AVMU vs. DFAW

In the year-to-date period, AVMU achieves a -1.76% return, which is significantly lower than DFAW's -0.29% return.

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AVMU has a 0.15% expense ratio, which is lower than DFAW's 0.25% expense ratio. Despite the difference, 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 Core Municipal Fixed Income ETF (AVMU) and Dimensional World Equity ETF (DFAW). 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 AVMU Sharpe Ratio is -0.01, which is lower than the DFAW Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of AVMU and DFAW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVMU's dividend yield for the trailing twelve months is around 3.51%, more than DFAW's 1.55% yield.

The maximum AVMU drawdown since its inception was -12.41%, smaller than the maximum DFAW drawdown of -16.94%. Use the drawdown chart below to compare losses from any high point for AVMU and DFAW. For additional features, visit the drawdowns tool.

The current volatility for Avantis Core Municipal Fixed Income ETF (AVMU) is 2.72%, while Dimensional World Equity ETF (DFAW) has a volatility of 5.86%. This indicates that AVMU experiences smaller price fluctuations and is considered to be less risky than DFAW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.