DTH vs. AVDV

Last updated Jun 13, 2026

DTH (WisdomTree International High Dividend Fund) and AVDV (Avantis International Small Cap Value ETF) are both exchange-traded funds - DTH is a Foreign Large Cap Equities fund tracking the WisdomTree International High Dividend Index, while AVDV is a Foreign Small & Mid Cap Equities fund actively managed by Avantis. DTH is passively managed, while AVDV is actively managed. Over the past 5 years, DTH returned 11.78%/yr vs 13.63%/yr for AVDV. Their correlation of 0.89 suggests significant overlap in exposure. DTH charges 0.58%/yr vs 0.36%/yr for AVDV.

Performance

DTH vs. AVDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree International High Dividend Fund (DTH) and Avantis International Small Cap Value ETF (AVDV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DTH achieves a 9.75% return, which is significantly lower than AVDV's 14.99% return.

DTH

• 1D: 0.23%
• 1M: -0.12%
• YTD: 9.75%
• 6M: 12.10%
• 1Y: 26.53%
• 3Y*: 19.94%
• 5Y*: 11.78%
• 10Y*: 9.50%

AVDV

• 1D: 0.89%
• 1M: -1.99%
• YTD: 14.99%
• 6M: 17.18%
• 1Y: 41.91%
• 3Y*: 26.72%
• 5Y*: 13.63%
• 10Y*: —

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

DTH vs. AVDV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
DTH WisdomTree International High Dividend Fund	9.75%	42.37%	2.31%	15.03%	-1.74%	8.30%	-7.05%	8.84%
AVDV Avantis International Small Cap Value ETF	14.99%	49.37%	8.67%	16.85%	-11.47%	15.80%	5.01%	11.78%

Correlation

The correlation between DTH and AVDV is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.84
Correlation (3Y) Calculated over the trailing 3-year period	0.87
Correlation (5Y) Calculated over the trailing 5-year period	0.89
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019	0.89

The correlation between DTH and AVDV has been stable across timeframes, ranging from 0.84 to 0.89 - a consistent structural relationship.

DTH vs. AVDV - Sectors Allocation Comparison

Sectors	DTH	AVDV
Financial Services	21.1%	13.7%
Industrials	13.0%	21.3%
Utilities	10.7%	1.7%
Energy	9.0%	10.8%
Consumer Defensive	8.1%	3.4%
Basic Materials	7.9%	22.5%
Communication Services	7.0%	2.0%
Real Estate	5.2%	1.1%
Consumer Cyclical	5.0%	14.4%
Healthcare	3.4%	2.1%
Technology	1.3%	6.4%

Return for Risk

DTH vs. AVDV — Risk / Return Rank

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

DTH

DTH Risk / Return Rank: 66
DTH Sharpe Ratio Rank: 69
DTH Sortino Ratio Rank: 68
DTH Omega Ratio Rank: 67
DTH Calmar Ratio Rank: 64
DTH Martin Ratio Rank: 63

AVDV

AVDV Risk / Return Rank: 81
AVDV Sharpe Ratio Rank: 88
AVDV Sortino Ratio Rank: 86
AVDV Omega Ratio Rank: 86
AVDV Calmar Ratio Rank: 71
AVDV Martin Ratio Rank: 76

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.

DTH vs. AVDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International High Dividend Fund (DTH) 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.

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.

	DTH	AVDV	Difference
Sharpe ratio: Return per unit of total volatility	1.96	2.53	-0.57
Sortino ratio: Return per unit of downside risk	2.71	3.36	-0.65
Omega ratio: Gain probability vs. loss probability	1.35	1.46	-0.11
Calmar ratio: Return relative to maximum drawdown	2.79	3.12	-0.33
Martin ratio: Return relative to average drawdown	10.07	12.44	-2.38

DTH vs. AVDV - Sharpe Ratio Comparison

The current DTH Sharpe Ratio is 1.96, which is comparable to the AVDV Sharpe Ratio of 2.53. The chart below compares the historical Sharpe Ratios of DTH and AVDV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DTH vs. AVDV - Drawdown Comparison

The maximum DTH drawdown since its inception was -64.20%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for DTH and AVDV.

Drawdown Indicators

	DTH	AVDV	Difference
Max Drawdown Largest peak-to-trough decline	-64.20%	-43.01%	-21.19%
Max Drawdown (1Y) Largest decline over 1 year	-9.14%	-13.19%	+4.05%
Max Drawdown (3Y) Largest decline over 3 years	-12.23%	-14.17%	+1.94%
Max Drawdown (5Y) Largest decline over 5 years	-23.40%	-28.08%	+4.68%
Max Drawdown (10Y) Largest decline over 10 years	-40.75%	—	—
Current Drawdown Current decline from peak	-1.64%	-2.24%	+0.60%
Average Drawdown Average peak-to-trough decline	-15.14%	-6.76%	-8.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.53%	3.30%	-0.77%

Volatility

DTH vs. AVDV - Volatility Comparison

The current volatility for WisdomTree International High Dividend Fund (DTH) is 4.33%, while Avantis International Small Cap Value ETF (AVDV) has a volatility of 6.26%. This indicates that DTH experiences smaller price fluctuations and is considered to be less risky than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DTH	AVDV	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.33%	6.26%	-1.93%
Volatility (6M) Calculated over the trailing 6-month period	10.81%	13.88%	-3.07%
Volatility (1Y) Calculated over the trailing 1-year period	13.04%	16.25%	-3.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.22%	17.41%	-2.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.05%	19.77%	-2.72%

DTH vs. AVDV - Expense Ratio Comparison

DTH has a 0.58% expense ratio, which is higher than AVDV's 0.36% expense ratio.

Dividends

DTH vs. AVDV - Dividend Comparison

DTH's dividend yield for the trailing twelve months is around 3.39%, less than AVDV's 4.11% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVDV Avantis International Small Cap Value ETF	4.11%	3.05%	4.31%	3.29%	3.17%	2.39%	1.67%	0.36%	0.00%	0.00%	0.00%	0.00%
DTH WisdomTree International High Dividend Fund	3.39%	3.80%	5.41%	5.63%	5.70%	4.72%	3.75%	4.27%	4.62%	3.72%	4.14%	4.38%

Frequently Asked Questions

Can I hold both DTH and AVDV in my portfolio?

DTH and AVDV have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DTH or AVDV?

AVDV has higher volatility (6.26%) compared to DTH (4.33%). In terms of maximum drawdown, DTH dropped -64.20% vs AVDV's -43.01%.

Which ETF is better, DTH or AVDV?

On 5-year performance, AVDV leads with 13.63% vs 11.78% for DTH. On fees, AVDV is cheaper at 0.36% per year. On volatility, DTH has been the lower-risk option at 4.33%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DTH or AVDV?

Over the 5-year period, AVDV has performed better with a 13.63% return vs 11.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DTH or AVDV?

AVDV is cheaper with a 0.36% expense ratio, compared with 0.58% for DTH.

Which ETF pays a higher dividend yield, DTH or AVDV?

AVDV has the higher dividend yield at 4.11%, compared with 3.39% for DTH.

What is the main difference between DTH and AVDV?

DTH is categorized as Foreign Large Cap Equities, while AVDV is Foreign Small & Mid Cap Equities. They also come from different issuers: WisdomTree and Avantis. Their fees differ too: 0.58% for DTH and 0.36% for AVDV.

Which has better risk-adjusted returns?

AVDV currently has the higher Sharpe Ratio (2.53 vs 1.96), 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.