DISV vs. AVDVX
DISV (Dimensional International Small Cap Value ETF) and AVDVX (Avantis International Small Cap Value Fund Institutional Class) are both Foreign Small & Mid Cap Equities funds. Both are actively managed. Over the past 3 years, DISV returned 22.91%/yr vs 24.46%/yr for AVDVX. Their 0.95 correlation means they have historically moved very closely together. DISV charges 0.42%/yr vs 0.36%/yr for AVDVX.
Performance
DISV vs. AVDVX - Performance Comparison
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Returns By Period
In the year-to-date period, DISV achieves a 13.10% return, which is significantly lower than AVDVX's 15.16% return.
DISV
- 1D
- -0.52%
- 1M
- 3.88%
- 6M
- 6.01%
- YTD
- 13.10%
- 1Y
- 32.14%
- 3Y*
- 22.91%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 16.06%
AVDVX
- 1D
- 2.89%
- 1M
- 1.95%
- 6M
- 6.98%
- YTD
- 15.16%
- 1Y
- 36.64%
- 3Y*
- 24.46%
- 5Y*
- 14.17%
- 10Y*
- —
- ALL TIME*
- 14.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $15.18M | $14.28M | $13.10M |
DISV vs. AVDVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DISV Dimensional International Small Cap Value ETF | 13.10% | 47.42% | 5.87% | 19.52% | -9.36% |
AVDVX Avantis International Small Cap Value Fund Institutional Class | 15.16% | 48.24% | 8.41% | 16.75% | -8.54% |
Correlation
The correlation between DISV and AVDVX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 2022 | 0.95 |
The correlation between DISV and AVDVX has been stable across timeframes, ranging from 0.91 to 0.95 - a consistent structural relationship.
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Return for Risk
DISV vs. AVDVX — Risk / Return Rank
DISV
AVDVX
DISV vs. AVDVX - Risk-Adjusted Trends 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 Fund Institutional Class (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.
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.
| DISV | AVDVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.40 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 2.84 | -0.29 |
| Martin ratioReturn relative to average drawdown | 8.98 | 10.20 | -1.22 |
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Drawdowns
DISV vs. AVDVX - Drawdown Comparison
The maximum DISV drawdown since its inception was -26.77%, smaller than the maximum AVDVX drawdown of -43.06%. Use the drawdown chart below to compare losses from any high point for DISV and AVDVX.
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Drawdown Indicators
| DISV | AVDVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.77% | -43.06% | +16.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.69% | -12.92% | +0.23% |
Max Drawdown (3Y)Largest decline over 3 years | -14.15% | -13.84% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.37% | — |
Current DrawdownCurrent decline from peak | -0.52% | -2.48% | +1.96% |
Average DrawdownAverage peak-to-trough decline | -4.84% | -6.65% | +1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 3.59% | +0.01% |
Volatility
DISV vs. AVDVX - Volatility Comparison
The current volatility for Dimensional International Small Cap Value ETF (DISV) is 4.03%, while Avantis International Small Cap Value Fund Institutional Class (AVDVX) has a volatility of 5.54%. This indicates that DISV experiences smaller price fluctuations and is considered to be less risky than AVDVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DISV | AVDVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 5.54% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.65% | 14.29% | -1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 16.62% | -1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.28% | 16.90% | +0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.28% | 19.42% | -2.14% |
DISV vs. AVDVX - Expense Ratio Comparison
DISV has a 0.42% expense ratio, which is higher than AVDVX's 0.36% expense ratio.
Dividends
DISV vs. AVDVX - Dividend Comparison
DISV's dividend yield for the trailing twelve months is around 2.44%, less than AVDVX's 9.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AVDVX Avantis International Small Cap Value Fund Institutional Class | 9.10% | 10.48% | 4.35% | 3.52% | 3.33% | 4.23% | 1.35% | 0.39% |
DISV Dimensional International Small Cap Value ETF | 2.44% | 2.69% | 2.77% | 2.73% | 1.23% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, DISV and AVDVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
AVDVX has higher volatility (5.54%) compared to DISV (4.03%). In terms of maximum drawdown, DISV dropped -26.77% vs AVDVX's -43.06%.
AVDVX currently has the higher Sharpe Ratio (2.22 vs 2.17), 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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