AVDEX vs. DFIEX

The year-to-date returns for both investments are quite close, with AVDEX having a 13.14% return and DFIEX slightly higher at 13.28%.

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AVDEX has a 0.23% expense ratio, which is lower than DFIEX's 0.24% 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 DFA International Core Equity Portfolio I (DFIEX). 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 DFIEX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of AVDEX and DFIEX, 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%, which matches DFIEX's 3.09% yield.

The maximum AVDEX drawdown since its inception was -36.28%, smaller than the maximum DFIEX drawdown of -62.64%. Use the drawdown chart below to compare losses from any high point for AVDEX and DFIEX. For additional features, visit the drawdowns tool.

Avantis International Equity Fund (AVDEX) has a higher volatility of 3.77% compared to DFA International Core Equity Portfolio I (DFIEX) at 3.52%. This indicates that AVDEX's price experiences larger fluctuations and is considered to be riskier than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.