Correlation
The correlation between AVIE and DFCF is 0.22, 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. DFCF
Compare and contrast key facts about Avantis Inflation Focused Equity ETF (AVIE) and Dimensional Core Fixed Income ETF (DFCF).
AVIE and DFCF 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. DFCF is an actively managed fund by Dimensional. It was launched on Nov 15, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVIE or DFCF.
Performance
AVIE vs. DFCF - Performance Comparison
Loading data...
Key characteristics
AVIE:
-0.01
DFCF:
1.10
AVIE:
0.04
DFCF:
1.58
AVIE:
1.01
DFCF:
1.20
AVIE:
-0.06
DFCF:
0.56
AVIE:
-0.15
DFCF:
3.11
AVIE:
4.48%
DFCF:
1.91%
AVIE:
15.29%
DFCF:
5.40%
AVIE:
-12.39%
DFCF:
-19.56%
AVIE:
-7.37%
DFCF:
-4.92%
Returns By Period
In the year-to-date period, AVIE achieves a 0.82% return, which is significantly lower than DFCF's 2.60% return.
AVIE
0.82%
-1.07%
-7.37%
-0.08%
N/A
N/A
N/A
DFCF
2.60%
-0.18%
0.82%
5.88%
2.11%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVIE vs. DFCF - Expense Ratio Comparison
AVIE has a 0.25% expense ratio, which is higher than DFCF's 0.17% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AVIE vs. DFCF — Risk-Adjusted Performance Rank
AVIE
DFCF
AVIE vs. DFCF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Inflation Focused Equity ETF (AVIE) and Dimensional Core Fixed Income ETF (DFCF). 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.
Loading data...
Dividends
AVIE vs. DFCF - Dividend Comparison
AVIE's dividend yield for the trailing twelve months is around 2.03%, less than DFCF's 4.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
AVIE Avantis Inflation Focused Equity ETF | 2.03% | 1.89% | 3.72% | 0.39% | 0.00% |
DFCF Dimensional Core Fixed Income ETF | 4.56% | 4.61% | 4.52% | 3.28% | 0.16% |
Drawdowns
AVIE vs. DFCF - Drawdown Comparison
The maximum AVIE drawdown since its inception was -12.39%, smaller than the maximum DFCF drawdown of -19.56%. Use the drawdown chart below to compare losses from any high point for AVIE and DFCF.
Loading data...
Volatility
AVIE vs. DFCF - Volatility Comparison
Avantis Inflation Focused Equity ETF (AVIE) has a higher volatility of 4.23% compared to Dimensional Core Fixed Income ETF (DFCF) at 1.61%. This indicates that AVIE's price experiences larger fluctuations and is considered to be riskier than DFCF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...