AVDV vs IWP
Comparison between AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV, ETF) and ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF).
5-Year PerformanceAVDV has outperformed IWP, delivering a return of +14.8% compared to +7.0%
AVDV vs IWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVDV
$19B
Winner
IWP
$20B
Expense Ratio
AVDV
0.36%
Winner
IWP
0.23%
Max Drawdown
Winner
AVDV
43.01%
IWP
57.34%
Sharpe Ratio
Winner
AVDV
2.65
IWP
0.35
5Y Beta
Winner
AVDV
0.70
IWP
1.15
P/E Ratio
AVDV
N/A
IWP
44.69
Forward P/E
AVDV
N/A
IWP
24.94
5Y Dividends CAGR
Winner
AVDV
25.66%
IWP
7.77%
Debt to Equity
AVDV
N/A
IWP
95.95%
P/S Ratio
AVDV
N/A
IWP
2.20
P/B Ratio
AVDV
N/A
IWP
9.37
AVDV vs IWP - Holdings Comparison
AVDV and IWP have 2 common holdings. Overlap is -0.02%
AVDV's top 25 holdings weight is 14.58%. IWP's top 25 holdings weight is 42.94%.
| Rank | AVDV | IWP |
|---|---|---|
| #1 | MITSUI KINZOKU CO LTD (n/a) - 1.28% | VERTIV HOLDINGS CO CLASS A (VRT) - 4.35% |
| #2 | n/a (n/a) - 1.18% | HOWMET AEROSPACE INC (HWM) - 3.26% |
| #3 | SAIPEM SPA (n/a) - 0.74% | QUANTA SERVICES INC (PWR) - 2.95% |
| #4 | OCEANAGOLD CORP (n/a) - 0.73% | CLOUDFLARE INC (NET) - 2.57% |
| #5 | PERSEUS MINING LTD (n/a) - 0.70% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% |
| #6 | CLAL INSURANCE ENTERPRISES HOLDINGS LTD (n/a) - 0.69% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.39% |
| #7 | DRAX GROUP PLC (n/a) - 0.62% | COMFORT SYSTEMS USA INC (FIX) - 2.29% |
| #8 | WHITEHAVEN COAL LTD (n/a) - 0.61% | ROYAL CARIBBEAN GROUP (RCL) - 2.24% |
| #9 | COEUR MINING INC (CDE) - 0.61% | CENCORA INC (COR) - 1.88% |
| #10 | REGIS RESOURCES LTD (n/a) - 0.59% | TARGA RESOURCES CORP (TRGP) - 1.85% |
| #11 | n/a (n/a) - 0.58% | VISTRA CORP (VST) - 1.82% |
| #12 | WHITECAP RESOURCES INC (WCPRF) - 0.58% | CARVANA CO CLASS A (CVNA) - 1.72% |
| #13 | B2GOLD CORP (n/a) - 0.57% | DATADOG INC CLASS A (DDOG) - 1.52% |
| #14 | HUDBAY MINERALS INC (HBM) - 0.56% | IDEXX LABORATORIES INC (IDXX) - 1.50% |
| #15 | JOHNSON MATTHEY PLC (n/a) - 0.55% | W.W. GRAINGER INC (GWW) - 1.42% |
| #16 | TAMARACK VALLEY ENERGY LTD (n/a) - 0.55% | FASTENAL CO (FAST) - 1.40% |
| #17 | LION FINANCE GROUP PLC (n/a) - 0.54% | AMERIPRISE FINANCIAL INC (AMP) - 1.32% |
| #18 | VALLOUREC SA (n/a) - 0.50% | ROCKET LAB CORP (RKLB) - 1.29% |
| #19 | n/a (ZIM) - 0.45% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.28% |
| #20 | MITSUBISHI MATERIALS CORP (n/a) - 0.45% | NRG ENERGY INC (NRG) - 1.08% |
| #21 | PACIFIC BASIN SHIPPING LTD (n/a) - 0.30% | VIKING HOLDINGS LTD (VIK) - 0.48% |
| #22 | UACJ CORP (n/a) - 0.30% | ZSCALER INC (ZS) - 0.47% |
| #23 | OVS SPA (n/a) - 0.30% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.47% |
| #24 | BUCHER INDUSTRIES AG (n/a) - 0.30% | BLOCK INC CLASS A (XYZ) - 0.47% |
| #25 | PAN AFRICAN RESOURCES PLC (n/a) - 0.30% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 0.46% |
| Total Holdings | 1692 | 238 |
AVDV vs IWP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVDV
+3.17%
IWP
+2.67%
3M
AVDV
+2.18%
Winner
IWP
+2.86%
6M
Winner
AVDV
+22.47%
IWP
-2.45%
1Y
Winner
AVDV
+53.07%
IWP
+4.52%
5Y(CAGR)
Winner
AVDV
+14.84%
IWP
+6.97%
10Y(CAGR)
AVDV
N/A
IWP
+12.26%
Max(CAGR)
Winner
AVDV
+15.98%
IWP
+9.16%
AVDV vs IWP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | AVDV | IWP |
|---|---|---|
| 2026 | +15.66% | -1.09% |
| 2025 | +49.11% | +7.84% |
| 2024 | +9.81% | +23.83% |
| 2023 | +16.75% | +26.60% |
| 2022 | -11.95% | -26.14% |
| 2021 | +15.73% | +14.23% |
| 2020 | +3.99% | +33.86% |
| 2019 | +12.05% | +35.72% |
| 2018 | N/A | -5.68% |
| 2017 | N/A | +24.12% |
| 2016 | N/A | +8.86% |
| 2015 | N/A | -0.33% |
| 2014 | N/A | +12.77% |
| 2013 | N/A | +32.21% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | -2.97% |
| 2010 | N/A | +24.30% |
| 2009 | N/A | +40.22% |
| 2008 | N/A | -43.79% |
| 2007 | N/A | +11.28% |
| 2006 | N/A | +8.69% |
| 2005 | N/A | +13.54% |
| 2004 | N/A | +15.71% |
| 2003 | N/A | +37.61% |
| 2002 | N/A | -27.76% |
| 2001 | N/A | -2.79% |
AVDV vs IWP Drawdown Comparison
The maximum drawdown for AVDV was -43.01%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The current AVDV drawdown is -0.39%. The current IWP drawdown is -5.81%.
| Rank | AVDV | IWP |
|---|---|---|
| #1 | -43.01% Jan 2, 2020 - Dec 4, 2020 | -56.92% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -28.10% Sep 3, 2021 - Dec 26, 2023 | -39.72% Aug 1, 2001 - Dec 1, 2003 |
| #3 | -14.17% Mar 19, 2025 - Apr 28, 2025 | -38.62% Nov 16, 2021 - Oct 11, 2024 |
| #4 | -13.19% Feb 27, 2026 - Mar 20, 2026 | -35.87% Feb 19, 2020 - Jul 8, 2020 |
| #5 | -8.15% Sep 26, 2024 - Mar 5, 2025 | -25.20% Feb 18, 2025 - Jul 3, 2025 |
| #6 | -8.10% Jul 16, 2024 - Aug 19, 2024 | -25.03% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -7.37% Jun 7, 2021 - Sep 3, 2021 | -22.49% Sep 14, 2018 - Mar 21, 2019 |
| #8 | -4.73% Jan 14, 2021 - Feb 8, 2021 | -20.26% Apr 23, 2015 - Aug 23, 2016 |
| #9 | -4.65% Aug 27, 2024 - Sep 19, 2024 | -14.79% Oct 27, 2025 - Mar 30, 2026 |
| #10 | -4.39% Dec 27, 2023 - Mar 1, 2024 | -14.14% Apr 5, 2004 - Nov 11, 2004 |
| #11 | -4.21% Jun 3, 2024 - Jul 11, 2024 | -13.73% May 8, 2006 - Nov 15, 2006 |
| #12 | -4.00% Apr 9, 2024 - May 9, 2024 | -13.49% Feb 12, 2021 - Jun 24, 2021 |
| #13 | -3.83% Jul 23, 2025 - Aug 8, 2025 | -11.47% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -3.75% Nov 12, 2025 - Nov 26, 2025 | -11.32% Apr 2, 2012 - Sep 13, 2012 |
| #15 | -3.44% May 7, 2021 - Jun 1, 2021 | -10.16% Sep 5, 2014 - Nov 6, 2014 |
Correlation
Correlation between AVDV and IWP is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2001 - 2026)
AVDV vs IWP dividend yield comparison.
| Year | AVDV | IWP |
|---|---|---|
| 2026 | 0.11% | 0.04% |
| 2025 | 3.05% | 0.37% |
| 2024 | 4.31% | 0.40% |
| 2023 | 3.29% | 0.54% |
| 2022 | 3.17% | 0.77% |
| 2021 | 2.39% | 0.30% |
| 2020 | 1.67% | 0.38% |
| 2019 | 0.36% | 0.60% |
| 2018 | 0.00% | 1.02% |
| 2017 | 0.00% | 0.78% |
| 2016 | 0.00% | 1.16% |
| 2015 | 0.00% | 0.98% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.80% |
| 2012 | 0.00% | 1.32% |
| 2011 | 0.00% | 0.93% |
| 2010 | 0.00% | 0.85% |
| 2009 | 0.00% | 0.87% |
| 2008 | 0.00% | 1.26% |
| 2007 | 0.00% | 0.63% |
| 2006 | 0.00% | 0.70% |
| 2005 | 0.00% | 0.47% |
| 2004 | 0.00% | 0.28% |
| 2003 | 0.00% | 0.18% |
| 2002 | 0.00% | 0.13% |
| 2001 | 0.00% | 0.03% |
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