ENOR vs. AVDV
Compare and contrast key facts about iShares MSCI Norway ETF (ENOR) and Avantis International Small Cap Value ETF (AVDV).
ENOR and AVDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ENOR is a passively managed fund by iShares that tracks the performance of the MSCI Norway IMI 25/50 Index. It was launched on Jan 23, 2012. 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: ENOR or AVDV.
Correlation
The correlation between ENOR and AVDV is 0.80, 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
ENOR vs. AVDV - Performance Comparison
Key characteristics
ENOR:
0.51
AVDV:
0.78
ENOR:
0.83
AVDV:
1.17
ENOR:
1.12
AVDV:
1.17
ENOR:
0.59
AVDV:
1.02
ENOR:
2.37
AVDV:
3.57
ENOR:
4.94%
AVDV:
4.04%
ENOR:
23.20%
AVDV:
18.53%
ENOR:
-55.37%
AVDV:
-43.01%
ENOR:
-9.30%
AVDV:
-2.72%
Returns By Period
In the year-to-date period, ENOR achieves a 10.02% return, which is significantly higher than AVDV's 7.56% return.
ENOR
10.02%
-5.85%
4.80%
13.02%
12.09%
3.46%
AVDV
7.56%
-2.72%
3.39%
14.15%
15.87%
N/A
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ENOR vs. AVDV - Expense Ratio Comparison
ENOR has a 0.53% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Risk-Adjusted Performance
ENOR vs. AVDV — Risk-Adjusted Performance Rank
ENOR
AVDV
ENOR vs. AVDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Norway ETF (ENOR) 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
ENOR vs. AVDV - Dividend Comparison
ENOR's dividend yield for the trailing twelve months is around 5.74%, more than AVDV's 4.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENOR iShares MSCI Norway ETF | 5.74% | 6.31% | 5.06% | 4.02% | 2.23% | 2.39% | 3.14% | 2.79% | 2.47% | 2.96% | 3.24% | 4.52% |
AVDV Avantis International Small Cap Value ETF | 4.01% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ENOR vs. AVDV - Drawdown Comparison
The maximum ENOR drawdown since its inception was -55.37%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for ENOR and AVDV. For additional features, visit the drawdowns tool.
Volatility
ENOR vs. AVDV - Volatility Comparison
iShares MSCI Norway ETF (ENOR) has a higher volatility of 16.44% compared to Avantis International Small Cap Value ETF (AVDV) at 12.32%. This indicates that ENOR's price experiences larger fluctuations and is considered to be riskier than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.