DSMC vs. AVMV

Last updated Apr 1, 2026

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.

Performance

DSMC vs. AVMV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Distillate Small/Mid Cash Flow ETF (DSMC) and Avantis U.S. Mid Cap Value ETF (AVMV). The values are adjusted to include any dividend payments, if applicable.

DSMC vs. AVMV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
DSMC Distillate Small/Mid Cash Flow ETF	5.80%	2.73%	2.81%	18.46%
AVMV Avantis U.S. Mid Cap Value ETF	4.44%	10.46%	18.43%	15.56%

Returns By Period

In the year-to-date period, DSMC achieves a 5.80% return, which is significantly higher than AVMV's 4.44% return.

DSMC

• 1D: 1.08%
• 1M: -0.69%
• YTD: 5.80%
• 6M: 5.03%
• 1Y: 20.16%
• 3Y*: 10.77%
• 5Y*: —
• 10Y*: —

AVMV

• 1D: 2.06%
• 1M: -3.81%
• YTD: 4.44%
• 6M: 8.31%
• 1Y: 22.14%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

DSMC vs. AVMV - Expense Ratio Comparison

DSMC has a 0.55% expense ratio, which is higher than AVMV's 0.20% expense ratio.

DSMC

Distillate Small/Mid Cash Flow ETF

AVMV

Avantis U.S. Mid Cap Value ETF

Return for Risk

DSMC vs. AVMV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DSMC

DSMC Risk / Return Rank: 49
DSMC Sharpe Ratio Rank: 48
DSMC Sortino Ratio Rank: 53
DSMC Omega Ratio Rank: 47
DSMC Calmar Ratio Rank: 50
DSMC Martin Ratio Rank: 49

AVMV

AVMV Risk / Return Rank: 66
AVMV Sharpe Ratio Rank: 63
AVMV Sortino Ratio Rank: 66
AVMV Omega Ratio Rank: 65
AVMV Calmar Ratio Rank: 65
AVMV Martin Ratio Rank: 70

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DSMC vs. AVMV - Risk-Adjusted Trends 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.

	DSMC	AVMV	Difference
Sharpe ratio Return per unit of total volatility	0.87	1.08	-0.21
Sortino ratio Return per unit of downside risk	1.40	1.61	-0.21
Omega ratio Gain probability vs. loss probability	1.18	1.23	-0.05
Calmar ratio Return relative to maximum drawdown	1.29	1.58	-0.29
Martin ratio Return relative to average drawdown	4.73	6.84	-2.11
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DSMC vs. AVMV - Sharpe Ratio Comparison

The current DSMC Sharpe Ratio is 0.87, which is comparable to the AVMV Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of DSMC and AVMV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	DSMC	AVMV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.87	1.08	-0.21
Sharpe Ratio (All Time) Calculated using the full available price history	0.68	1.16	-0.48

Correlation

The correlation between DSMC and AVMV is 0.90, 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.

Dividends

DSMC vs. AVMV - Dividend Comparison

DSMC's dividend yield for the trailing twelve months is around 1.20%, more than AVMV's 1.09% yield.

	TTM	2025	2024	2023	2022
DSMC Distillate Small/Mid Cash Flow ETF	1.20%	1.18%	1.31%	1.02%	0.27%
AVMV Avantis U.S. Mid Cap Value ETF	1.09%	1.20%	1.30%	0.25%	0.00%

Drawdowns

DSMC vs. AVMV - Drawdown Comparison

The maximum DSMC drawdown since its inception was -28.62%, which is greater than AVMV's maximum drawdown of -24.24%. Use the drawdown chart below to compare losses from any high point for DSMC and AVMV.

Drawdown Indicators

	DSMC	AVMV	Difference
Max Drawdown Largest peak-to-trough decline	-28.62%	-24.24%	-4.38%
Max Drawdown (1Y) Largest decline over 1 year	-15.50%	-14.47%	-1.03%
Current Drawdown Current decline from peak	-3.70%	-5.08%	+1.38%
Average Drawdown Average peak-to-trough decline	-6.23%	-4.08%	-2.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.21%	3.34%	+0.87%

Volatility

DSMC vs. AVMV - Volatility Comparison

The current volatility for Distillate Small/Mid Cash Flow ETF (DSMC) is 4.09%, while Avantis U.S. Mid Cap Value ETF (AVMV) has a volatility of 4.83%. This indicates that DSMC experiences smaller price fluctuations and is considered to be less risky than AVMV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DSMC	AVMV	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.09%	4.83%	-0.74%
Volatility (6M) Calculated over the trailing 6-month period	12.06%	10.77%	+1.29%
Volatility (1Y) Calculated over the trailing 1-year period	23.31%	20.68%	+2.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.70%	18.39%	+2.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.70%	18.39%	+2.31%