AVGV vs BSMR
Comparison between AVANTIS ALL EQUITY MARKETS VALUE ETF (AVGV, ETF) and INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR, ETF).
AVGV vs BSMR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVGV
$340M
BSMR
$340M
Expense Ratio
AVGV
0.26%
Winner
BSMR
0.18%
Max Drawdown
AVGV
18.05%
Winner
BSMR
13.63%
Sharpe Ratio
Winner
AVGV
2.12
BSMR
0.18
5Y Beta
AVGV
0.84
Winner
BSMR
0.00
5Y Dividends CAGR
AVGV
N/A
BSMR
16.82%
AVGV vs BSMR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVGV
+4.38%
BSMR
+0.36%
3M
Winner
AVGV
+12.56%
BSMR
+0.12%
6M
Winner
AVGV
+18.67%
BSMR
+1.18%
1Y
Winner
AVGV
+36.99%
BSMR
+3.82%
5Y(CAGR)
AVGV
N/A
BSMR
+0.34%
Max(CAGR)
Winner
AVGV
+22.05%
BSMR
+1.21%
AVGV vs BSMR - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AVGV | BSMR |
|---|---|---|
| 2026 | +17.25% | +0.88% |
| 2025 | +22.51% | +2.89% |
| 2024 | +11.94% | +1.69% |
| 2023 | +11.38% | +4.32% |
| 2022 | N/A | -7.56% |
| 2021 | N/A | +1.08% |
| 2020 | N/A | +4.93% |
| 2019 | N/A | +0.16% |
AVGV vs BSMR Drawdown Comparison
The maximum drawdown for AVGV was -17.03%, occurring on Apr 8, 2025. Recovery took 128 trading sessions.
The maximum drawdown for BSMR was -13.49%, occurring on Mar 23, 2020. Recovery took 112 trading sessions.
The current BSMR drawdown is -0.23%.
| Rank | AVGV | BSMR |
|---|---|---|
| #1 | -17.03% Nov 29, 2024 - Jun 6, 2025 | -13.49% Mar 2, 2020 - Aug 10, 2020 |
| #2 | -10.54% Jul 31, 2023 - Dec 13, 2023 | -12.01% Jul 19, 2021 - Nov 25, 2025 |
| #3 | -8.35% Jul 16, 2024 - Sep 19, 2024 | -2.46% Feb 11, 2021 - Jun 9, 2021 |
| #4 | -8.12% Feb 20, 2026 - Apr 17, 2026 | -2.10% Aug 10, 2020 - Dec 3, 2020 |
| #5 | -4.77% Mar 28, 2024 - May 14, 2024 | -1.04% Oct 21, 2019 - Jan 6, 2020 |
| #6 | -4.42% Nov 12, 2025 - Nov 26, 2025 | -0.67% Jun 15, 2021 - Jul 8, 2021 |
| #7 | -4.32% Dec 27, 2023 - Feb 12, 2024 | -0.57% Feb 25, 2026 - Jun 3, 2026 |
| #8 | -3.82% Oct 6, 2025 - Oct 24, 2025 | -0.43% Jan 31, 2020 - Feb 18, 2020 |
| #9 | -3.77% May 15, 2024 - Jul 11, 2024 | -0.31% Jan 5, 2021 - Jan 26, 2021 |
| #10 | -3.70% Jul 23, 2025 - Aug 12, 2025 | -0.27% Jan 26, 2026 - Feb 5, 2026 |
| #11 | -2.65% Oct 18, 2024 - Nov 6, 2024 | -0.23% Jun 11, 2026 - Jun 15, 2026 |
| #12 | -2.53% Jun 2, 2026 - Jun 12, 2026 | -0.23% Feb 10, 2026 - Feb 13, 2026 |
| #13 | -2.43% Oct 27, 2025 - Nov 11, 2025 | -0.14% Dec 17, 2025 - Dec 23, 2025 |
| #14 | -2.38% Jul 3, 2023 - Jul 11, 2023 | -0.14% Jun 3, 2026 - Jun 11, 2026 |
| #15 | -2.23% Nov 7, 2024 - Nov 25, 2024 | -0.13% Jul 8, 2021 - Jul 15, 2021 |
Correlation
Correlation between AVGV and BSMR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2019 - 2026)
AVGV vs BSMR dividend yield comparison.
| Year | AVGV | BSMR |
|---|---|---|
| 2026 | 0.76% | 1.12% |
| 2025 | 1.98% | 2.77% |
| 2024 | 2.32% | 2.78% |
| 2023 | 1.14% | 2.72% |
| 2022 | 0.00% | 1.40% |
| 2021 | 0.00% | 1.00% |
| 2020 | 0.00% | 1.49% |
| 2019 | 0.00% | 0.45% |
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