AVEE vs. DEM
Compare and contrast key facts about Avantis Emerging Markets Small Cap Equity ETF (AVEE) and WisdomTree Emerging Markets Equity Income Fund (DEM).
AVEE and DEM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVEE is an actively managed fund by Avantis. It was launched on Nov 7, 2023. DEM is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Emerging Markets Equity income Index. It was launched on Jul 13, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVEE or DEM.
Correlation
The correlation between AVEE and DEM is 0.53, 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
AVEE vs. DEM - Performance Comparison
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Key characteristics
AVEE:
0.18
DEM:
0.32
AVEE:
0.51
DEM:
0.60
AVEE:
1.07
DEM:
1.08
AVEE:
0.26
DEM:
0.37
AVEE:
0.73
DEM:
0.95
AVEE:
7.09%
DEM:
6.03%
AVEE:
18.07%
DEM:
16.63%
AVEE:
-20.21%
DEM:
-51.85%
AVEE:
-3.62%
DEM:
-0.91%
Returns By Period
In the year-to-date period, AVEE achieves a 6.11% return, which is significantly lower than DEM's 9.89% return.
AVEE
6.11%
10.59%
5.86%
3.15%
N/A
N/A
DEM
9.89%
8.36%
9.48%
5.25%
11.97%
4.56%
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AVEE vs. DEM - Expense Ratio Comparison
AVEE has a 0.42% expense ratio, which is lower than DEM's 0.63% expense ratio.
Risk-Adjusted Performance
AVEE vs. DEM — Risk-Adjusted Performance Rank
AVEE
DEM
AVEE vs. DEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Emerging Markets Small Cap Equity ETF (AVEE) and WisdomTree Emerging Markets Equity Income Fund (DEM). 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
AVEE vs. DEM - Dividend Comparison
AVEE's dividend yield for the trailing twelve months is around 3.07%, less than DEM's 5.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVEE Avantis Emerging Markets Small Cap Equity ETF | 3.07% | 3.26% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DEM WisdomTree Emerging Markets Equity Income Fund | 5.25% | 5.24% | 5.49% | 8.62% | 5.87% | 4.21% | 4.78% | 4.47% | 3.67% | 3.63% | 5.21% | 5.51% |
Drawdowns
AVEE vs. DEM - Drawdown Comparison
The maximum AVEE drawdown since its inception was -20.21%, smaller than the maximum DEM drawdown of -51.85%. Use the drawdown chart below to compare losses from any high point for AVEE and DEM. For additional features, visit the drawdowns tool.
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Volatility
AVEE vs. DEM - Volatility Comparison
Avantis Emerging Markets Small Cap Equity ETF (AVEE) has a higher volatility of 4.85% compared to WisdomTree Emerging Markets Equity Income Fund (DEM) at 3.25%. This indicates that AVEE's price experiences larger fluctuations and is considered to be riskier than DEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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