AVMA vs. VGWIX

In the year-to-date period, AVMA achieves a 2.80% return, which is significantly lower than VGWIX's 3.93% return.

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AVMA has a 0.21% expense ratio, which is lower than VGWIX's 0.41% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Avantis Moderate Allocation ETF (AVMA) and Vanguard Global Wellesley Income Fund Investor Shares (VGWIX). 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 AVMA Sharpe Ratio is 0.66, which is lower than the VGWIX Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of AVMA and VGWIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVMA's dividend yield for the trailing twelve months is around 2.22%, less than VGWIX's 3.68% yield.

The maximum AVMA drawdown since its inception was -11.81%, smaller than the maximum VGWIX drawdown of -17.74%. Use the drawdown chart below to compare losses from any high point for AVMA and VGWIX. For additional features, visit the drawdowns tool.

Avantis Moderate Allocation ETF (AVMA) has a higher volatility of 3.15% compared to Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) at 1.57%. This indicates that AVMA's price experiences larger fluctuations and is considered to be riskier than VGWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.