AVIGX vs. QDIBX
AVIGX (Avantis Core Fixed Income Fund) and QDIBX (Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans) are both Intermediate Core Bond funds. Over the past 5 years, AVIGX returned -0.04%/yr vs 0.03%/yr for QDIBX. Their correlation of 0.93 suggests significant overlap in exposure. AVIGX charges 0.15%/yr vs 0.03%/yr for QDIBX.
Performance
AVIGX vs. QDIBX - Performance Comparison
Loading charts...
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with AVIGX at -0.22% and QDIBX at -0.22%.
AVIGX
- 1D
- -0.24%
- 1M
- 0.48%
- YTD
- -0.22%
- 6M
- 0.26%
- 1Y
- 4.49%
- 3Y*
- 4.29%
- 5Y*
- -0.04%
- 10Y*
- —
QDIBX
- 1D
- -0.34%
- 1M
- 0.45%
- YTD
- -0.22%
- 6M
- -0.00%
- 1Y
- 3.61%
- 3Y*
- 4.36%
- 5Y*
- 0.03%
- 10Y*
- —
AVIGX vs. QDIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AVIGX Avantis Core Fixed Income Fund | -0.22% | 8.04% | 2.07% | 5.13% | -13.62% | 0.99% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | -0.22% | 7.72% | 1.66% | 6.71% | -14.11% | 1.70% |
Correlation
The correlation between AVIGX and QDIBX is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2021 | 0.93 |
The correlation between AVIGX and QDIBX has been stable across timeframes, ranging from 0.86 to 0.93 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AVIGX vs. QDIBX — Risk / Return Rank
AVIGX
QDIBX
AVIGX vs. QDIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Core Fixed Income Fund (AVIGX) and Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVIGX | QDIBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.30 | +0.27 |
| Martin ratioReturn relative to average drawdown | 4.48 | 3.62 | +0.86 |
Loading charts...
Drawdowns
AVIGX vs. QDIBX - Drawdown Comparison
The maximum AVIGX drawdown since its inception was -19.39%, roughly equal to the maximum QDIBX drawdown of -19.63%. Use the drawdown chart below to compare losses from any high point for AVIGX and QDIBX.
Loading charts...
Drawdown Indicators
| AVIGX | QDIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.39% | -19.63% | +0.24% |
Max Drawdown (1Y)Largest decline over 1 year | -3.04% | -2.97% | -0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -6.28% | -5.37% | -0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -19.39% | -19.63% | +0.24% |
Current DrawdownCurrent decline from peak | -2.08% | -1.98% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -8.27% | -6.35% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 1.06% | 0.00% |
Volatility
AVIGX vs. QDIBX - Volatility Comparison
Avantis Core Fixed Income Fund (AVIGX) has a higher volatility of 1.25% compared to Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) at 0.94%. This indicates that AVIGX's price experiences larger fluctuations and is considered to be riskier than QDIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AVIGX | QDIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 0.94% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 3.16% | 2.67% | +0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.17% | 3.75% | +0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.20% | 6.59% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.07% | 6.25% | -0.18% |
AVIGX vs. QDIBX - Expense Ratio Comparison
AVIGX has a 0.15% expense ratio, which is higher than QDIBX's 0.03% 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%.
Dividends
AVIGX vs. QDIBX - Dividend Comparison
AVIGX's dividend yield for the trailing twelve months is around 4.44%, more than QDIBX's 3.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
AVIGX Avantis Core Fixed Income Fund | 4.44% | 4.45% | 4.97% | 2.92% | 3.01% | 0.79% | 0.00% |
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 3.51% | 3.50% | 3.55% | 3.65% | 2.51% | 1.80% | 3.25% |
Frequently Asked Questions
AVIGX and QDIBX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVIGX has higher volatility (1.25%) compared to QDIBX (0.94%). In terms of maximum drawdown, AVIGX dropped -19.39% vs QDIBX's -19.63%.
AVIGX currently has the higher Sharpe Ratio (1.14 vs 1.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for AVIGX and QDIBX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer