DSMC vs. AVMV
Compare and contrast key facts about Distillate Small/Mid Cash Flow ETF (DSMC) and Avantis U.S. Mid Cap Value ETF (AVMV).
DSMC and AVMV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DSMC is an actively managed fund by Distillate. It was launched on Oct 5, 2022. AVMV is an actively managed fund by Avantis. It was launched on Nov 7, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSMC or AVMV.
Correlation
The correlation between DSMC and AVMV is 0.91, 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
DSMC vs. AVMV - Performance Comparison
Key characteristics
DSMC:
0.05
AVMV:
1.22
DSMC:
0.20
AVMV:
1.81
DSMC:
1.02
AVMV:
1.22
DSMC:
0.09
AVMV:
2.14
DSMC:
0.17
AVMV:
5.10
DSMC:
5.20%
AVMV:
3.76%
DSMC:
16.96%
AVMV:
15.67%
DSMC:
-14.56%
AVMV:
-8.95%
DSMC:
-10.17%
AVMV:
-5.27%
Returns By Period
In the year-to-date period, DSMC achieves a -1.49% return, which is significantly lower than AVMV's 2.94% return.
DSMC
-1.49%
-5.23%
-0.61%
1.66%
N/A
N/A
AVMV
2.94%
-3.39%
10.73%
19.15%
N/A
N/A
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DSMC vs. AVMV - Expense Ratio Comparison
DSMC has a 0.55% expense ratio, which is higher than AVMV's 0.20% expense ratio.
Risk-Adjusted Performance
DSMC vs. AVMV — Risk-Adjusted Performance Rank
DSMC
AVMV
DSMC vs. AVMV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Distillate Small/Mid Cash Flow ETF (DSMC) and Avantis U.S. Mid Cap Value ETF (AVMV). 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
DSMC vs. AVMV - Dividend Comparison
DSMC's dividend yield for the trailing twelve months is around 1.33%, more than AVMV's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
DSMC Distillate Small/Mid Cash Flow ETF | 1.33% | 1.31% | 1.02% | 0.28% |
AVMV Avantis U.S. Mid Cap Value ETF | 1.27% | 1.31% | 0.25% | 0.00% |
Drawdowns
DSMC vs. AVMV - Drawdown Comparison
The maximum DSMC drawdown since its inception was -14.56%, which is greater than AVMV's maximum drawdown of -8.95%. Use the drawdown chart below to compare losses from any high point for DSMC and AVMV. For additional features, visit the drawdowns tool.
Volatility
DSMC vs. AVMV - Volatility Comparison
Distillate Small/Mid Cash Flow ETF (DSMC) has a higher volatility of 4.19% compared to Avantis U.S. Mid Cap Value ETF (AVMV) at 3.35%. This indicates that DSMC's price experiences larger fluctuations and is considered to be riskier than AVMV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.