AVDEX vs. VTIAX

In the year-to-date period, AVDEX achieves a 18.38% return, which is significantly higher than VTIAX's 13.83% return.

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AVDEX has a 0.23% expense ratio, which is higher than VTIAX's 0.11% 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 Total International Stock Index Fund Admiral Shares (VTIAX). 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 1.03, which is comparable to the VTIAX Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of AVDEX and VTIAX, 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 3.10%, more than VTIAX's 2.88% yield.

The maximum AVDEX drawdown since its inception was -36.28%, roughly equal to the maximum VTIAX drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for AVDEX and VTIAX.

Avantis International Equity Fund (AVDEX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) have volatilities of 2.83% and 2.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.