Avantis Equity Competition

AVUS Etf

USD 113.66 -0.18 -0.16%

Peers for Avantis Equity ETF include Avantis International, Avantis International, Dimensional ETF, Vanguard Utilities, and Dimensional Core and others in the group. The peer set adds context for comparison. Use this module to test if Avantis Equity has durable advantages versus sector peers.

Pair Correlation for Avantis Equity and IShares MSCI Summary

Very poor diversification

Across the chosen horizon, AVUS and EFG show a correlation of 0.88 and fall into the Very poor diversification bucket. The overlap area represents the portion of risk that may be diversified away when both instruments are held together and nothing else in the portfolio changes.

Moving together with Avantis Etf

0.87

VIG

Vanguard Dividend Potential Growth

Pair Corr

Moving against Avantis Etf

0.64

VUG

Vanguard Growth Index

Pair Corr

Specify up to 10 symbols:

Mean reversion in Avantis Equity is distinct from trend following. Where trend followers ride price momentum, mean reversion investors bet that extended moves will reverse once the underlying driver runs out of fuel.

Hype

Prediction

Low	Estimated	High
112.93	113.67	114.41

Details

Intrinsic

Valuation

Low	Real	High
103.26	104.00	125.03

Details

Naive

Forecast

Low	Next	High
111.19	111.93	112.67

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
113.25	115.78	118.30

Details

Competitive analysis of Avantis Equity involves measuring Avantis Equity's strategic position, financial performance, and market valuation against direct competitors. This relative analysis is the foundation of most institutional investment decisions.

Avantis Equity Competition Correlation Matrix

Correlation analysis between Avantis Equity ETF and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	AVDE	AVDV	DUHP	VUIAX	DFAU	VONE	MGV	VPU	IJK	EFG
AVDE		0.99	0.91	0.74	0.61	0.32	0.97	0.74	0.93	0.92	AVDE
AVDV	0.99		0.88	0.79	0.54	0.24	0.97	0.79	0.94	0.88	AVDV
DUHP	0.91	0.88		0.61	0.77	0.54	0.9	0.61	0.87	0.88	DUHP
VUIAX	0.74	0.79	0.61		0.1	-0.17	0.73	1.0	0.76	0.52	VUIAX
DFAU	0.61	0.54	0.77	0.1		0.94	0.56	0.09	0.62	0.8	DFAU
VONE	0.32	0.24	0.54	-0.17	0.94		0.26	-0.17	0.36	0.58	VONE
MGV	0.97	0.97	0.9	0.73	0.56	0.26		0.73	0.93	0.87	MGV
VPU	0.74	0.79	0.61	1.0	0.09	-0.17	0.73		0.76	0.52	VPU
IJK	0.93	0.94	0.87	0.76	0.62	0.36	0.93	0.76		0.88	IJK
EFG	0.92	0.88	0.88	0.52	0.8	0.58	0.87	0.52	0.88		EFG
	AVDE	AVDV	DUHP	VUIAX	DFAU	VONE	MGV	VPU	IJK	EFG

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High positive correlations

VPU	+ 1.0	VUIAX
AVDV	+ 0.99	AVDE
MGV	+ 0.97	AVDE
MGV	+ 0.97	AVDV
IJK	+ 0.94	AVDV
VONE	+ 0.94	DFAU

High negative correlations

VPU	- 0.17	VONE
VONE	- 0.17	VUIAX

Avantis Equity Constituents Risk-Adjusted Indicators

There is a big difference between Avantis Etf performing well and Avantis Equity ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Avantis Equity's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
AVDE	0.64	0.12	0.12	0.14	0.92	-0.62	1.09	-1.63	5.45
AVDV	0.70	0.19	0.17	0.26	0.94	-0.76	1.54	-1.80	5.98
DUHP	0.53	0.02	0.04	0.01	0.71	-0.50	0.89	-1.12	3.94
VUIAX	0.71	0.08	0.11	0.50	0.79	-0.72	1.49	-1.31	4.33
DFAU	0.55	0.00	0.00	-0.02	0.00	0.00	0.82	-1.20	3.73
VONE	0.53	-0.01	0.00	-0.03	0.00	0.00	0.87	-1.24	3.70
MGV	0.50	0.09	0.15	0.10	0.53	-0.56	1.03	-1.12	3.27
VPU	0.71	0.08	0.11	0.53	0.79	-0.72	1.47	-1.33	4.38
IJK	0.82	0.10	0.10	0.07	0.86	-0.90	1.71	-1.59	6.17
EFG	0.76	0.05	0.05	0.03	1.09	-0.72	1.72	-1.74	5.73

Avantis Equity Competitive Analysis

Knowing Avantis Equity competitive strengths and weaknesses is a key input in any rigorous investment analysis. Avantis Equity's relative performance against peers often signals whether it is taking or ceding market share.

Better Than Average

Worse Than Peers

View Performance Chart

	AVUS	AVDE	AVDV	DUHP	VUIAX	DFAU	VONE	MGV	VPU	IJK
	0.16 113.66 Avantis	1.63 85.07 Avantis	1.31 101.38 Avantis	0.21 38.36 Dimensional	0.77 99.97 Vanguard	0.86 46.28 Dimensional	1.06 303.29 Vanguard	0.92 146.34 Vanguard	0.14 199.02 Vanguard	0.01 102.77 IShares
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Mild	Moderate	Balanced	Soft	Balanced	Weak	Weak	Moderate	Balanced	Contained
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Over Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Buy	Strong Buy	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Buy	Strong Hold	Buy
Net Asset	2.41 B	1.47 B	1.56 B	917.35 M	3.67 B	2.24 B	4.7 B	5.05 B	7.04 B	6.25 B
Price To Book	N/A	N/A	N/A	N/A	1.76	N/A	2.65	2.11	1.69	3.4
Five Year Return	12.3	10.7	14.3	N/A	11.52	12.0	12.6	12.0	12.3	7.1
One Year Return	21.7	30.9	50.5	15.3	22.14	23.3	18.7	19.1	26.1	20.0
Last Dividend Paid	0.15	0.16	0.2	N/A	N/A	N/A	0.65	0.62	1.19	0.4
Beta	1.04	1.02	1.06	0.96	N/A	1.03	1.02	0.72	0.73	1.14
Price To Earning	N/A	N/A	N/A	N/A	8.15	N/A	19.48	17.49	17.2	1.98
Price To Sales	N/A	N/A	N/A	N/A	1.74	N/A	1.83	1.52	1.67	2.22
Equity Positions Weight	99.88	99.78	99.2	100.0	99.13	100.0	99.72	99.33	99.13	99.88
Cash Position Weight	N/A	N/A	N/A	N/A	0.87	N/A	N/A	N/A	N/A	N/A
Three Year Return	19.5	19.1	24.9	18.6	16.21	21.0	19.7	17.2	15.0	12.3
Annual Yield	N/A	N/A	N/A	N/A	0.0245	N/A	N/A	N/A	N/A	N/A
Year To Date Return	N/A	N/A	N/A	N/A	8.57	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	N/A	N/A	N/A	11.75	N/A	14.5	12.3	10.4	10.8
Day Typical Price	113.98	85.07	101.38	38.38	99.97	46.28	303.29	146.34	199.02	102.77
Accumulation Distribution	0.013	N/A	N/A	12076.61	N/A	N/A	N/A	N/A	N/A	N/A
Market Facilitation Index	1.49	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Daily Balance Of Power	-0.12	0	0	-0.24	0	0	0	0	0	0
Period Momentum Indicator	-0.18	-1.41	-1.35	-0.08	-0.78	-0.40	-3.24	-1.36	-0.28	-0.01
Rate Of Daily Change	1.0	0.98	0.99	1.0	0.99	0.99	0.99	0.99	1.0	1.0
Day Median Price	114.15	85.07	101.38	38.39	99.97	46.28	303.29	146.34	199.02	102.77
Price Action Indicator	-0.58	-0.71	-0.68	-0.07	-0.39	-0.20	-1.62	-0.68	-0.14	-0.01
Relative Strength Index	46.06	43.59	47.35	46.37	56.07	42.68	42.35	44.15	56.02	49.53
Coefficient Of Variation	2104.74	760.46	530.71	3871.21	990.2	-17,972	-5,724	790.67	992.29	1234.8
Mean Deviation	0.5704	0.6361	0.6965	0.5259	0.7104	0.5456	0.5317	0.5028	0.7072	0.821
Jensen Alpha	0.0216	0.1222	0.1896	0.0241	0.0833	0.0026	-0.01	0.0874	0.0827	0.0997
Total Risk Alpha	0.0446	0.1306	0.2018	0.0264	0.104	0.0053	-0.0033	0.0899	0.1035	0.106
Sortino Ratio	0.0574	0.1174	0.1693	0.0389	0.1114	N/A	N/A	0.1471	0.1109	0.0984
Downside Variance	0.633	1.18	1.34	0.5435	0.8198	N/A	N/A	0.4017	0.8192	0.9888
Standard Deviation	0.7337	0.8873	0.9835	0.6902	0.8912	0.7133	0.7025	0.6513	0.8885	1.07
Kurtosis	0.4439	2.49	3.22	1.92	0.3441	0.9028	1.12	0.362	0.3456	0.9997
Potential Upside	0.9794	1.09	1.54	0.8908	1.49	0.8176	0.8662	1.03	1.47	1.71
Treynor Ratio	-0.16	0.1431	0.2563	0.01	0.5003	-0.02	-0.03	0.1004	0.5324	0.0709
Maximum Drawdown	3.62	5.45	5.98	3.94	4.33	3.73	3.7	3.27	4.38	6.17
Variance	0.5383	0.7872	0.9673	0.4763	0.7943	0.5088	0.4936	0.4242	0.7894	1.15
Market Risk Adjusted Performance	-0.15	0.1531	0.2663	0.02	0.5103	-0.01	-0.02	0.1104	0.5424	0.0809
Risk Adjusted Performance	0.0362	0.103	0.1479	0.0188	0.0795	-0.01	-0.01	0.096	0.0793	0.0655
Skewness	-0.22	-0.92	-1.00	0.1208	0.0075	-0.24	-0.24	-0.04	-0.02	0.2765
Semi Deviation	0.7448	0.921	0.9358	0.7115	0.7883	N/A	N/A	0.5285	0.7882	0.8599
Information Ratio	0.0623	0.1437	0.1995	0.0415	0.1132	0.0096	-0.002	0.1431	0.113	0.0911
Value At Risk	-1.29	-1.63	-1.80	-1.12	-1.31	-1.20	-1.24	-1.12	-1.33	-1.59
Expected Short fall	-0.56	-0.62	-0.76	-0.50	-0.72	N/A	N/A	-0.56	-0.72	-0.90
Downside Deviation	0.7956	1.09	1.16	0.7372	0.9054	N/A	N/A	0.6338	0.9051	0.9944
Semi Variance	0.5548	0.8482	0.8757	0.5063	0.6214	N/A	N/A	0.2793	0.6213	0.7395

Avantis Equity Peer Performance Charts

How to Analyze Avantis Equity Against Peers

Avantis Equity's peer analysis compares Avantis Equity with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Avantis Equity trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Avantis Equity leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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Avantis Equity Competition

Pair Correlation for Avantis Equity and IShares MSCI Summary

Very poor diversification

Moving together with Avantis Etf

Moving against Avantis Etf

Specify up to 10 symbols:

Avantis Equity Competition Correlation Matrix

High positive correlations

High negative correlations

Avantis Equity Constituents Risk-Adjusted Indicators

Avantis Equity Competitive Analysis

Avantis Equity Peer Performance Charts

How to Analyze Avantis Equity Against Peers

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