AVDS vs. DISV
Compare and contrast key facts about Avantis International Small Cap Equity ETF (AVDS) and Dimensional International Small Cap Value ETF (DISV).
AVDS and DISV 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. DISV is an actively managed fund by Dimensional Fund Advisors. It was launched on Mar 23, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVDS or DISV.
Key characteristics
| AVDS | DISV | |
|---|---|---|
| YTD Return | 4.97% | 8.54% |
| 1Y Return | 18.80% | 20.53% |
| Sharpe Ratio | 1.35 | 1.44 |
| Sortino Ratio | 1.92 | 1.97 |
| Omega Ratio | 1.24 | 1.25 |
| Calmar Ratio | 2.16 | 2.64 |
| Martin Ratio | 7.63 | 8.12 |
| Ulcer Index | 2.50% | 2.59% |
| Daily Std Dev | 14.15% | 14.66% |
| Max Drawdown | -13.08% | -26.77% |
| Current Drawdown | -5.60% | -6.08% |
Correlation
The correlation between AVDS and DISV is 0.96, 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. DISV - Performance Comparison
In the year-to-date period, AVDS achieves a 4.97% return, which is significantly lower than DISV's 8.54% 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. DISV - Expense Ratio Comparison
AVDS has a 0.30% expense ratio, which is lower than DISV's 0.42% expense ratio.
Risk-Adjusted Performance
AVDS vs. DISV - 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 Value ETF (DISV). 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. DISV - Dividend Comparison
AVDS's dividend yield for the trailing twelve months is around 2.23%, less than DISV's 2.74% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
AVDS Avantis International Small Cap Equity ETF | 2.23% | 0.72% | 0.00% |
DISV Dimensional International Small Cap Value ETF | 2.74% | 2.73% | 1.23% |
Drawdowns
AVDS vs. DISV - Drawdown Comparison
The maximum AVDS drawdown since its inception was -13.08%, smaller than the maximum DISV drawdown of -26.77%. Use the drawdown chart below to compare losses from any high point for AVDS and DISV. For additional features, visit the drawdowns tool.
Volatility
AVDS vs. DISV - Volatility Comparison
The current volatility for Avantis International Small Cap Equity ETF (AVDS) is 3.76%, while Dimensional International Small Cap Value ETF (DISV) has a volatility of 3.96%. This indicates that AVDS experiences smaller price fluctuations and is considered to be less risky than DISV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.