AVDE vs IWY
Comparison between AVANTIS INTERNATIONAL EQUITY ETF (AVDE, ETF) and ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF).
5-Year PerformanceIWY has outperformed AVDE, delivering a return of +13.8% compared to +10.9%
AVDE vs IWY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVDE
$18B
IWY
$16B
Expense Ratio
AVDE
0.23%
Winner
IWY
0.20%
Max Drawdown
AVDE
36.99%
Winner
IWY
33.06%
Sharpe Ratio
Winner
AVDE
1.37
IWY
0.54
5Y Beta
Winner
AVDE
0.71
IWY
1.20
P/E Ratio
AVDE
N/A
IWY
33.05
Forward P/E
AVDE
N/A
IWY
23.59
PEG Ratio
AVDE
N/A
IWY
0.24
5Y Dividends CAGR
Winner
AVDE
29.94%
IWY
2.72%
5Y EPS CAGR
AVDE
N/A
IWY
39.15%
Debt to Equity
AVDE
N/A
IWY
46.31%
AVDE vs IWY - Holdings Comparison
AVDE and IWY have 2 common holdings. Overlap is 0.13%
AVDE's top 25 holdings weight is 13.38%. IWY's top 25 holdings weight is 81.36%.
| Rank | AVDE | IWY |
|---|---|---|
| #1 | ROCHE HOLDING AG (n/a) - 0.90% | NVIDIA CORP (NVDA) - 14.97% |
| #2 | ASML HOLDING NV ADR (ASML) - 0.85% | APPLE INC (AAPL) - 8.02% |
| #3 | HSBC HOLDINGS PLC ADR (HSBC) - 0.78% | ALPHABET INC CLASS A (GOOGL) - 6.69% |
| #4 | n/a (SHEL) - 0.77% | BROADCOM INC (AVGO) - 6.12% |
| #5 | NOVARTIS AG ADR (NVS) - 0.67% | MICROSOFT CORP (MSFT) - 5.99% |
| #6 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.60% | ALPHABET INC CLASS C (GOOG) - 5.47% |
| #7 | SAFRAN SA (n/a) - 0.58% | META PLATFORMS INC CLASS A (META) - 3.83% |
| #8 | TOYOTA MOTOR CORP ADR (TM) - 0.55% | MICRON TECHNOLOGY INC (MU) - 3.66% |
| #9 | n/a (n/a) - 0.55% | TESLA INC (TSLA) - 3.57% |
| #10 | BARCLAYS PLC ADR (BCS) - 0.52% | ELI LILLY AND CO (LLY) - 3.38% |
| #11 | TOTALENERGIES SE (TTE) - 0.50% | ADVANCED MICRO DEVICES INC (AMD) - 2.81% |
| #12 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.49% | VISA INC CLASS A (V) - 2.19% |
| #13 | ZURICH INSURANCE GROUP AG (n/a) - 0.48% | MASTERCARD INC CLASS A (MA) - 1.68% |
| #14 | BANCO SANTANDER SA ADR (SAN) - 0.47% | APPLIED MATERIALS INC (AMAT) - 1.46% |
| #15 | ASTRAZENECA PLC ADR (AZN) - 0.46% | GE AEROSPACE (GE) - 1.35% |
| #16 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.44% | CATERPILLAR INC (CAT) - 1.34% |
| #17 | AGNICO EAGLE MINES LTD (AEM) - 0.44% | LAM RESEARCH CORP (LRCX) - 1.33% |
| #18 | VINCI SA (n/a) - 0.44% | NETFLIX INC (NFLX) - 1.09% |
| #19 | RHEINMETALL AG (n/a) - 0.43% | n/a (PLTR) - 0.99% |
| #20 | BP PLC ADR (BP) - 0.42% | PALO ALTO NETWORKS INC (PANW) - 0.97% |
| #21 | BHP GROUP LTD ADR (BHP) - 0.42% | GE VERNOVA INC (GEV) - 0.97% |
| #22 | ROYAL BANK OF CANADA (RY) - 0.42% | TEXAS INSTRUMENTS INC (TXN) - 0.91% |
| #23 | ING GROEP NV ADR (ING) - 0.40% | THE HOME DEPOT INC (HD) - 0.89% |
| #24 | SONY GROUP CORP ADR (SONY) - 0.40% | KLA CORP (KLAC) - 0.87% |
| #25 | DEUTSCHE TELEKOM AG (n/a) - 0.40% | ORACLE CORP (ORCL) - 0.81% |
| Total Holdings | 2436 | 104 |
AVDE vs IWY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVDE
+5.49%
IWY
+3.03%
3M
Winner
AVDE
+4.43%
IWY
+0.54%
6M
AVDE
+5.43%
Winner
IWY
+12.62%
1Y
Winner
AVDE
+25.87%
IWY
+12.72%
5Y(CAGR)
AVDE
+10.92%
Winner
IWY
+13.79%
10Y(CAGR)
AVDE
N/A
IWY
+18.92%
Max(CAGR)
AVDE
+12.57%
Winner
IWY
+17.06%
AVDE vs IWY - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | AVDE | IWY |
|---|---|---|
| 2026 | +14.85% | +6.53% |
| 2025 | +38.25% | +18.71% |
| 2024 | +5.94% | +36.91% |
| 2023 | +16.81% | +47.75% |
| 2022 | -14.18% | -30.61% |
| 2021 | +13.36% | +33.02% |
| 2020 | +7.23% | +37.12% |
| 2019 | +8.07% | +36.35% |
| 2018 | N/A | -1.70% |
| 2017 | N/A | +30.69% |
| 2016 | N/A | +8.88% |
| 2015 | N/A | +8.06% |
| 2014 | N/A | +14.33% |
| 2013 | N/A | +28.99% |
| 2012 | N/A | +13.15% |
| 2011 | N/A | +3.69% |
| 2010 | N/A | +11.40% |
| 2009 | N/A | +8.92% |
AVDE vs IWY Drawdown Comparison
The maximum drawdown for AVDE was -36.99%, occurring on Mar 18, 2020. Recovery took 210 trading sessions.
The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.
The current IWY drawdown is -2.84%.
| Rank | AVDE | IWY |
|---|---|---|
| #1 | -36.99% Jan 17, 2020 - Nov 16, 2020 | -32.68% Dec 27, 2021 - Dec 13, 2023 |
| #2 | -28.75% Nov 8, 2021 - Feb 22, 2024 | -30.76% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -13.46% Mar 19, 2025 - Apr 28, 2025 | -23.21% Dec 16, 2024 - Jun 27, 2025 |
| #4 | -11.49% Feb 25, 2026 - Jul 30, 2026 | -22.15% Oct 1, 2018 - Apr 23, 2019 |
| #5 | -9.17% Sep 26, 2024 - Mar 5, 2025 | -16.63% Oct 29, 2025 - May 8, 2026 |
| #6 | -7.44% Jul 12, 2024 - Aug 21, 2024 | -15.77% Jul 22, 2011 - Jan 25, 2012 |
| #7 | -6.05% Jun 7, 2021 - Aug 13, 2021 | -15.46% Apr 23, 2010 - Oct 18, 2010 |
| #8 | -5.41% Sep 3, 2021 - Nov 8, 2021 | -13.86% Jul 10, 2024 - Oct 29, 2024 |
| #9 | -4.90% Nov 12, 2025 - Dec 4, 2025 | -12.42% Jul 20, 2015 - Nov 2, 2015 |
| #10 | -4.32% Jan 14, 2021 - Feb 8, 2021 | -12.27% Dec 1, 2015 - Apr 18, 2016 |
| #11 | -4.17% Mar 27, 2024 - May 9, 2024 | -12.02% Jun 1, 2026 - Jul 29, 2026 |
| #12 | -3.88% Jul 23, 2025 - Aug 12, 2025 | -11.88% Sep 2, 2020 - Dec 17, 2020 |
| #13 | -3.75% Aug 30, 2024 - Sep 19, 2024 | -9.96% Jan 26, 2018 - Jun 6, 2018 |
| #14 | -3.57% May 20, 2024 - Jul 11, 2024 | -9.27% Apr 2, 2012 - Aug 16, 2012 |
| #15 | -3.26% May 7, 2021 - May 24, 2021 | -8.77% Feb 12, 2021 - Apr 7, 2021 |
Correlation
Correlation between AVDE and IWY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2009 - 2026)
AVDE vs IWY dividend yield comparison.
| Year | AVDE | IWY |
|---|---|---|
| 2026 | 1.34% | 0.16% |
| 2025 | 2.66% | 0.36% |
| 2024 | 3.29% | 0.42% |
| 2023 | 3.01% | 0.68% |
| 2022 | 2.79% | 0.88% |
| 2021 | 2.46% | 0.50% |
| 2020 | 1.63% | 0.71% |
| 2019 | 0.29% | 1.06% |
| 2018 | 0.00% | 1.32% |
| 2017 | 0.00% | 1.26% |
| 2016 | 0.00% | 1.51% |
| 2015 | 0.00% | 1.58% |
| 2014 | 0.00% | 1.44% |
| 2013 | 0.00% | 1.56% |
| 2012 | 0.00% | 1.80% |
| 2011 | 0.00% | 1.58% |
| 2010 | 0.00% | 1.27% |
| 2009 | 0.00% | 0.40% |
Select Stocks to Compare
Popular: AVDE vs SPYIWY vs SPY
More Comparisons
Compare with similar stocks