AVIG vs. DFCF
Compare and contrast key facts about Avantis Core Fixed Income ETF (AVIG) and Dimensional Core Fixed Income ETF (DFCF).
AVIG and DFCF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVIG is an actively managed fund by American Century Investments. It was launched on Oct 13, 2020. 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: AVIG or DFCF.
Correlation
The correlation between AVIG and DFCF is 0.95, 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.
Performance
AVIG vs. DFCF - Performance Comparison
Key characteristics
AVIG:
0.45
DFCF:
0.35
AVIG:
0.67
DFCF:
0.52
AVIG:
1.08
DFCF:
1.06
AVIG:
0.18
DFCF:
0.16
AVIG:
1.37
DFCF:
1.12
AVIG:
1.80%
DFCF:
1.62%
AVIG:
5.44%
DFCF:
5.18%
AVIG:
-19.64%
DFCF:
-19.56%
AVIG:
-8.91%
DFCF:
-8.00%
Returns By Period
In the year-to-date period, AVIG achieves a 1.65% return, which is significantly higher than DFCF's 1.11% return.
AVIG
1.65%
-0.16%
1.37%
2.36%
N/A
N/A
DFCF
1.11%
-0.99%
0.60%
1.73%
N/A
N/A
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AVIG vs. DFCF - Expense Ratio Comparison
AVIG has a 0.15% expense ratio, which is lower than DFCF's 0.17% expense ratio. Despite the difference, 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
AVIG vs. DFCF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Core Fixed Income ETF (AVIG) 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.
Dividends
AVIG vs. DFCF - Dividend Comparison
AVIG's dividend yield for the trailing twelve months is around 4.66%, more than DFCF's 3.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
AVIG Avantis Core Fixed Income ETF | 4.66% | 4.06% | 2.54% | 1.12% | 0.22% |
DFCF Dimensional Core Fixed Income ETF | 3.84% | 4.52% | 3.28% | 0.16% | 0.00% |
Drawdowns
AVIG vs. DFCF - Drawdown Comparison
The maximum AVIG drawdown since its inception was -19.64%, roughly equal to the maximum DFCF drawdown of -19.56%. Use the drawdown chart below to compare losses from any high point for AVIG and DFCF. For additional features, visit the drawdowns tool.
Volatility
AVIG vs. DFCF - Volatility Comparison
The current volatility for Avantis Core Fixed Income ETF (AVIG) is 1.67%, while Dimensional Core Fixed Income ETF (DFCF) has a volatility of 1.83%. This indicates that AVIG experiences smaller price fluctuations and is considered to be less risky than DFCF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.