AVDV vs. ISVL
Compare and contrast key facts about Avantis International Small Cap Value ETF (AVDV) and iShares International Developed Small Cap Value Factor ETF (ISVL).
AVDV and ISVL 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. ISVL is a passively managed fund by iShares that tracks the performance of the FTSE Developed ex US ex Korea Small Cap Focused Value Index. It was launched on Mar 23, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVDV or ISVL.
Correlation
The correlation between AVDV and ISVL is 0.70, 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.
Performance
AVDV vs. ISVL - Performance Comparison
Key characteristics
AVDV:
0.82
ISVL:
0.84
AVDV:
1.23
ISVL:
1.27
AVDV:
1.17
ISVL:
1.18
AVDV:
1.08
ISVL:
1.20
AVDV:
3.77
ISVL:
3.39
AVDV:
4.05%
ISVL:
4.44%
AVDV:
18.62%
ISVL:
18.03%
AVDV:
-43.01%
ISVL:
-30.48%
AVDV:
-1.72%
ISVL:
-0.58%
Returns By Period
In the year-to-date period, AVDV achieves a 8.67% return, which is significantly lower than ISVL's 10.37% return.
AVDV
8.67%
-0.27%
7.60%
13.72%
15.92%
N/A
ISVL
10.37%
0.31%
6.21%
13.14%
N/A
N/A
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AVDV vs. ISVL - Expense Ratio Comparison
AVDV has a 0.36% expense ratio, which is higher than ISVL's 0.30% expense ratio.
Risk-Adjusted Performance
AVDV vs. ISVL — Risk-Adjusted Performance Rank
AVDV
ISVL
AVDV vs. ISVL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value ETF (AVDV) and iShares International Developed Small Cap Value Factor ETF (ISVL). 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. ISVL - Dividend Comparison
AVDV's dividend yield for the trailing twelve months is around 3.97%, more than ISVL's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 3.97% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% |
ISVL iShares International Developed Small Cap Value Factor ETF | 3.55% | 3.91% | 3.82% | 3.37% | 2.82% | 0.00% | 0.00% |
Drawdowns
AVDV vs. ISVL - Drawdown Comparison
The maximum AVDV drawdown since its inception was -43.01%, which is greater than ISVL's maximum drawdown of -30.48%. Use the drawdown chart below to compare losses from any high point for AVDV and ISVL. For additional features, visit the drawdowns tool.
Volatility
AVDV vs. ISVL - Volatility Comparison
Avantis International Small Cap Value ETF (AVDV) and iShares International Developed Small Cap Value Factor ETF (ISVL) have volatilities of 12.40% and 12.39%, 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.