DEMSX vs. AVEE

In the year-to-date period, DEMSX achieves a 6.87% return, which is significantly lower than AVEE's 7.74% return.

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DEMSX has a 0.59% expense ratio, which is higher than AVEE's 0.42% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for DFA Emerging Markets Small Cap Portfolio (DEMSX) and Avantis Emerging Markets Small Cap Equity ETF (AVEE). 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 DEMSX Sharpe Ratio is 0.49, which is higher than the AVEE Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of DEMSX and AVEE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DEMSX's dividend yield for the trailing twelve months is around 3.08%, more than AVEE's 3.02% yield.

The maximum DEMSX drawdown since its inception was -68.86%, which is greater than AVEE's maximum drawdown of -20.21%. Use the drawdown chart below to compare losses from any high point for DEMSX and AVEE.

The current volatility for DFA Emerging Markets Small Cap Portfolio (DEMSX) is 2.54%, while Avantis Emerging Markets Small Cap Equity ETF (AVEE) has a volatility of 4.17%. This indicates that DEMSX experiences smaller price fluctuations and is considered to be less risky than AVEE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.