AVSC vs. KOCT - ETF Comparison
AVSC - Avantis U.S Small Cap Equity ETF
The Avantis U.S Small Cap Equity ETF is an actively managed exchange-traded fund that tracks the Russell 2000 index, providing exposure to small-cap companies in the United States. The fund aims to provide long-term capital growth by investing in a diversified portfolio of small-cap equities, with a focus on value stocks.
KOCT - Innovator U.S. Small Cap Power Buffer ETF - October
The Innovator U.S. Small Cap Power Buffer ETF - October is an equity fund that aims to provide investors with a volatility-hedged exposure to the U.S. small-cap market. The fund tracks the Russell 2000 index and employs a buy-write strategy to generate income. With a focus on small-cap companies, the fund offers a broad-based exposure to the U.S. equity market.
| AVSC | KOCT | |
|---|---|---|
| Fund Name | Avantis U.S Small Cap Equity ETF | Innovator U.S. Small Cap Power Buffer ETF - October |
| Fund Provider | American Century Investments | Innovator |
| Index | Russell 2000 | Russell 2000 |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.25% | 0.79% |
| Inception Date | 2022-01-11 | 2019-10-01 |
| Number Of Holdings | 1290 | 1 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Small-Cap | Small-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.