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. It was launched on Sep 17, 2006.
Performance
AVIE vs. DIPSX - Performance Comparison
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AVIE vs. DIPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AVIE Avantis Inflation Focused Equity ETF | 11.28% | 11.37% | 6.17% | 4.19% | 14.70% |
DIPSX DFA Inflation-Protected Securities Portfolio | 0.36% | 5.77% | 2.02% | 3.93% | 1.32% |
Returns By Period
In the year-to-date period, AVIE achieves a 11.28% return, which is significantly higher than DIPSX's 0.36% return.
AVIE
- 1D
- 0.70%
- 1M
- -2.00%
- YTD
- 11.28%
- 6M
- 16.70%
- 1Y
- 15.15%
- 3Y*
- 12.31%
- 5Y*
- —
- 10Y*
- —
DIPSX
- 1D
- 0.63%
- 1M
- -1.41%
- YTD
- 0.36%
- 6M
- 0.19%
- 1Y
- 1.69%
- 3Y*
- 2.74%
- 5Y*
- 1.18%
- 10Y*
- 2.53%
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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%.
Return for Risk
AVIE vs. DIPSX — Risk / Return Rank
AVIE
DIPSX
AVIE vs. DIPSX - Risk-Adjusted Trends 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.
| AVIE | DIPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.48 | +0.56 |
Sortino ratioReturn per unit of downside risk | 1.44 | 0.68 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.09 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 0.93 | +0.47 |
Martin ratioReturn relative to average drawdown | 4.02 | 2.70 | +1.32 |
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
| AVIE | DIPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.48 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.19 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.06 | 0.31 | +0.75 |
Correlation
The correlation between AVIE and DIPSX 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.
Dividends
AVIE vs. DIPSX - Dividend Comparison
AVIE's dividend yield for the trailing twelve months is around 1.47%, less than DIPSX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVIE Avantis Inflation Focused Equity ETF | 1.47% | 1.75% | 1.89% | 3.72% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DIPSX DFA Inflation-Protected Securities Portfolio | 2.05% | 2.43% | 2.70% | 3.73% | 8.14% | 4.86% | 1.58% | 2.12% | 2.28% | 2.64% | 1.99% | 0.69% |
Drawdowns
AVIE vs. DIPSX - Drawdown Comparison
The maximum AVIE drawdown since its inception was -12.39%, smaller than the maximum DIPSX drawdown of -14.64%. Use the drawdown chart below to compare losses from any high point for AVIE and DIPSX.
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Drawdown Indicators
| AVIE | DIPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.39% | -14.64% | +2.25% |
Max Drawdown (1Y)Largest decline over 1 year | -11.53% | -3.02% | -8.51% |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.64% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.64% | — |
Current DrawdownCurrent decline from peak | -2.09% | -1.92% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -3.10% | -4.60% | +1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 1.04% | +2.98% |
Volatility
AVIE vs. DIPSX - Volatility Comparison
Avantis Inflation Focused Equity ETF (AVIE) has a higher volatility of 3.07% compared to DFA Inflation-Protected Securities Portfolio (DIPSX) at 1.40%. 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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Volatility by Period
| AVIE | DIPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.07% | 1.40% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 7.36% | 2.35% | +5.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.66% | 4.31% | +10.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.10% | 6.37% | +6.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.10% | 5.73% | +7.37% |