AVSD vs DFIC
Avantis Responsible International Equity ETF vs Dimensional International Core Equity 2 ETF
Which is better, AVSD or DFIC?
Each has led over a different period.
AVSD led over 3Y and the full window, DFIC over 1Y. The two have moved almost in lockstep, correlation 0.99.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVSD | DFIC |
|---|---|---|
| Expense Ratio | 0.23%Tie | 0.23%Tie |
| AUM | $363M | $15.2B |
| Dividend Yield | 2.74% | 2.53% |
| Holdings | 2,096 | 4,134 |
| YTD Return | +6.44% | +7.66%Best |
| 1Y Return | +12.95% | +15.59%Best |
| 3Y Return (annualized) | +20.73%Best | +19.80% |
| Volatility (annualized) | 16.3% | 15.9%Best |
| Max Drawdown | -25.6% | -24.4%Best |
| $10,000 over 4.6 years | $16,684Best | $16,595 |
| Fund Family | Avantis Investors | Dimensional |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 15, 2022 | Mar 23, 2022 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Mar 24, 2022 to Oct 14, 2026 (4.6 years).
AVSD vs DFIC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.6 years both funds cover.
AVSD vs DFIC Performance
Avantis Responsible International Equity ETF (AVSD) is an ETF from Avantis Investors and Dimensional International Core Equity 2 ETF (DFIC) is an ETF from Dimensional. Over the past year AVSD returned +12.95% while DFIC returned +15.59%. Year to date, AVSD is up 6.44% versus a gain of 7.66% for DFIC.
Over three years, AVSD compounded at +20.73% per year against +19.80% for DFIC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVSD has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 15.9% for DFIC. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.6% for AVSD and -24.4% for DFIC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AVSD charges 0.23% per year while DFIC charges 0.23%. On a $10,000 position that is $23 vs $23 annually. On income, AVSD currently yields 2.74% against 2.53% for DFIC.
Holdings Overlap
At least 89.2% of AVSD's money is in holdings DFIC also owns.
Stated as a floor: for DFIC, our book for it covers 94.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of AVSD is already inside DFIC. Owning both mostly buys the same companies twice.
1,573 positions in common, counted across the 2,029 positions we hold weights for in AVSD and 4,011 in DFIC, against full books of 2,096 and 4,134.
Top Shared Holdings
| Stock | Weight in AVSD | Weight in DFIC | Difference |
|---|---|---|---|
| ASL:ASAsml Holding Nv Unsponsored Adr Ordinary Shares | 1.27% | 1.08% | 0.19% |
| ROP:SMRoche Ps Par Ag | 1.04% | 0.60% | 0.44% |
| HSBC:LNHsbc Holdings Plc Adr | 1.07% | 0.47% | 0.60% |
| RY:CARoyal Bank of Canada | 0.79% | 0.64% | 0.15% |
| NVS:SMNovartis Ag Sponsored Adr (1 Ads : 1 Ordinary) | 0.77% | 0.65% | 0.12% |
| BBVABanco Bilbao Vizcaya Argentaria, S.a. Ads Each Repr 1 Ord Eur0.49 | 0.75% | 0.49% | 0.26% |
| TD:CAToronto Dominion Bank/The | 0.73% | 0.35% | 0.38% |
| ALVG:SGAllianz Se | 0.56% | 0.50% | 0.06% |
| NESN:SMNestle Sa | 0.44% | 0.59% | 0.15% |
| SAF:PASafran Sa | 0.78% | 0.24% | 0.54% |
89.2% of AVSD is already inside DFIC.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVSD or DFIC?
AVSD has an expense ratio of 0.23% while DFIC charges 0.23%. At the precision these are quoted to, they cost the same.
Which performed better, AVSD or DFIC?
Over the past year AVSD returned +12.95% vs +15.59% for DFIC, so DFIC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVSD or DFIC?
AVSD has been the more volatile fund at 16.3% annualized versus 15.9% for DFIC. Worst drawdown: AVSD -25.6% vs DFIC -24.4%.
Should I hold both AVSD and DFIC?
AVSD and DFIC have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between AVSD and DFIC?
At least 89.2% of AVSD's money is in holdings DFIC also owns. Our book for DFIC is partial, so the real figure is this or higher. They hold 1,573 positions in common, counted across the 2,029 positions we hold weights for in AVSD and 4,011 in DFIC.
Which pays a higher dividend, AVSD or DFIC?
AVSD yields 2.74% while DFIC yields 2.53%, so AVSD currently pays the higher dividend yield.
Is DFIC better than AVSD?
AVSD led over 3Y and the full window, DFIC over 1Y. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.