AVANX vs. VFSNX
Compare and contrast key facts about Avantis International Small Cap Value Fund Class G (AVANX) and Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares (VFSNX).
AVANX is an actively managed fund by Avantis. It was launched on Jan 20, 2021. VFSNX is managed by Vanguard. It was launched on Apr 2, 2009.
Performance
AVANX vs. VFSNX - Performance Comparison
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Returns By Period
In the year-to-date period, AVANX achieves a 7.46% return, which is significantly higher than VFSNX's 2.35% return.
AVANX
- 1D
- -1.01%
- 1M
- -2.93%
- YTD
- 7.46%
- 6M
- 14.47%
- 1Y
- 64.03%
- 3Y*
- 24.08%
- 5Y*
- —
- 10Y*
- —
VFSNX
- 1D
- -0.82%
- 1M
- -3.05%
- YTD
- 2.35%
- 6M
- 4.11%
- 1Y
- 40.02%
- 3Y*
- 13.86%
- 5Y*
- 5.60%
- 10Y*
- 7.72%
AVANX vs. VFSNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AVANX Avantis International Small Cap Value Fund Class G | 7.46% | 48.78% | 8.80% | 17.17% | -7.66% |
VFSNX Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares | 2.35% | 29.97% | 2.63% | 15.18% | -16.36% |
Correlation
The correlation between AVANX and VFSNX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
AVANX vs. VFSNX - Expense Ratio Comparison
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Return for Risk
AVANX vs. VFSNX — Risk / Return Rank
AVANX
VFSNX
AVANX vs. VFSNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value Fund Class G (AVANX) and Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares (VFSNX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AVANX | VFSNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.84 | 2.06 | +0.78 |
Sortino ratioReturn per unit of downside risk | 3.43 | 2.64 | +0.79 |
Omega ratioGain probability vs. loss probability | 1.55 | 1.40 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 3.80 | 2.67 | +1.13 |
Martin ratioReturn relative to average drawdown | 15.25 | 10.20 | +5.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVANX | VFSNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.84 | 2.06 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.38 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.56 | +0.40 |
Drawdowns
AVANX vs. VFSNX - Drawdown Comparison
The maximum AVANX drawdown since its inception was -25.35%, smaller than the maximum VFSNX drawdown of -43.65%. Use the drawdown chart below to compare losses from any high point for AVANX and VFSNX.
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Drawdown Indicators
| AVANX | VFSNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.35% | -43.65% | +18.30% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -11.47% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.75% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.65% | — |
Current DrawdownCurrent decline from peak | -8.44% | -8.41% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -9.56% | +4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 3.00% | +0.21% |
Volatility
AVANX vs. VFSNX - Volatility Comparison
Avantis International Small Cap Value Fund Class G (AVANX) has a higher volatility of 7.21% compared to Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares (VFSNX) at 6.09%. This indicates that AVANX's price experiences larger fluctuations and is considered to be riskier than VFSNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVANX | VFSNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 6.09% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 12.23% | 10.30% | +1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 14.67% | +2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.10% | 14.90% | +2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 15.68% | +1.42% |
Dividends
AVANX vs. VFSNX - Dividend Comparison
AVANX's dividend yield for the trailing twelve months is around 10.11%, more than VFSNX's 3.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVANX Avantis International Small Cap Value Fund Class G | 10.11% | 10.86% | 4.74% | 3.87% | 3.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFSNX Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares | 3.28% | 3.36% | 3.41% | 3.11% | 2.26% | 2.70% | 1.90% | 3.25% | 2.81% | 2.85% | 2.93% | 2.69% |