AVDE vs EFG
Comparison between AVANTIS INTERNATIONAL EQUITY ETF (AVDE, ETF) and ISHARES MSCI EAFE GROWTH ETF (EFG, ETF).
5-Year PerformanceAVDE has outperformed EFG, delivering a return of +10.9% compared to +4.4%
AVDE vs EFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVDE
$18B
EFG
$17B
Expense Ratio
Winner
AVDE
0.23%
EFG
0.34%
Max Drawdown
Winner
AVDE
36.99%
EFG
59.71%
Sharpe Ratio
Winner
AVDE
1.37
EFG
0.75
5Y Beta
Winner
AVDE
0.71
EFG
0.87
5Y Dividends CAGR
Winner
AVDE
29.94%
EFG
17.12%
AVDE vs EFG - Holdings Comparison
AVDE and EFG have 11 common holdings. Overlap is 0.67%
AVDE's top 25 holdings weight is 13.38%. EFG's top 25 holdings weight is 37.36%.
| Rank | AVDE | EFG |
|---|---|---|
| #1 | ROCHE HOLDING AG (n/a) - 0.90% | ASML HOLDING NV (n/a) - 5.84% |
| #2 | ASML HOLDING NV ADR (ASML) - 0.85% | ASTRAZENECA PLC (AZN:XLON) - 2.15% |
| #3 | HSBC HOLDINGS PLC ADR (HSBC) - 0.78% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.92% |
| #4 | n/a (SHEL) - 0.77% | SAP SE (n/a) - 1.82% |
| #5 | NOVARTIS AG ADR (NVS) - 0.67% | SCHNEIDER ELECTRIC SE (n/a) - 1.69% |
| #6 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.60% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.56% |
| #7 | SAFRAN SA (n/a) - 0.58% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.54% |
| #8 | TOYOTA MOTOR CORP ADR (TM) - 0.55% | TOKYO ELECTRON LTD (n/a) - 1.45% |
| #9 | n/a (n/a) - 0.55% | ABB LTD (n/a) - 1.43% |
| #10 | BARCLAYS PLC ADR (BCS) - 0.52% | NOVO NORDISK AS CLASS B (n/a) - 1.38% |
| #11 | TOTALENERGIES SE (TTE) - 0.50% | HITACHI LTD (n/a) - 1.38% |
| #12 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.49% | ADVANTEST CORP (n/a) - 1.35% |
| #13 | ZURICH INSURANCE GROUP AG (n/a) - 0.48% | AIRBUS SE (n/a) - 1.31% |
| #14 | BANCO SANTANDER SA ADR (SAN) - 0.47% | SAFRAN SA (n/a) - 1.28% |
| #15 | ASTRAZENECA PLC ADR (AZN) - 0.46% | SONY GROUP CORP (n/a) - 1.23% |
| #16 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.44% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.21% |
| #17 | AGNICO EAGLE MINES LTD (AEM) - 0.44% | n/a (n/a) - 1.19% |
| #18 | VINCI SA (n/a) - 0.44% | DEUTSCHE TELEKOM AG (n/a) - 1.02% |
| #19 | RHEINMETALL AG (n/a) - 0.43% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.99% |
| #20 | BP PLC ADR (BP) - 0.42% | AIA GROUP LTD (n/a) - 0.99% |
| #21 | BHP GROUP LTD ADR (BHP) - 0.42% | GSK PLC (n/a) - 0.96% |
| #22 | ROYAL BANK OF CANADA (RY) - 0.42% | RECRUIT HOLDINGS CO LTD (n/a) - 0.96% |
| #23 | ING GROEP NV ADR (ING) - 0.40% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.91% |
| #24 | SONY GROUP CORP ADR (SONY) - 0.40% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 0.91% |
| #25 | DEUTSCHE TELEKOM AG (n/a) - 0.40% | FAST RETAILING CO LTD (n/a) - 0.89% |
| Total Holdings | 2436 | 377 |
AVDE vs EFG - Historical Returns
Returns include dividend reinvestment.
1M
AVDE
+5.49%
Winner
EFG
+5.54%
3M
AVDE
+4.43%
Winner
EFG
+5.58%
6M
Winner
AVDE
+5.43%
EFG
+5.15%
1Y
Winner
AVDE
+25.87%
EFG
+16.60%
5Y(CAGR)
Winner
AVDE
+10.92%
EFG
+4.42%
10Y(CAGR)
AVDE
N/A
EFG
+8.11%
Max(CAGR)
Winner
AVDE
+12.57%
EFG
+6.29%
AVDE vs EFG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | AVDE | EFG |
|---|---|---|
| 2026 | +14.85% | +11.28% |
| 2025 | +38.25% | +21.02% |
| 2024 | +5.94% | +3.20% |
| 2023 | +16.81% | +16.74% |
| 2022 | -14.18% | -23.27% |
| 2021 | +13.36% | +10.16% |
| 2020 | +7.23% | +17.02% |
| 2019 | +8.07% | +28.17% |
| 2018 | N/A | -13.23% |
| 2017 | N/A | +28.68% |
| 2016 | N/A | -1.54% |
| 2015 | N/A | +3.93% |
| 2014 | N/A | -4.10% |
| 2013 | N/A | +19.68% |
| 2012 | N/A | +14.71% |
| 2011 | N/A | -13.55% |
| 2010 | N/A | +9.96% |
| 2009 | N/A | +22.85% |
| 2008 | N/A | -40.01% |
| 2007 | N/A | +14.32% |
| 2006 | N/A | +17.74% |
| 2005 | N/A | +10.98% |
AVDE vs EFG Drawdown Comparison
The maximum drawdown for AVDE was -36.99%, occurring on Mar 18, 2020. Recovery took 210 trading sessions.
The maximum drawdown for EFG was -58.41%, occurring on Mar 9, 2009. Recovery took 1635 trading sessions.
| Rank | AVDE | EFG |
|---|---|---|
| #1 | -36.99% Jan 17, 2020 - Nov 16, 2020 | -58.41% Oct 31, 2007 - May 1, 2014 |
| #2 | -28.75% Nov 8, 2021 - Feb 22, 2024 | -35.76% Sep 7, 2021 - May 19, 2025 |
| #3 | -13.46% Mar 19, 2025 - Apr 28, 2025 | -29.88% Jan 17, 2020 - Jul 22, 2020 |
| #4 | -11.49% Feb 25, 2026 - Jul 30, 2026 | -20.72% Jan 26, 2018 - Nov 1, 2019 |
| #5 | -9.17% Sep 26, 2024 - Mar 5, 2025 | -18.90% May 21, 2015 - May 2, 2017 |
| #6 | -7.44% Jul 12, 2024 - Aug 21, 2024 | -16.38% May 9, 2006 - Nov 30, 2006 |
| #7 | -6.05% Jun 7, 2021 - Aug 13, 2021 | -13.53% Jul 3, 2014 - Apr 23, 2015 |
| #8 | -5.41% Sep 3, 2021 - Nov 8, 2021 | -12.78% Feb 25, 2026 - Jun 2, 2026 |
| #9 | -4.90% Nov 12, 2025 - Dec 4, 2025 | -12.13% Jul 12, 2007 - Sep 27, 2007 |
| #10 | -4.32% Jan 14, 2021 - Feb 8, 2021 | -7.80% Feb 16, 2021 - Apr 15, 2021 |
| #11 | -4.17% Mar 27, 2024 - May 9, 2024 | -7.72% Feb 26, 2007 - Mar 21, 2007 |
| #12 | -3.88% Jul 23, 2025 - Aug 12, 2025 | -7.08% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -3.75% Aug 30, 2024 - Sep 19, 2024 | -6.95% Oct 27, 2025 - Jan 5, 2026 |
| #14 | -3.57% May 20, 2024 - Jul 11, 2024 | -5.47% Jun 22, 2026 - Aug 7, 2026 |
| #15 | -3.26% May 7, 2021 - May 24, 2021 | -5.44% Jul 23, 2025 - Sep 11, 2025 |
Correlation
Correlation between AVDE and EFG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2026)
AVDE vs EFG dividend yield comparison.
| Year | AVDE | EFG |
|---|---|---|
| 2026 | 1.34% | 0.77% |
| 2025 | 2.66% | 2.53% |
| 2024 | 3.29% | 1.64% |
| 2023 | 3.01% | 1.63% |
| 2022 | 2.79% | 1.27% |
| 2021 | 2.46% | 1.54% |
| 2020 | 1.63% | 0.85% |
| 2019 | 0.29% | 1.69% |
| 2018 | 0.00% | 1.98% |
| 2017 | 0.00% | 1.56% |
| 2016 | 0.00% | 2.20% |
| 2015 | 0.00% | 1.75% |
| 2014 | 0.00% | 2.34% |
| 2013 | 0.00% | 1.86% |
| 2012 | 0.00% | 2.29% |
| 2011 | 0.00% | 2.48% |
| 2010 | 0.00% | 1.78% |
| 2009 | 0.00% | 2.09% |
| 2008 | 0.00% | 2.91% |
| 2007 | 0.00% | 0.94% |
| 2006 | 0.00% | 1.01% |
| 2005 | 0.00% | 0.41% |
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