Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AVUV (Avantis® U.S. Small Cap Value ETF) 19.61% 38.17% 18.81% 11.97% NA NA NA
Data as of 06/17/2026, Common starting date is 09/27/2019
More Performance Analytics Comparison
Name Start Date End Date
AVUV (Avantis® U.S. Small Cap Value ETF) 09/27/2019 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) -0.07 38.17 18.81 11.97 NA NA NA 19.61 7.44 9.29 22.82 -4.90 42.22 6.40 8.95
Sharpe Ratio NA 2.13 0.79 0.40 NA NA NA 3.34 0.19 0.27 0.89 -0.24 1.74 0.12 2.70
Standard Deviation(%) NA 17.62 20.87 22.73 NA NA NA 16.61 23.45 20.63 21.81 26.91 24.26 49.63 14.17
Draw Down(%) NA 7.95 28.79 28.79 NA NA NA 7.95 25.08 10.98 17.15 20.04 12.19 49.37 4.67
Yield(%) 0.00 2.23 2.22 1.98 1.72 1.14 0.86 0.70 1.67 1.74 2.01 1.60 1.81 1.27 0.41
Data as of 06/17/2026, Common starting date is 09/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVUV (Avantis® U.S. Small Cap Value ETF) 4.83%
Mar 2022 – Mar 2025
10.68%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AVUV (Avantis® U.S. Small Cap Value ETF) 35.64%
Mar 2020 – Mar 2023
24.91%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return