AVDS vs. AVDV
Compare and contrast key facts about Avantis International Small Cap Equity ETF (AVDS) and Avantis International Small Cap Value ETF (AVDV).
AVDS and AVDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVDS is an actively managed fund by Avantis. It was launched on Jul 18, 2023. AVDV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVDS or AVDV.
Key characteristics
| AVDS | AVDV | |
|---|---|---|
| YTD Return | 4.97% | 9.47% |
| 1Y Return | 18.18% | 22.30% |
| Sharpe Ratio | 1.33 | 1.58 |
| Sortino Ratio | 1.89 | 2.18 |
| Omega Ratio | 1.23 | 1.28 |
| Calmar Ratio | 2.24 | 2.26 |
| Martin Ratio | 7.45 | 9.15 |
| Ulcer Index | 2.52% | 2.51% |
| Daily Std Dev | 14.17% | 14.53% |
| Max Drawdown | -13.08% | -43.01% |
| Current Drawdown | -5.61% | -5.55% |
Correlation
The correlation between AVDS and AVDV is 0.98, 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.
Performance
AVDS vs. AVDV - Performance Comparison
In the year-to-date period, AVDS achieves a 4.97% return, which is significantly lower than AVDV's 9.47% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AVDS vs. AVDV - Expense Ratio Comparison
AVDS has a 0.30% expense ratio, which is lower than AVDV's 0.36% expense ratio.
Risk-Adjusted Performance
AVDS vs. AVDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Equity ETF (AVDS) and Avantis International Small Cap Value ETF (AVDV). 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.
Dividends
AVDS vs. AVDV - Dividend Comparison
AVDS's dividend yield for the trailing twelve months is around 2.23%, less than AVDV's 3.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
AVDS Avantis International Small Cap Equity ETF | 2.23% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% |
AVDV Avantis International Small Cap Value ETF | 3.08% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% |
Drawdowns
AVDS vs. AVDV - Drawdown Comparison
The maximum AVDS drawdown since its inception was -13.08%, smaller than the maximum AVDV drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for AVDS and AVDV. For additional features, visit the drawdowns tool.
Volatility
AVDS vs. AVDV - Volatility Comparison
Avantis International Small Cap Equity ETF (AVDS) and Avantis International Small Cap Value ETF (AVDV) have volatilities of 3.72% and 3.72%, 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.