AVEM vs RDVY
Comparison between AVANTIS EMERGING MARKETS EQUITY ETF (AVEM, ETF) and FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF).
5-Year PerformanceRDVY has outperformed AVEM, delivering a return of +10.5% compared to +10.0%
AVEM vs RDVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVEM
$20B
RDVY
$20B
Expense Ratio
Winner
AVEM
0.33%
RDVY
0.47%
Max Drawdown
Winner
AVEM
36.32%
RDVY
40.60%
Sharpe Ratio
Winner
AVEM
2.43
RDVY
1.62
5Y Beta
Winner
AVEM
0.80
RDVY
0.93
P/E Ratio
AVEM
N/A
RDVY
18.60
Forward P/E
AVEM
N/A
RDVY
16.73
PEG Ratio
AVEM
N/A
RDVY
0.39
5Y Dividends CAGR
Winner
AVEM
14.48%
RDVY
5.57%
5Y EPS CAGR
AVEM
N/A
RDVY
22.83%
Debt to Equity
AVEM
N/A
RDVY
25.76%
P/S Ratio
AVEM
N/A
RDVY
2.54
P/B Ratio
AVEM
N/A
RDVY
3.46
AVEM vs RDVY - Holdings Comparison
AVEM and RDVY have 1 common holdings. Overlap is 0.00%
AVEM's top 25 holdings weight is 26.96%. RDVY's top 25 holdings weight is 56.26%.
| Rank | AVEM | RDVY |
|---|---|---|
| #1 | n/a (TSM) - 6.35% | LAM RESEARCH CORP (LRCX) - 3.63% |
| #2 | TENCENT HOLDINGS LTD (n/a) - 3.02% | APPLIED MATERIALS INC (AMAT) - 3.22% |
| #3 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.66% | KLA CORP (KLAC) - 3.17% |
| #4 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.62% | GE VERNOVA INC (GEV) - 3.16% |
| #5 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.31% | ALPHABET INC CLASS A (GOOGL) - 2.60% |
| #6 | SK HYNIX INC (n/a) - 1.18% | BAKER HUGHES CO CLASS A (BKR) - 2.52% |
| #7 | MEDIATEK INC (n/a) - 0.88% | MUELLER INDUSTRIES INC (MLI) - 2.46% |
| #8 | NETEASE INC ADR (NTES) - 0.87% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% |
| #9 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.77% | ROSS STORES INC (ROST) - 2.45% |
| #10 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.77% | NVIDIA CORP (NVDA) - 2.32% |
| #11 | ICICI BANK LTD ADR (IBN) - 0.73% | BANK OF NEW YORK MELLON CORP (BK) - 2.26% |
| #12 | HDFC BANK LTD (n/a) - 0.73% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.02% |
| #13 | PDD HOLDINGS INC ADR (PDD) - 0.70% | SNAP-ON INC (SNA) - 1.98% |
| #14 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.67% | CHUBB LTD (CB) - 1.97% |
| #15 | BANK OF CHINA LTD CLASS H (n/a) - 0.62% | THE TRAVELERS COMPANIES INC (TRV) - 1.94% |
| #16 | MEITUAN CLASS B (n/a) - 0.56% | JPMORGAN CHASE & CO (JPM) - 1.90% |
| #17 | INFOSYS LTD ADR (INFY) - 0.55% | ALLSTATE CORP (ALL) - 1.85% |
| #18 | n/a (n/a) - 0.55% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.84% |
| #19 | n/a (n/a) - 0.54% | WILLIAMS-SONOMA INC (WSM) - 1.83% |
| #20 | n/a (n/a) - 0.53% | PULTEGROUP INC (PHM) - 1.83% |
| #21 | INNOVENT BIOLOGICS INC (n/a) - 0.52% | STATE STREET CORP (STT) - 1.82% |
| #22 | KB FINANCIAL GROUP INC ADR (KB) - 0.47% | META PLATFORMS INC CLASS A (META) - 1.80% |
| #23 | HANWHA AEROSPACE CO LTD (n/a) - 0.47% | GE AEROSPACE (GE) - 1.80% |
| #24 | n/a (n/a) - 0.45% | AMERICAN EXPRESS CO (AXP) - 1.75% |
| #25 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.44% | MICROSOFT CORP (MSFT) - 1.68% |
| Total Holdings | 2508 | 75 |
AVEM vs RDVY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVEM
+11.63%
RDVY
+3.63%
3M
Winner
AVEM
+11.79%
RDVY
+2.69%
6M
Winner
AVEM
+26.95%
RDVY
+11.56%
1Y
Winner
AVEM
+59.34%
RDVY
+28.08%
5Y(CAGR)
AVEM
+10.00%
Winner
RDVY
+10.47%
10Y(CAGR)
AVEM
N/A
RDVY
+15.85%
Max(CAGR)
AVEM
+13.13%
Winner
RDVY
+13.18%
AVEM vs RDVY - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | AVEM | RDVY |
|---|---|---|
| 2026 | +21.36% | +6.61% |
| 2025 | +34.58% | +19.20% |
| 2024 | +8.98% | +16.09% |
| 2023 | +14.71% | +20.81% |
| 2022 | -18.66% | -13.98% |
| 2021 | +4.31% | +33.30% |
| 2020 | +12.83% | +12.49% |
| 2019 | +11.13% | +37.39% |
| 2018 | N/A | -10.30% |
| 2017 | N/A | +21.69% |
| 2016 | N/A | +22.80% |
| 2015 | N/A | -3.01% |
| 2014 | N/A | +10.58% |
AVEM vs RDVY Drawdown Comparison
The maximum drawdown for AVEM was -36.05%, occurring on Mar 23, 2020. Recovery took 204 trading sessions.
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The current RDVY drawdown is -1.22%.
| Rank | AVEM | RDVY |
|---|---|---|
| #1 | -36.05% Jan 17, 2020 - Nov 6, 2020 | -40.60% Feb 12, 2020 - Nov 10, 2020 |
| #2 | -34.01% Jun 4, 2021 - Sep 24, 2024 | -25.33% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -18.02% Oct 7, 2024 - May 19, 2025 | -21.94% Sep 21, 2018 - Apr 29, 2019 |
| #4 | -13.13% Feb 25, 2026 - Apr 17, 2026 | -19.11% Nov 25, 2024 - Jul 3, 2025 |
| #5 | -8.21% Feb 17, 2021 - Jun 1, 2021 | -19.07% May 21, 2015 - Aug 23, 2016 |
| #6 | -5.39% Jan 21, 2021 - Feb 8, 2021 | -10.14% Apr 30, 2019 - Jul 22, 2019 |
| #7 | -4.52% Oct 29, 2025 - Dec 26, 2025 | -9.76% Jul 24, 2019 - Oct 21, 2019 |
| #8 | -4.45% Oct 6, 2025 - Oct 20, 2025 | -9.47% Jan 26, 2018 - Aug 27, 2018 |
| #9 | -4.05% Nov 7, 2019 - Dec 12, 2019 | -9.36% Sep 30, 2014 - Nov 12, 2014 |
| #10 | -3.55% Jul 23, 2025 - Aug 12, 2025 | -9.03% Jan 29, 2026 - Apr 13, 2026 |
| #11 | -2.99% Jan 28, 2026 - Feb 9, 2026 | -8.18% Jul 31, 2024 - Aug 30, 2024 |
| #12 | -2.67% Sep 23, 2019 - Oct 11, 2019 | -7.18% Jan 15, 2014 - Mar 6, 2014 |
| #13 | -2.47% Jun 12, 2025 - Jun 24, 2025 | -6.56% May 7, 2021 - Aug 11, 2021 |
| #14 | -2.17% Dec 17, 2020 - Dec 29, 2020 | -6.07% Dec 29, 2014 - Feb 12, 2015 |
| #15 | -2.12% Apr 17, 2026 - Apr 30, 2026 | -6.06% Jan 17, 2020 - Feb 12, 2020 |
Correlation
Correlation between AVEM and RDVY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2014 - 2026)
AVEM vs RDVY dividend yield comparison.
| Year | AVEM | RDVY |
|---|---|---|
| 2026 | 0.06% | 0.24% |
| 2025 | 2.45% | 1.11% |
| 2024 | 3.17% | 1.64% |
| 2023 | 3.06% | 2.09% |
| 2022 | 2.77% | 2.21% |
| 2021 | 2.61% | 1.04% |
| 2020 | 1.60% | 1.53% |
| 2019 | 0.35% | 1.55% |
| 2018 | 0.00% | 1.68% |
| 2017 | 0.00% | 1.25% |
| 2016 | 0.00% | 2.07% |
| 2015 | 0.00% | 2.14% |
| 2014 | 0.00% | 1.91% |
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