AVEM vs XLY
Comparison between AVANTIS EMERGING MARKETS EQUITY ETF (AVEM, ETF) and THE CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY, ETF).
5-Year PerformanceAVEM has outperformed XLY, delivering a return of +10.4% compared to +8.1%
AVEM vs XLY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVEM
$23B
XLY
$23B
Expense Ratio
AVEM
0.33%
Winner
XLY
0.08%
Max Drawdown
Winner
AVEM
36.32%
XLY
60.13%
Sharpe Ratio
Winner
AVEM
2.22
XLY
0.78
5Y Beta
Winner
AVEM
0.80
XLY
1.16
P/E Ratio
AVEM
N/A
XLY
33.04
Forward P/E
AVEM
N/A
XLY
26.96
PEG Ratio
AVEM
N/A
XLY
1.23
5Y Dividends CAGR
Winner
AVEM
14.48%
XLY
7.98%
5Y EPS CAGR
AVEM
N/A
XLY
23.72%
Debt to Equity
AVEM
N/A
XLY
-124.20%
P/S Ratio
AVEM
N/A
XLY
2.73
P/B Ratio
AVEM
N/A
XLY
8.23
AVEM vs XLY - Holdings Comparison
AVEM and XLY have 1 common holdings. Overlap is 0.00%
AVEM's top 25 holdings weight is 26.96%. XLY's top 25 holdings weight is 91.13%.
| Rank | AVEM | XLY |
|---|---|---|
| #1 | n/a (TSM) - 6.35% | AMAZON.COM INC (AMZN) - 28.52% |
| #2 | TENCENT HOLDINGS LTD (n/a) - 3.02% | TESLA INC (TSLA) - 18.34% |
| #3 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.66% | THE HOME DEPOT INC (HD) - 5.26% |
| #4 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.62% | TJX COMPANIES INC (TJX) - 3.95% |
| #5 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.31% | MCDONALD'S CORP (MCD) - 3.80% |
| #6 | SK HYNIX INC (n/a) - 1.18% | BOOKING HOLDINGS INC (BKNG) - 3.10% |
| #7 | MEDIATEK INC (n/a) - 0.88% | LOWE'S COMPANIES INC (LOW) - 2.90% |
| #8 | NETEASE INC ADR (NTES) - 0.87% | STARBUCKS CORP (SBUX) - 2.75% |
| #9 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.77% | O'REILLY AUTOMOTIVE INC (ORLY) - 1.84% |
| #10 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.77% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.79% |
| #11 | ICICI BANK LTD ADR (IBN) - 0.73% | ROSS STORES INC (ROST) - 1.69% |
| #12 | HDFC BANK LTD (n/a) - 0.73% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.65% |
| #13 | PDD HOLDINGS INC ADR (PDD) - 0.70% | GENERAL MOTORS CO (GM) - 1.58% |
| #14 | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.67% | ROYAL CARIBBEAN GROUP (RCL) - 1.53% |
| #15 | BANK OF CHINA LTD CLASS H (n/a) - 0.62% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.43% |
| #16 | MEITUAN CLASS B (n/a) - 0.56% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.36% |
| #17 | INFOSYS LTD ADR (INFY) - 0.55% | AUTOZONE INC (AZO) - 1.35% |
| #18 | n/a (n/a) - 0.55% | CARVANA CO CLASS A (CVNA) - 1.23% |
| #19 | n/a (n/a) - 0.54% | NIKE INC CLASS B (NKE) - 1.18% |
| #20 | n/a (n/a) - 0.53% | EBAY INC (EBAY) - 1.09% |
| #21 | INNOVENT BIOLOGICS INC (n/a) - 0.52% | FORD MOTOR CO (F) - 1.05% |
| #22 | KB FINANCIAL GROUP INC ADR (KB) - 0.47% | YUM BRANDS INC (YUM) - 0.98% |
| #23 | HANWHA AEROSPACE CO LTD (n/a) - 0.47% | CHIPOTLE MEXICAN GRILL INC (CMG) - 0.97% |
| #24 | n/a (n/a) - 0.45% | D.R. HORTON INC (DHI) - 0.91% |
| #25 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.44% | GARMIN LTD (GRMN) - 0.88% |
| Total Holdings | 2508 | 51 |
AVEM vs XLY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVEM
+7.37%
XLY
+3.84%
3M
Winner
AVEM
+8.42%
XLY
+2.06%
6M
Winner
AVEM
+21.02%
XLY
-0.18%
1Y
Winner
AVEM
+50.17%
XLY
+12.22%
5Y(CAGR)
Winner
AVEM
+10.41%
XLY
+8.13%
10Y(CAGR)
AVEM
N/A
XLY
+12.77%
Max(CAGR)
Winner
AVEM
+12.65%
XLY
+9.60%
AVEM vs XLY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AVEM | XLY |
|---|---|---|
| 2026 | +18.14% | +0.14% |
| 2025 | +34.58% | +8.79% |
| 2024 | +8.98% | +27.69% |
| 2023 | +14.71% | +40.48% |
| 2022 | -18.66% | -38.05% |
| 2021 | +4.31% | +29.02% |
| 2020 | +12.83% | +28.11% |
| 2019 | +11.13% | +27.43% |
| 2018 | N/A | +0.07% |
| 2017 | N/A | +22.10% |
| 2016 | N/A | +7.82% |
| 2015 | N/A | +10.71% |
| 2014 | N/A | +9.97% |
| 2013 | N/A | +39.82% |
| 2012 | N/A | +22.56% |
| 2011 | N/A | +4.76% |
| 2010 | N/A | +26.49% |
| 2009 | N/A | +33.87% |
| 2008 | N/A | -31.93% |
| 2007 | N/A | -14.03% |
| 2006 | N/A | +17.58% |
| 2005 | N/A | -5.96% |
| 2004 | N/A | +13.86% |
| 2003 | N/A | +32.22% |
| 2002 | N/A | -18.92% |
| 2001 | N/A | +12.93% |
| 2000 | N/A | -14.27% |
| 1999 | N/A | +10.32% |
AVEM vs XLY Drawdown Comparison
The maximum drawdown for AVEM was -36.05%, occurring on Mar 23, 2020. Recovery took 204 trading sessions.
The maximum drawdown for XLY was -59.05%, occurring on Mar 9, 2009. Recovery took 921 trading sessions.
The current AVEM drawdown is -2.83%. The current XLY drawdown is -4.82%.
| Rank | AVEM | XLY |
|---|---|---|
| #1 | -36.05% Jan 17, 2020 - Nov 6, 2020 | -59.05% Jun 4, 2007 - Jan 27, 2011 |
| #2 | -34.01% Jun 4, 2021 - Sep 24, 2024 | -39.67% Nov 19, 2021 - Nov 6, 2024 |
| #3 | -18.02% Oct 7, 2024 - May 19, 2025 | -33.91% Feb 20, 2020 - Jun 8, 2020 |
| #4 | -13.13% Feb 25, 2026 - Apr 17, 2026 | -31.54% Mar 19, 2002 - Nov 7, 2003 |
| #5 | -8.21% Feb 17, 2021 - Jun 1, 2021 | -31.53% Apr 11, 2000 - Mar 15, 2002 |
| #6 | -5.39% Jan 21, 2021 - Feb 8, 2021 | -26.02% Dec 17, 2024 - Sep 12, 2025 |
| #7 | -4.52% Oct 29, 2025 - Dec 26, 2025 | -22.12% Dec 31, 1999 - Apr 11, 2000 |
| #8 | -4.45% Oct 6, 2025 - Oct 20, 2025 | -21.36% Sep 20, 2018 - Apr 4, 2019 |
| #9 | -4.05% Nov 7, 2019 - Dec 12, 2019 | -18.42% Jul 7, 2011 - Jan 19, 2012 |
| #10 | -3.55% Jul 23, 2025 - Aug 12, 2025 | -15.84% Nov 25, 2015 - Jul 11, 2016 |
| #11 | -2.99% Jan 28, 2026 - Feb 9, 2026 | -14.98% Jan 12, 2026 - Mar 30, 2026 |
| #12 | -2.83% May 11, 2026 - May 12, 2026 | -12.72% Dec 30, 2004 - Sep 25, 2006 |
| #13 | -2.67% Sep 23, 2019 - Oct 11, 2019 | -11.45% Aug 4, 2015 - Oct 26, 2015 |
| #14 | -2.47% Jun 12, 2025 - Jun 24, 2025 | -10.80% Apr 5, 2004 - Oct 28, 2004 |
| #15 | -2.17% Dec 17, 2020 - Dec 29, 2020 | -10.03% Feb 8, 2021 - Apr 5, 2021 |
Correlation
Correlation between AVEM and XLY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (1999 - 2026)
AVEM vs XLY dividend yield comparison.
| Year | AVEM | XLY |
|---|---|---|
| 2026 | 0.06% | 0.18% |
| 2025 | 2.45% | 0.79% |
| 2024 | 3.17% | 0.72% |
| 2023 | 3.06% | 0.78% |
| 2022 | 2.77% | 1.00% |
| 2021 | 2.61% | 0.53% |
| 2020 | 1.60% | 0.82% |
| 2019 | 0.35% | 1.28% |
| 2018 | 0.00% | 1.34% |
| 2017 | 0.00% | 1.20% |
| 2016 | 0.00% | 1.71% |
| 2015 | 0.00% | 1.43% |
| 2014 | 0.00% | 1.31% |
| 2013 | 0.00% | 1.16% |
| 2012 | 0.00% | 1.60% |
| 2011 | 0.00% | 1.56% |
| 2010 | 0.00% | 1.32% |
| 2009 | 0.00% | 1.52% |
| 2008 | 0.00% | 1.94% |
| 2007 | 0.00% | 1.37% |
| 2006 | 0.00% | 0.92% |
| 2005 | 0.00% | 1.00% |
| 2004 | 0.00% | 0.67% |
| 2003 | 0.00% | 0.62% |
| 2002 | 0.00% | 0.74% |
| 2001 | 0.00% | 0.77% |
| 2000 | 0.00% | 0.91% |
| 1999 | 0.00% | 0.12% |
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