AVDV vs SPMO
Comparison between AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV, ETF) and INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF).
5-Year PerformanceSPMO has outperformed AVDV, delivering a return of +23.5% compared to +13.6%
AVDV vs SPMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVDV
$20B
SPMO
$20B
Expense Ratio
AVDV
0.36%
Winner
SPMO
0.13%
Max Drawdown
AVDV
43.01%
Winner
SPMO
31.31%
Sharpe Ratio
Winner
AVDV
2.02
SPMO
1.77
5Y Beta
Winner
AVDV
0.72
SPMO
1.22
P/E Ratio
AVDV
N/A
SPMO
34.66
Forward P/E
AVDV
N/A
SPMO
21.59
PEG Ratio
AVDV
N/A
SPMO
0.32
5Y Dividends CAGR
Winner
AVDV
35.62%
SPMO
9.86%
5Y EPS CAGR
AVDV
N/A
SPMO
32.57%
Debt to Equity
AVDV
N/A
SPMO
27.76%
P/S Ratio
AVDV
N/A
SPMO
4.38
P/B Ratio
AVDV
N/A
SPMO
7.76
AVDV vs SPMO - Holdings Comparison
AVDV and SPMO have 1 common holdings. Overlap is 0.00%
AVDV's top 25 holdings weight is 14.58%. SPMO's top 25 holdings weight is 77.05%.
| Rank | AVDV | SPMO |
|---|---|---|
| #1 | MITSUI KINZOKU CO LTD (n/a) - 1.28% | MICRON TECHNOLOGY INC (MU) - 10.31% |
| #2 | n/a (n/a) - 1.18% | NVIDIA CORP (NVDA) - 8.40% |
| #3 | SAIPEM SPA (n/a) - 0.74% | BROADCOM INC (AVGO) - 6.60% |
| #4 | OCEANAGOLD CORP (n/a) - 0.73% | ALPHABET INC CLASS A (GOOGL) - 4.71% |
| #5 | PERSEUS MINING LTD (n/a) - 0.70% | JOHNSON & JOHNSON (JNJ) - 4.27% |
| #6 | CLAL INSURANCE ENTERPRISES HOLDINGS LTD (n/a) - 0.69% | ADVANCED MICRO DEVICES INC (AMD) - 3.80% |
| #7 | DRAX GROUP PLC (n/a) - 0.62% | ALPHABET INC CLASS C (GOOG) - 3.75% |
| #8 | WHITEHAVEN COAL LTD (n/a) - 0.61% | LAM RESEARCH CORP (LRCX) - 3.74% |
| #9 | COEUR MINING INC (CDE) - 0.61% | EXXON MOBIL CORP (XOM) - 3.01% |
| #10 | REGIS RESOURCES LTD (n/a) - 0.59% | INTEL CORP (INTC) - 2.88% |
| #11 | n/a (n/a) - 0.58% | CATERPILLAR INC (CAT) - 2.66% |
| #12 | WHITECAP RESOURCES INC (WCPRF) - 0.58% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.49% |
| #13 | B2GOLD CORP (n/a) - 0.57% | CISCO SYSTEMS INC (CSCO) - 2.08% |
| #14 | HUDBAY MINERALS INC (HBM) - 0.56% | APPLIED MATERIALS INC (AMAT) - 2.05% |
| #15 | JOHNSON MATTHEY PLC (n/a) - 0.55% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.83% |
| #16 | TAMARACK VALLEY ENERGY LTD (n/a) - 0.55% | WESTERN DIGITAL CORP (WDC) - 1.71% |
| #17 | LION FINANCE GROUP PLC (n/a) - 0.54% | GE AEROSPACE (GE) - 1.68% |
| #18 | VALLOUREC SA (n/a) - 0.50% | KLA CORP (KLAC) - 1.62% |
| #19 | n/a (ZIM) - 0.45% | THE GOLDMAN SACHS GROUP INC (GS) - 1.46% |
| #20 | MITSUBISHI MATERIALS CORP (n/a) - 0.45% | RTX CORP (RTX) - 1.44% |
| #21 | PACIFIC BASIN SHIPPING LTD (n/a) - 0.30% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.40% |
| #22 | UACJ CORP (n/a) - 0.30% | AMPHENOL CORP CLASS A (APH) - 1.36% |
| #23 | OVS SPA (n/a) - 0.30% | COCA-COLA CO (KO) - 1.34% |
| #24 | BUCHER INDUSTRIES AG (n/a) - 0.30% | GE VERNOVA INC (GEV) - 1.25% |
| #25 | PAN AFRICAN RESOURCES PLC (n/a) - 0.30% | n/a (PLTR) - 1.21% |
| Total Holdings | 1692 | 102 |
AVDV vs SPMO - Historical Returns
Returns include dividend reinvestment.
1M
AVDV
-1.46%
Winner
SPMO
+5.56%
3M
AVDV
+7.13%
Winner
SPMO
+30.50%
6M
AVDV
+17.20%
Winner
SPMO
+28.70%
1Y
AVDV
+40.93%
Winner
SPMO
+43.46%
5Y(CAGR)
AVDV
+13.63%
Winner
SPMO
+23.48%
10Y(CAGR)
AVDV
N/A
SPMO
+20.75%
Max(CAGR)
AVDV
+15.51%
Winner
SPMO
+19.83%
AVDV vs SPMO - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | AVDV | SPMO |
|---|---|---|
| 2026 | +13.98% | +27.77% |
| 2025 | +49.11% | +25.85% |
| 2024 | +9.81% | +47.17% |
| 2023 | +16.75% | +19.46% |
| 2022 | -11.95% | -10.46% |
| 2021 | +15.73% | +24.36% |
| 2020 | +3.99% | +27.55% |
| 2019 | +12.05% | +25.67% |
| 2018 | N/A | -1.19% |
| 2017 | N/A | +28.51% |
| 2016 | N/A | +7.37% |
| 2015 | N/A | +2.79% |
AVDV vs SPMO Drawdown Comparison
The maximum drawdown for AVDV was -43.01%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current AVDV drawdown is -2.23%. The current SPMO drawdown is -1.68%.
| Rank | AVDV | SPMO |
|---|---|---|
| #1 | -43.01% Jan 2, 2020 - Dec 4, 2020 | -30.93% Feb 19, 2020 - Jul 8, 2020 |
| #2 | -28.10% Sep 3, 2021 - Dec 26, 2023 | -23.38% Oct 1, 2018 - Jun 19, 2019 |
| #3 | -14.17% Mar 19, 2025 - Apr 28, 2025 | -22.75% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -13.19% Feb 27, 2026 - May 13, 2026 | -20.13% Feb 13, 2025 - May 13, 2025 |
| #5 | -8.15% Sep 26, 2024 - Mar 5, 2025 | -13.16% Jul 10, 2024 - Oct 4, 2024 |
| #6 | -8.10% Jul 16, 2024 - Aug 19, 2024 | -12.70% Oct 29, 2025 - Apr 13, 2026 |
| #7 | -7.37% Jun 7, 2021 - Sep 3, 2021 | -11.03% Nov 25, 2015 - Jul 25, 2016 |
| #8 | -5.77% May 26, 2026 - Jun 10, 2026 | -10.67% Feb 12, 2021 - Apr 9, 2021 |
| #9 | -4.73% Jan 14, 2021 - Feb 8, 2021 | -9.50% Mar 12, 2018 - Jun 4, 2018 |
| #10 | -4.65% Aug 27, 2024 - Sep 19, 2024 | -8.97% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -4.39% Dec 27, 2023 - Mar 1, 2024 | -8.93% Sep 2, 2020 - Oct 12, 2020 |
| #12 | -4.21% Jun 3, 2024 - Jul 11, 2024 | -8.79% Oct 13, 2020 - Nov 6, 2020 |
| #13 | -4.00% Apr 9, 2024 - May 9, 2024 | -8.00% Apr 16, 2021 - Jun 22, 2021 |
| #14 | -3.83% Jul 23, 2025 - Aug 8, 2025 | -7.45% Mar 22, 2024 - May 15, 2024 |
| #15 | -3.75% Nov 12, 2025 - Nov 26, 2025 | -7.36% Jun 3, 2026 - Jun 10, 2026 |
Correlation
Correlation between AVDV and SPMO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
AVDV vs SPMO dividend yield comparison.
| Year | AVDV | SPMO |
|---|---|---|
| 2026 | 1.42% | 0.21% |
| 2025 | 3.05% | 0.73% |
| 2024 | 4.31% | 0.48% |
| 2023 | 3.29% | 1.63% |
| 2022 | 3.17% | 1.66% |
| 2021 | 2.39% | 0.52% |
| 2020 | 1.67% | 1.27% |
| 2019 | 0.36% | 1.39% |
| 2018 | 0.00% | 1.05% |
| 2017 | 0.00% | 0.77% |
| 2016 | 0.00% | 1.94% |
| 2015 | 0.00% | 0.36% |
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