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AVUV vs VBR: Performance & Backtest Comparison

AVUV delivered the higher return - 15.60% CAGR vs 11.76% - over 2019-10-31 → 2026-07-31.

Growth comparison

Drawdown

Annual returns

AVUVVBR
NameAvantis U.S. Small Cap Value ETFVanguard Small-Cap Value ETF
CAGR15.60%11.76%
Total return169.24%113.82%
Volatility25.81%21.54%
Max drawdown-42.43%Mar 2020-34.98%Mar 2020
Sharpe0.590.50
Sortino0.840.69
Best year42.23%27.56%
Worst year-6.56%-9.99%
Final balance$26,924$21,382

Correlation of monthly returns: 0.98. Wondering if you need both? Check their fund overlap →

All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.

Which has performed better, AVUV or VBR?

Over 2019-10-31 to 2026-07-31, AVUV performed better: 15.60% annualized versus 11.76% for VBR, with dividends reinvested. Past performance does not guarantee future results.

How similar are AVUV and VBR?

Their monthly returns have a correlation of 0.98 over the common period. AVUV is Avantis U.S. Small Cap Value ETF; VBR is Vanguard Small-Cap Value ETF.

Which is riskier, AVUV or VBR?

Over the common period AVUV had 25.81% annualized volatility and a -42.43% max drawdown, versus 21.54% and -34.98% for VBR.