AVDVX vs. SCHD
Compare and contrast key facts about Avantis International Small Cap Value Fund (AVDVX) and Schwab US Dividend Equity ETF (SCHD).
AVDVX is managed by Avantis Investors. It was launched on Dec 3, 2019. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVDVX or SCHD.
Correlation
The correlation between AVDVX and SCHD 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
AVDVX vs. SCHD - Performance Comparison
Key characteristics
AVDVX:
0.89
SCHD:
0.23
AVDVX:
1.27
SCHD:
0.43
AVDVX:
1.18
SCHD:
1.06
AVDVX:
1.12
SCHD:
0.23
AVDVX:
3.96
SCHD:
0.84
AVDVX:
3.91%
SCHD:
4.38%
AVDVX:
17.35%
SCHD:
15.99%
AVDVX:
-43.06%
SCHD:
-33.37%
AVDVX:
-0.15%
SCHD:
-11.33%
Returns By Period
In the year-to-date period, AVDVX achieves a 10.30% return, which is significantly higher than SCHD's -5.04% return.
AVDVX
10.30%
0.45%
8.94%
15.19%
16.15%
N/A
SCHD
-5.04%
-6.82%
-7.58%
2.51%
13.19%
10.35%
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AVDVX vs. SCHD - Expense Ratio Comparison
AVDVX has a 0.36% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
AVDVX vs. SCHD — Risk-Adjusted Performance Rank
AVDVX
SCHD
AVDVX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value Fund (AVDVX) and Schwab US Dividend Equity ETF (SCHD). 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. SCHD - Dividend Comparison
AVDVX's dividend yield for the trailing twelve months is around 3.88%, less than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDVX Avantis International Small Cap Value Fund | 3.88% | 4.28% | 3.52% | 3.33% | 2.46% | 1.35% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
AVDVX vs. SCHD - Drawdown Comparison
The maximum AVDVX drawdown since its inception was -43.06%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AVDVX and SCHD. For additional features, visit the drawdowns tool.
Volatility
AVDVX vs. SCHD - Volatility Comparison
The current volatility for Avantis International Small Cap Value Fund (AVDVX) is 10.63%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 11.25%. This indicates that AVDVX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.