AVSF vs. BRASX

In the year-to-date period, AVSF achieves a 2.38% return, which is significantly higher than BRASX's 1.51% return.

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AVSF has a 0.15% expense ratio, which is higher than BRASX's 0.00% 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%.

This table presents a comparison of risk-adjusted performance metrics for Avantis Short-Term Fixed Income ETF (AVSF) and BlackRock Allocation Target Shares Series S Portfolio (BRASX). 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.

The current AVSF Sharpe Ratio is 2.56, which is comparable to the BRASX Sharpe Ratio of 2.76. The chart below compares the historical Sharpe Ratios of AVSF and BRASX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AVSF's dividend yield for the trailing twelve months is around 4.36%, more than BRASX's 4.24% yield.

The maximum AVSF drawdown since its inception was -8.85%, smaller than the maximum BRASX drawdown of -10.61%. Use the drawdown chart below to compare losses from any high point for AVSF and BRASX. For additional features, visit the drawdowns tool.