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 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AVNM vs. SWISX - Performance Comparison
Key characteristics
AVNM:
0.99
SWISX:
0.87
AVNM:
1.40
SWISX:
1.26
AVNM:
1.17
SWISX:
1.15
AVNM:
1.33
SWISX:
1.10
AVNM:
3.27
SWISX:
2.58
AVNM:
3.84%
SWISX:
4.41%
AVNM:
12.75%
SWISX:
13.10%
AVNM:
-10.53%
SWISX:
-60.65%
AVNM:
-1.69%
SWISX:
-1.62%
Returns By Period
In the year-to-date period, AVNM achieves a 6.70% return, which is significantly lower than SWISX's 8.58% return.
AVNM
6.70%
4.20%
3.48%
12.30%
N/A
N/A
SWISX
8.58%
4.82%
2.27%
10.75%
6.84%
5.50%
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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 3.29%, more than SWISX's 3.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVNM Avantis All International Markets Equity ETF | 3.29% | 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 | 3.03% | 3.30% | 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 -10.53%, 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
The current volatility for Avantis All International Markets Equity ETF (AVNM) is 2.96%, while Schwab International Index Fund (SWISX) has a volatility of 3.34%. This indicates that AVNM experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.