AVEM vs MDY
Comparison between AVANTIS EMERGING MARKETS EQUITY ETF (AVEM, ETF) and S&P MidCap 400 ETF (MDY, ETF).
5-Year PerformanceAVEM has outperformed MDY, delivering a return of +9.9% compared to +8.8%
AVEM vs MDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVEM
$26B
Winner
MDY
$27B
Expense Ratio
AVEM
0.33%
Winner
MDY
0.23%
Max Drawdown
Winner
AVEM
36.32%
MDY
56.26%
Sharpe Ratio
AVEM
1.21
Winner
MDY
1.27
5Y Beta
Winner
AVEM
0.89
MDY
0.98
P/E Ratio
AVEM
N/A
MDY
25.49
Forward P/E
AVEM
N/A
MDY
17.53
PEG Ratio
AVEM
N/A
MDY
0.07
5Y Dividends CAGR
Winner
AVEM
20.14%
MDY
8.93%
5Y EPS CAGR
AVEM
N/A
MDY
10.82%
Debt to Equity
AVEM
N/A
MDY
34.91%
P/S Ratio
AVEM
N/A
MDY
1.67
P/B Ratio
AVEM
N/A
MDY
2.80
AVEM vs MDY - Holdings Comparison
AVEM and MDY have 1 common holdings. Overlap is 0.00%
AVEM's top 25 holdings weight is 36.76%. MDY's top 25 holdings weight is 16.22%.
| Rank | AVEM | MDY |
|---|---|---|
| #1 | n/a (TSM) - 9.91% | TWILIO INC CLASS A (TWLO) - 0.86% |
| #2 | SK HYNIX INC (n/a) - 6.49% | CARPENTER TECHNOLOGY CORP (CRS) - 0.85% |
| #3 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 4.99% | MKS INC (MKSI) - 0.83% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 1.68% | CURTISS-WRIGHT CORP (CW) - 0.77% |
| #5 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.08% | NVENT ELECTRIC PLC (NVT) - 0.76% |
| #6 | MEDIATEK INC (n/a) - 0.99% | ENTEGRIS INC (ENTG) - 0.76% |
| #7 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.92% | ATI INC (ATI) - 0.74% |
| #8 | PDD HOLDINGS INC ADR (PDD) - 0.82% | TECHNIPFMC PLC (n/a) - 0.73% |
| #9 | CHROMA ATE INC (n/a) - 0.81% | ILLUMINA INC (ILMN) - 0.73% |
| #10 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.75% | STERLING INFRASTRUCTURE INC (STRL) - 0.71% |
| #11 | DELTA ELECTRONICS INC (n/a) - 0.72% | MASTEC INC (MTZ) - 0.71% |
| #12 | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 0.72% | WOODWARD INC (WWD) - 0.70% |
| #13 | HYUNDAI MOTOR CO (n/a) - 0.67% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.69% |
| #14 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.67% | EVERPURE INC CLASS A (P) - 0.69% |
| #15 | ANGLOGOLD ASHANTI PLC (AU) - 0.58% | XPO INC (XPO) - 0.66% |
| #16 | n/a (n/a) - 0.55% | UNITED THERAPEUTICS CORP (UTHR) - 0.63% |
| #17 | VALE SA ADR (VALE) - 0.54% | OKTA INC CLASS A (OKTA) - 0.63% |
| #18 | BANK OF CHINA LTD CLASS H (n/a) - 0.52% | US FOODS HOLDING CORP (USFD) - 0.62% |
| #19 | ICICI BANK LTD ADR (IBN) - 0.51% | RB GLOBAL INC (RBA) - 0.60% |
| #20 | n/a (n/a) - 0.49% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.58% |
| #21 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.49% | WATSCO INC ORDINARY SHARES (WSO) - 0.40% |
| #22 | NETEASE INC ADR (NTES) - 0.48% | RAMBUS INC (RMBS) - 0.40% |
| #23 | UNITED MICROELECTRONICS CORP (n/a) - 0.47% | RPM INTERNATIONAL INC (RPM) - 0.39% |
| #24 | HDFC BANK LTD (n/a) - 0.47% | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 0.39% |
| #25 | UNIMICRON TECHNOLOGY CORP (n/a) - 0.44% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.39% |
| Total Holdings | 2748 | 360 |
AVEM vs MDY - Historical Returns
Returns include dividend reinvestment.
1M
AVEM
-0.35%
Winner
MDY
+3.06%
3M
AVEM
-1.00%
Winner
MDY
+5.73%
6M
Winner
AVEM
+9.59%
MDY
+8.76%
1Y
Winner
AVEM
+33.70%
MDY
+25.55%
5Y(CAGR)
Winner
AVEM
+9.89%
MDY
+8.76%
10Y(CAGR)
AVEM
N/A
MDY
+10.98%
Max(CAGR)
Winner
AVEM
+12.13%
MDY
+10.12%
AVEM vs MDY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AVEM | MDY |
|---|---|---|
| 2026 | +17.73% | +16.59% |
| 2025 | +34.58% | +7.44% |
| 2024 | +8.98% | +14.00% |
| 2023 | +14.71% | +16.64% |
| 2022 | -18.66% | -13.53% |
| 2021 | +4.31% | +26.53% |
| 2020 | +12.83% | +13.37% |
| 2019 | +11.13% | +26.23% |
| 2018 | N/A | -12.12% |
| 2017 | N/A | +15.30% |
| 2016 | N/A | +22.01% |
| 2015 | N/A | -2.35% |
| 2014 | N/A | +10.67% |
| 2013 | N/A | +29.47% |
| 2012 | N/A | +16.51% |
| 2011 | N/A | -3.32% |
| 2010 | N/A | +24.20% |
| 2009 | N/A | +33.95% |
| 2008 | N/A | -36.01% |
| 2007 | N/A | +6.68% |
| 2006 | N/A | +8.55% |
| 2005 | N/A | +13.72% |
| 2004 | N/A | +15.51% |
| 2003 | N/A | +31.04% |
| 2002 | N/A | -14.53% |
| 2001 | N/A | +3.12% |
| 2000 | N/A | +18.83% |
| 1999 | N/A | +10.57% |
AVEM vs MDY Drawdown Comparison
The maximum drawdown for AVEM was -36.05%, occurring on Mar 23, 2020. Recovery took 204 trading sessions.
The maximum drawdown for MDY was -55.34%, occurring on Mar 9, 2009. Recovery took 857 trading sessions.
The current AVEM drawdown is -7.90%.
| Rank | AVEM | MDY |
|---|---|---|
| #1 | -36.05% Jan 17, 2020 - Nov 6, 2020 | -55.34% Jul 13, 2007 - Dec 6, 2010 |
| #2 | -34.01% Jun 4, 2021 - Sep 24, 2024 | -42.21% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -18.02% Oct 7, 2024 - May 19, 2025 | -32.04% Apr 16, 2002 - Oct 13, 2003 |
| #4 | -14.28% Jun 22, 2026 - Jul 29, 2026 | -26.20% Apr 29, 2011 - Mar 26, 2012 |
| #5 | -13.13% Feb 25, 2026 - Apr 17, 2026 | -25.60% Sep 7, 2000 - Apr 10, 2002 |
| #6 | -8.39% Jun 2, 2026 - Jun 18, 2026 | -24.04% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -8.21% Feb 17, 2021 - Jun 1, 2021 | -23.79% Nov 16, 2021 - Feb 12, 2024 |
| #8 | -5.59% May 11, 2026 - May 26, 2026 | -23.16% Aug 29, 2018 - Nov 26, 2019 |
| #9 | -5.39% Jan 21, 2021 - Feb 8, 2021 | -19.27% Jun 23, 2015 - Jul 11, 2016 |
| #10 | -4.52% Oct 29, 2025 - Dec 26, 2025 | -13.95% Mar 24, 2000 - Jun 2, 2000 |
| #11 | -4.45% Oct 6, 2025 - Oct 20, 2025 | -12.52% May 8, 2006 - Dec 4, 2006 |
| #12 | -4.05% Nov 7, 2019 - Dec 12, 2019 | -11.12% Mar 26, 2012 - Sep 7, 2012 |
| #13 | -3.55% Jul 23, 2025 - Aug 12, 2025 | -10.55% Jul 1, 2014 - Nov 21, 2014 |
| #14 | -2.99% Jan 28, 2026 - Feb 9, 2026 | -10.49% Apr 5, 2004 - Nov 4, 2004 |
| #15 | -2.67% Sep 23, 2019 - Oct 11, 2019 | -9.69% Jan 26, 2018 - Jun 6, 2018 |
Correlation
Correlation between AVEM and MDY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (1999 - 2026)
AVEM vs MDY dividend yield comparison.
| Year | AVEM | MDY |
|---|---|---|
| 2026 | 0.64% | 0.45% |
| 2025 | 2.45% | 1.15% |
| 2024 | 3.17% | 1.18% |
| 2023 | 3.06% | 1.21% |
| 2022 | 2.77% | 1.37% |
| 2021 | 2.61% | 0.96% |
| 2020 | 1.60% | 1.12% |
| 2019 | 0.35% | 1.34% |
| 2018 | 0.00% | 1.39% |
| 2017 | 0.00% | 1.18% |
| 2016 | 0.00% | 1.31% |
| 2015 | 0.00% | 1.35% |
| 2014 | 0.00% | 1.17% |
| 2013 | 0.00% | 1.07% |
| 2012 | 0.00% | 1.14% |
| 2011 | 0.00% | 1.07% |
| 2010 | 0.00% | 0.91% |
| 2009 | 0.00% | 1.22% |
| 2008 | 0.00% | 1.87% |
| 2007 | 0.00% | 1.18% |
| 2006 | 0.00% | 1.18% |
| 2005 | 0.00% | 1.04% |
| 2004 | 0.00% | 0.87% |
| 2003 | 0.00% | 0.82% |
| 2002 | 0.00% | 0.91% |
| 2001 | 0.00% | 0.77% |
| 2000 | 0.00% | 0.82% |
| 1999 | 0.00% | 2.69% |
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