AVDV vs USIG

Comparison between AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV, ETF) and ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF).

5-Year PerformanceAVDV has outperformed USIG, delivering a return of +14.0% compared to +0.8%

AVDV vs USIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVDV(ETF)	USIG(ETF)
Net Assets	$17B	$17B
Expense Ratio	0.36%	0.04%
Max Drawdown	43.01%	24.90%
Sharpe Ratio	2.70	0.65
5Y Beta	0.70	0.10
5Y Dividends CAGR	25.66%	9.69%

Net Assets

Winner

AVDV

$17B

USIG

$17B

Expense Ratio

AVDV

0.36%

Winner

USIG

0.04%

Max Drawdown

AVDV

43.01%

Winner

USIG

24.90%

Sharpe Ratio

Winner

AVDV

2.70

USIG

0.65

5Y Beta

AVDV

0.70

Winner

USIG

0.10

5Y Dividends CAGR

Winner

AVDV

25.66%

USIG

9.69%

AVDV vs USIG - Historical Returns

Returns include dividend reinvestment.

Period	AVDV	USIG
1 month	+3.85%	+0.28%
3 months	+3.06%	+0.02%
6 months	+25.62%	+1.20%
1 year	+54.69%	+6.91%
5 years(CAGR)	+14.02%	+0.82%
10 years(CAGR)	N/A	+2.68%
Max(CAGR)	+16.00%	+3.96%

Winner

AVDV

+3.85%

USIG

+0.28%

Winner

AVDV

+3.06%

USIG

+0.02%

Winner

AVDV

+25.62%

USIG

+1.20%

Winner

AVDV

+54.69%

USIG

+6.91%

5Y(CAGR)

Winner

AVDV

+14.02%

USIG

+0.82%

10Y(CAGR)

AVDV

N/A

USIG

+2.68%

Max(CAGR)

Winner

AVDV

+16.00%

USIG

+3.96%

AVDV vs USIG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	AVDV	USIG
2026	+15.61%	+0.70%
2025	+49.11%	+7.86%
2024	+9.81%	+3.06%
2023	+16.75%	+7.57%
2022	-11.95%	-14.62%
2021	+15.73%	-1.05%
2020	+3.99%	+9.20%
2019	+12.05%	+13.82%
2018	N/A	-1.91%
2017	N/A	+5.66%
2016	N/A	+5.33%
2015	N/A	-1.76%
2014	N/A	+7.98%
2013	N/A	-2.51%
2012	N/A	+7.70%
2011	N/A	+9.02%
2010	N/A	+7.81%
2009	N/A	+11.22%
2008	N/A	-0.75%
2007	N/A	+4.73%

AVDV vs USIG Drawdown Comparison

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

The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.

The current AVDV drawdown is -0.44%. The current USIG drawdown is -0.84%.

Rank	AVDV	USIG
#1	-43.01% Jan 2, 2020 - Dec 4, 2020	-22.21% Feb 5, 2008 - Jun 3, 2009
#2	-28.10% Sep 3, 2021 - Dec 26, 2023	-21.45% Sep 22, 2021 - Oct 14, 2025
#3	-14.17% Mar 19, 2025 - Apr 28, 2025	-18.88% Mar 6, 2020 - Jun 30, 2020
#4	-13.19% Feb 27, 2026 - Mar 20, 2026	-7.07% May 2, 2013 - May 1, 2014
#5	-8.15% Sep 26, 2024 - Mar 5, 2025	-5.24% Dec 31, 2020 - Jul 28, 2021
#6	-8.10% Jul 16, 2024 - Aug 19, 2024	-5.04% Aug 29, 2016 - Jun 14, 2017
#7	-7.37% Jun 7, 2021 - Sep 3, 2021	-4.96% Jan 30, 2015 - Apr 5, 2016
#8	-4.73% Jan 14, 2021 - Feb 8, 2021	-4.68% Oct 7, 2010 - May 5, 2011
#9	-4.65% Aug 27, 2024 - Sep 19, 2024	-4.06% Dec 15, 2017 - Feb 8, 2019
#10	-4.39% Dec 27, 2023 - Mar 1, 2024	-3.19% Mar 7, 2007 - Sep 5, 2007
#11	-4.21% Jun 3, 2024 - Jul 11, 2024	-2.79% Feb 23, 2026 - Mar 27, 2026
#12	-4.00% Apr 9, 2024 - May 9, 2024	-2.78% Nov 26, 2007 - Jan 7, 2008
#13	-3.83% Jul 23, 2025 - Aug 8, 2025	-2.50% Aug 28, 2019 - Oct 4, 2019
#14	-3.75% Nov 12, 2025 - Nov 26, 2025	-2.44% Aug 4, 2011 - Sep 2, 2011
#15	-3.44% May 7, 2021 - Jun 1, 2021	-2.43% Aug 6, 2020 - Nov 23, 2020

Correlation

Correlation between AVDV and USIG is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (2007 - 2026)

AVDV vs USIG dividend yield comparison.

Year	AVDV	USIG
2026	0.11%	1.56%
2025	3.05%	4.62%
2024	4.31%	4.51%
2023	3.29%	3.94%
2022	3.17%	3.14%
2021	2.39%	2.33%
2020	1.67%	2.82%
2019	0.36%	3.37%
2018	0.00%	3.44%
2017	0.00%	3.03%
2016	0.00%	2.87%
2015	0.00%	3.24%
2014	0.00%	3.32%
2013	0.00%	3.53%
2012	0.00%	3.23%
2011	0.00%	4.11%
2010	0.00%	4.56%
2009	0.00%	4.95%
2008	0.00%	5.12%
2007	0.00%	5.22%