AVDS vs. DFIS
Compare and contrast key facts about Avantis International Small Cap Equity ETF (AVDS) and Dimensional International Small Cap ETF (DFIS).
AVDS and DFIS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVDS is an actively managed fund by Avantis. It was launched on Jul 18, 2023. DFIS is an actively managed fund by Dimensional. It was launched on Mar 23, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVDS or DFIS.
Correlation
The correlation between AVDS and DFIS is 0.97, 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
AVDS vs. DFIS - Performance Comparison
Key characteristics
AVDS:
0.74
DFIS:
0.79
AVDS:
1.10
DFIS:
1.15
AVDS:
1.14
DFIS:
1.14
AVDS:
1.06
DFIS:
1.00
AVDS:
2.59
DFIS:
2.50
AVDS:
3.89%
DFIS:
4.29%
AVDS:
13.58%
DFIS:
13.55%
AVDS:
-13.08%
DFIS:
-27.23%
AVDS:
-3.14%
DFIS:
-3.91%
Returns By Period
In the year-to-date period, AVDS achieves a 4.36% return, which is significantly lower than DFIS's 4.91% return.
AVDS
4.36%
2.85%
-0.73%
9.02%
N/A
N/A
DFIS
4.91%
3.33%
-1.22%
9.43%
N/A
N/A
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AVDS vs. DFIS - Expense Ratio Comparison
AVDS has a 0.30% expense ratio, which is lower than DFIS's 0.39% expense ratio.
Risk-Adjusted Performance
AVDS vs. DFIS — Risk-Adjusted Performance Rank
AVDS
DFIS
AVDS vs. DFIS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Equity ETF (AVDS) and Dimensional International Small Cap ETF (DFIS). 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
AVDS vs. DFIS - Dividend Comparison
AVDS's dividend yield for the trailing twelve months is around 2.95%, more than DFIS's 2.09% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
AVDS Avantis International Small Cap Equity ETF | 2.95% | 3.07% | 0.72% | 0.00% |
DFIS Dimensional International Small Cap ETF | 2.09% | 2.19% | 2.36% | 1.13% |
Drawdowns
AVDS vs. DFIS - Drawdown Comparison
The maximum AVDS drawdown since its inception was -13.08%, smaller than the maximum DFIS drawdown of -27.23%. Use the drawdown chart below to compare losses from any high point for AVDS and DFIS. For additional features, visit the drawdowns tool.
Volatility
AVDS vs. DFIS - Volatility Comparison
The current volatility for Avantis International Small Cap Equity ETF (AVDS) is 3.08%, while Dimensional International Small Cap ETF (DFIS) has a volatility of 3.26%. This indicates that AVDS experiences smaller price fluctuations and is considered to be less risky than DFIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.