AVDEX vs. VIGI

In the year-to-date period, AVDEX achieves a 13.14% return, which is significantly higher than VIGI's 8.77% return.

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AVDEX has a 0.23% expense ratio, which is higher than VIGI's 0.15% 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%.

This table presents a comparison of risk-adjusted performance metrics for Avantis International Equity Fund (AVDEX) and Vanguard International Dividend Appreciation ETF (VIGI). 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 VIGI Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of AVDEX and VIGI, 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 VIGI's 1.89% yield.

The maximum AVDEX drawdown since its inception was -36.28%, which is greater than VIGI's maximum drawdown of -31.01%. Use the drawdown chart below to compare losses from any high point for AVDEX and VIGI. For additional features, visit the drawdowns tool.

The current volatility for Avantis International Equity Fund (AVDEX) is 3.77%, while Vanguard International Dividend Appreciation ETF (VIGI) has a volatility of 4.30%. This indicates that AVDEX experiences smaller price fluctuations and is considered to be less risky than VIGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.