AVDVX vs. DFIV
Compare and contrast key facts about Avantis International Small Cap Value Fund (AVDVX) and Dimensional International Value ETF (DFIV).
AVDVX is managed by Avantis Investors. It was launched on Dec 3, 2019. DFIV is an actively managed fund by Dimensional. It was launched on Apr 16, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVDVX or DFIV.
Correlation
The correlation between AVDVX and DFIV is 0.68, 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
AVDVX vs. DFIV - Performance Comparison
Key characteristics
AVDVX:
0.84
DFIV:
0.80
AVDVX:
1.21
DFIV:
1.18
AVDVX:
1.17
DFIV:
1.16
AVDVX:
1.06
DFIV:
0.94
AVDVX:
3.74
DFIV:
3.66
AVDVX:
3.91%
DFIV:
3.79%
AVDVX:
17.34%
DFIV:
17.48%
AVDVX:
-43.06%
DFIV:
-25.42%
AVDVX:
-0.15%
DFIV:
-1.79%
Returns By Period
In the year-to-date period, AVDVX achieves a 10.30% return, which is significantly lower than DFIV's 12.94% return.
AVDVX
10.30%
1.12%
9.20%
15.76%
16.13%
N/A
DFIV
12.94%
-0.45%
10.01%
14.42%
N/A
N/A
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AVDVX vs. DFIV - Expense Ratio Comparison
AVDVX has a 0.36% expense ratio, which is higher than DFIV's 0.27% expense ratio.
Risk-Adjusted Performance
AVDVX vs. DFIV — Risk-Adjusted Performance Rank
AVDVX
DFIV
AVDVX vs. DFIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value Fund (AVDVX) and Dimensional International Value ETF (DFIV). 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
AVDVX vs. DFIV - Dividend Comparison
AVDVX's dividend yield for the trailing twelve months is around 3.88%, more than DFIV's 3.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
AVDVX Avantis International Small Cap Value Fund | 3.88% | 4.28% | 3.52% | 3.33% | 2.46% | 1.35% | 0.39% |
DFIV Dimensional International Value ETF | 3.59% | 3.88% | 3.93% | 3.84% | 2.30% | 0.00% | 0.00% |
Drawdowns
AVDVX vs. DFIV - Drawdown Comparison
The maximum AVDVX drawdown since its inception was -43.06%, which is greater than DFIV's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for AVDVX and DFIV. For additional features, visit the drawdowns tool.
Volatility
AVDVX vs. DFIV - Volatility Comparison
The current volatility for Avantis International Small Cap Value Fund (AVDVX) is 10.60%, while Dimensional International Value ETF (DFIV) has a volatility of 11.96%. This indicates that AVDVX experiences smaller price fluctuations and is considered to be less risky than DFIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.