PVIVX vs. AVDV
Compare and contrast key facts about Paradigm Micro-cap Fund (PVIVX) and Avantis International Small Cap Value ETF (AVDV).
PVIVX is managed by Paradigm Funds. It was launched on Dec 31, 2007. 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: PVIVX or AVDV.
Correlation
The correlation between PVIVX and AVDV is 0.69, 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
PVIVX vs. AVDV - Performance Comparison
Key characteristics
PVIVX:
0.68
AVDV:
0.65
PVIVX:
1.05
AVDV:
0.95
PVIVX:
1.13
AVDV:
1.12
PVIVX:
1.18
AVDV:
1.12
PVIVX:
3.24
AVDV:
2.63
PVIVX:
4.98%
AVDV:
3.47%
PVIVX:
23.88%
AVDV:
14.04%
PVIVX:
-54.12%
AVDV:
-43.01%
PVIVX:
-5.73%
AVDV:
-6.83%
Returns By Period
In the year-to-date period, PVIVX achieves a 6.20% return, which is significantly higher than AVDV's -0.63% return.
PVIVX
6.20%
-4.00%
-1.36%
16.42%
12.31%
7.82%
AVDV
-0.63%
-1.82%
-2.37%
11.37%
6.49%
N/A
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PVIVX vs. AVDV - Expense Ratio Comparison
PVIVX has a 1.25% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Risk-Adjusted Performance
PVIVX vs. AVDV — Risk-Adjusted Performance Rank
PVIVX
AVDV
PVIVX vs. AVDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) 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
PVIVX vs. AVDV - Dividend Comparison
PVIVX has not paid dividends to shareholders, while AVDV's dividend yield for the trailing twelve months is around 4.34%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AVDV Avantis International Small Cap Value ETF | 4.34% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% |
Drawdowns
PVIVX vs. AVDV - Drawdown Comparison
The maximum PVIVX drawdown since its inception was -54.12%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for PVIVX and AVDV. For additional features, visit the drawdowns tool.
Volatility
PVIVX vs. AVDV - Volatility Comparison
Paradigm Micro-cap Fund (PVIVX) has a higher volatility of 9.78% compared to Avantis International Small Cap Value ETF (AVDV) at 3.57%. This indicates that PVIVX'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.