Correlation
The correlation between AVIE and DBMF is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
AVIE vs. DBMF
Compare and contrast key facts about Avantis Inflation Focused Equity ETF (AVIE) and iM DBi Managed Futures Strategy ETF (DBMF).
AVIE and DBMF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVIE is an actively managed fund by Avantis. It was launched on Sep 27, 2022. DBMF is an actively managed fund by Litman Gregory Capital Partners LLC. It was launched on May 8, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVIE or DBMF.
Performance
AVIE vs. DBMF - Performance Comparison
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Key characteristics
AVIE:
0.01
DBMF:
-1.09
AVIE:
-0.00
DBMF:
-1.28
AVIE:
1.00
DBMF:
0.84
AVIE:
-0.10
DBMF:
-0.60
AVIE:
-0.27
DBMF:
-0.99
AVIE:
4.46%
DBMF:
10.08%
AVIE:
15.32%
DBMF:
9.86%
AVIE:
-12.39%
DBMF:
-20.39%
AVIE:
-7.55%
DBMF:
-14.37%
Returns By Period
In the year-to-date period, AVIE achieves a 0.62% return, which is significantly higher than DBMF's -2.76% return.
AVIE
0.62%
-1.50%
-7.29%
0.18%
N/A
N/A
N/A
DBMF
-2.76%
0.04%
-2.93%
-10.68%
-1.46%
5.73%
N/A
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AVIE vs. DBMF - Expense Ratio Comparison
AVIE has a 0.25% expense ratio, which is lower than DBMF's 0.85% expense ratio.
Risk-Adjusted Performance
AVIE vs. DBMF — Risk-Adjusted Performance Rank
AVIE
DBMF
AVIE vs. DBMF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Inflation Focused Equity ETF (AVIE) and iM DBi Managed Futures Strategy ETF (DBMF). 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
AVIE vs. DBMF - Dividend Comparison
AVIE's dividend yield for the trailing twelve months is around 2.04%, less than DBMF's 6.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
AVIE Avantis Inflation Focused Equity ETF | 2.04% | 1.89% | 3.72% | 0.39% | 0.00% | 0.00% | 0.00% |
DBMF iM DBi Managed Futures Strategy ETF | 6.04% | 5.75% | 2.91% | 7.72% | 10.38% | 0.86% | 9.35% |
Drawdowns
AVIE vs. DBMF - Drawdown Comparison
The maximum AVIE drawdown since its inception was -12.39%, smaller than the maximum DBMF drawdown of -20.39%. Use the drawdown chart below to compare losses from any high point for AVIE and DBMF.
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Volatility
AVIE vs. DBMF - Volatility Comparison
Avantis Inflation Focused Equity ETF (AVIE) has a higher volatility of 4.23% compared to iM DBi Managed Futures Strategy ETF (DBMF) at 1.81%. This indicates that AVIE's price experiences larger fluctuations and is considered to be riskier than DBMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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