AVES vs INCM
Comparison between AVANTIS EMERGING MARKETS VALUE ETF (AVES, ETF) and Franklin Income Focus ETF (INCM, ETF).
AVES vs INCM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVES
$1.40B
Winner
INCM
$1.50B
Expense Ratio
Winner
AVES
0.36%
INCM
0.38%
Max Drawdown
AVES
28.22%
Winner
INCM
8.94%
Sharpe Ratio
AVES
1.29
Winner
INCM
1.94
5Y Beta
AVES
0.69
Winner
INCM
0.32
AVES vs INCM - Historical Returns
Returns include dividend reinvestment.
1M
AVES
-2.70%
Winner
INCM
-0.53%
3M
Winner
AVES
+5.89%
INCM
+1.00%
6M
Winner
AVES
+12.37%
INCM
+6.50%
1Y
Winner
AVES
+28.50%
INCM
+15.12%
5Y(CAGR)
AVES
+9.05%
INCM
N/A
Max(CAGR)
AVES
+9.05%
Winner
INCM
+10.61%
AVES vs INCM - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AVES | INCM |
|---|---|---|
| 2026 | +9.06% | +5.52% |
| 2025 | +30.47% | +12.81% |
| 2024 | +5.94% | +6.50% |
| 2023 | +16.19% | +5.77% |
| 2022 | -16.49% | N/A |
| 2021 | +1.32% | N/A |
AVES vs INCM Drawdown Comparison
The maximum drawdown for AVES was -27.41%, occurring on Oct 24, 2022. Recovery took 560 trading sessions.
The maximum drawdown for INCM was -7.84%, occurring on Apr 8, 2025. Recovery took 69 trading sessions.
The current AVES drawdown is -6.52%. The current INCM drawdown is -1.26%.
| Rank | AVES | INCM |
|---|---|---|
| #1 | -27.41% Jan 12, 2022 - Apr 8, 2024 | -7.84% Feb 28, 2025 - Jun 9, 2025 |
| #2 | -18.49% Oct 2, 2024 - Jun 4, 2025 | -6.74% Jul 24, 2023 - Dec 1, 2023 |
| #3 | -12.90% Feb 25, 2026 - May 6, 2026 | -3.91% Nov 29, 2024 - Feb 19, 2025 |
| #4 | -8.51% Jul 12, 2024 - Sep 24, 2024 | -3.19% Feb 27, 2026 - Apr 17, 2026 |
| #5 | -6.52% Jun 1, 2026 - Jun 5, 2026 | -3.03% Mar 28, 2024 - May 15, 2024 |
| #6 | -5.43% Oct 25, 2021 - Jan 11, 2022 | -2.51% Jan 22, 2024 - Mar 11, 2024 |
| #7 | -5.24% May 8, 2026 - May 26, 2026 | -2.30% Jan 16, 2024 - Jan 22, 2024 |
| #8 | -4.76% Apr 9, 2024 - May 2, 2024 | -1.96% Jul 31, 2024 - Aug 15, 2024 |
| #9 | -4.68% May 17, 2024 - Jul 11, 2024 | -1.75% Oct 16, 2024 - Nov 27, 2024 |
| #10 | -4.55% Sep 17, 2025 - Oct 23, 2025 | -1.66% Oct 27, 2025 - Nov 12, 2025 |
| #11 | -3.87% Nov 12, 2025 - Dec 22, 2025 | -1.30% May 15, 2024 - Jun 5, 2024 |
| #12 | -3.72% Jul 23, 2025 - Aug 13, 2025 | -1.26% May 29, 2026 - Jun 5, 2026 |
| #13 | -2.63% Jun 12, 2025 - Jun 24, 2025 | -1.22% Nov 12, 2025 - Nov 25, 2025 |
| #14 | -2.40% Jan 28, 2026 - Feb 9, 2026 | -1.14% Jun 15, 2023 - Jul 12, 2023 |
| #15 | -2.21% Oct 27, 2025 - Nov 10, 2025 | -1.09% Jul 17, 2024 - Jul 30, 2024 |
Correlation
Correlation between AVES and INCM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2021 - 2026)
AVES vs INCM dividend yield comparison.
| Year | AVES | INCM |
|---|---|---|
| 2026 | 0.10% | 2.27% |
| 2025 | 3.17% | 4.96% |
| 2024 | 4.09% | 5.06% |
| 2023 | 3.96% | 3.01% |
| 2022 | 3.70% | 0.00% |
| 2021 | 0.62% | 0.00% |
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