AVDV vs. VBR
Compare and contrast key facts about Avantis International Small Cap Value ETF (AVDV) and Vanguard Small-Cap Value ETF (VBR).
AVDV and VBR 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. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVDV or VBR.
Key characteristics
| AVDV | VBR | |
|---|---|---|
| YTD Return | 2.40% | -0.71% |
| 1Y Return | 10.90% | 14.56% |
| 3Y Return (Ann) | 2.31% | 3.74% |
| Sharpe Ratio | 0.74 | 0.87 |
| Daily Std Dev | 13.82% | 17.15% |
| Max Drawdown | -43.01% | -62.01% |
| Current Drawdown | -3.73% | -7.34% |
Correlation
The correlation between AVDV and VBR is 0.78, 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. VBR - Performance Comparison
In the year-to-date period, AVDV achieves a 2.40% return, which is significantly higher than VBR's -0.71% 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. VBR - Expense Ratio Comparison
Risk-Adjusted Performance
AVDV vs. VBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value ETF (AVDV) and Vanguard Small-Cap Value ETF (VBR). 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. VBR - Dividend Comparison
AVDV's dividend yield for the trailing twelve months is around 3.21%, more than VBR's 2.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 3.21% | 3.29% | 3.17% | 2.39% | 1.67% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBR Vanguard Small-Cap Value ETF | 2.17% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% | 1.87% |
Drawdowns
AVDV vs. VBR - Drawdown Comparison
The maximum AVDV drawdown since its inception was -43.01%, smaller than the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for AVDV and VBR. For additional features, visit the drawdowns tool.
Volatility
AVDV vs. VBR - Volatility Comparison
The current volatility for Avantis International Small Cap Value ETF (AVDV) is 3.55%, while Vanguard Small-Cap Value ETF (VBR) has a volatility of 4.83%. This indicates that AVDV experiences smaller price fluctuations and is considered to be less risky than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.