AVDV vs. DGS
Compare and contrast key facts about Avantis International Small Cap Value ETF (AVDV) and WisdomTree Emerging Markets SmallCap Divdend Fund (DGS).
AVDV and DGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVDV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019. DGS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Emerging Markets SmallCap Dividend Index. It was launched on Oct 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVDV or DGS.
Key characteristics
| AVDV | DGS | |
|---|---|---|
| YTD Return | 2.13% | -0.70% |
| 1Y Return | 10.42% | 11.03% |
| 3Y Return (Ann) | 2.21% | 2.77% |
| Sharpe Ratio | 0.75 | 0.88 |
| Daily Std Dev | 13.83% | 12.63% |
| Max Drawdown | -43.01% | -61.83% |
| Current Drawdown | -3.99% | -4.49% |
Correlation
The correlation between AVDV and DGS is 0.77, 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
AVDV vs. DGS - Performance Comparison
In the year-to-date period, AVDV achieves a 2.13% return, which is significantly higher than DGS's -0.70% 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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AVDV vs. DGS - Expense Ratio Comparison
Risk-Adjusted Performance
AVDV vs. DGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value ETF (AVDV) and WisdomTree Emerging Markets SmallCap Divdend Fund (DGS). 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
AVDV vs. DGS - Dividend Comparison
AVDV's dividend yield for the trailing twelve months is around 3.22%, less than DGS's 4.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 3.22% | 3.29% | 3.17% | 2.39% | 1.67% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGS WisdomTree Emerging Markets SmallCap Divdend Fund | 4.45% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% | 3.20% | 3.45% |
Drawdowns
AVDV vs. DGS - Drawdown Comparison
The maximum AVDV drawdown since its inception was -43.01%, smaller than the maximum DGS drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for AVDV and DGS. For additional features, visit the drawdowns tool.
Volatility
AVDV vs. DGS - Volatility Comparison
Avantis International Small Cap Value ETF (AVDV) and WisdomTree Emerging Markets SmallCap Divdend Fund (DGS) have volatilities of 3.57% and 3.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.