Correlation
The correlation between DFIS and AVDS is 0.63, 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.
DFIS vs. AVDS
Compare and contrast key facts about Dimensional International Small Cap ETF (DFIS) and Avantis International Small Cap Equity ETF (AVDS).
DFIS and AVDS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFIS is an actively managed fund by Dimensional. It was launched on Mar 23, 2022. AVDS is an actively managed fund by Avantis. It was launched on Jul 18, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIS or AVDS.
Performance
DFIS vs. AVDS - Performance Comparison
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Key characteristics
DFIS:
0.88
AVDS:
0.88
DFIS:
1.25
AVDS:
1.25
DFIS:
1.17
AVDS:
1.18
DFIS:
1.08
AVDS:
1.08
DFIS:
3.17
AVDS:
3.45
DFIS:
4.64%
AVDS:
4.24%
DFIS:
17.52%
AVDS:
17.29%
DFIS:
-27.23%
AVDS:
-13.51%
DFIS:
-0.21%
AVDS:
0.00%
Returns By Period
In the year-to-date period, DFIS achieves a 17.60% return, which is significantly higher than AVDS's 15.91% return.
DFIS
17.60%
6.38%
14.47%
15.27%
9.34%
N/A
N/A
AVDS
15.91%
6.23%
12.88%
15.10%
N/A
N/A
N/A
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DFIS vs. AVDS - Expense Ratio Comparison
DFIS has a 0.39% expense ratio, which is higher than AVDS's 0.30% expense ratio.
Risk-Adjusted Performance
DFIS vs. AVDS — Risk-Adjusted Performance Rank
DFIS
AVDS
DFIS vs. AVDS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional International Small Cap ETF (DFIS) and Avantis International Small Cap Equity ETF (AVDS). 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
DFIS vs. AVDS - Dividend Comparison
DFIS's dividend yield for the trailing twelve months is around 1.93%, less than AVDS's 2.65% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
DFIS Dimensional International Small Cap ETF | 1.93% | 2.19% | 2.36% | 1.13% |
AVDS Avantis International Small Cap Equity ETF | 2.65% | 3.07% | 0.72% | 0.00% |
Drawdowns
DFIS vs. AVDS - Drawdown Comparison
The maximum DFIS drawdown since its inception was -27.23%, which is greater than AVDS's maximum drawdown of -13.51%. Use the drawdown chart below to compare losses from any high point for DFIS and AVDS.
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Volatility
DFIS vs. AVDS - Volatility Comparison
Dimensional International Small Cap ETF (DFIS) and Avantis International Small Cap Equity ETF (AVDS) have volatilities of 2.65% and 2.57%, 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.
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