AVMC vs. VIMAX

In the year-to-date period, AVMC achieves a 5.72% return, which is significantly higher than VIMAX's 5.19% return.

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AVMC has a 0.20% expense ratio, which is higher than VIMAX'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 Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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 1.58, which is comparable to the VIMAX Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of AVMC and VIMAX, 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 0.96%, less than VIMAX's 1.41% yield.

The maximum AVMC drawdown since its inception was -7.88%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for AVMC and VIMAX. For additional features, visit the drawdowns tool.

Avantis U.S. Mid Cap Equity ETF (AVMC) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) have volatilities of 3.56% and 3.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.