HMEZX vs. AVUV

In the year-to-date period, HMEZX achieves a 1.94% return, which is significantly higher than AVUV's -10.04% return.

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HMEZX has a 1.50% expense ratio, which is higher than AVUV's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for NexPoint Merger Arbitrage Fund (HMEZX) and Avantis U.S. Small Cap Value ETF (AVUV). 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.

The current HMEZX Sharpe Ratio is 3.66, which is higher than the AVUV Sharpe Ratio of -0.21. The chart below compares the historical Sharpe Ratios of HMEZX and AVUV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HMEZX's dividend yield for the trailing twelve months is around 5.05%, more than AVUV's 1.84% yield.

The maximum HMEZX drawdown since its inception was -8.00%, smaller than the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for HMEZX and AVUV. For additional features, visit the drawdowns tool.