AVGE vs. FGD
Compare and contrast key facts about Avantis All Equity Markets ETF (AVGE) and First Trust Dow Jones Global Select Dividend Index Fund (FGD).
AVGE and FGD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVGE is a passively managed fund by Avantis that tracks the performance of the MSCI AC World IMI. It was launched on Sep 27, 2022. FGD is a passively managed fund by First Trust that tracks the performance of the Dow Jones Global Select Dividend Index. It was launched on Nov 21, 2007. Both AVGE and FGD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
AVGE vs. FGD - Performance Comparison
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AVGE vs. FGD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AVGE Avantis All Equity Markets ETF | 2.64% | 20.84% | 13.96% | 19.04% | 11.18% |
FGD First Trust Dow Jones Global Select Dividend Index Fund | 5.86% | 44.42% | 5.71% | 8.20% | 19.74% |
Returns By Period
In the year-to-date period, AVGE achieves a 2.64% return, which is significantly lower than FGD's 5.86% return.
AVGE
- 1D
- 2.86%
- 1M
- -5.43%
- YTD
- 2.64%
- 6M
- 6.63%
- 1Y
- 26.09%
- 3Y*
- 17.35%
- 5Y*
- —
- 10Y*
- —
FGD
- 1D
- 2.21%
- 1M
- -5.56%
- YTD
- 5.86%
- 6M
- 13.83%
- 1Y
- 39.89%
- 3Y*
- 20.04%
- 5Y*
- 11.06%
- 10Y*
- 9.62%
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AVGE vs. FGD - Expense Ratio Comparison
AVGE has a 0.23% expense ratio, which is lower than FGD's 0.59% expense ratio.
Return for Risk
AVGE vs. FGD — Risk / Return Rank
AVGE
FGD
AVGE vs. FGD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis All Equity Markets ETF (AVGE) and First Trust Dow Jones Global Select Dividend Index Fund (FGD). 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.
| AVGE | FGD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 2.66 | -1.14 |
Sortino ratioReturn per unit of downside risk | 2.15 | 3.49 | -1.34 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.52 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 3.75 | -1.68 |
Martin ratioReturn relative to average drawdown | 9.94 | 14.43 | -4.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVGE | FGD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 2.66 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.75 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.29 | 0.25 | +1.04 |
Correlation
The correlation between AVGE and FGD is 0.81, 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
AVGE vs. FGD - Dividend Comparison
AVGE's dividend yield for the trailing twelve months is around 1.82%, less than FGD's 5.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGE Avantis All Equity Markets ETF | 1.82% | 1.67% | 1.92% | 1.93% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FGD First Trust Dow Jones Global Select Dividend Index Fund | 5.34% | 5.62% | 5.87% | 6.44% | 5.74% | 5.35% | 6.17% | 5.19% | 5.88% | 4.01% | 4.36% | 5.07% |
Drawdowns
AVGE vs. FGD - Drawdown Comparison
The maximum AVGE drawdown since its inception was -17.13%, smaller than the maximum FGD drawdown of -68.05%. Use the drawdown chart below to compare losses from any high point for AVGE and FGD.
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Drawdown Indicators
| AVGE | FGD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.13% | -68.05% | +50.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.63% | -10.51% | -2.12% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.68% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.84% | — |
Current DrawdownCurrent decline from peak | -5.98% | -6.66% | +0.68% |
Average DrawdownAverage peak-to-trough decline | -2.49% | -12.67% | +10.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.73% | -0.10% |
Volatility
AVGE vs. FGD - Volatility Comparison
The current volatility for Avantis All Equity Markets ETF (AVGE) is 5.93%, while First Trust Dow Jones Global Select Dividend Index Fund (FGD) has a volatility of 6.62%. This indicates that AVGE experiences smaller price fluctuations and is considered to be less risky than FGD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVGE | FGD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.93% | 6.62% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 9.85% | 10.04% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.21% | 15.05% | +2.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.30% | 14.92% | +0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.30% | 18.29% | -2.99% |