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SPXT vs. AVDV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SPXT vs. AVDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares S&P 500 Ex-Technology ETF (SPXT) and Avantis International Small Cap Value ETF (AVDV). The values are adjusted to include any dividend payments, if applicable.

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SPXT vs. AVDV - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
SPXT
ProShares S&P 500 Ex-Technology ETF
-2.11%15.10%19.93%16.23%-14.24%26.36%10.44%7.48%
AVDV
Avantis International Small Cap Value ETF
6.39%49.37%8.67%16.85%-11.47%15.80%5.01%12.05%

Returns By Period

In the year-to-date period, SPXT achieves a -2.11% return, which is significantly lower than AVDV's 6.39% return.


SPXT

1D
2.14%
1M
-5.77%
YTD
-2.11%
6M
1.29%
1Y
12.86%
3Y*
15.27%
5Y*
9.42%
10Y*
11.15%

AVDV

1D
3.37%
1M
-9.19%
YTD
6.39%
6M
14.02%
1Y
48.30%
3Y*
24.07%
5Y*
13.38%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SPXT vs. AVDV - Expense Ratio Comparison

SPXT has a 0.27% expense ratio, which is lower than AVDV's 0.36% expense ratio.


Return for Risk

SPXT vs. AVDV — Risk / Return Rank

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

SPXT
SPXT Risk / Return Rank: 5252
Overall Rank
SPXT Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
SPXT Sortino Ratio Rank: 4949
Sortino Ratio Rank
SPXT Omega Ratio Rank: 5151
Omega Ratio Rank
SPXT Calmar Ratio Rank: 5252
Calmar Ratio Rank
SPXT Martin Ratio Rank: 6161
Martin Ratio Rank

AVDV
AVDV Risk / Return Rank: 9696
Overall Rank
AVDV Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
AVDV Sortino Ratio Rank: 9696
Sortino Ratio Rank
AVDV Omega Ratio Rank: 9797
Omega Ratio Rank
AVDV Calmar Ratio Rank: 9494
Calmar Ratio Rank
AVDV Martin Ratio Rank: 9595
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.

SPXT vs. AVDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares S&P 500 Ex-Technology ETF (SPXT) 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.


SPXTAVDVDifference

Sharpe ratio

Return per unit of total volatility

0.82

2.64

-1.83

Sortino ratio

Return per unit of downside risk

1.25

3.33

-2.07

Omega ratio

Gain probability vs. loss probability

1.18

1.55

-0.36

Calmar ratio

Return relative to maximum drawdown

1.23

3.54

-2.31

Martin ratio

Return relative to average drawdown

5.69

14.87

-9.18

SPXT vs. AVDV - Sharpe Ratio Comparison

The current SPXT Sharpe Ratio is 0.82, which is lower than the AVDV Sharpe Ratio of 2.64. The chart below compares the historical Sharpe Ratios of SPXT and AVDV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SPXTAVDVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.82

2.64

-1.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.78

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

0.74

-0.04

Correlation

The correlation between SPXT and AVDV is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

SPXT vs. AVDV - Dividend Comparison

SPXT's dividend yield for the trailing twelve months is around 1.46%, less than AVDV's 2.99% yield.


TTM20252024202320222021202020192018201720162015
SPXT
ProShares S&P 500 Ex-Technology ETF
1.46%1.38%1.29%1.53%1.86%1.15%1.63%1.63%2.03%1.55%2.67%0.56%
AVDV
Avantis International Small Cap Value ETF
2.99%3.05%4.31%3.29%3.17%2.39%1.67%0.36%0.00%0.00%0.00%0.00%

Drawdowns

SPXT vs. AVDV - Drawdown Comparison

The maximum SPXT drawdown since its inception was -34.38%, smaller than the maximum AVDV drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for SPXT and AVDV.


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Drawdown Indicators


SPXTAVDVDifference

Max Drawdown

Largest peak-to-trough decline

-34.38%

-43.01%

+8.63%

Max Drawdown (1Y)

Largest decline over 1 year

-11.19%

-13.19%

+2.00%

Max Drawdown (5Y)

Largest decline over 5 years

-21.47%

-28.08%

+6.61%

Max Drawdown (10Y)

Largest decline over 10 years

-34.38%

Current Drawdown

Current decline from peak

-5.77%

-9.19%

+3.42%

Average Drawdown

Average peak-to-trough decline

-4.19%

-6.88%

+2.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.42%

3.14%

-0.72%

Volatility

SPXT vs. AVDV - Volatility Comparison

The current volatility for ProShares S&P 500 Ex-Technology ETF (SPXT) is 4.28%, while Avantis International Small Cap Value ETF (AVDV) has a volatility of 7.89%. This indicates that SPXT experiences smaller price fluctuations and is considered to be less risky than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPXTAVDVDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.28%

7.89%

-3.61%

Volatility (6M)

Calculated over the trailing 6-month period

8.02%

12.07%

-4.05%

Volatility (1Y)

Calculated over the trailing 1-year period

15.81%

18.40%

-2.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.72%

17.14%

-2.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.22%

19.76%

-3.54%