AVIV vs. PINZX
Compare and contrast key facts about Avantis International Large Cap Value ETF (AVIV) and Principal Overseas Fund (PINZX).
AVIV is a passively managed fund by Avantis that tracks the performance of the MSCI World ex-U.S. Value Index. It was launched on Sep 29, 2021. PINZX is managed by Principal. It was launched on Sep 29, 2008.
Performance
AVIV vs. PINZX - Performance Comparison
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AVIV vs. PINZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AVIV Avantis International Large Cap Value ETF | 6.56% | 41.80% | 4.30% | 18.47% | -8.26% | 1.93% |
PINZX Principal Overseas Fund | 0.09% | 40.18% | 13.98% | 22.59% | -4.87% | 1.61% |
Returns By Period
In the year-to-date period, AVIV achieves a 6.56% return, which is significantly higher than PINZX's 0.09% return.
AVIV
- 1D
- 1.30%
- 1M
- -4.41%
- YTD
- 6.56%
- 6M
- 13.51%
- 1Y
- 38.23%
- 3Y*
- 20.46%
- 5Y*
- —
- 10Y*
- —
PINZX
- 1D
- 3.26%
- 1M
- -8.22%
- YTD
- 0.09%
- 6M
- 6.35%
- 1Y
- 26.77%
- 3Y*
- 20.71%
- 5Y*
- 13.62%
- 10Y*
- 11.05%
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AVIV vs. PINZX - Expense Ratio Comparison
AVIV has a 0.25% expense ratio, which is lower than PINZX's 0.97% expense ratio.
Return for Risk
AVIV vs. PINZX — Risk / Return Rank
AVIV
PINZX
AVIV vs. PINZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Large Cap Value ETF (AVIV) and Principal Overseas Fund (PINZX). 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.
| AVIV | PINZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.25 | 1.50 | +0.75 |
Sortino ratioReturn per unit of downside risk | 2.97 | 1.99 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.30 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 3.31 | 1.87 | +1.44 |
Martin ratioReturn relative to average drawdown | 13.81 | 7.24 | +6.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVIV | PINZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.25 | 1.50 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.81 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.37 | +0.42 |
Correlation
The correlation between AVIV and PINZX is 0.93, 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.
Dividends
AVIV vs. PINZX - Dividend Comparison
AVIV's dividend yield for the trailing twelve months is around 2.96%, less than PINZX's 9.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVIV Avantis International Large Cap Value ETF | 2.96% | 3.01% | 3.46% | 3.64% | 2.84% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PINZX Principal Overseas Fund | 9.70% | 9.71% | 29.12% | 6.31% | 8.23% | 7.70% | 1.85% | 3.08% | 10.03% | 3.15% | 2.04% | 4.01% |
Drawdowns
AVIV vs. PINZX - Drawdown Comparison
The maximum AVIV drawdown since its inception was -27.69%, smaller than the maximum PINZX drawdown of -44.27%. Use the drawdown chart below to compare losses from any high point for AVIV and PINZX.
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Drawdown Indicators
| AVIV | PINZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.69% | -44.27% | +16.58% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -13.53% | +1.96% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.96% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.27% | — |
Current DrawdownCurrent decline from peak | -5.76% | -10.40% | +4.64% |
Average DrawdownAverage peak-to-trough decline | -5.22% | -9.31% | +4.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 3.49% | -0.71% |
Volatility
AVIV vs. PINZX - Volatility Comparison
The current volatility for Avantis International Large Cap Value ETF (AVIV) is 6.91%, while Principal Overseas Fund (PINZX) has a volatility of 8.13%. This indicates that AVIV experiences smaller price fluctuations and is considered to be less risky than PINZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVIV | PINZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.91% | 8.13% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 11.64% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.04% | 17.92% | -0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 17.01% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 18.08% | -1.17% |