DFIV vs. AVDVX
Compare and contrast key facts about Dimensional International Value ETF (DFIV) and Avantis International Small Cap Value Fund (AVDVX).
DFIV is an actively managed fund by Dimensional. It was launched on Apr 16, 1999. AVDVX is managed by Avantis Investors. It was launched on Dec 3, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIV or AVDVX.
Correlation
The correlation between DFIV and AVDVX is 0.68, 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
DFIV vs. AVDVX - Performance Comparison
Key characteristics
DFIV:
0.80
AVDVX:
0.84
DFIV:
1.18
AVDVX:
1.21
DFIV:
1.16
AVDVX:
1.17
DFIV:
0.94
AVDVX:
1.06
DFIV:
3.66
AVDVX:
3.74
DFIV:
3.79%
AVDVX:
3.91%
DFIV:
17.48%
AVDVX:
17.34%
DFIV:
-25.42%
AVDVX:
-43.06%
DFIV:
-1.79%
AVDVX:
-0.15%
Returns By Period
In the year-to-date period, DFIV achieves a 12.94% return, which is significantly higher than AVDVX's 10.30% return.
DFIV
12.94%
-0.45%
10.01%
14.42%
N/A
N/A
AVDVX
10.30%
1.12%
9.20%
15.76%
16.13%
N/A
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DFIV vs. AVDVX - Expense Ratio Comparison
DFIV has a 0.27% expense ratio, which is lower than AVDVX's 0.36% expense ratio.
Risk-Adjusted Performance
DFIV vs. AVDVX — Risk-Adjusted Performance Rank
DFIV
AVDVX
DFIV vs. AVDVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional International Value ETF (DFIV) and Avantis International Small Cap Value Fund (AVDVX). 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
DFIV vs. AVDVX - Dividend Comparison
DFIV's dividend yield for the trailing twelve months is around 3.59%, less than AVDVX's 3.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
DFIV Dimensional International Value ETF | 3.59% | 3.88% | 3.93% | 3.84% | 2.30% | 0.00% | 0.00% |
AVDVX Avantis International Small Cap Value Fund | 3.88% | 4.28% | 3.52% | 3.33% | 2.46% | 1.35% | 0.39% |
Drawdowns
DFIV vs. AVDVX - Drawdown Comparison
The maximum DFIV drawdown since its inception was -25.42%, smaller than the maximum AVDVX drawdown of -43.06%. Use the drawdown chart below to compare losses from any high point for DFIV and AVDVX. For additional features, visit the drawdowns tool.
Volatility
DFIV vs. AVDVX - Volatility Comparison
Dimensional International Value ETF (DFIV) has a higher volatility of 11.96% compared to Avantis International Small Cap Value Fund (AVDVX) at 10.60%. This indicates that DFIV's price experiences larger fluctuations and is considered to be riskier than AVDVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.