Avantis All Equity Markets ETF (AVGE)

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The chart shows the growth of an initial investment of $10,000 in Avantis All Equity Markets ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Avantis All Equity Markets ETF (AVGE) has returned 2.64% so far this year and 26.09% over the past 12 months.

Based on dividend-adjusted daily data since Sep 29, 2022, AVGE's average daily return is +0.08%, while the average monthly return is +1.54%. At this rate, your investment would double in approximately 3.8 years.

Historically, 60% of months were positive and 40% were negative. The best month was Oct 2022 with a return of +8.9%, while the worst month was Mar 2026 at -5.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, AVGE closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +7.9%, while the worst single day was Apr 4, 2025 at -5.7%.

Avantis All Equity Markets ETF has an annualized alpha of 3.10%, beta of 0.89, and R² of 0.87 versus S&P 500 Index. Calculated based on daily prices since September 30, 2022.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (98.49%) than losses (88.61%) — typical of diversified or defensive assets.
• This ETF generated an annualized alpha of 3.10% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.89 and R² of 0.87, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

AVGE has an expense ratio of 0.23%, which is considered low.

AVGE ranks 80 for risk / return — better than 80% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Avantis All Equity Markets ETF (AVGE) and compare them to a chosen benchmark (S&P 500 Index).

Avantis All Equity Markets ETF provided a 1.82% dividend yield over the last twelve months, with an annual payout of $1.60 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Avantis All Equity Markets ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Avantis All Equity Markets ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Avantis All Equity Markets ETF was 17.13%, occurring on Apr 8, 2025. Recovery took 41 trading sessions.

The current Avantis All Equity Markets ETF drawdown is 5.98%.

The chart below shows the rolling one-month volatility.