AVDS vs. SFILX

Last updated Jun 4, 2026

AVDS (Avantis International Small Cap Equity ETF) and SFILX (Schwab Fundamental International Small Company Index Fund) are both Foreign Small & Mid Cap Equities funds. Over the past year, AVDS returned 32.62% vs 28.51% for SFILX. Their correlation of 0.94 suggests significant overlap in exposure. AVDS charges 0.30%/yr vs 0.39%/yr for SFILX.

Performance

AVDS vs. SFILX - Performance Comparison

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

Returns By Period

The year-to-date returns for both stocks are quite close, with AVDS having a 12.02% return and SFILX slightly lower at 11.83%.

AVDS

• 1D: -1.09%
• 1M: 2.73%
• YTD: 12.02%
• 6M: 15.40%
• 1Y: 32.62%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SFILX

• 1D: -0.17%
• 1M: 1.41%
• YTD: 11.83%
• 6M: 14.41%
• 1Y: 28.51%
• 3Y*: 18.61%
• 5Y*: 7.57%
• 10Y*: 8.44%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVDS vs. SFILX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
AVDS Avantis International Small Cap Equity ETF	12.02%	38.18%	3.20%	3.79%
SFILX Schwab Fundamental International Small Company Index Fund	11.83%	36.17%	1.29%	4.00%

Correlation

The correlation between AVDS and SFILX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.94
Correlation (All Time) Calculated using the full available price history since Jul 21, 2023	0.94

The correlation between AVDS and SFILX has been stable across timeframes, ranging from 0.94 to 0.94 - a consistent structural relationship.

Return for Risk

AVDS vs. SFILX — Risk / Return Rank

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

AVDS

AVDS Risk / Return Rank: 61
AVDS Sharpe Ratio Rank: 65
AVDS Sortino Ratio Rank: 65
AVDS Omega Ratio Rank: 64
AVDS Calmar Ratio Rank: 52
AVDS Martin Ratio Rank: 57

SFILX

SFILX Risk / Return Rank: 47
SFILX Sharpe Ratio Rank: 50
SFILX Sortino Ratio Rank: 49
SFILX Omega Ratio Rank: 49
SFILX Calmar Ratio Rank: 42
SFILX Martin Ratio Rank: 43

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVDS vs. SFILX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Equity ETF (AVDS) and Schwab Fundamental International Small Company Index Fund (SFILX). 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	SFILX	Difference
Sharpe ratio: Return per unit of total volatility	2.21	2.10	+0.11
Sortino ratio: Return per unit of downside risk	3.04	2.93	+0.11
Omega ratio: Gain probability vs. loss probability	1.40	1.38	+0.01
Calmar ratio: Return relative to maximum drawdown	2.63	2.45	+0.18
Martin ratio: Return relative to average drawdown	10.24	9.10	+1.15
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVDS vs. SFILX - Sharpe Ratio Comparison

The current AVDS Sharpe Ratio is 2.21, which is comparable to the SFILX Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of AVDS and SFILX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AVDS	SFILX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.21	2.10	+0.11
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.50	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.52	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.26	0.60	+0.66

Drawdowns

AVDS vs. SFILX - Drawdown Comparison

The maximum AVDS drawdown since its inception was -13.51%, smaller than the maximum SFILX drawdown of -43.13%. Use the drawdown chart below to compare losses from any high point for AVDS and SFILX.

Drawdown Indicators

	AVDS	SFILX	Difference
Max Drawdown Largest peak-to-trough decline	-13.51%	-43.13%	+29.62%
Max Drawdown (1Y) Largest decline over 1 year	-12.44%	-11.35%	-1.09%
Max Drawdown (3Y) Largest decline over 3 years	—	-13.05%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-32.29%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-43.13%	—
Current Drawdown Current decline from peak	-1.73%	-1.37%	-0.36%
Average Drawdown Average peak-to-trough decline	-2.84%	-8.19%	+5.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.19%	3.06%	+0.13%

Volatility

AVDS vs. SFILX - Volatility Comparison

Avantis International Small Cap Equity ETF (AVDS) has a higher volatility of 4.46% compared to Schwab Fundamental International Small Company Index Fund (SFILX) at 3.73%. This indicates that AVDS's price experiences larger fluctuations and is considered to be riskier than SFILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVDS	SFILX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.46%	3.73%	+0.73%
Volatility (6M) Calculated over the trailing 6-month period	12.43%	10.59%	+1.84%
Volatility (1Y) Calculated over the trailing 1-year period	14.87%	13.32%	+1.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.36%	15.27%	+0.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.36%	16.15%	-0.79%

AVDS vs. SFILX - Expense Ratio Comparison

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

Dividends

AVDS vs. SFILX - Dividend Comparison

AVDS's dividend yield for the trailing twelve months is around 2.16%, less than SFILX's 7.52% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVDS Avantis International Small Cap Equity ETF	2.16%	2.37%	3.07%	0.72%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SFILX Schwab Fundamental International Small Company Index Fund	7.52%	8.41%	4.71%	3.11%	4.88%	6.00%	1.98%	2.78%	5.77%	1.41%	2.45%	2.09%

Frequently Asked Questions

Can I hold both AVDS and SFILX in my portfolio?

With a correlation of 0.94, AVDS and SFILX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, AVDS or SFILX?

AVDS has higher volatility (4.46%) compared to SFILX (3.73%). In terms of maximum drawdown, AVDS dropped -13.51% vs SFILX's -43.13%.

Which has better risk-adjusted returns?

AVDS currently has the higher Sharpe Ratio (2.21 vs 2.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.