AVNM vs. SWISX
Compare and contrast key facts about Avantis All International Markets Equity ETF (AVNM) and Schwab International Index Fund (SWISX).
AVNM is an actively managed fund by Avantis. It was launched on Jun 27, 2023. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVNM or SWISX.
Correlation
The correlation between AVNM and SWISX is 0.68, 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
AVNM vs. SWISX - Performance Comparison
Key characteristics
AVNM:
0.66
SWISX:
0.75
AVNM:
1.02
SWISX:
1.12
AVNM:
1.14
SWISX:
1.15
AVNM:
0.80
SWISX:
0.93
AVNM:
2.65
SWISX:
2.68
AVNM:
4.24%
SWISX:
4.74%
AVNM:
16.99%
SWISX:
16.98%
AVNM:
-14.03%
SWISX:
-60.65%
AVNM:
-0.56%
SWISX:
0.00%
Returns By Period
In the year-to-date period, AVNM achieves a 9.46% return, which is significantly lower than SWISX's 12.38% return.
AVNM
9.46%
2.81%
5.95%
12.07%
N/A
N/A
SWISX
12.38%
4.10%
7.98%
13.64%
12.11%
5.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVNM vs. SWISX - Expense Ratio Comparison
AVNM has a 0.31% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Risk-Adjusted Performance
AVNM vs. SWISX — Risk-Adjusted Performance Rank
AVNM
SWISX
AVNM vs. SWISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis All International Markets Equity ETF (AVNM) and Schwab International Index Fund (SWISX). 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
AVNM vs. SWISX - Dividend Comparison
AVNM's dividend yield for the trailing twelve months is around 3.21%, more than SWISX's 2.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVNM Avantis All International Markets Equity ETF | 3.21% | 3.51% | 1.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWISX Schwab International Index Fund | 2.93% | 3.29% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
Drawdowns
AVNM vs. SWISX - Drawdown Comparison
The maximum AVNM drawdown since its inception was -14.03%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for AVNM and SWISX. For additional features, visit the drawdowns tool.
Volatility
AVNM vs. SWISX - Volatility Comparison
Avantis All International Markets Equity ETF (AVNM) and Schwab International Index Fund (SWISX) have volatilities of 11.17% and 10.73%, 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.