RGEF vs. AVGV

Last updated Jun 4, 2026

RGEF (Rockefeller Global Equity ETF) and AVGV (Avantis ALL Equity Markets Value ETF) are both Global Equities funds. Both are actively managed. Over the past year, RGEF returned 31.08% vs 36.52% for AVGV. Their correlation of 0.83 suggests significant overlap in exposure. RGEF charges 0.55%/yr vs 0.26%/yr for AVGV.

Performance

RGEF vs. AVGV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rockefeller Global Equity ETF (RGEF) and Avantis ALL Equity Markets Value ETF (AVGV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RGEF achieves a 13.96% return, which is significantly lower than AVGV's 16.99% return.

RGEF

• 1D: -0.42%
• 1M: 5.52%
• YTD: 13.96%
• 6M: 14.81%
• 1Y: 31.08%
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVGV

• 1D: -0.48%
• 1M: 4.06%
• YTD: 16.99%
• 6M: 18.62%
• 1Y: 36.52%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

RGEF vs. AVGV - Yearly Performance Comparison

	2026 (YTD)	2025	2024
RGEF Rockefeller Global Equity ETF	13.96%	25.37%	-1.25%
AVGV Avantis ALL Equity Markets Value ETF	16.99%	22.57%	-1.11%

Correlation

The correlation between RGEF and AVGV is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.81
Correlation (All Time) Calculated using the full available price history since Oct 29, 2024	0.83

The correlation between RGEF and AVGV has been stable across timeframes, ranging from 0.81 to 0.83 - a consistent structural relationship.

Return for Risk

RGEF vs. AVGV — Risk / Return Rank

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

RGEF

RGEF Risk / Return Rank: 70
RGEF Sharpe Ratio Rank: 70
RGEF Sortino Ratio Rank: 71
RGEF Omega Ratio Rank: 68
RGEF Calmar Ratio Rank: 64
RGEF Martin Ratio Rank: 75

AVGV

AVGV Risk / Return Rank: 84
AVGV Sharpe Ratio Rank: 85
AVGV Sortino Ratio Rank: 86
AVGV Omega Ratio Rank: 82
AVGV Calmar Ratio Rank: 83
AVGV Martin Ratio Rank: 84

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.

RGEF vs. AVGV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rockefeller Global Equity ETF (RGEF) and Avantis ALL Equity Markets Value ETF (AVGV). 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.

	RGEF	AVGV	Difference
Sharpe ratio: Return per unit of total volatility	2.27	2.84	-0.57
Sortino ratio: Return per unit of downside risk	3.17	3.93	-0.76
Omega ratio: Gain probability vs. loss probability	1.40	1.51	-0.11
Calmar ratio: Return relative to maximum drawdown	3.14	4.52	-1.38
Martin ratio: Return relative to average drawdown	14.03	17.72	-3.68
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RGEF vs. AVGV - Sharpe Ratio Comparison

The current RGEF Sharpe Ratio is 2.27, which is comparable to the AVGV Sharpe Ratio of 2.84. The chart below compares the historical Sharpe Ratios of RGEF and AVGV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	RGEF	AVGV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.27	2.84	-0.57
Sharpe Ratio (All Time) Calculated using the full available price history	1.45	1.46	-0.01

Drawdowns

RGEF vs. AVGV - Drawdown Comparison

The maximum RGEF drawdown since its inception was -16.01%, smaller than the maximum AVGV drawdown of -17.03%. Use the drawdown chart below to compare losses from any high point for RGEF and AVGV.

Drawdown Indicators

	RGEF	AVGV	Difference
Max Drawdown Largest peak-to-trough decline	-16.01%	-17.03%	+1.02%
Max Drawdown (1Y) Largest decline over 1 year	-9.95%	-8.12%	-1.83%
Current Drawdown Current decline from peak	-0.42%	-0.48%	+0.06%
Average Drawdown Average peak-to-trough decline	-1.79%	-2.30%	+0.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.22%	2.07%	+0.15%

Volatility

RGEF vs. AVGV - Volatility Comparison

Rockefeller Global Equity ETF (RGEF) has a higher volatility of 4.22% compared to Avantis ALL Equity Markets Value ETF (AVGV) at 3.66%. This indicates that RGEF's price experiences larger fluctuations and is considered to be riskier than AVGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RGEF	AVGV	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.22%	3.66%	+0.56%
Volatility (6M) Calculated over the trailing 6-month period	11.11%	9.86%	+1.25%
Volatility (1Y) Calculated over the trailing 1-year period	13.77%	12.94%	+0.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.80%	14.97%	+1.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.80%	14.97%	+1.83%

RGEF vs. AVGV - Expense Ratio Comparison

RGEF has a 0.55% expense ratio, which is higher than AVGV's 0.26% expense ratio.

Dividends

RGEF vs. AVGV - Dividend Comparison

RGEF's dividend yield for the trailing twelve months is around 0.88%, less than AVGV's 1.89% yield.

Position	TTM	2025	2024	2023
AVGV Avantis ALL Equity Markets Value ETF	1.89%	1.98%	2.32%	1.14%
RGEF Rockefeller Global Equity ETF	0.88%	0.92%	0.29%	0.00%

Frequently Asked Questions

Can I hold both RGEF and AVGV in my portfolio?

RGEF and AVGV have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RGEF or AVGV?

RGEF has higher volatility (4.22%) compared to AVGV (3.66%). In terms of maximum drawdown, RGEF dropped -16.01% vs AVGV's -17.03%.

Which ETF is better, RGEF or AVGV?

On 1-year performance, AVGV leads with 36.52% vs 31.08% for RGEF. On fees, AVGV is cheaper at 0.26% per year. On volatility, AVGV has been the lower-risk option at 3.66%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RGEF or AVGV?

Over the 1-year period, AVGV has performed better with a 36.52% return vs 31.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RGEF or AVGV?

AVGV is cheaper with a 0.26% expense ratio, compared with 0.55% for RGEF.

Which ETF pays a higher dividend yield, RGEF or AVGV?

AVGV has the higher dividend yield at 1.89%, compared with 0.88% for RGEF.

What is the main difference between RGEF and AVGV?

They also come from different issuers: Rockefeller and Avantis. Their fees differ too: 0.55% for RGEF and 0.26% for AVGV.

Which has better risk-adjusted returns?

AVGV currently has the higher Sharpe Ratio (2.84 vs 2.27), 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.