Correlation
The correlation between AVIE and DIPSX is 0.19, 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. DIPSX
Compare and contrast key facts about Avantis Inflation Focused Equity ETF (AVIE) and DFA Inflation-Protected Securities Portfolio (DIPSX).
AVIE is an actively managed fund by Avantis. It was launched on Sep 27, 2022. DIPSX is managed by Dimensional Fund Advisors LP. It was launched on Sep 17, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVIE or DIPSX.
Performance
AVIE vs. DIPSX - Performance Comparison
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Key characteristics
AVIE:
0.01
DIPSX:
1.22
AVIE:
-0.00
DIPSX:
1.64
AVIE:
1.00
DIPSX:
1.21
AVIE:
-0.10
DIPSX:
0.56
AVIE:
-0.27
DIPSX:
3.28
AVIE:
4.46%
DIPSX:
1.72%
AVIE:
15.32%
DIPSX:
4.82%
AVIE:
-12.39%
DIPSX:
-15.57%
AVIE:
-7.55%
DIPSX:
-4.58%
Returns By Period
In the year-to-date period, AVIE achieves a 0.62% return, which is significantly lower than DIPSX's 3.27% return.
AVIE
0.62%
-1.50%
-7.29%
0.18%
N/A
N/A
N/A
DIPSX
3.27%
-1.07%
1.84%
6.04%
0.62%
1.50%
2.44%
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AVIE vs. DIPSX - Expense Ratio Comparison
AVIE has a 0.25% expense ratio, which is higher than DIPSX's 0.11% 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. DIPSX — Risk-Adjusted Performance Rank
AVIE
DIPSX
AVIE vs. DIPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Inflation Focused Equity ETF (AVIE) and DFA Inflation-Protected Securities Portfolio (DIPSX). 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. DIPSX - Dividend Comparison
AVIE's dividend yield for the trailing twelve months is around 2.04%, less than DIPSX's 3.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVIE Avantis Inflation Focused Equity ETF | 2.04% | 1.89% | 3.72% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DIPSX DFA Inflation-Protected Securities Portfolio | 3.01% | 2.70% | 3.74% | 8.15% | 4.88% | 1.59% | 2.04% | 2.28% | 2.64% | 1.99% | 0.69% | 2.15% |
Drawdowns
AVIE vs. DIPSX - Drawdown Comparison
The maximum AVIE drawdown since its inception was -12.39%, smaller than the maximum DIPSX drawdown of -15.57%. Use the drawdown chart below to compare losses from any high point for AVIE and DIPSX.
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Volatility
AVIE vs. DIPSX - Volatility Comparison
Avantis Inflation Focused Equity ETF (AVIE) has a higher volatility of 4.23% compared to DFA Inflation-Protected Securities Portfolio (DIPSX) at 1.42%. This indicates that AVIE's price experiences larger fluctuations and is considered to be riskier than DIPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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