.96% | 1.77% | 1.75% |
AVUS Avantis U.S. Equity ETF | 1.25% | 1.41% | 1.60% | 1.08% | 1.19% | 0.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VV vs. AVUS - Drawdown Comparison
The maximum VV drawdown since its inception was -54.81%, which is greater than AVUS's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for VV and AVUS. For additional features, visit the drawdowns tool.
Volatility
VV vs. AVUS - Volatility Comparison
The current volatility for Vanguard Large-Cap ETF (VV) is 4.16%, while Avantis U.S. Equity ETF (AVUS) has a volatility of 4.63%. This indicates that VV experiences smaller price fluctuations and is considered to be less risky than AVUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.