DFIV vs AVDV
Comparison between DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV, ETF) and AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV, ETF).
5-Year PerformanceDFIV has outperformed AVDV, delivering a return of +15.6% compared to +14.1%
DFIV vs AVDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFIV
$20B
AVDV
$19B
Expense Ratio
Winner
DFIV
0.27%
AVDV
0.36%
Max Drawdown
Winner
DFIV
27.56%
AVDV
43.01%
Sharpe Ratio
Winner
DFIV
1.92
AVDV
1.61
5Y Beta
Winner
DFIV
0.66
AVDV
0.73
5Y Dividends CAGR
DFIV
N/A
AVDV
35.62%
DFIV vs AVDV - Holdings Comparison
DFIV and AVDV have 3 common holdings. Overlap is 0.00%
DFIV's top 25 holdings weight is 26.55%. AVDV's top 25 holdings weight is 14.58%.
| Rank | DFIV | AVDV |
|---|---|---|
| #1 | n/a (SHEL) - 3.04% | MITSUI KINZOKU CO LTD (n/a) - 1.28% |
| #2 | TOTALENERGIES SE (TTE:XPAR) - 1.95% | n/a (n/a) - 1.18% |
| #3 | BANCO SANTANDER SA (n/a) - 1.95% | SAIPEM SPA (n/a) - 0.74% |
| #4 | TOYOTA MOTOR CORP (n/a) - 1.69% | OCEANAGOLD CORP (n/a) - 0.73% |
| #5 | HSBC HOLDINGS PLC ADR (HSBC) - 1.23% | PERSEUS MINING LTD (n/a) - 0.70% |
| #6 | BASF SE (n/a) - 1.22% | CLAL INSURANCE ENTERPRISES HOLDINGS LTD (n/a) - 0.69% |
| #7 | THE TORONTO-DOMINION BANK (n/a) - 1.12% | DRAX GROUP PLC (n/a) - 0.62% |
| #8 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.04% | WHITEHAVEN COAL LTD (n/a) - 0.61% |
| #9 | BAYER AG (n/a) - 1.02% | COEUR MINING INC (CDE) - 0.61% |
| #10 | SOCIETE GENERALE SA (n/a) - 1.01% | REGIS RESOURCES LTD (n/a) - 0.59% |
| #11 | LLOYDS BANKING GROUP PLC (n/a) - 1.01% | n/a (n/a) - 0.58% |
| #12 | SUNCOR ENERGY INC (SU) - 1.00% | WHITECAP RESOURCES INC (WCPRF) - 0.58% |
| #13 | ZURICH INSURANCE GROUP AG (n/a) - 0.98% | B2GOLD CORP (n/a) - 0.57% |
| #14 | BP PLC ADR (BP) - 0.96% | HUDBAY MINERALS INC (HBM) - 0.56% |
| #15 | SWISS RE AG (n/a) - 0.88% | JOHNSON MATTHEY PLC (n/a) - 0.55% |
| #16 | ENGIE SA (n/a) - 0.88% | TAMARACK VALLEY ENERGY LTD (n/a) - 0.55% |
| #17 | HOLCIM LTD (n/a) - 0.86% | LION FINANCE GROUP PLC (n/a) - 0.54% |
| #18 | n/a (n/a) - 0.82% | VALLOUREC SA (n/a) - 0.50% |
| #19 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.82% | n/a (ZIM) - 0.45% |
| #20 | ENI SPA (n/a) - 0.80% | MITSUBISHI MATERIALS CORP (n/a) - 0.45% |
| #21 | TOURMALINE OIL CORP (n/a) - 0.47% | PACIFIC BASIN SHIPPING LTD (n/a) - 0.30% |
| #22 | BPER BANCA SPA (n/a) - 0.46% | UACJ CORP (n/a) - 0.30% |
| #23 | WOODSIDE ENERGY GROUP LTD (n/a) - 0.45% | OVS SPA (n/a) - 0.30% |
| #24 | ENEOS HOLDINGS INC (n/a) - 0.45% | BUCHER INDUSTRIES AG (n/a) - 0.30% |
| #25 | BT GROUP PLC (n/a) - 0.44% | PAN AFRICAN RESOURCES PLC (n/a) - 0.30% |
| Total Holdings | 558 | 1692 |
DFIV vs AVDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFIV
+2.29%
AVDV
-2.94%
3M
Winner
DFIV
+4.40%
AVDV
+0.76%
6M
Winner
DFIV
+10.30%
AVDV
+6.06%
1Y
Winner
DFIV
+33.76%
AVDV
+32.74%
5Y(CAGR)
Winner
DFIV
+15.56%
AVDV
+14.08%
Max(CAGR)
Winner
DFIV
+15.56%
AVDV
+14.87%
DFIV vs AVDV - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | DFIV | AVDV |
|---|---|---|
| 2026 | +12.63% | +11.47% |
| 2025 | +45.83% | +49.11% |
| 2024 | +7.82% | +9.81% |
| 2023 | +16.94% | +16.75% |
| 2022 | -4.68% | -11.95% |
| 2021 | +0.06% | +15.73% |
| 2020 | N/A | +3.99% |
| 2019 | N/A | +12.05% |
DFIV vs AVDV Drawdown Comparison
The maximum drawdown for DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 355 trading sessions.
The maximum drawdown for AVDV was -43.01%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.
The current DFIV drawdown is -0.34%. The current AVDV drawdown is -4.38%.
| Rank | DFIV | AVDV |
|---|---|---|
| #1 | -25.39% Feb 9, 2022 - Jul 12, 2023 | -43.01% Jan 2, 2020 - Dec 4, 2020 |
| #2 | -14.73% Mar 19, 2025 - May 9, 2025 | -28.10% Sep 3, 2021 - Dec 26, 2023 |
| #3 | -9.66% Feb 25, 2026 - Jul 6, 2026 | -14.17% Mar 19, 2025 - Apr 28, 2025 |
| #4 | -9.57% Jul 31, 2023 - Dec 14, 2023 | -13.19% Feb 27, 2026 - May 13, 2026 |
| #5 | -8.28% Sep 26, 2024 - Feb 11, 2025 | -8.15% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -7.60% Oct 20, 2021 - Jan 4, 2022 | -8.10% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -7.38% Jul 17, 2024 - Aug 21, 2024 | -7.37% Jun 7, 2021 - Sep 3, 2021 |
| #8 | -4.94% May 20, 2024 - Jul 12, 2024 | -6.27% May 26, 2026 - Jul 20, 2026 |
| #9 | -4.93% Jan 14, 2022 - Feb 9, 2022 | -4.73% Jan 14, 2021 - Feb 8, 2021 |
| #10 | -4.87% Nov 12, 2025 - Nov 28, 2025 | -4.65% Aug 27, 2024 - Sep 19, 2024 |
| #11 | -4.35% Apr 9, 2024 - May 9, 2024 | -4.39% Dec 27, 2023 - Mar 1, 2024 |
| #12 | -4.17% Sep 15, 2021 - Oct 14, 2021 | -4.21% Jun 3, 2024 - Jul 11, 2024 |
| #13 | -4.00% Jan 8, 2024 - Feb 22, 2024 | -4.00% Apr 9, 2024 - May 9, 2024 |
| #14 | -3.94% Jul 23, 2025 - Aug 12, 2025 | -3.83% Jul 23, 2025 - Aug 8, 2025 |
| #15 | -3.42% Aug 27, 2024 - Sep 19, 2024 | -3.75% Nov 12, 2025 - Nov 26, 2025 |
Correlation
Correlation between DFIV and AVDV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2019 - 2026)
DFIV vs AVDV dividend yield comparison.
| Year | DFIV | AVDV |
|---|---|---|
| 2026 | 1.61% | 1.45% |
| 2025 | 2.92% | 3.05% |
| 2024 | 3.88% | 4.31% |
| 2023 | 3.93% | 3.29% |
| 2022 | 3.84% | 3.17% |
| 2021 | 2.30% | 2.39% |
| 2020 | 0.00% | 1.67% |
| 2019 | 0.00% | 0.36% |
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