AVDV vs. DLS
Compare and contrast key facts about Avantis International Small Cap Value ETF (AVDV) and WisdomTree International SmallCap Dividend (DLS).
AVDV and DLS 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. DLS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International SmallCap Dividend Index. It was launched on Jun 16, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVDV or DLS.
Key characteristics
| AVDV | DLS | |
|---|---|---|
| YTD Return | 3.06% | -0.47% |
| 1Y Return | 11.67% | 6.17% |
| 3Y Return (Ann) | 2.73% | -1.51% |
| Sharpe Ratio | 0.85 | 0.48 |
| Daily Std Dev | 13.85% | 13.38% |
| Max Drawdown | -43.01% | -63.09% |
| Current Drawdown | -3.11% | -10.40% |
Correlation
The correlation between AVDV and DLS 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
AVDV vs. DLS - Performance Comparison
In the year-to-date period, AVDV achieves a 3.06% return, which is significantly higher than DLS's -0.47% 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. DLS - Expense Ratio Comparison
AVDV has a 0.36% expense ratio, which is lower than DLS's 0.58% expense ratio.
Risk-Adjusted Performance
AVDV vs. DLS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value ETF (AVDV) and WisdomTree International SmallCap Dividend (DLS). 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. DLS - Dividend Comparison
AVDV's dividend yield for the trailing twelve months is around 3.19%, less than DLS's 4.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 3.19% | 3.29% | 3.17% | 2.39% | 1.67% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DLS WisdomTree International SmallCap Dividend | 4.07% | 4.29% | 4.96% | 3.29% | 2.50% | 3.37% | 3.66% | 2.79% | 3.29% | 2.72% | 3.61% | 3.89% |
Drawdowns
AVDV vs. DLS - Drawdown Comparison
The maximum AVDV drawdown since its inception was -43.01%, smaller than the maximum DLS drawdown of -63.09%. Use the drawdown chart below to compare losses from any high point for AVDV and DLS. For additional features, visit the drawdowns tool.
Volatility
AVDV vs. DLS - Volatility Comparison
The current volatility for Avantis International Small Cap Value ETF (AVDV) is 3.33%, while WisdomTree International SmallCap Dividend (DLS) has a volatility of 3.66%. This indicates that AVDV experiences smaller price fluctuations and is considered to be less risky than DLS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.