VUSV vs AVMA
Comparison between VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF ETF SHARES (VUSV, ETF) and AVANTIS MODERATE ALLOCATION ETF (AVMA, ETF).
VUSV vs AVMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VUSV
$74M
Winner
AVMA
$75M
Expense Ratio
VUSV
0.30%
Winner
AVMA
0.21%
Max Drawdown
Winner
VUSV
7.06%
AVMA
12.96%
Sharpe Ratio
Winner
VUSV
1.60
AVMA
1.59
5Y Beta
VUSV
0.67
Winner
AVMA
0.60
P/E Ratio
VUSV
24.40
AVMA
N/A
Forward P/E
VUSV
18.14
AVMA
N/A
PEG Ratio
VUSV
0.43
AVMA
N/A
5Y EPS CAGR
VUSV
11.39%
AVMA
N/A
Debt to Equity
VUSV
67.70%
AVMA
N/A
P/S Ratio
VUSV
1.82
AVMA
N/A
P/B Ratio
VUSV
3.02
AVMA
N/A
VUSV vs AVMA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VUSV
+1.95%
AVMA
-0.39%
3M
Winner
VUSV
+4.64%
AVMA
+3.75%
6M
VUSV
+4.79%
Winner
AVMA
+7.82%
1Y
VUSV
N/A
AVMA
+19.74%
Max(CAGR)
Winner
VUSV
+23.83%
AVMA
+15.12%
VUSV vs AVMA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | VUSV | AVMA |
|---|---|---|
| 2026 | +8.74% | +10.13% |
| 2025 | +5.47% | +16.81% |
| 2024 | N/A | +10.68% |
| 2023 | N/A | +8.20% |
VUSV vs AVMA Drawdown Comparison
The maximum drawdown for VUSV was -7.06%, occurring on Mar 30, 2026. Recovery took 46 trading sessions.
The maximum drawdown for AVMA was -11.81%, occurring on Apr 8, 2025. Recovery took 122 trading sessions.
The current VUSV drawdown is -1.29%. The current AVMA drawdown is -0.61%.
| Rank | VUSV | AVMA |
|---|---|---|
| #1 | -7.06% Feb 11, 2026 - Apr 20, 2026 | -11.81% Dec 4, 2024 - Jun 3, 2025 |
| #2 | -2.03% Jan 15, 2026 - Feb 11, 2026 | -8.51% Jul 31, 2023 - Dec 13, 2023 |
| #3 | -1.96% Jun 15, 2026 - Jul 1, 2026 | -6.40% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -1.93% Jun 4, 2026 - Jun 15, 2026 | -5.17% Jul 16, 2024 - Aug 23, 2024 |
| #5 | -1.78% Dec 11, 2025 - Dec 26, 2025 | -4.06% Mar 28, 2024 - May 15, 2024 |
| #6 | -1.59% May 6, 2026 - May 22, 2026 | -3.21% Oct 27, 2025 - Nov 26, 2025 |
| #7 | -1.34% Nov 18, 2025 - Nov 21, 2025 | -2.78% Dec 27, 2023 - Feb 9, 2024 |
| #8 | -1.33% Jul 16, 2026 - Jul 20, 2026 | -2.61% Aug 30, 2024 - Sep 16, 2024 |
| #9 | -1.17% Jul 7, 2026 - Jul 16, 2026 | -2.31% Jun 2, 2026 - Jun 15, 2026 |
| #10 | -1.12% Jan 6, 2026 - Jan 8, 2026 | -2.25% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -0.96% Dec 26, 2025 - Jan 5, 2026 | -2.19% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -0.91% Apr 30, 2026 - May 6, 2026 | -1.84% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -0.80% Dec 5, 2025 - Dec 10, 2025 | -1.83% May 20, 2024 - Jul 3, 2024 |
| #14 | -0.62% May 26, 2026 - May 28, 2026 | -1.73% Nov 11, 2024 - Nov 25, 2024 |
| #15 | -0.60% Apr 20, 2026 - Apr 30, 2026 | -1.65% Jul 3, 2023 - Jul 11, 2023 |
Correlation
Correlation between VUSV and AVMA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2023 - 2026)
VUSV vs AVMA dividend yield comparison.
| Year | VUSV | AVMA |
|---|---|---|
| 2026 | 0.00% | 0.99% |
| 2025 | 0.20% | 2.21% |
| 2024 | 0.00% | 2.28% |
| 2023 | 0.00% | 1.11% |
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