AVDS vs. DFAX
Compare and contrast key facts about Avantis International Small Cap Equity ETF (AVDS) and Dimensional World ex US Core Equity 2 ETF (DFAX).
AVDS and DFAX 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. DFAX is a passively managed fund by Dimensional Fund Advisors LP that tracks the performance of the MSCI All Country World ex USA Index. It was launched on Mar 6, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVDS or DFAX.
Correlation
The correlation between AVDS and DFAX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AVDS vs. DFAX - Performance Comparison
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Key characteristics
AVDS:
0.67
DFAX:
0.60
AVDS:
1.09
DFAX:
0.99
AVDS:
1.15
DFAX:
1.13
AVDS:
0.92
DFAX:
0.76
AVDS:
2.93
DFAX:
2.46
AVDS:
4.25%
DFAX:
4.26%
AVDS:
17.42%
DFAX:
16.65%
AVDS:
-13.51%
DFAX:
-28.15%
AVDS:
0.00%
DFAX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with AVDS having a 11.44% return and DFAX slightly lower at 10.98%.
AVDS
11.44%
12.35%
9.56%
11.59%
N/A
N/A
DFAX
10.98%
11.87%
7.38%
9.82%
N/A
N/A
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AVDS vs. DFAX - Expense Ratio Comparison
Both AVDS and DFAX have an expense ratio of 0.30%.
Risk-Adjusted Performance
AVDS vs. DFAX — Risk-Adjusted Performance Rank
AVDS
DFAX
AVDS vs. DFAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Equity ETF (AVDS) and Dimensional World ex US Core Equity 2 ETF (DFAX). 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.
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Dividends
AVDS vs. DFAX - Dividend Comparison
AVDS's dividend yield for the trailing twelve months is around 2.76%, less than DFAX's 2.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
AVDS Avantis International Small Cap Equity ETF | 2.76% | 3.07% | 0.72% | 0.00% | 0.00% |
DFAX Dimensional World ex US Core Equity 2 ETF | 2.84% | 2.98% | 3.01% | 3.30% | 1.40% |
Drawdowns
AVDS vs. DFAX - Drawdown Comparison
The maximum AVDS drawdown since its inception was -13.51%, smaller than the maximum DFAX drawdown of -28.15%. Use the drawdown chart below to compare losses from any high point for AVDS and DFAX. For additional features, visit the drawdowns tool.
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Volatility
AVDS vs. DFAX - Volatility Comparison
Avantis International Small Cap Equity ETF (AVDS) and Dimensional World ex US Core Equity 2 ETF (DFAX) have volatilities of 4.19% and 4.38%, 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.
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