DISV vs. AVDV
Compare and contrast key facts about Dimensional International Small Cap Value ETF (DISV) and Avantis International Small Cap Value ETF (AVDV).
DISV and AVDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DISV is an actively managed fund by Dimensional Fund Advisors. 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: DISV or AVDV.
Key characteristics
| DISV | AVDV | |
|---|---|---|
| YTD Return | 12.10% | 12.24% |
| 1Y Return | 18.97% | 20.00% |
| Sharpe Ratio | 1.24 | 1.30 |
| Daily Std Dev | 14.88% | 14.92% |
| Max Drawdown | -26.77% | -43.01% |
| Current Drawdown | -1.32% | -0.88% |
Correlation
The correlation between DISV and AVDV is 0.98, 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
DISV vs. AVDV - Performance Comparison
The year-to-date returns for both investments are quite close, with DISV having a 12.10% return and AVDV slightly higher at 12.24%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DISV vs. AVDV - Expense Ratio Comparison
DISV has a 0.42% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Risk-Adjusted Performance
DISV vs. AVDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional International Small Cap Value ETF (DISV) 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
DISV vs. AVDV - Dividend Comparison
DISV's dividend yield for the trailing twelve months is around 2.80%, less than AVDV's 3.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
DISV Dimensional International Small Cap Value ETF | 2.80% | 2.73% | 1.23% | 0.00% | 0.00% | 0.00% |
AVDV Avantis International Small Cap Value ETF | 3.01% | 3.29% | 3.17% | 2.39% | 1.67% | 0.37% |
Drawdowns
DISV vs. AVDV - Drawdown Comparison
The maximum DISV drawdown since its inception was -26.77%, smaller than the maximum AVDV drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for DISV and AVDV. For additional features, visit the drawdowns tool.
Volatility
DISV vs. AVDV - Volatility Comparison
Dimensional International Small Cap Value ETF (DISV) and Avantis International Small Cap Value ETF (AVDV) have volatilities of 5.07% and 4.96%, 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.