AVMV vs. SNPD

Last updated Jun 4, 2026

AVMV (Avantis U.S. Mid Cap Value ETF) and SNPD (Xtrackers S&P ESG Dividend Aristocrats ETF) are both Mid Cap Value Equities funds. AVMV is actively managed, while SNPD is passively managed. Over the past year, AVMV returned 25.32% vs 13.67% for SNPD. Their correlation of 0.81 suggests significant overlap in exposure. AVMV charges 0.20%/yr vs 0.15%/yr for SNPD.

Performance

AVMV vs. SNPD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis U.S. Mid Cap Value ETF (AVMV) and Xtrackers S&P ESG Dividend Aristocrats ETF (SNPD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVMV achieves a 11.76% return, which is significantly higher than SNPD's 8.10% return.

AVMV

• 1D: -0.15%
• 1M: 1.85%
• YTD: 11.76%
• 6M: 12.65%
• 1Y: 25.32%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SNPD

• 1D: -0.11%
• 1M: 1.63%
• YTD: 8.10%
• 6M: 8.48%
• 1Y: 13.67%
• 3Y*: 8.75%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVMV vs. SNPD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
AVMV Avantis U.S. Mid Cap Value ETF	11.76%	10.46%	18.43%	15.56%
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF	8.10%	6.66%	5.41%	11.52%

Correlation

The correlation between AVMV and SNPD is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.80
Correlation (All Time) Calculated using the full available price history since Nov 10, 2023	0.81

The correlation between AVMV and SNPD has been stable across timeframes, ranging from 0.80 to 0.81 - a consistent structural relationship.

AVMV vs. SNPD - Sectors Allocation Comparison

Sectors	AVMV	SNPD
Financial Services	23.6%	8.5%
Consumer Cyclical	18.0%	8.7%
Energy	14.7%	3.1%
Industrials	14.7%	17.5%
Consumer Defensive	8.3%	18.7%
Technology	7.3%	6.3%
Healthcare	6.4%	4.9%
Basic Materials	3.8%	7.1%
Communication Services	1.7%	3.4%
Real Estate	1.0%	6.8%
Utilities	0.5%	14.4%

Return for Risk

AVMV vs. SNPD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVMV

AVMV Risk / Return Rank: 57
AVMV Sharpe Ratio Rank: 53
AVMV Sortino Ratio Rank: 55
AVMV Omega Ratio Rank: 51
AVMV Calmar Ratio Rank: 66
AVMV Martin Ratio Rank: 61

SNPD

SNPD Risk / Return Rank: 33
SNPD Sharpe Ratio Rank: 34
SNPD Sortino Ratio Rank: 36
SNPD Omega Ratio Rank: 31
SNPD Calmar Ratio Rank: 32
SNPD Martin Ratio Rank: 32

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVMV vs. SNPD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Mid Cap Value ETF (AVMV) and Xtrackers S&P ESG Dividend Aristocrats ETF (SNPD). 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.

	AVMV	SNPD	Difference
Sharpe ratio Return per unit of total volatility	1.84	1.24	+0.60
Sortino ratio Return per unit of downside risk	2.68	1.88	+0.80
Omega ratio Gain probability vs. loss probability	1.32	1.21	+0.11
Calmar ratio Return relative to maximum drawdown	3.34	1.58	+1.75
Martin ratio Return relative to average drawdown	10.97	4.72	+6.25
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVMV vs. SNPD - Sharpe Ratio Comparison

The current AVMV Sharpe Ratio is 1.84, which is higher than the SNPD Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of AVMV and SNPD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AVMV	SNPD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.84	1.24	+0.60
Sharpe Ratio (All Time) Calculated using the full available price history	1.28	0.57	+0.70

Drawdowns

AVMV vs. SNPD - Drawdown Comparison

The maximum AVMV drawdown since its inception was -24.24%, which is greater than SNPD's maximum drawdown of -15.80%. Use the drawdown chart below to compare losses from any high point for AVMV and SNPD.

Drawdown Indicators

	AVMV	SNPD	Difference
Max Drawdown Largest peak-to-trough decline	-24.24%	-15.80%	-8.44%
Max Drawdown (1Y) Largest decline over 1 year	-7.63%	-8.68%	+1.05%
Max Drawdown (3Y) Largest decline over 3 years	—	-15.80%	—
Current Drawdown Current decline from peak	-0.15%	-3.20%	+3.05%
Average Drawdown Average peak-to-trough decline	-3.89%	-3.94%	+0.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.31%	2.90%	-0.59%

Volatility

AVMV vs. SNPD - Volatility Comparison

Avantis U.S. Mid Cap Value ETF (AVMV) has a higher volatility of 3.11% compared to Xtrackers S&P ESG Dividend Aristocrats ETF (SNPD) at 2.75%. This indicates that AVMV's price experiences larger fluctuations and is considered to be riskier than SNPD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVMV	SNPD	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.11%	2.75%	+0.36%
Volatility (6M) Calculated over the trailing 6-month period	9.47%	8.04%	+1.43%
Volatility (1Y) Calculated over the trailing 1-year period	13.89%	11.05%	+2.84%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.97%	13.14%	+4.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.97%	13.14%	+4.83%

AVMV vs. SNPD - Expense Ratio Comparison

AVMV has a 0.20% expense ratio, which is higher than SNPD's 0.15% 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%.

Dividends

AVMV vs. SNPD - Dividend Comparison

AVMV's dividend yield for the trailing twelve months is around 1.02%, less than SNPD's 3.01% yield.

Position	TTM	2025	2024	2023	2022
AVMV Avantis U.S. Mid Cap Value ETF	1.02%	1.20%	1.30%	0.25%	0.00%
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF	3.01%	3.10%	2.78%	2.63%	0.57%

Frequently Asked Questions

Can I hold both AVMV and SNPD in my portfolio?

AVMV and SNPD have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AVMV or SNPD?

AVMV has higher volatility (3.11%) compared to SNPD (2.75%). In terms of maximum drawdown, AVMV dropped -24.24% vs SNPD's -15.80%.

Which ETF is better, AVMV or SNPD?

On 1-year performance, AVMV leads with 25.32% vs 13.67% for SNPD. On fees, SNPD is cheaper at 0.15% per year. On volatility, SNPD has been the lower-risk option at 2.75%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVMV or SNPD?

Over the 1-year period, AVMV has performed better with a 25.32% return vs 13.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVMV or SNPD?

SNPD is cheaper with a 0.15% expense ratio, compared with 0.20% for AVMV.

Which ETF pays a higher dividend yield, AVMV or SNPD?

SNPD has the higher dividend yield at 3.01%, compared with 1.02% for AVMV.

What is the main difference between AVMV and SNPD?

They also come from different issuers: Avantis and Xtrackers. Their fees differ too: 0.20% for AVMV and 0.15% for SNPD.

Which has better risk-adjusted returns?

AVMV currently has the higher Sharpe Ratio (1.84 vs 1.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.