AVIV vs. FSPSX

In the year-to-date period, AVIV achieves a 17.69% return, which is significantly higher than FSPSX's 16.76% return.

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AVIV has a 0.25% expense ratio, which is higher than FSPSX's 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for Avantis International Large Cap Value ETF (AVIV) and Fidelity International Index Fund (FSPSX). 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.

The current AVIV Sharpe Ratio is 0.96, which is comparable to the FSPSX Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of AVIV and FSPSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVIV's dividend yield for the trailing twelve months is around 2.94%, more than FSPSX's 2.48% yield.

The maximum AVIV drawdown since its inception was -27.69%, smaller than the maximum FSPSX drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for AVIV and FSPSX.

The current volatility for Avantis International Large Cap Value ETF (AVIV) is 2.53%, while Fidelity International Index Fund (FSPSX) has a volatility of 2.79%. This indicates that AVIV experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.