DLS vs. AVUV
Compare and contrast key facts about WisdomTree International SmallCap Dividend (DLS) and Avantis U.S. Small Cap Value ETF (AVUV).
DLS and AVUV 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. AVUV 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 AVUV.
Performance
DLS vs. AVUV - Performance Comparison
Returns By Period
In the year-to-date period, DLS achieves a 2.93% return, which is significantly lower than AVUV's 13.95% return.
DLS
2.93%
-5.24%
-1.93%
11.94%
2.67%
4.76%
AVUV
13.95%
2.94%
9.13%
28.29%
16.09%
N/A
Key characteristics
| DLS | AVUV | |
|---|---|---|
| Sharpe Ratio | 0.92 | 1.33 |
| Sortino Ratio | 1.34 | 2.03 |
| Omega Ratio | 1.16 | 1.25 |
| Calmar Ratio | 0.69 | 2.58 |
| Martin Ratio | 4.59 | 6.80 |
| Ulcer Index | 2.77% | 4.17% |
| Daily Std Dev | 13.81% | 21.24% |
| Max Drawdown | -63.09% | -49.42% |
| Current Drawdown | -8.23% | -3.60% |
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DLS vs. AVUV - Expense Ratio Comparison
DLS has a 0.58% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Correlation
The correlation between DLS and AVUV is 0.71, 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.
Risk-Adjusted Performance
DLS vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International SmallCap Dividend (DLS) and Avantis U.S. Small Cap Value ETF (AVUV). 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. AVUV - Dividend Comparison
DLS's dividend yield for the trailing twelve months is around 3.97%, more than AVUV's 1.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLS WisdomTree International SmallCap Dividend | 3.97% | 4.29% | 4.96% | 3.29% | 2.50% | 3.37% | 3.66% | 2.79% | 3.29% | 2.72% | 3.61% | 3.89% |
AVUV Avantis U.S. Small Cap Value ETF | 1.54% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DLS vs. AVUV - Drawdown Comparison
The maximum DLS drawdown since its inception was -63.09%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for DLS and AVUV. For additional features, visit the drawdowns tool.
Volatility
DLS vs. AVUV - Volatility Comparison
The current volatility for WisdomTree International SmallCap Dividend (DLS) is 4.12%, while Avantis U.S. Small Cap Value ETF (AVUV) has a volatility of 8.76%. This indicates that DLS experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.