AVGB vs. DFSB

Last updated Apr 1, 2026

Compare and contrast key facts about Avantis Credit ETF (AVGB) and Dimensional Global Sustainability Fixed Income ETF (DFSB).

AVGB and DFSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVGB is an actively managed fund by Avantis. It was launched on Apr 15, 2025. DFSB is an actively managed fund by Dimensional. It was launched on Nov 15, 2022.

Performance

AVGB vs. DFSB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Credit ETF (AVGB) and Dimensional Global Sustainability Fixed Income ETF (DFSB). The values are adjusted to include any dividend payments, if applicable.

AVGB vs. DFSB - Yearly Performance Comparison

	2026 (YTD)	2025
AVGB Avantis Credit ETF	-0.30%	4.89%
DFSB Dimensional Global Sustainability Fixed Income ETF	-0.11%	4.31%

Returns By Period

In the year-to-date period, AVGB achieves a -0.30% return, which is significantly lower than DFSB's -0.11% return.

AVGB

• 1D: 0.34%
• 1M: -1.50%
• YTD: -0.30%
• 6M: 0.76%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DFSB

• 1D: 0.57%
• 1M: -2.05%
• YTD: -0.11%
• 6M: 0.33%
• 1Y: 3.78%
• 3Y*: 4.26%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVGB vs. DFSB - Expense Ratio Comparison

AVGB has a 0.19% expense ratio, which is lower than DFSB's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

DFSB

Dimensional Global Sustainability Fixed Income ETF

AVGB

Avantis Credit ETF

Return for Risk

AVGB vs. DFSB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DFSB

DFSB Risk / Return Rank: 47
DFSB Sharpe Ratio Rank: 50
DFSB Sortino Ratio Rank: 46
DFSB Omega Ratio Rank: 41
DFSB Calmar Ratio Rank: 49
DFSB Martin Ratio Rank: 47

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVGB vs. DFSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Credit ETF (AVGB) and Dimensional Global Sustainability Fixed Income ETF (DFSB). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	AVGB	DFSB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.91	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.06	0.87	+1.19

Correlation

The correlation between AVGB and DFSB is 0.82, 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.

Dividends

AVGB vs. DFSB - Dividend Comparison

AVGB's dividend yield for the trailing twelve months is around 3.50%, more than DFSB's 3.30% yield.

	TTM	2025	2024	2023	2022
AVGB Avantis Credit ETF	3.50%	3.49%	0.00%	0.00%	0.00%
DFSB Dimensional Global Sustainability Fixed Income ETF	3.30%	3.46%	4.35%	5.27%	0.41%

Drawdowns

AVGB vs. DFSB - Drawdown Comparison

The maximum AVGB drawdown since its inception was -2.12%, smaller than the maximum DFSB drawdown of -5.16%. Use the drawdown chart below to compare losses from any high point for AVGB and DFSB.

Drawdown Indicators

	AVGB	DFSB	Difference
Max Drawdown Largest peak-to-trough decline	-2.12%	-5.16%	+3.04%
Max Drawdown (1Y) Largest decline over 1 year	—	-3.04%	—
Current Drawdown Current decline from peak	-1.50%	-2.05%	+0.55%
Average Drawdown Average peak-to-trough decline	-0.25%	-1.24%	+0.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.85%	—

Volatility

Volatility by Period

	AVGB	DFSB	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.95%	—
Volatility (6M) Calculated over the trailing 6-month period	—	2.62%	—
Volatility (1Y) Calculated over the trailing 1-year period	2.36%	4.16%	-1.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.36%	5.50%	-3.14%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.36%	5.50%	-3.14%