AVIG vs. SCHF
Compare and contrast key facts about Avantis Core Fixed Income ETF (AVIG) and Schwab International Equity ETF (SCHF).
AVIG and SCHF 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. SCHF is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Developed ex U.S. Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVIG or SCHF.
Key characteristics
| AVIG | SCHF | |
|---|---|---|
| YTD Return | -2.70% | 1.81% |
| 1Y Return | -0.32% | 9.70% |
| 3Y Return (Ann) | -3.53% | 2.06% |
| Sharpe Ratio | 0.09 | 0.69 |
| Daily Std Dev | 6.85% | 12.47% |
| Max Drawdown | -19.64% | -34.87% |
| Current Drawdown | -12.80% | -3.78% |
Correlation
The correlation between AVIG and SCHF 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.
Performance
AVIG vs. SCHF - Performance Comparison
In the year-to-date period, AVIG achieves a -2.70% return, which is significantly lower than SCHF's 1.81% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AVIG vs. SCHF - Expense Ratio Comparison
AVIG has a 0.15% expense ratio, which is higher than SCHF's 0.06% 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
AVIG vs. SCHF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Core Fixed Income ETF (AVIG) and Schwab International Equity ETF (SCHF). 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. SCHF - Dividend Comparison
AVIG's dividend yield for the trailing twelve months is around 4.49%, more than SCHF's 2.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVIG Avantis Core Fixed Income ETF | 4.49% | 4.06% | 2.53% | 1.12% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHF Schwab International Equity ETF | 2.91% | 2.97% | 2.80% | 3.19% | 2.08% | 2.95% | 3.06% | 2.35% | 2.58% | 2.26% | 2.90% | 2.21% |
Drawdowns
AVIG vs. SCHF - Drawdown Comparison
The maximum AVIG drawdown since its inception was -19.64%, smaller than the maximum SCHF drawdown of -34.87%. Use the drawdown chart below to compare losses from any high point for AVIG and SCHF. For additional features, visit the drawdowns tool.
Volatility
AVIG vs. SCHF - Volatility Comparison
The current volatility for Avantis Core Fixed Income ETF (AVIG) is 1.96%, while Schwab International Equity ETF (SCHF) has a volatility of 3.65%. This indicates that AVIG experiences smaller price fluctuations and is considered to be less risky than SCHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.