DFIS vs. AVDV
Compare and contrast key facts about Dimensional International Small Cap ETF (DFIS) and Avantis International Small Cap Value ETF (AVDV).
DFIS and AVDV 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. 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: DFIS or AVDV.
Correlation
The correlation between DFIS and AVDV is 0.96, 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
DFIS vs. AVDV - Performance Comparison
Key characteristics
DFIS:
0.27
AVDV:
0.58
DFIS:
0.45
AVDV:
0.85
DFIS:
1.05
AVDV:
1.11
DFIS:
0.38
AVDV:
0.99
DFIS:
1.03
AVDV:
2.47
DFIS:
3.53%
AVDV:
3.26%
DFIS:
13.58%
AVDV:
13.99%
DFIS:
-27.23%
AVDV:
-43.01%
DFIS:
-8.31%
AVDV:
-6.46%
Returns By Period
In the year-to-date period, DFIS achieves a 3.90% return, which is significantly lower than AVDV's 8.42% return.
DFIS
3.90%
-1.40%
0.76%
3.90%
N/A
N/A
AVDV
8.42%
-0.38%
2.43%
8.33%
6.40%
N/A
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DFIS vs. AVDV - Expense Ratio Comparison
DFIS has a 0.39% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Risk-Adjusted Performance
DFIS vs. AVDV - 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 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.
Dividends
DFIS vs. AVDV - Dividend Comparison
DFIS's dividend yield for the trailing twelve months is around 2.19%, less than AVDV's 4.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
DFIS Dimensional International Small Cap ETF | 2.19% | 2.36% | 1.13% | 0.00% | 0.00% | 0.00% |
AVDV Avantis International Small Cap Value ETF | 4.32% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% |
Drawdowns
DFIS vs. AVDV - Drawdown Comparison
The maximum DFIS drawdown since its inception was -27.23%, smaller than the maximum AVDV drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for DFIS and AVDV. For additional features, visit the drawdowns tool.
Volatility
DFIS vs. AVDV - Volatility Comparison
Dimensional International Small Cap ETF (DFIS) and Avantis International Small Cap Value ETF (AVDV) have volatilities of 3.46% and 3.59%, 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.