AVDEX vs. FIGSX
Compare and contrast key facts about Avantis International Equity Fund (AVDEX) and Fidelity Series International Growth Fund (FIGSX).
AVDEX is managed by Avantis Investors. It was launched on Dec 4, 2019. FIGSX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
AVDEX vs. FIGSX - Performance Comparison
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AVDEX vs. FIGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVDEX Avantis International Equity Fund | 2.91% | 37.35% | 4.89% | 16.99% | -13.90% | 13.37% | 8.21% | 3.61% |
FIGSX Fidelity Series International Growth Fund | -1.99% | 19.12% | 5.93% | 21.74% | -22.87% | 16.61% | 18.52% | 3.76% |
Returns By Period
In the year-to-date period, AVDEX achieves a 2.91% return, which is significantly higher than FIGSX's -1.99% return.
AVDEX
- 1D
- 3.11%
- 1M
- -6.90%
- YTD
- 2.91%
- 6M
- 8.24%
- 1Y
- 31.09%
- 3Y*
- 17.40%
- 5Y*
- 9.67%
- 10Y*
- —
FIGSX
- 1D
- 3.82%
- 1M
- -8.68%
- YTD
- -1.99%
- 6M
- -1.59%
- 1Y
- 13.63%
- 3Y*
- 10.79%
- 5Y*
- 5.70%
- 10Y*
- 9.60%
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AVDEX vs. FIGSX - Expense Ratio Comparison
AVDEX has a 0.23% expense ratio, which is higher than FIGSX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
AVDEX vs. FIGSX — Risk / Return Rank
AVDEX
FIGSX
AVDEX vs. FIGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Equity Fund (AVDEX) and Fidelity Series International Growth Fund (FIGSX). 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.
| AVDEX | FIGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.93 | 0.74 | +1.18 |
Sortino ratioReturn per unit of downside risk | 2.52 | 1.16 | +1.36 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.16 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.60 | 0.98 | +1.62 |
Martin ratioReturn relative to average drawdown | 10.37 | 3.83 | +6.54 |
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
| AVDEX | FIGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 0.74 | +1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.33 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.48 | +0.09 |
Correlation
The correlation between AVDEX and FIGSX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AVDEX vs. FIGSX - Dividend Comparison
AVDEX's dividend yield for the trailing twelve months is around 3.10%, less than FIGSX's 8.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDEX Avantis International Equity Fund | 3.10% | 3.19% | 3.67% | 3.17% | 2.22% | 3.46% | 1.67% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% |
FIGSX Fidelity Series International Growth Fund | 8.85% | 8.67% | 4.29% | 1.27% | 3.53% | 8.33% | 16.24% | 3.64% | 7.47% | 3.14% | 2.54% | 3.54% |
Drawdowns
AVDEX vs. FIGSX - Drawdown Comparison
The maximum AVDEX drawdown since its inception was -36.28%, which is greater than FIGSX's maximum drawdown of -34.47%. Use the drawdown chart below to compare losses from any high point for AVDEX and FIGSX.
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Drawdown Indicators
| AVDEX | FIGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.28% | -34.47% | -1.81% |
Max Drawdown (1Y)Largest decline over 1 year | -11.58% | -13.89% | +2.31% |
Max Drawdown (5Y)Largest decline over 5 years | -28.73% | -34.47% | +5.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.47% | — |
Current DrawdownCurrent decline from peak | -8.24% | -10.60% | +2.36% |
Average DrawdownAverage peak-to-trough decline | -6.46% | -6.49% | +0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 3.55% | -0.65% |
Volatility
AVDEX vs. FIGSX - Volatility Comparison
The current volatility for Avantis International Equity Fund (AVDEX) is 7.40%, while Fidelity Series International Growth Fund (FIGSX) has a volatility of 9.09%. This indicates that AVDEX experiences smaller price fluctuations and is considered to be less risky than FIGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVDEX | FIGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.40% | 9.09% | -1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 13.23% | -2.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.36% | 19.24% | -2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.83% | 17.61% | -1.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 17.54% | +1.12% |