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AVDS vs. DFIS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AVDS and DFIS is -0.60. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

AVDS vs. DFIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis International Small Cap Equity ETF (AVDS) and Dimensional International Small Cap ETF (DFIS). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

AVDS:

9.14%

DFIS:

8.83%

Max Drawdown

AVDS:

-0.44%

DFIS:

-0.43%

Current Drawdown

AVDS:

0.00%

DFIS:

0.00%

Returns By Period


AVDS

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

DFIS

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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AVDS vs. DFIS - Expense Ratio Comparison

AVDS has a 0.30% expense ratio, which is lower than DFIS's 0.39% expense ratio.


Risk-Adjusted Performance

AVDS vs. DFIS — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVDS
The Risk-Adjusted Performance Rank of AVDS is 7474
Overall Rank
The Sharpe Ratio Rank of AVDS is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of AVDS is 7171
Sortino Ratio Rank
The Omega Ratio Rank of AVDS is 7272
Omega Ratio Rank
The Calmar Ratio Rank of AVDS is 8181
Calmar Ratio Rank
The Martin Ratio Rank of AVDS is 7575
Martin Ratio Rank

DFIS
The Risk-Adjusted Performance Rank of DFIS is 7474
Overall Rank
The Sharpe Ratio Rank of DFIS is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of DFIS is 7272
Sortino Ratio Rank
The Omega Ratio Rank of DFIS is 7272
Omega Ratio Rank
The Calmar Ratio Rank of DFIS is 8282
Calmar Ratio Rank
The Martin Ratio Rank of DFIS is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AVDS vs. DFIS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Equity ETF (AVDS) and Dimensional International Small Cap ETF (DFIS). 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. DFIS - Dividend Comparison

AVDS's dividend yield for the trailing twelve months is around 2.76%, while DFIS has not paid dividends to shareholders.


Drawdowns

AVDS vs. DFIS - Drawdown Comparison

The maximum AVDS drawdown since its inception was -0.44%, roughly equal to the maximum DFIS drawdown of -0.43%. Use the drawdown chart below to compare losses from any high point for AVDS and DFIS. For additional features, visit the drawdowns tool.


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Volatility

AVDS vs. DFIS - Volatility Comparison


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