DXJS vs. AVDV
Compare and contrast key facts about WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) and Avantis International Small Cap Value ETF (AVDV).
DXJS and AVDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DXJS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Japan Hedged SmallCap Equity Index. It was launched on Jun 28, 2013. 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: DXJS or AVDV.
Correlation
The correlation between DXJS and AVDV is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DXJS vs. AVDV - Performance Comparison
Key characteristics
DXJS:
0.34
AVDV:
0.86
DXJS:
0.57
AVDV:
1.27
DXJS:
1.08
AVDV:
1.18
DXJS:
0.42
AVDV:
1.12
DXJS:
1.53
AVDV:
3.93
DXJS:
4.56%
AVDV:
4.05%
DXJS:
20.68%
AVDV:
18.64%
DXJS:
-39.29%
AVDV:
-43.01%
DXJS:
-4.17%
AVDV:
-0.57%
Returns By Period
In the year-to-date period, DXJS achieves a -0.43% return, which is significantly lower than AVDV's 9.94% return.
DXJS
-0.43%
-4.07%
6.85%
6.47%
18.80%
10.03%
AVDV
9.94%
-0.01%
8.42%
15.66%
16.17%
N/A
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DXJS vs. AVDV - Expense Ratio Comparison
DXJS has a 0.58% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Risk-Adjusted Performance
DXJS vs. AVDV — Risk-Adjusted Performance Rank
DXJS
AVDV
DXJS vs. AVDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) 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
DXJS vs. AVDV - Dividend Comparison
DXJS's dividend yield for the trailing twelve months is around 3.31%, less than AVDV's 3.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DXJS WisdomTree Japan Hedged SmallCap Equity Fund | 3.31% | 4.02% | 2.71% | 2.63% | 2.96% | 3.04% | 2.16% | 2.06% | 1.53% | 1.66% | 3.99% | 8.65% |
AVDV Avantis International Small Cap Value ETF | 3.92% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DXJS vs. AVDV - Drawdown Comparison
The maximum DXJS drawdown since its inception was -39.29%, smaller than the maximum AVDV drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for DXJS and AVDV. For additional features, visit the drawdowns tool.
Volatility
DXJS vs. AVDV - Volatility Comparison
The current volatility for WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) is 11.06%, while Avantis International Small Cap Value ETF (AVDV) has a volatility of 12.42%. This indicates that DXJS 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.