AVMC vs. DGRW
Compare and contrast key facts about Avantis U.S. Mid Cap Equity ETF (AVMC) and WisdomTree U.S. Dividend Growth Fund (DGRW).
AVMC and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVMC is an actively managed fund by Avantis. It was launched on Nov 7, 2023. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVMC or DGRW.
Key characteristics
| AVMC | DGRW | |
|---|---|---|
| YTD Return | 21.98% | 22.00% |
| 1Y Return | 34.58% | 29.39% |
| Sharpe Ratio | 2.62 | 2.98 |
| Sortino Ratio | 3.61 | 4.14 |
| Omega Ratio | 1.45 | 1.56 |
| Calmar Ratio | 4.96 | 5.06 |
| Martin Ratio | 14.17 | 19.22 |
| Ulcer Index | 2.75% | 1.65% |
| Daily Std Dev | 14.92% | 10.63% |
| Max Drawdown | -7.87% | -32.04% |
| Current Drawdown | -1.12% | -1.12% |
Correlation
The correlation between AVMC and DGRW is 0.82, 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.
Performance
AVMC vs. DGRW - Performance Comparison
The year-to-date returns for both investments are quite close, with AVMC having a 21.98% return and DGRW slightly higher at 22.00%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AVMC vs. DGRW - Expense Ratio Comparison
AVMC has a 0.20% expense ratio, which is lower than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
AVMC vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Mid Cap Equity ETF (AVMC) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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.
Dividends
AVMC vs. DGRW - Dividend Comparison
AVMC's dividend yield for the trailing twelve months is around 0.84%, less than DGRW's 1.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVMC Avantis U.S. Mid Cap Equity ETF | 0.84% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.50% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.06% |
Drawdowns
AVMC vs. DGRW - Drawdown Comparison
The maximum AVMC drawdown since its inception was -7.87%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for AVMC and DGRW. For additional features, visit the drawdowns tool.
Volatility
AVMC vs. DGRW - Volatility Comparison
Avantis U.S. Mid Cap Equity ETF (AVMC) has a higher volatility of 4.94% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 3.41%. This indicates that AVMC's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.