DLS vs. AVDV
Compare and contrast key facts about WisdomTree International SmallCap Dividend (DLS) and Avantis International Small Cap Value ETF (AVDV).
DLS and AVDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DLS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International SmallCap Dividend Index. It was launched on Jun 16, 2006. 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: DLS or AVDV.
Key characteristics
| DLS | AVDV | |
|---|---|---|
| YTD Return | -1.32% | 2.11% |
| 1Y Return | 4.94% | 9.97% |
| 3Y Return (Ann) | -1.77% | 2.20% |
| Sharpe Ratio | 0.40 | 0.75 |
| Daily Std Dev | 13.34% | 13.83% |
| Max Drawdown | -63.09% | -43.01% |
| Current Drawdown | -11.17% | -4.00% |
Correlation
The correlation between DLS and AVDV is 0.96, 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
DLS vs. AVDV - Performance Comparison
In the year-to-date period, DLS achieves a -1.32% return, which is significantly lower than AVDV's 2.11% return. 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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DLS vs. AVDV - Expense Ratio Comparison
Risk-Adjusted Performance
DLS vs. AVDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International SmallCap Dividend (DLS) 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
DLS vs. AVDV - Dividend Comparison
DLS's dividend yield for the trailing twelve months is around 4.11%, more than AVDV's 3.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLS WisdomTree International SmallCap Dividend | 4.11% | 4.29% | 4.96% | 3.29% | 2.50% | 3.37% | 3.66% | 2.79% | 3.29% | 2.72% | 3.61% | 3.89% |
AVDV Avantis International Small Cap Value ETF | 3.22% | 3.29% | 3.17% | 2.39% | 1.67% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DLS vs. AVDV - Drawdown Comparison
The maximum DLS drawdown since its inception was -63.09%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for DLS and AVDV. For additional features, visit the drawdowns tool.
Volatility
DLS vs. AVDV - Volatility Comparison
WisdomTree International SmallCap Dividend (DLS) and Avantis International Small Cap Value ETF (AVDV) have volatilities of 3.68% and 3.56%, 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.