AVDS vs. IJR
Compare and contrast key facts about Avantis International Small Cap Equity ETF (AVDS) and iShares Core S&P Small-Cap ETF (IJR).
AVDS and IJR 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. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.
Performance
AVDS vs. IJR - Performance Comparison
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AVDS vs. IJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AVDS Avantis International Small Cap Equity ETF | 2.97% | 38.18% | 3.20% | 3.79% |
IJR iShares Core S&P Small-Cap ETF | 3.60% | 5.89% | 8.63% | 5.46% |
Returns By Period
In the year-to-date period, AVDS achieves a 2.97% return, which is significantly lower than IJR's 3.60% return.
AVDS
- 1D
- 3.25%
- 1M
- -9.50%
- YTD
- 2.97%
- 6M
- 7.76%
- 1Y
- 35.81%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IJR
- 1D
- 2.85%
- 1M
- -4.00%
- YTD
- 3.60%
- 6M
- 5.26%
- 1Y
- 20.51%
- 3Y*
- 10.49%
- 5Y*
- 4.08%
- 10Y*
- 9.83%
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AVDS vs. IJR - Expense Ratio Comparison
AVDS has a 0.30% expense ratio, which is higher than IJR's 0.06% expense ratio.
Return for Risk
AVDS vs. IJR — Risk / Return Rank
AVDS
IJR
AVDS vs. IJR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Equity ETF (AVDS) and iShares Core S&P Small-Cap ETF (IJR). 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.
| AVDS | IJR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.10 | 0.91 | +1.19 |
Sortino ratioReturn per unit of downside risk | 2.73 | 1.41 | +1.32 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.19 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 1.43 | +1.36 |
Martin ratioReturn relative to average drawdown | 11.23 | 5.77 | +5.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVDS | IJR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 0.91 | +1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.19 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.12 | 0.42 | +0.70 |
Correlation
The correlation between AVDS and IJR is 0.67, 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.
Dividends
AVDS vs. IJR - Dividend Comparison
AVDS's dividend yield for the trailing twelve months is around 2.35%, more than IJR's 1.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDS Avantis International Small Cap Equity ETF | 2.35% | 2.37% | 3.07% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 1.29% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Drawdowns
AVDS vs. IJR - Drawdown Comparison
The maximum AVDS drawdown since its inception was -13.51%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for AVDS and IJR.
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Drawdown Indicators
| AVDS | IJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.51% | -58.15% | +44.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.44% | -14.85% | +2.41% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.02% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.36% | — |
Current DrawdownCurrent decline from peak | -9.50% | -5.73% | -3.77% |
Average DrawdownAverage peak-to-trough decline | -2.84% | -9.34% | +6.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 3.66% | -0.58% |
Volatility
AVDS vs. IJR - Volatility Comparison
Avantis International Small Cap Equity ETF (AVDS) has a higher volatility of 7.45% compared to iShares Core S&P Small-Cap ETF (IJR) at 6.27%. This indicates that AVDS's price experiences larger fluctuations and is considered to be riskier than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVDS | IJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.45% | 6.27% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 11.46% | 12.98% | -1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.16% | 22.66% | -5.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 21.52% | -6.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.18% | 22.91% | -7.73% |