AVMV vs. DSMC
Compare and contrast key facts about Avantis U.S. Mid Cap Value ETF (AVMV) and Distillate Small/Mid Cash Flow ETF (DSMC).
AVMV and DSMC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVMV is an actively managed fund by Avantis. It was launched on Nov 7, 2023. DSMC is an actively managed fund by Distillate. It was launched on Oct 5, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVMV or DSMC.
Correlation
The correlation between AVMV and DSMC is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AVMV vs. DSMC - Performance Comparison
Key characteristics
AVMV:
0.16
DSMC:
-0.51
AVMV:
0.39
DSMC:
-0.60
AVMV:
1.05
DSMC:
0.92
AVMV:
0.15
DSMC:
-0.40
AVMV:
0.48
DSMC:
-1.13
AVMV:
7.61%
DSMC:
10.21%
AVMV:
22.22%
DSMC:
22.94%
AVMV:
-24.24%
DSMC:
-28.62%
AVMV:
-12.91%
DSMC:
-19.06%
Returns By Period
In the year-to-date period, AVMV achieves a -5.36% return, which is significantly higher than DSMC's -11.24% return.
AVMV
-5.36%
14.96%
-9.07%
3.61%
N/A
N/A
DSMC
-11.24%
13.40%
-16.34%
-11.58%
N/A
N/A
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AVMV vs. DSMC - Expense Ratio Comparison
AVMV has a 0.20% expense ratio, which is lower than DSMC's 0.55% expense ratio.
Risk-Adjusted Performance
AVMV vs. DSMC — Risk-Adjusted Performance Rank
AVMV
DSMC
AVMV vs. DSMC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Mid Cap Value ETF (AVMV) and Distillate Small/Mid Cash Flow ETF (DSMC). 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
AVMV vs. DSMC - Dividend Comparison
AVMV's dividend yield for the trailing twelve months is around 1.43%, more than DSMC's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
AVMV Avantis U.S. Mid Cap Value ETF | 1.43% | 1.30% | 0.25% | 0.00% |
DSMC Distillate Small/Mid Cash Flow ETF | 1.41% | 1.31% | 1.02% | 0.28% |
Drawdowns
AVMV vs. DSMC - Drawdown Comparison
The maximum AVMV drawdown since its inception was -24.24%, smaller than the maximum DSMC drawdown of -28.62%. Use the drawdown chart below to compare losses from any high point for AVMV and DSMC. For additional features, visit the drawdowns tool.
Volatility
AVMV vs. DSMC - Volatility Comparison
Avantis U.S. Mid Cap Value ETF (AVMV) and Distillate Small/Mid Cash Flow ETF (DSMC) have volatilities of 11.38% and 11.45%, 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.