AVMC vs. FMDGX

In the year-to-date period, AVMC achieves a -1.90% return, which is significantly lower than FMDGX's 3.38% return.

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AVMC has a 0.20% expense ratio, which is higher than FMDGX's 0.05% 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 U.S. Mid Cap Equity ETF (AVMC) and Fidelity Mid Cap Growth Index Fund (FMDGX). 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 AVMC Sharpe Ratio is 0.27, which is lower than the FMDGX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of AVMC and FMDGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVMC's dividend yield for the trailing twelve months is around 1.11%, more than FMDGX's 0.45% yield.

The maximum AVMC drawdown since its inception was -21.84%, smaller than the maximum FMDGX drawdown of -38.85%. Use the drawdown chart below to compare losses from any high point for AVMC and FMDGX. For additional features, visit the drawdowns tool.

The current volatility for Avantis U.S. Mid Cap Equity ETF (AVMC) is 5.88%, while Fidelity Mid Cap Growth Index Fund (FMDGX) has a volatility of 6.98%. This indicates that AVMC experiences smaller price fluctuations and is considered to be less risky than FMDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.