DFAC vs. AVUS
Compare and contrast key facts about Dimensional U.S. Core Equity 2 ETF (DFAC) and Avantis U.S. Equity ETF (AVUS).
DFAC and AVUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFAC is an actively managed fund by Dimensional Fund Advisors LP. It was launched on Jun 14, 2021. AVUS is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAC or AVUS.
Key characteristics
| DFAC | AVUS | |
|---|---|---|
| YTD Return | 6.31% | 6.91% |
| 1Y Return | 26.33% | 27.98% |
| Sharpe Ratio | 2.01 | 2.16 |
| Daily Std Dev | 12.40% | 12.33% |
| Max Drawdown | -23.11% | -37.04% |
| Current Drawdown | -2.94% | -2.87% |
Correlation
The correlation between DFAC and AVUS is 0.99, 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
DFAC vs. AVUS - Performance Comparison
In the year-to-date period, DFAC achieves a 6.31% return, which is significantly lower than AVUS's 6.91% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DFAC vs. AVUS - Expense Ratio Comparison
DFAC has a 0.19% expense ratio, which is higher than AVUS's 0.15% 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%.
Risk-Adjusted Performance
DFAC vs. AVUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional U.S. Core Equity 2 ETF (DFAC) and Avantis U.S. Equity ETF (AVUS). 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
DFAC vs. AVUS - Dividend Comparison
DFAC's dividend yield for the trailing twelve months is around 1.15%, less than AVUS's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
DFAC Dimensional U.S. Core Equity 2 ETF | 1.15% | 1.20% | 1.50% | 0.88% | 0.00% | 0.00% |
AVUS Avantis U.S. Equity ETF | 1.32% | 1.41% | 1.59% | 1.08% | 1.19% | 0.35% |
Drawdowns
DFAC vs. AVUS - Drawdown Comparison
The maximum DFAC drawdown since its inception was -23.11%, smaller than the maximum AVUS drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for DFAC and AVUS. For additional features, visit the drawdowns tool.
Volatility
DFAC vs. AVUS - Volatility Comparison
Dimensional U.S. Core Equity 2 ETF (DFAC) and Avantis U.S. Equity ETF (AVUS) have volatilities of 4.00% and 4.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.