Correlation
The correlation between QUSIX and AVDV is 0.41, 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.
QUSIX vs. AVDV
Compare and contrast key facts about Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) and Avantis International Small Cap Value ETF (AVDV).
QUSIX is managed by Pear Tree Funds. It was launched on Apr 30, 2008. 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: QUSIX or AVDV.
Performance
QUSIX vs. AVDV - Performance Comparison
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Key characteristics
QUSIX:
0.46
AVDV:
1.07
QUSIX:
0.67
AVDV:
1.49
QUSIX:
1.09
AVDV:
1.21
QUSIX:
0.47
AVDV:
1.33
QUSIX:
1.10
AVDV:
4.67
QUSIX:
6.13%
AVDV:
4.04%
QUSIX:
15.97%
AVDV:
18.35%
QUSIX:
-57.95%
AVDV:
-43.01%
QUSIX:
-0.29%
AVDV:
-0.03%
Returns By Period
In the year-to-date period, QUSIX achieves a 16.52% return, which is significantly lower than AVDV's 18.90% return.
QUSIX
16.52%
5.34%
14.79%
7.30%
8.84%
11.67%
4.86%
AVDV
18.90%
6.70%
17.32%
19.37%
12.79%
15.48%
N/A
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QUSIX vs. AVDV - Expense Ratio Comparison
QUSIX has a 1.05% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Risk-Adjusted Performance
QUSIX vs. AVDV — Risk-Adjusted Performance Rank
QUSIX
AVDV
QUSIX vs. AVDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) 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
QUSIX vs. AVDV - Dividend Comparison
QUSIX's dividend yield for the trailing twelve months is around 2.81%, less than AVDV's 3.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | 2.81% | 3.28% | 2.49% | 4.90% | 2.43% | 3.89% | 2.96% | 5.10% | 3.00% | 2.07% | 2.20% | 1.46% |
AVDV Avantis International Small Cap Value ETF | 3.62% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
QUSIX vs. AVDV - Drawdown Comparison
The maximum QUSIX drawdown since its inception was -57.95%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for QUSIX and AVDV.
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Volatility
QUSIX vs. AVDV - Volatility Comparison
Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) and Avantis International Small Cap Value ETF (AVDV) have volatilities of 2.86% and 2.74%, 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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