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AVSE vs. OAEM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AVSE vs. OAEM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Responsible Emerging Markets Equity ETF (AVSE) and OneAscent Emerging Markets ETF (OAEM). The values are adjusted to include any dividend payments, if applicable.

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AVSE vs. OAEM - Yearly Performance Comparison


2026 (YTD)2025202420232022
AVSE
Avantis Responsible Emerging Markets Equity ETF
2.54%32.54%8.29%16.01%1.90%
OAEM
OneAscent Emerging Markets ETF
10.06%26.67%0.43%17.97%1.97%

Returns By Period

In the year-to-date period, AVSE achieves a 2.54% return, which is significantly lower than OAEM's 10.06% return.


AVSE

1D
3.40%
1M
-10.20%
YTD
2.54%
6M
6.65%
1Y
33.39%
3Y*
17.64%
5Y*
10Y*

OAEM

1D
4.31%
1M
-10.94%
YTD
10.06%
6M
18.04%
1Y
41.48%
3Y*
13.52%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AVSE vs. OAEM - Expense Ratio Comparison

AVSE has a 0.33% expense ratio, which is lower than OAEM's 1.25% expense ratio.


Return for Risk

AVSE vs. OAEM — Risk / Return Rank

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

AVSE
AVSE Risk / Return Rank: 8484
Overall Rank
AVSE Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
AVSE Sortino Ratio Rank: 8585
Sortino Ratio Rank
AVSE Omega Ratio Rank: 8484
Omega Ratio Rank
AVSE Calmar Ratio Rank: 8282
Calmar Ratio Rank
AVSE Martin Ratio Rank: 8383
Martin Ratio Rank

OAEM
OAEM Risk / Return Rank: 8888
Overall Rank
OAEM Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
OAEM Sortino Ratio Rank: 8888
Sortino Ratio Rank
OAEM Omega Ratio Rank: 8686
Omega Ratio Rank
OAEM Calmar Ratio Rank: 8787
Calmar Ratio Rank
OAEM Martin Ratio Rank: 9090
Martin Ratio Rank
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.

AVSE vs. OAEM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible Emerging Markets Equity ETF (AVSE) and OneAscent Emerging Markets ETF (OAEM). 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.


AVSEOAEMDifference

Sharpe ratio

Return per unit of total volatility

1.71

1.86

-0.16

Sortino ratio

Return per unit of downside risk

2.29

2.48

-0.19

Omega ratio

Gain probability vs. loss probability

1.33

1.36

-0.03

Calmar ratio

Return relative to maximum drawdown

2.31

2.78

-0.47

Martin ratio

Return relative to average drawdown

9.39

12.06

-2.67

AVSE vs. OAEM - Sharpe Ratio Comparison

The current AVSE Sharpe Ratio is 1.71, which is comparable to the OAEM Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of AVSE and OAEM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AVSEOAEMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.71

1.86

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.84

-0.26

Correlation

The correlation between AVSE and OAEM is 0.86, 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.


Dividends

AVSE vs. OAEM - Dividend Comparison

AVSE's dividend yield for the trailing twelve months is around 2.70%, more than OAEM's 0.70% yield.


TTM2025202420232022
AVSE
Avantis Responsible Emerging Markets Equity ETF
2.70%2.68%3.03%3.20%1.27%
OAEM
OneAscent Emerging Markets ETF
0.70%0.77%0.91%1.63%0.04%

Drawdowns

AVSE vs. OAEM - Drawdown Comparison

The maximum AVSE drawdown since its inception was -26.28%, which is greater than OAEM's maximum drawdown of -17.05%. Use the drawdown chart below to compare losses from any high point for AVSE and OAEM.


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Drawdown Indicators


AVSEOAEMDifference

Max Drawdown

Largest peak-to-trough decline

-26.28%

-17.05%

-9.23%

Max Drawdown (1Y)

Largest decline over 1 year

-14.17%

-14.63%

+0.46%

Current Drawdown

Current decline from peak

-11.25%

-10.94%

-0.31%

Average Drawdown

Average peak-to-trough decline

-7.01%

-3.94%

-3.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.49%

3.38%

+0.11%

Volatility

AVSE vs. OAEM - Volatility Comparison

The current volatility for Avantis Responsible Emerging Markets Equity ETF (AVSE) is 9.94%, while OneAscent Emerging Markets ETF (OAEM) has a volatility of 13.45%. This indicates that AVSE experiences smaller price fluctuations and is considered to be less risky than OAEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AVSEOAEMDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.94%

13.45%

-3.51%

Volatility (6M)

Calculated over the trailing 6-month period

14.35%

17.65%

-3.30%

Volatility (1Y)

Calculated over the trailing 1-year period

19.67%

22.39%

-2.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.48%

19.00%

-1.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.48%

19.00%

-1.52%