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AVDS vs. SFILX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

AVDS vs. SFILX

Last updated Apr 1, 2026

Compare and contrast key facts about Avantis International Small Cap Equity ETF (AVDS) and Schwab Fundamental International Small Company Index Fund (SFILX).

AVDS is an actively managed fund by Avantis. It was launched on Jul 18, 2023. SFILX is managed by Charles Schwab. It was launched on Jan 30, 2008.

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.

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AVDS vs. SFILX - Yearly Performance Comparison

2026 (YTD)202520242023
AVDS
Avantis International Small Cap Equity ETF		2.97%38.18%3.20%3.79%
SFILX
Schwab Fundamental International Small Company Index Fund		0.52%36.17%1.29%4.00%

Returns By Period

In the year-to-date period, AVDS achieves a 2.97% return, which is significantly higher than SFILX's 0.52% return.

AVDS

1D
3.25%
1M
-9.50%
YTD
2.97%
6M
7.76%
1Y
35.81%
3Y*
—
5Y*
—
10Y*
—

SFILX

1D
-0.51%
1M
-11.35%
YTD
0.52%
6M
3.98%
1Y
29.02%
3Y*
14.53%
5Y*
6.83%
10Y*
7.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Avantis International Small Cap Equity ETF

Schwab Fundamental International Small Company Index Fund

Often compared with AVDS:
AVDS vs. AVDVAVDS vs. IDMOAVDS vs. AVUVAVDS vs. DFISAVDS vs. DFAXAVDS vs. VSSAVDS vs. FNDC
Often compared with SFILX:
SFILX vs. SFENXSFILX vs. SWISXSFILX vs. DISVXSFILX vs. HFMDXSFILX vs. SWSSXSFILX vs. SPYSFILX vs. SCHC

AVDS vs. SFILX - Expense Ratio Comparison

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

SFILX
Schwab Fundamental International Small Company Index Fund
AVDS
Avantis International Small Cap Equity ETF

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: 9191
Overall Rank
AVDS Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
AVDS Sortino Ratio Rank: 9393
Sortino Ratio Rank
AVDS Omega Ratio Rank: 9393
Omega Ratio Rank
AVDS Calmar Ratio Rank: 8989
Calmar Ratio Rank
AVDS Martin Ratio Rank: 9090
Martin Ratio Rank
SFILX
SFILX Risk / Return Rank: 8888
Overall Rank
SFILX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
SFILX Sortino Ratio Rank: 8989
Sortino Ratio Rank
SFILX Omega Ratio Rank: 8787
Omega Ratio Rank
SFILX Calmar Ratio Rank: 8888
Calmar Ratio Rank
SFILX Martin Ratio Rank: 8686
Martin Ratio Rank
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.

AVDSSFILXDifference

Sharpe ratio

Return per unit of total volatility

2.10

1.94

+0.16

Sortino ratio

Return per unit of downside risk

2.73

2.49

+0.25

Omega ratio

Gain probability vs. loss probability

1.42

1.37

+0.05

Calmar ratio

Return relative to maximum drawdown

2.78

2.32

+0.46

Martin ratio

Return relative to average drawdown

11.23

9.04

+2.19

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 2.10, which is comparable to the SFILX Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of AVDS and SFILX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

AVDSSFILXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.10

1.94

+0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.45

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.49

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.12

0.57

+0.56

Correlation

The correlation between AVDS and SFILX is 0.94, 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.

Dividends

AVDS vs. SFILX - Dividend Comparison

AVDS's dividend yield for the trailing twelve months is around 2.35%, less than SFILX's 8.37% yield.

TTM20252024202320222021202020192018201720162015
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%
SFILX
Schwab Fundamental International Small Company Index Fund		8.37%8.41%4.71%3.11%4.88%6.00%1.98%2.78%5.77%1.41%2.45%2.09%

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.

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Drawdown Indicators

AVDSSFILXDifference

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 (5Y)

Largest decline over 5 years

—

-32.29%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-43.13%

—

Current Drawdown

Current decline from peak

-9.50%

-11.35%

+1.85%

Average Drawdown

Average peak-to-trough decline

-2.84%

-8.25%

+5.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.08%

2.91%

+0.17%

Volatility

AVDS vs. SFILX - Volatility Comparison

Avantis International Small Cap Equity ETF (AVDS) has a higher volatility of 7.45% compared to Schwab Fundamental International Small Company Index Fund (SFILX) at 5.67%. 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.

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Volatility by Period

AVDSSFILXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.45%

5.67%

+1.78%

Volatility (6M)

Calculated over the trailing 6-month period

11.46%

9.58%

+1.88%

Volatility (1Y)

Calculated over the trailing 1-year period

17.16%

14.27%

+2.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.18%

15.12%

+0.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.18%

16.07%

-0.89%