AVMC vs. IMCG

In the year-to-date period, AVMC achieves a -3.50% return, which is significantly lower than IMCG's -1.41% return.

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AVMC has a 0.20% expense ratio, which is higher than IMCG's 0.06% 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 iShares Morningstar Mid-Cap Growth ETF (IMCG). 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 0.20, which is lower than the IMCG Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of AVMC and IMCG, 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 1.13%, more than IMCG's 0.78% yield.

The maximum AVMC drawdown since its inception was -21.84%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for AVMC and IMCG. For additional features, visit the drawdowns tool.

Avantis U.S. Mid Cap Equity ETF (AVMC) has a higher volatility of 7.37% compared to iShares Morningstar Mid-Cap Growth ETF (IMCG) at 6.90%. This indicates that AVMC's price experiences larger fluctuations and is considered to be riskier than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.