AVDVX vs. DISVX
Compare and contrast key facts about Avantis International Small Cap Value Fund (AVDVX) and DFA International Small Cap Value Portfolio (DISVX).
AVDVX is managed by Avantis Investors. It was launched on Dec 3, 2019. DISVX is managed by Dimensional Fund Advisors LP. It was launched on Dec 28, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVDVX or DISVX.
Correlation
The correlation between AVDVX and DISVX is 0.69, 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. DISVX - Performance Comparison
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Key characteristics
AVDVX:
0.91
DISVX:
0.99
AVDVX:
1.27
DISVX:
1.40
AVDVX:
1.18
DISVX:
1.20
AVDVX:
1.11
DISVX:
1.25
AVDVX:
3.93
DISVX:
3.93
AVDVX:
3.91%
DISVX:
4.36%
AVDVX:
17.21%
DISVX:
16.95%
AVDVX:
-43.06%
DISVX:
-63.79%
AVDVX:
0.00%
DISVX:
0.00%
Returns By Period
In the year-to-date period, AVDVX achieves a 14.88% return, which is significantly lower than DISVX's 19.03% return.
AVDVX
14.88%
7.09%
16.44%
14.71%
15.90%
N/A
DISVX
19.03%
7.51%
18.57%
15.86%
16.37%
4.88%
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AVDVX vs. DISVX - Expense Ratio Comparison
AVDVX has a 0.36% expense ratio, which is lower than DISVX's 0.46% expense ratio.
Risk-Adjusted Performance
AVDVX vs. DISVX — Risk-Adjusted Performance Rank
AVDVX
DISVX
AVDVX vs. DISVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value Fund (AVDVX) and DFA International Small Cap Value Portfolio (DISVX). 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
AVDVX vs. DISVX - Dividend Comparison
AVDVX's dividend yield for the trailing twelve months is around 3.73%, more than DISVX's 3.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDVX Avantis International Small Cap Value Fund | 3.73% | 4.28% | 3.52% | 3.33% | 2.46% | 1.35% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DISVX DFA International Small Cap Value Portfolio | 3.18% | 3.72% | 3.75% | 2.40% | 2.76% | 1.85% | 2.47% | 2.20% | 2.54% | 2.60% | 2.01% | 2.09% |
Drawdowns
AVDVX vs. DISVX - Drawdown Comparison
The maximum AVDVX drawdown since its inception was -43.06%, smaller than the maximum DISVX drawdown of -63.79%. Use the drawdown chart below to compare losses from any high point for AVDVX and DISVX. For additional features, visit the drawdowns tool.
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Volatility
AVDVX vs. DISVX - Volatility Comparison
Avantis International Small Cap Value Fund (AVDVX) has a higher volatility of 2.89% compared to DFA International Small Cap Value Portfolio (DISVX) at 2.60%. This indicates that AVDVX's price experiences larger fluctuations and is considered to be riskier than DISVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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