AVTM vs. AVDV

Last updated Jun 4, 2026

AVTM (Avantis Total Equity Markets ETF) and AVDV (Avantis International Small Cap Value ETF) are both exchange-traded funds - AVTM is a Global Equities fund actively managed by Avantis, while AVDV is a Foreign Small & Mid Cap Equities fund actively managed by Avantis. Both are actively managed. A 0.71 correlation means they provide meaningful diversification when combined. AVTM charges 0.22%/yr vs 0.36%/yr for AVDV.

Performance

AVTM vs. AVDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Total Equity Markets ETF (AVTM) and Avantis International Small Cap Value ETF (AVDV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

AVTM

• 1D: -0.65%
• 1M: 5.45%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVDV

• 1D: -0.73%
• 1M: 3.98%
• YTD: 16.04%
• 6M: 19.54%
• 1Y: 44.23%
• 3Y*: 28.01%
• 5Y*: 13.72%
• 10Y*: —

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

AVTM vs. AVDV - Yearly Performance Comparison

	2026 (YTD)
AVTM Avantis Total Equity Markets ETF	9.06%
AVDV Avantis International Small Cap Value ETF	7.97%

Correlation

The correlation between AVTM and AVDV is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Feb 3, 2026	0.71

AVTM vs. AVDV - Sectors Allocation Comparison

Sectors	AVTM	AVDV
Technology	31.0%	6.4%
Financial Services	16.6%	13.7%
Industrials	11.9%	21.3%
Consumer Cyclical	11.0%	14.4%
Communication Services	10.2%	2.0%
Healthcare	6.4%	2.1%
Energy	4.2%	10.8%
Consumer Defensive	4.2%	3.4%
Basic Materials	2.7%	22.5%
Utilities	1.8%	1.7%
Real Estate	0.2%	1.1%

Return for Risk

AVTM vs. AVDV — Risk / Return Rank

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

AVDV

AVDV Risk / Return Rank: 78
AVDV Sharpe Ratio Rank: 85
AVDV Sortino Ratio Rank: 83
AVDV Omega Ratio Rank: 84
AVDV Calmar Ratio Rank: 66
AVDV Martin Ratio Rank: 72

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.

AVTM vs. AVDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Total Equity Markets ETF (AVTM) and Avantis International Small Cap Value ETF (AVDV). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	AVTM	AVDV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.86	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.80	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.88	0.80	+1.08

Drawdowns

AVTM vs. AVDV - Drawdown Comparison

The maximum AVTM drawdown since its inception was -9.21%, smaller than the maximum AVDV drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for AVTM and AVDV.

Drawdown Indicators

	AVTM	AVDV	Difference
Max Drawdown Largest peak-to-trough decline	-9.21%	-43.01%	+33.80%
Max Drawdown (1Y) Largest decline over 1 year	—	-13.19%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.17%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-28.08%	—
Current Drawdown Current decline from peak	-0.65%	-1.35%	+0.70%
Average Drawdown Average peak-to-trough decline	-2.08%	-6.77%	+4.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.24%	—

Volatility

Volatility by Period

	AVTM	AVDV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.92%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.07%	—
Volatility (1Y) Calculated over the trailing 1-year period	15.88%	15.56%	+0.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.88%	17.30%	-1.42%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.88%	19.73%	-3.85%

AVTM vs. AVDV - Expense Ratio Comparison

AVTM has a 0.22% expense ratio, which is lower than AVDV's 0.36% expense ratio.

Dividends

AVTM vs. AVDV - Dividend Comparison

AVTM's dividend yield for the trailing twelve months is around 0.08%, less than AVDV's 2.74% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AVDV Avantis International Small Cap Value ETF	2.74%	3.05%	4.31%	3.29%	3.17%	2.39%	1.67%	0.36%
AVTM Avantis Total Equity Markets ETF	0.08%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AVTM and AVDV in my portfolio?

AVTM and AVDV have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AVTM or AVDV?

On fees, AVTM is cheaper at 0.22% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AVTM or AVDV?

AVTM is cheaper with a 0.22% expense ratio, compared with 0.36% for AVDV.

Which ETF pays a higher dividend yield, AVTM or AVDV?

AVDV has the higher dividend yield at 2.74%, compared with 0.08% for AVTM.

What is the main difference between AVTM and AVDV?

AVTM is categorized as Global Equities, while AVDV is Foreign Small & Mid Cap Equities. Their fees differ too: 0.22% for AVTM and 0.36% for AVDV.