AVDE vs SPSM
Comparison between AVANTIS INTERNATIONAL EQUITY ETF (AVDE, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF (SPSM, ETF).
5-Year PerformanceAVDE has outperformed SPSM, delivering a return of +10.7% compared to +7.8%
AVDE vs SPSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVDE
$17B
SPSM
$17B
Expense Ratio
AVDE
0.23%
Winner
SPSM
0.03%
Max Drawdown
Winner
AVDE
36.99%
SPSM
44.40%
Sharpe Ratio
AVDE
1.32
Winner
SPSM
1.51
5Y Beta
Winner
AVDE
0.72
SPSM
1.02
P/E Ratio
AVDE
N/A
SPSM
41.60
Forward P/E
AVDE
N/A
SPSM
15.47
5Y Dividends CAGR
Winner
AVDE
29.94%
SPSM
9.79%
5Y EPS CAGR
AVDE
N/A
SPSM
9.95%
Debt to Equity
AVDE
N/A
SPSM
61.28%
P/S Ratio
AVDE
N/A
SPSM
1.15
P/B Ratio
AVDE
N/A
SPSM
2.06
AVDE vs SPSM - Holdings Comparison
AVDE and SPSM have 2 common holdings. Overlap is -0.06%
AVDE's top 25 holdings weight is 13.38%. SPSM's top 25 holdings weight is 11.86%.
| Rank | AVDE | SPSM |
|---|---|---|
| #1 | ROCHE HOLDING AG (n/a) - 0.90% | MOLINA HEALTHCARE INC (MOH) - 0.67% |
| #2 | ASML HOLDING NV ADR (ASML) - 0.85% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.59% |
| #3 | HSBC HOLDINGS PLC ADR (HSBC) - 0.78% | VIASAT INC (VSAT) - 0.52% |
| #4 | n/a (SHEL) - 0.77% | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 0.51% |
| #5 | NOVARTIS AG ADR (NVS) - 0.67% | KRYSTAL BIOTECH INC (KRYS) - 0.50% |
| #6 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.60% | GLAUKOS CORP (GKOS) - 0.50% |
| #7 | SAFRAN SA (n/a) - 0.58% | ELEMENT SOLUTIONS INC (ESI) - 0.49% |
| #8 | TOYOTA MOTOR CORP ADR (TM) - 0.55% | FORMFACTOR INC (FORM) - 0.49% |
| #9 | n/a (n/a) - 0.55% | MILLROSE PROPERTIES INC CLASS A (MRP) - 0.48% |
| #10 | BARCLAYS PLC ADR (BCS) - 0.52% | MERIT MEDICAL SYSTEMS INC (MMSI) - 0.48% |
| #11 | TOTALENERGIES SE (TTE) - 0.50% | JACKSON FINANCIAL INC (JXN) - 0.47% |
| #12 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.49% | ALKERMES PLC (ALKS) - 0.47% |
| #13 | ZURICH INSURANCE GROUP AG (n/a) - 0.48% | CORCEPT THERAPEUTICS INC (CORT) - 0.47% |
| #14 | BANCO SANTANDER SA ADR (SAN) - 0.47% | ARGAN INC (AGX) - 0.47% |
| #15 | ASTRAZENECA PLC ADR (AZN) - 0.46% | CARMAX INC (KMX) - 0.46% |
| #16 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.44% | ESCO TECHNOLOGIES INC (ESE) - 0.46% |
| #17 | AGNICO EAGLE MINES LTD (AEM) - 0.44% | ETSY INC (ETSY) - 0.45% |
| #18 | VINCI SA (n/a) - 0.44% | STONEX GROUP INC (SNEX) - 0.45% |
| #19 | RHEINMETALL AG (n/a) - 0.43% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.45% |
| #20 | BP PLC ADR (BP) - 0.42% | EASTMAN CHEMICAL CO (EMN) - 0.43% |
| #21 | BHP GROUP LTD ADR (BHP) - 0.42% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.43% |
| #22 | ROYAL BANK OF CANADA (RY) - 0.42% | BRINKER INTERNATIONAL INC (EAT) - 0.42% |
| #23 | ING GROEP NV ADR (ING) - 0.40% | HIGHWOODS PROPERTIES INC (HIW) - 0.40% |
| #24 | SONY GROUP CORP ADR (SONY) - 0.40% | APPLE HOSPITALITY REIT INC (APLE) - 0.40% |
| #25 | DEUTSCHE TELEKOM AG (n/a) - 0.40% | THE CHEESECAKE FACTORY INC (CAKE) - 0.40% |
| Total Holdings | 2436 | 564 |
AVDE vs SPSM - Historical Returns
Returns include dividend reinvestment.
1M
AVDE
-0.72%
Winner
SPSM
+2.32%
3M
AVDE
+2.63%
Winner
SPSM
+8.82%
6M
AVDE
+6.65%
Winner
SPSM
+13.27%
1Y
AVDE
+24.57%
Winner
SPSM
+33.10%
5Y(CAGR)
Winner
AVDE
+10.71%
SPSM
+7.75%
10Y(CAGR)
AVDE
N/A
SPSM
+11.02%
Max(CAGR)
Winner
AVDE
+11.95%
SPSM
+10.16%
AVDE vs SPSM - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | AVDE | SPSM |
|---|---|---|
| 2026 | +9.77% | +21.36% |
| 2025 | +38.25% | +6.16% |
| 2024 | +5.94% | +9.09% |
| 2023 | +16.81% | +16.28% |
| 2022 | -14.18% | -17.04% |
| 2021 | +13.36% | +28.01% |
| 2020 | +7.23% | +11.63% |
| 2019 | +8.07% | +25.19% |
| 2018 | N/A | -12.00% |
| 2017 | N/A | +14.85% |
| 2016 | N/A | +24.71% |
| 2015 | N/A | -2.60% |
| 2014 | N/A | +6.28% |
| 2013 | N/A | +15.61% |
AVDE vs SPSM Drawdown Comparison
The maximum drawdown for AVDE was -36.99%, occurring on Mar 18, 2020. Recovery took 210 trading sessions.
The maximum drawdown for SPSM was -42.88%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.
The current AVDE drawdown is -1.07%. The current SPSM drawdown is -1.16%.
| Rank | AVDE | SPSM |
|---|---|---|
| #1 | -36.99% Jan 17, 2020 - Nov 16, 2020 | -42.88% Jan 16, 2020 - Nov 17, 2020 |
| #2 | -28.75% Nov 8, 2021 - Feb 22, 2024 | -27.95% Nov 25, 2024 - Dec 11, 2025 |
| #3 | -13.46% Mar 19, 2025 - Apr 28, 2025 | -26.41% Aug 31, 2018 - Jan 16, 2020 |
| #4 | -11.49% Feb 25, 2026 - Mar 20, 2026 | -26.41% Nov 8, 2021 - Jul 16, 2024 |
| #5 | -9.17% Sep 26, 2024 - Mar 5, 2025 | -25.40% Jun 23, 2015 - Nov 11, 2016 |
| #6 | -7.44% Jul 12, 2024 - Aug 21, 2024 | -12.78% Jul 1, 2014 - Dec 23, 2014 |
| #7 | -6.05% Jun 7, 2021 - Aug 13, 2021 | -10.08% Mar 4, 2014 - Jul 1, 2014 |
| #8 | -5.41% Sep 3, 2021 - Nov 8, 2021 | -9.88% Jun 8, 2021 - Nov 1, 2021 |
| #9 | -4.90% Nov 12, 2025 - Dec 4, 2025 | -9.27% Mar 12, 2021 - Jun 1, 2021 |
| #10 | -4.32% Jan 14, 2021 - Feb 8, 2021 | -9.12% Jan 23, 2018 - May 16, 2018 |
| #11 | -4.17% Mar 27, 2024 - May 9, 2024 | -9.08% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -3.88% Jul 23, 2025 - Aug 12, 2025 | -8.72% Feb 10, 2026 - Apr 14, 2026 |
| #13 | -3.75% Aug 30, 2024 - Sep 19, 2024 | -7.21% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -3.57% May 20, 2024 - Jul 11, 2024 | -6.49% Jul 25, 2017 - Sep 25, 2017 |
| #15 | -3.26% May 7, 2021 - May 24, 2021 | -5.12% Apr 15, 2015 - Jun 18, 2015 |
Correlation
Correlation between AVDE and SPSM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2013 - 2026)
AVDE vs SPSM dividend yield comparison.
| Year | AVDE | SPSM |
|---|---|---|
| 2026 | 1.40% | 0.64% |
| 2025 | 2.66% | 1.62% |
| 2024 | 3.29% | 1.85% |
| 2023 | 3.01% | 1.61% |
| 2022 | 2.79% | 1.38% |
| 2021 | 2.46% | 1.40% |
| 2020 | 1.63% | 1.34% |
| 2019 | 0.29% | 1.58% |
| 2018 | 0.00% | 1.82% |
| 2017 | 0.00% | 1.51% |
| 2016 | 0.00% | 1.49% |
| 2015 | 0.00% | 2.37% |
| 2014 | 0.00% | 1.70% |
| 2013 | 0.00% | 0.68% |
Select Stocks to Compare
Popular: AVDE vs SPYSPSM vs SPY
More Comparisons
Compare with similar stocks