AVDEX vs. AVIV

In the year-to-date period, AVDEX achieves a 13.14% return, which is significantly lower than AVIV's 14.64% return.

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AVDEX has a 0.23% expense ratio, which is lower than AVIV's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Avantis International Equity Fund (AVDEX) and Avantis International Large Cap Value ETF (AVIV). 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.

The current AVDEX Sharpe Ratio is 0.74, which is comparable to the AVIV Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of AVDEX and AVIV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVDEX's dividend yield for the trailing twelve months is around 3.12%, more than AVIV's 3.02% yield.

The maximum AVDEX drawdown since its inception was -36.28%, which is greater than AVIV's maximum drawdown of -27.69%. Use the drawdown chart below to compare losses from any high point for AVDEX and AVIV. For additional features, visit the drawdowns tool.