Compare/Updated Oct 26, 2026, refreshed every trading day
DFSV vs AVUV
U.S. Small Cap Value Portfolio ETF Class Shares against Avantis U.S. Small Cap Value ETF: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
AVUV did better over the period: $1,000 invested on October 28, 2022 would be worth $1,711, versus $1,648 for DFSV, a 71.1% gain versus 64.8%. AVUV also led over one month, three months, six months, YTD, one year, and three years, while offering a lower expense ratio of 0.25% versus 0.33%. The difference matters because the funds were highly correlated, at 0.988 over the period and 0.980 over the last 12 months, so AVUV delivered the stronger result with broadly similar measured risk. Both had 14.8% volatility over the last 12 months. AVUV’s worst drawdown was slightly larger at -28.8%, compared with -28.0% for DFSV. AVUV won 28 of the last 48 months, while DFSV won 20, with a typical monthly gap of 0.43 points.
- Price is above its 200-day average ($37); 50-day at $39.
- RSI 56, neutral. Supertrend says sell. ADX 25, so the trend is developing.
- Price is above its 200-day average ($118); 50-day at $123.
- RSI 56, neutral. Supertrend says sell. ADX 21, so the trend is developing.
Head to head
Which has returned more, DFSV or AVUV?
DFSV beat AVUV in 20 of the last 48 months; AVUV won the other 28. The typical monthly gap was 0.43 points.
Total return by period
Which is riskier?
Both: Nov 25, 2024 to Apr 8, 2025
- 0.988
- correlation of daily moves, 4 years
- 0.97
- DFSV move per 1% in AVUV
- 0.980
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 0.43 points.
When did they diverge?
| Month | DFSV | AVUV | Gap |
|---|---|---|---|
| July 2026 | +2.3% | +0.4% | +1.83 pts |
| December 2022 | -5.6% | -7.0% | +1.35 pts |
| April 2026 | +7.5% | +8.8% | -1.31 pts |
| September 2025 | -1.2% | +0.1% | -1.30 pts |
Where the numbers come from. 1000 daily adjusted closes per fund from the Kavout market-data API, dividends included. Signals and indicators are Kavout’s own, refreshed nightly. Every figure is calculated from those adjusted closes.
Holdings and fees
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