AVDV vs IGIB

Comparison between AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV, ETF) and ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB, ETF).

5-Year PerformanceAVDV has outperformed IGIB, delivering a return of +14.0% compared to +1.5%

AVDV vs IGIB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVDV(ETF)	IGIB(ETF)
Net Assets	$17B	$18B
Expense Ratio	0.36%	0.04%
Max Drawdown	43.01%	23.94%
Sharpe Ratio	2.70	0.80
5Y Beta	0.70	0.09
5Y Dividends CAGR	25.66%	11.84%

Net Assets

AVDV

$17B

Winner

IGIB

$18B

Expense Ratio

AVDV

0.36%

Winner

IGIB

0.04%

Max Drawdown

AVDV

43.01%

Winner

IGIB

23.94%

Sharpe Ratio

Winner

AVDV

2.70

IGIB

0.80

5Y Beta

AVDV

0.70

Winner

IGIB

0.09

5Y Dividends CAGR

Winner

AVDV

25.66%

IGIB

11.84%

AVDV vs IGIB - Historical Returns

Returns include dividend reinvestment.

Period	AVDV	IGIB
1 month	+3.85%	+0.30%
3 months	+3.06%	+0.00%
6 months	+25.62%	+1.32%
1 year	+54.69%	+7.61%
5 years(CAGR)	+14.02%	+1.52%
10 years(CAGR)	N/A	+3.10%
Max(CAGR)	+16.00%	+3.88%

Winner

AVDV

+3.85%

IGIB

+0.30%

Winner

AVDV

+3.06%

IGIB

+0.00%

Winner

AVDV

+25.62%

IGIB

+1.32%

Winner

AVDV

+54.69%

IGIB

+7.61%

5Y(CAGR)

Winner

AVDV

+14.02%

IGIB

+1.52%

10Y(CAGR)

AVDV

N/A

IGIB

+3.10%

Max(CAGR)

Winner

AVDV

+16.00%

IGIB

+3.88%

AVDV vs IGIB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	AVDV	IGIB
2026	+15.61%	+0.58%
2025	+49.11%	+9.54%
2024	+9.81%	+4.03%
2023	+16.75%	+8.67%
2022	-11.95%	-13.49%
2021	+15.73%	-1.59%
2020	+3.99%	+9.38%
2019	+12.05%	+14.25%
2018	N/A	-0.56%
2017	N/A	+3.50%
2016	N/A	+3.41%
2015	N/A	+0.41%
2014	N/A	+3.56%
2013	N/A	-0.34%
2012	N/A	+6.98%
2011	N/A	+5.71%
2010	N/A	+6.28%
2009	N/A	+10.28%
2008	N/A	-0.99%
2007	N/A	+5.95%

AVDV vs IGIB Drawdown Comparison

The maximum drawdown for AVDV was -43.01%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.

The maximum drawdown for IGIB was -20.63%, occurring on Oct 20, 2022. Recovery took 978 trading sessions.

The current AVDV drawdown is -0.44%. The current IGIB drawdown is -1.01%.

Rank	AVDV	IGIB
#1	-43.01% Jan 2, 2020 - Dec 4, 2020	-20.63% Aug 3, 2021 - Jun 26, 2025
#2	-28.10% Sep 3, 2021 - Dec 26, 2023	-16.23% Mar 4, 2020 - Jun 9, 2020
#3	-14.17% Mar 19, 2025 - Apr 28, 2025	-14.46% Feb 5, 2008 - Jan 13, 2009
#4	-13.19% Feb 27, 2026 - Mar 20, 2026	-5.67% Jan 13, 2009 - May 13, 2009
#5	-8.15% Sep 26, 2024 - Mar 5, 2025	-4.66% May 2, 2013 - Apr 9, 2014
#6	-8.10% Jul 16, 2024 - Aug 19, 2024	-4.19% Dec 30, 2020 - Jul 28, 2021
#7	-7.37% Jun 7, 2021 - Sep 3, 2021	-3.77% Nov 4, 2010 - May 3, 2011
#8	-4.73% Jan 14, 2021 - Feb 8, 2021	-3.07% Sep 7, 2016 - May 17, 2017
#9	-4.65% Aug 27, 2024 - Sep 19, 2024	-3.01% Feb 27, 2026 - Mar 27, 2026
#10	-4.39% Dec 27, 2023 - Mar 1, 2024	-2.80% Sep 7, 2017 - Jan 22, 2019
#11	-4.21% Jun 3, 2024 - Jul 11, 2024	-2.35% Sep 6, 2011 - Nov 2, 2011
#12	-4.00% Apr 9, 2024 - May 9, 2024	-2.15% Nov 2, 2011 - Jan 17, 2012
#13	-3.83% Jul 23, 2025 - Aug 8, 2025	-2.14% May 8, 2007 - Aug 16, 2007
#14	-3.75% Nov 12, 2025 - Nov 26, 2025	-2.09% Sep 4, 2019 - Oct 4, 2019
#15	-3.44% May 7, 2021 - Jun 1, 2021	-1.96% Apr 24, 2015 - Mar 16, 2016

Correlation

Correlation between AVDV and IGIB is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2007 - 2026)

AVDV vs IGIB dividend yield comparison.

Year	AVDV	IGIB
2026	0.11%	1.61%
2025	3.05%	4.59%
2024	4.31%	4.41%
2023	3.29%	3.78%
2022	3.17%	3.04%
2021	2.39%	2.52%
2020	1.67%	2.74%
2019	0.36%	3.44%
2018	0.00%	3.41%
2017	0.00%	2.51%
2016	0.00%	2.45%
2015	0.00%	2.51%
2014	0.00%	2.35%
2013	0.00%	2.61%
2012	0.00%	3.02%
2011	0.00%	3.76%
2010	0.00%	4.24%
2009	0.00%	4.53%
2008	0.00%	4.72%
2007	0.00%	5.02%