FYLD vs. AVDV
Compare and contrast key facts about Cambria Foreign Shareholder Yield ETF (FYLD) and Avantis International Small Cap Value ETF (AVDV).
FYLD and AVDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FYLD is an actively managed fund by Cambria. It was launched on Dec 3, 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: FYLD or AVDV.
Correlation
The correlation between FYLD and AVDV is 0.65, 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
FYLD vs. AVDV - Performance Comparison
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Key characteristics
FYLD:
0.29
AVDV:
0.89
FYLD:
0.52
AVDV:
1.30
FYLD:
1.07
AVDV:
1.18
FYLD:
0.36
AVDV:
1.15
FYLD:
1.07
AVDV:
4.01
FYLD:
5.12%
AVDV:
4.05%
FYLD:
18.60%
AVDV:
18.50%
FYLD:
-44.56%
AVDV:
-43.01%
FYLD:
-0.07%
AVDV:
0.00%
Returns By Period
In the year-to-date period, FYLD achieves a 11.43% return, which is significantly lower than AVDV's 15.06% return.
FYLD
11.43%
8.00%
10.01%
4.58%
15.67%
6.36%
AVDV
15.06%
6.97%
16.35%
15.55%
16.12%
N/A
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FYLD vs. AVDV - Expense Ratio Comparison
FYLD has a 0.59% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Risk-Adjusted Performance
FYLD vs. AVDV — Risk-Adjusted Performance Rank
FYLD
AVDV
FYLD vs. AVDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambria Foreign Shareholder Yield ETF (FYLD) 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.
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Dividends
FYLD vs. AVDV - Dividend Comparison
FYLD's dividend yield for the trailing twelve months is around 4.15%, more than AVDV's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FYLD Cambria Foreign Shareholder Yield ETF | 4.15% | 5.41% | 6.06% | 6.13% | 4.74% | 3.94% | 3.73% | 5.17% | 2.85% | 2.72% | 3.98% | 5.13% |
AVDV Avantis International Small Cap Value ETF | 3.75% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FYLD vs. AVDV - Drawdown Comparison
The maximum FYLD drawdown since its inception was -44.56%, roughly equal to the maximum AVDV drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for FYLD and AVDV. For additional features, visit the drawdowns tool.
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Volatility
FYLD vs. AVDV - Volatility Comparison
Cambria Foreign Shareholder Yield ETF (FYLD) and Avantis International Small Cap Value ETF (AVDV) have volatilities of 2.86% and 2.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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