DGS vs. AVDV
DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) and AVDV (Avantis International Small Cap Value ETF) are both exchange-traded funds - DGS is a Dividend fund tracking the WisdomTree Emerging Markets SmallCap Dividend Index, while AVDV is a Foreign Small & Mid Cap Equities fund actively managed by Avantis. DGS is passively managed, while AVDV is actively managed. Over the past 5 years, DGS returned 6.78%/yr vs 13.72%/yr for AVDV. Their 0.76 correlation means they have sometimes moved together and sometimes differently. DGS charges 0.58%/yr vs 0.36%/yr for AVDV.
Performance
DGS vs. AVDV - Performance Comparison
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Returns By Period
In the year-to-date period, DGS achieves a 8.16% return, which is significantly lower than AVDV's 12.96% return.
DGS
- 1D
- 0.00%
- 1M
- -5.05%
- 6M
- 0.93%
- YTD
- 8.16%
- 1Y
- 15.60%
- 3Y*
- 11.49%
- 5Y*
- 6.78%
- 10Y*
- 8.21%
- ALL TIME*
- 4.63%
AVDV
- 1D
- -0.48%
- 1M
- 0.21%
- 6M
- 4.97%
- YTD
- 12.96%
- 1Y
- 34.21%
- 3Y*
- 24.60%
- 5Y*
- 13.72%
- 10Y*
- —
- ALL TIME*
- 14.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $74.82M | $104.24M | $85.42M | |
| $2.57M | $2.59M | $2.98M |
DGS vs. AVDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 8.16% | 21.18% | 1.13% | 19.08% | -12.35% | 15.33% | 4.06% | 8.02% |
AVDV Avantis International Small Cap Value ETF | 12.96% | 49.37% | 8.67% | 16.85% | -11.47% | 15.80% | 5.01% | 11.78% |
Correlation
The correlation between DGS and AVDV is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.75 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.76 |
The correlation between DGS and AVDV has been stable across timeframes, ranging from 0.75 to 0.78 - a consistent structural relationship.
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Return for Risk
DGS vs. AVDV — Risk / Return Rank
DGS
AVDV
DGS vs. AVDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DGS | AVDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.18 | ||
| Sortino ratioReturn per unit of downside risk | -1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.37 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.64 | -1.10 |
| Martin ratioReturn relative to average drawdown | 4.58 | 9.60 | -5.02 |
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Drawdowns
DGS vs. AVDV - Drawdown Comparison
The maximum DGS drawdown since its inception was -61.83%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for DGS and AVDV.
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Drawdown Indicators
| DGS | AVDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.83% | -43.01% | -18.82% |
Max Drawdown (1Y)Largest decline over 1 year | -10.06% | -13.19% | +3.13% |
Max Drawdown (3Y)Largest decline over 3 years | -19.31% | -14.17% | -5.14% |
Max Drawdown (5Y)Largest decline over 5 years | -24.86% | -28.08% | +3.22% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | — | — |
Current DrawdownCurrent decline from peak | -7.35% | -3.96% | -3.39% |
Average DrawdownAverage peak-to-trough decline | -12.51% | -6.71% | -5.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 3.63% | -0.24% |
Volatility
DGS vs. AVDV - Volatility Comparison
WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) and Avantis International Small Cap Value ETF (AVDV) have volatilities of 5.55% and 5.49%, 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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Volatility by Period
| DGS | AVDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 5.49% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 15.52% | 14.73% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.41% | 16.82% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.33% | 17.43% | -2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.34% | 19.72% | -2.38% |
DGS vs. AVDV - Expense Ratio Comparison
DGS has a 0.58% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Dividends
DGS vs. AVDV - Dividend Comparison
DGS's dividend yield for the trailing twelve months is around 3.96%, more than AVDV's 2.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 2.80% | 3.05% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 3.96% | 3.45% | 3.36% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% |
Frequently Asked Questions
DGS and AVDV have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DGS has higher volatility (5.55%) compared to AVDV (5.49%). In terms of maximum drawdown, DGS dropped -61.83% vs AVDV's -43.01%.
On 5-year performance, AVDV leads with 13.72% vs 6.78% for DGS. On fees, AVDV is cheaper at 0.36% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, AVDV has performed better with a 13.72% return vs 6.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AVDV is cheaper with a 0.36% expense ratio, compared with 0.58% for DGS.
DGS has the higher dividend yield at 3.96%, compared with 2.80% for AVDV.
DGS is categorized as Dividend, while AVDV is Foreign Small & Mid Cap Equities. They also come from different issuers: WisdomTree and Avantis. Their fees differ too: 0.58% for DGS and 0.36% for AVDV.
AVDV currently has the higher Sharpe Ratio (2.07 vs 0.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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