DFAR vs AVIG

Comparison between DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF) and AVANTIS CORE FIXED INCOME ETF (AVIG, ETF).

DFAR vs AVIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFAR(ETF)	AVIG(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.19%	0.15%
Max Drawdown	34.66%	23.45%
Sharpe Ratio	0.78	0.54
5Y Beta	0.49	0.06
P/E Ratio	33.68	N/A
Forward P/E	33.69	N/A
5Y Dividends CAGR	N/A	46.85%
5Y EPS CAGR	8.28%	N/A
Debt to Equity	-4.99%	N/A
P/S Ratio	7.38	N/A
P/B Ratio	2.54	N/A

Net Assets

DFAR

$1.60B

Winner

AVIG

$1.70B

Expense Ratio

DFAR

0.19%

Winner

AVIG

0.15%

Max Drawdown

DFAR

34.66%

Winner

AVIG

23.45%

Sharpe Ratio

Winner

DFAR

0.78

AVIG

0.54

5Y Beta

DFAR

0.49

Winner

AVIG

0.06

P/E Ratio

DFAR

33.68

AVIG

N/A

Forward P/E

DFAR

33.69

AVIG

N/A

5Y Dividends CAGR

DFAR

N/A

AVIG

46.85%

5Y EPS CAGR

DFAR

8.28%

AVIG

N/A

Debt to Equity

DFAR

-4.99%

AVIG

N/A

P/S Ratio

DFAR

7.38

AVIG

N/A

P/B Ratio

DFAR

2.54

AVIG

N/A

DFAR vs AVIG - Historical Returns

Returns include dividend reinvestment.

Period	DFAR	AVIG
1 month	+5.70%	+0.18%
3 months	+7.82%	-0.03%
6 months	+11.99%	+1.16%
1 year	+14.57%	+6.27%
5 years(CAGR)	+3.46%	+0.26%
Max(CAGR)	+3.46%	-0.04%

Winner

DFAR

+5.70%

AVIG

+0.18%

Winner

DFAR

+7.82%

AVIG

-0.03%

Winner

DFAR

+11.99%

AVIG

+1.16%

Winner

DFAR

+14.57%

AVIG

+6.27%

5Y(CAGR)

Winner

DFAR

+3.46%

AVIG

+0.26%

Max(CAGR)

Winner

DFAR

+3.46%

AVIG

-0.04%

DFAR vs AVIG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	DFAR	AVIG
2026	+13.46%	+0.61%
2025	+2.24%	+7.93%
2024	+4.24%	+2.00%
2023	+11.20%	+5.87%
2022	-14.29%	-13.37%
2021	N/A	-2.02%
2020	N/A	+0.96%

DFAR vs AVIG Drawdown Comparison

The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current DFAR drawdown is -0.19%. The current AVIG drawdown is -1.20%.

Rank	DFAR	AVIG
#1	-32.25% Apr 20, 2022 - Apr 16, 2026	-19.64% Dec 31, 2020 - Oct 20, 2022
#2	-2.71% Apr 20, 2026 - May 6, 2026	-0.82% Nov 5, 2020 - Nov 20, 2020
#3	-2.33% Mar 4, 2022 - Mar 17, 2022	-0.64% Oct 15, 2020 - Nov 4, 2020
#4	-2.14% Apr 6, 2022 - Apr 20, 2022	-0.42% Nov 30, 2020 - Dec 22, 2020
#5	-2.01% Feb 25, 2022 - Mar 3, 2022	-0.10% Nov 20, 2020 - Nov 27, 2020
#6	-1.70% Mar 29, 2022 - Apr 1, 2022	-0.04% Dec 22, 2020 - Dec 24, 2020
#7	-1.49% Mar 18, 2022 - Mar 25, 2022	N/A
#8	-1.00% Apr 1, 2022 - Apr 6, 2022	N/A
#9	-0.54% May 6, 2026 - May 7, 2026	N/A