AVIGX vs. AVDVX

Last updated Apr 2, 2026

Compare and contrast key facts about Avantis Core Fixed Income Fund (AVIGX) and Avantis International Small Cap Value Fund (AVDVX).

AVIGX is managed by Avantis Investors. It was launched on Feb 23, 2021. AVDVX is managed by Avantis Investors. It was launched on Dec 3, 2019.

Performance

AVIGX vs. AVDVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Core Fixed Income Fund (AVIGX) and Avantis International Small Cap Value Fund (AVDVX). The values are adjusted to include any dividend payments, if applicable.

AVIGX vs. AVDVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
AVIGX Avantis Core Fixed Income Fund	-0.58%	8.04%	2.07%	5.13%	-13.62%	0.99%
AVDVX Avantis International Small Cap Value Fund	6.48%	48.24%	8.41%	16.75%	-10.88%	7.24%

Returns By Period

In the year-to-date period, AVIGX achieves a -0.58% return, which is significantly lower than AVDVX's 6.48% return.

AVIGX

• 1D: 0.36%
• 1M: -1.75%
• YTD: -0.58%
• 6M: 0.40%
• 1Y: 4.30%
• 3Y*: 3.75%
• 5Y*: 0.17%
• 10Y*: —

AVDVX

• 1D: 3.38%
• 1M: -8.56%
• YTD: 6.48%
• 6M: 14.16%
• 1Y: 47.14%
• 3Y*: 23.70%
• 5Y*: 13.43%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVIGX vs. AVDVX - Expense Ratio Comparison

AVIGX has a 0.15% expense ratio, which is lower than AVDVX's 0.36% expense ratio.

AVDVX

Avantis International Small Cap Value Fund

AVIGX

Avantis Core Fixed Income Fund

Return for Risk

AVIGX vs. AVDVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVIGX

AVIGX Risk / Return Rank: 43
AVIGX Sharpe Ratio Rank: 44
AVIGX Sortino Ratio Rank: 42
AVIGX Omega Ratio Rank: 30
AVIGX Calmar Ratio Rank: 59
AVIGX Martin Ratio Rank: 42

AVDVX

AVDVX Risk / Return Rank: 96
AVDVX Sharpe Ratio Rank: 98
AVDVX Sortino Ratio Rank: 96
AVDVX Omega Ratio Rank: 95
AVDVX Calmar Ratio Rank: 96
AVDVX Martin Ratio Rank: 96

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVIGX vs. AVDVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Core Fixed Income Fund (AVIGX) and Avantis International Small Cap Value Fund (AVDVX). 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.

	AVIGX	AVDVX	Difference
Sharpe ratio Return per unit of total volatility	1.01	2.78	-1.77
Sortino ratio Return per unit of downside risk	1.44	3.36	-1.91
Omega ratio Gain probability vs. loss probability	1.18	1.54	-0.36
Calmar ratio Return relative to maximum drawdown	1.68	3.53	-1.85
Martin ratio Return relative to average drawdown	5.29	14.52	-9.24
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVIGX vs. AVDVX - Sharpe Ratio Comparison

The current AVIGX Sharpe Ratio is 1.01, which is lower than the AVDVX Sharpe Ratio of 2.78. The chart below compares the historical Sharpe Ratios of AVIGX and AVDVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AVIGX	AVDVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.01	2.78	-1.77
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.03	0.81	-0.78
Sharpe Ratio (All Time) Calculated using the full available price history	0.02	0.72	-0.71

Correlation

The correlation between AVIGX and AVDVX 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.

Dividends

AVIGX vs. AVDVX - Dividend Comparison

AVIGX's dividend yield for the trailing twelve months is around 4.12%, less than AVDVX's 9.84% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019
AVIGX Avantis Core Fixed Income Fund	4.12%	4.45%	4.97%	2.92%	3.01%	0.79%	0.00%	0.00%
AVDVX Avantis International Small Cap Value Fund	9.84%	10.48%	4.35%	3.52%	3.33%	4.23%	1.35%	0.39%

Drawdowns

AVIGX vs. AVDVX - Drawdown Comparison

The maximum AVIGX drawdown since its inception was -19.39%, smaller than the maximum AVDVX drawdown of -43.06%. Use the drawdown chart below to compare losses from any high point for AVIGX and AVDVX.

Drawdown Indicators

	AVIGX	AVDVX	Difference
Max Drawdown Largest peak-to-trough decline	-19.39%	-43.06%	+23.67%
Max Drawdown (1Y) Largest decline over 1 year	-3.03%	-12.92%	+9.89%
Max Drawdown (5Y) Largest decline over 5 years	-19.39%	-27.37%	+7.98%
Current Drawdown Current decline from peak	-2.43%	-9.22%	+6.79%
Average Drawdown Average peak-to-trough decline	-8.55%	-6.82%	-1.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.96%	3.14%	-2.18%

Volatility

AVIGX vs. AVDVX - Volatility Comparison

The current volatility for Avantis Core Fixed Income Fund (AVIGX) is 1.75%, while Avantis International Small Cap Value Fund (AVDVX) has a volatility of 7.64%. This indicates that AVIGX experiences smaller price fluctuations and is considered to be less risky than AVDVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVIGX	AVDVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.75%	7.64%	-5.89%
Volatility (6M) Calculated over the trailing 6-month period	2.73%	12.03%	-9.30%
Volatility (1Y) Calculated over the trailing 1-year period	4.56%	17.18%	-12.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.15%	16.61%	-10.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.13%	19.47%	-13.34%