AVDV vs. IWM
Compare and contrast key facts about Avantis International Small Cap Value ETF (AVDV) and iShares Russell 2000 ETF (IWM).
AVDV and IWM 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. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVDV or IWM.
Correlation
The correlation between AVDV and IWM is 0.72, 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. IWM - Performance Comparison
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Key characteristics
AVDV:
0.87
IWM:
0.12
AVDV:
1.35
IWM:
0.37
AVDV:
1.19
IWM:
1.05
AVDV:
1.19
IWM:
0.12
AVDV:
4.17
IWM:
0.34
AVDV:
4.05%
IWM:
9.42%
AVDV:
18.54%
IWM:
24.32%
AVDV:
-43.01%
IWM:
-59.05%
AVDV:
0.00%
IWM:
-13.80%
Returns By Period
In the year-to-date period, AVDV achieves a 13.88% return, which is significantly higher than IWM's -5.71% return.
AVDV
13.88%
9.60%
13.05%
15.96%
16.54%
N/A
IWM
-5.71%
12.75%
-13.55%
2.91%
12.57%
6.75%
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AVDV vs. IWM - Expense Ratio Comparison
AVDV has a 0.36% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
AVDV vs. IWM — Risk-Adjusted Performance Rank
AVDV
IWM
AVDV vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value ETF (AVDV) and iShares Russell 2000 ETF (IWM). 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.
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Dividends
AVDV vs. IWM - Dividend Comparison
AVDV's dividend yield for the trailing twelve months is around 3.78%, more than IWM's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 3.78% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWM iShares Russell 2000 ETF | 1.19% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
AVDV vs. IWM - Drawdown Comparison
The maximum AVDV drawdown since its inception was -43.01%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for AVDV and IWM. For additional features, visit the drawdowns tool.
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Volatility
AVDV vs. IWM - Volatility Comparison
The current volatility for Avantis International Small Cap Value ETF (AVDV) is 4.08%, while iShares Russell 2000 ETF (IWM) has a volatility of 6.22%. This indicates that AVDV experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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