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IMOM vs. AVES
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IMOM vs. AVES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alpha Architect International Quantitative Momentum ETF (IMOM) and Avantis Emerging Markets Value ETF (AVES). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IMOM achieves a 13.79% return, which is significantly higher than AVES's 12.71% return.


IMOM

1D
-2.92%
1M
-3.30%
YTD
13.79%
6M
13.08%
1Y
36.25%
3Y*
23.30%
5Y*
8.09%
10Y*
7.38%

AVES

1D
-4.26%
1M
-0.95%
YTD
12.71%
6M
12.82%
1Y
29.26%
3Y*
19.21%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IMOM vs. AVES - Yearly Performance Comparison


2026 (YTD)20252024202320222021
IMOM
Alpha Architect International Quantitative Momentum ETF
13.79%47.20%5.22%9.15%-21.92%-0.73%
AVES
Avantis Emerging Markets Value ETF
12.71%30.49%4.50%16.79%-16.04%0.95%

Correlation

The correlation between IMOM and AVES is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.68

Correlation (3Y)
Calculated over the trailing 3-year period

0.61

Correlation (All Time)
Calculated using the full available price history since Sep 30, 2021

0.67

The correlation between IMOM and AVES has been stable across timeframes, ranging from 0.61 to 0.68 - a consistent structural relationship.

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Return for Risk

IMOM vs. AVES — Risk / Return Rank

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

IMOM
IMOM Risk / Return Rank: 5353
Overall Rank
IMOM Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
IMOM Sortino Ratio Rank: 5252
Sortino Ratio Rank
IMOM Omega Ratio Rank: 5555
Omega Ratio Rank
IMOM Calmar Ratio Rank: 4949
Calmar Ratio Rank
IMOM Martin Ratio Rank: 5656
Martin Ratio Rank

AVES
AVES Risk / Return Rank: 4747
Overall Rank
AVES Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
AVES Sortino Ratio Rank: 4343
Sortino Ratio Rank
AVES Omega Ratio Rank: 4949
Omega Ratio Rank
AVES Calmar Ratio Rank: 4848
Calmar Ratio Rank
AVES Martin Ratio Rank: 5050
Martin Ratio Rank
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.

IMOM vs. AVES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alpha Architect International Quantitative Momentum ETF (IMOM) and Avantis Emerging Markets Value ETF (AVES). 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.


IMOMAVESDifference
Sharpe ratioReturn per unit of total volatility

+0.21

Sortino ratioReturn per unit of downside risk

+0.31

Omega ratioGain probability vs. loss probability

1.32

1.30

+0.03

Calmar ratioReturn relative to maximum drawdown

2.33

2.28

+0.05

Martin ratioReturn relative to average drawdown

9.33

8.21

+1.12

IMOM vs. AVES - Sharpe Ratio Comparison

The current IMOM Sharpe Ratio is 1.76, which is comparable to the AVES Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of IMOM and AVES, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IMOM vs. AVES - Drawdown Comparison

The maximum IMOM drawdown since its inception was -45.74%, which is greater than AVES's maximum drawdown of -27.40%. Use the drawdown chart below to compare losses from any high point for IMOM and AVES.


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Drawdown Indicators


IMOMAVESDifference

Max Drawdown

Largest peak-to-trough decline

-45.74%

-27.40%

-18.34%

Max Drawdown (1Y)

Largest decline over 1 year

-15.61%

-12.90%

-2.71%

Max Drawdown (3Y)

Largest decline over 3 years

-17.51%

-18.50%

+0.99%

Max Drawdown (5Y)

Largest decline over 5 years

-39.27%

Max Drawdown (10Y)

Largest decline over 10 years

-45.74%

Current Drawdown

Current decline from peak

-5.97%

-5.18%

-0.79%

Average Drawdown

Average peak-to-trough decline

-14.13%

-7.67%

-6.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.90%

3.57%

+0.33%

Volatility

IMOM vs. AVES - Volatility Comparison

The current volatility for Alpha Architect International Quantitative Momentum ETF (IMOM) is 8.35%, while Avantis Emerging Markets Value ETF (AVES) has a volatility of 9.99%. This indicates that IMOM experiences smaller price fluctuations and is considered to be less risky than AVES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IMOMAVESDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.35%

9.99%

-1.64%

Volatility (6M)

Calculated over the trailing 6-month period

18.24%

16.81%

+1.43%

Volatility (1Y)

Calculated over the trailing 1-year period

20.70%

19.01%

+1.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.07%

17.36%

+2.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.28%

17.36%

+2.92%

IMOM vs. AVES - Expense Ratio Comparison

IMOM has a 0.38% expense ratio, which is higher than AVES's 0.36% expense ratio.


Dividends

IMOM vs. AVES - Dividend Comparison

IMOM's dividend yield for the trailing twelve months is around 2.22%, less than AVES's 3.62% yield.


PositionTTM2025202420232022202120202019201820172016
AVES
Avantis Emerging Markets Value ETF
3.62%3.17%4.09%3.96%3.70%0.62%0.00%0.00%0.00%0.00%0.00%
IMOM
Alpha Architect International Quantitative Momentum ETF
2.22%2.53%4.52%2.95%6.06%1.27%0.59%1.17%0.78%1.11%0.54%

Frequently Asked Questions


IMOM and AVES have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AVES has higher volatility (9.99%) compared to IMOM (8.35%). In terms of maximum drawdown, IMOM dropped -45.74% vs AVES's -27.40%.

On 3-year performance, IMOM leads with 23.30% vs 19.21% for AVES. On fees, AVES is cheaper at 0.36% per year. On volatility, IMOM has been the lower-risk option at 8.35%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, IMOM has performed better with a 23.30% return vs 19.21%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

AVES is cheaper with a 0.36% expense ratio, compared with 0.38% for IMOM.

AVES has the higher dividend yield at 3.62%, compared with 2.22% for IMOM.

IMOM is categorized as Momentum, while AVES is Emerging Markets Equities. They also come from different issuers: Alpha Architect and Avantis. Their fees differ too: 0.38% for IMOM and 0.36% for AVES.

IMOM currently has the higher Sharpe Ratio (1.76 vs 1.55), 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.

Portfolio Optimizer

Find the right allocation for IMOM and AVES

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