AVGE vs. DGEIX

The year-to-date returns for both investments are quite close, with AVGE having a -3.06% return and DGEIX slightly higher at -2.97%.

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AVGE has a 0.23% expense ratio, which is lower than DGEIX's 0.25% 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%.

This table presents a comparison of risk-adjusted performance metrics for Avantis All Equity Markets ETF (AVGE) and DFA Global Equity Portfolio Institutional Class (DGEIX). 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.

The current AVGE Sharpe Ratio is 0.32, which is comparable to the DGEIX Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of AVGE and DGEIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVGE's dividend yield for the trailing twelve months is around 1.98%, more than DGEIX's 1.80% yield.

The maximum AVGE drawdown since its inception was -17.13%, smaller than the maximum DGEIX drawdown of -60.58%. Use the drawdown chart below to compare losses from any high point for AVGE and DGEIX. For additional features, visit the drawdowns tool.

Avantis All Equity Markets ETF (AVGE) and DFA Global Equity Portfolio Institutional Class (DGEIX) have volatilities of 12.65% and 12.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.