DFEM vs. AVDV
Compare and contrast key facts about Dimensional Emerging Markets Core Equity 2 ETF (DFEM) and Avantis International Small Cap Value ETF (AVDV).
DFEM and AVDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFEM is an actively managed fund by Dimensional. It was launched on Apr 26, 2022. AVDV 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: DFEM or AVDV.
Correlation
The correlation between DFEM and AVDV is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DFEM vs. AVDV - Performance Comparison
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Key characteristics
DFEM:
0.39
AVDV:
0.89
DFEM:
0.63
AVDV:
1.34
DFEM:
1.08
AVDV:
1.19
DFEM:
0.35
AVDV:
1.19
DFEM:
1.06
AVDV:
4.16
DFEM:
5.98%
AVDV:
4.05%
DFEM:
18.13%
AVDV:
18.49%
DFEM:
-20.82%
AVDV:
-43.01%
DFEM:
-1.29%
AVDV:
-0.30%
Returns By Period
In the year-to-date period, DFEM achieves a 7.92% return, which is significantly lower than AVDV's 16.33% return.
DFEM
7.92%
10.20%
6.91%
7.06%
7.15%
N/A
N/A
AVDV
16.33%
8.13%
16.95%
16.33%
13.08%
16.22%
N/A
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DFEM vs. AVDV - Expense Ratio Comparison
DFEM has a 0.39% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Risk-Adjusted Performance
DFEM vs. AVDV — Risk-Adjusted Performance Rank
DFEM
AVDV
DFEM vs. AVDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Emerging Markets Core Equity 2 ETF (DFEM) 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.
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Dividends
DFEM vs. AVDV - Dividend Comparison
DFEM's dividend yield for the trailing twelve months is around 2.42%, less than AVDV's 3.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
DFEM Dimensional Emerging Markets Core Equity 2 ETF | 2.42% | 2.50% | 2.38% | 1.99% | 0.00% | 0.00% | 0.00% |
AVDV Avantis International Small Cap Value ETF | 3.70% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% |
Drawdowns
DFEM vs. AVDV - Drawdown Comparison
The maximum DFEM drawdown since its inception was -20.82%, smaller than the maximum AVDV drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for DFEM and AVDV. For additional features, visit the drawdowns tool.
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Volatility
DFEM vs. AVDV - Volatility Comparison
Dimensional Emerging Markets Core Equity 2 ETF (DFEM) has a higher volatility of 4.19% compared to Avantis International Small Cap Value ETF (AVDV) at 2.71%. This indicates that DFEM's price experiences larger fluctuations and is considered to be riskier than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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