AVGV vs EFT
Comparison between AVANTIS ALL EQUITY MARKETS VALUE ETF (AVGV, ETF) and Eaton Vance Floating-Rate Income Trust (EFT, ETF).
AVGV vs EFT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVGV
$319M
Winner
EFT
$321M
Expense Ratio
AVGV
0.26%
EFT
N/A
Max Drawdown
Winner
AVGV
18.05%
EFT
66.40%
Sharpe Ratio
Winner
AVGV
2.05
EFT
-0.85
5Y Beta
AVGV
0.84
Winner
EFT
0.41
5Y Dividends CAGR
AVGV
N/A
EFT
8.43%
AVGV vs EFT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVGV
+0.79%
EFT
-1.20%
3M
Winner
AVGV
+6.68%
EFT
+0.02%
6M
Winner
AVGV
+16.14%
EFT
-2.20%
1Y
Winner
AVGV
+34.54%
EFT
-4.58%
5Y(CAGR)
AVGV
N/A
EFT
+3.40%
10Y(CAGR)
AVGV
N/A
EFT
+5.31%
Max(CAGR)
Winner
AVGV
+20.90%
EFT
+4.59%
AVGV vs EFT - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | AVGV | EFT |
|---|---|---|
| 2026 | +13.43% | -1.64% |
| 2025 | +22.51% | -4.98% |
| 2024 | +11.94% | +10.09% |
| 2023 | +11.38% | +25.67% |
| 2022 | N/A | -19.37% |
| 2021 | N/A | +21.84% |
| 2020 | N/A | +2.02% |
| 2019 | N/A | +15.47% |
| 2018 | N/A | -6.38% |
| 2017 | N/A | +1.03% |
| 2016 | N/A | +26.83% |
| 2015 | N/A | -3.08% |
| 2014 | N/A | -3.45% |
| 2013 | N/A | -6.56% |
| 2012 | N/A | +25.50% |
| 2011 | N/A | -5.17% |
| 2010 | N/A | +19.50% |
| 2009 | N/A | +82.60% |
| 2008 | N/A | -44.31% |
| 2007 | N/A | -8.04% |
| 2006 | N/A | +17.88% |
| 2005 | N/A | -5.07% |
| 2004 | N/A | -2.51% |
AVGV vs EFT Drawdown Comparison
The maximum drawdown for AVGV was -17.03%, occurring on Apr 8, 2025. Recovery took 128 trading sessions.
The maximum drawdown for EFT was -60.58%, occurring on Dec 15, 2008. Recovery took 675 trading sessions.
The current AVGV drawdown is -2.21%. The current EFT drawdown is -11.04%.
| Rank | AVGV | EFT |
|---|---|---|
| #1 | -17.03% Nov 29, 2024 - Jun 6, 2025 | -60.58% Jun 25, 2007 - Mar 1, 2010 |
| #2 | -10.54% Jul 31, 2023 - Dec 13, 2023 | -45.43% Jan 22, 2020 - Dec 3, 2020 |
| #3 | -8.35% Jul 16, 2024 - Sep 19, 2024 | -24.97% Jan 12, 2022 - Dec 15, 2023 |
| #4 | -8.12% Feb 20, 2026 - Apr 17, 2026 | -23.47% May 23, 2013 - Nov 11, 2016 |
| #5 | -4.77% Mar 28, 2024 - May 14, 2024 | -20.16% Feb 24, 2011 - Mar 21, 2012 |
| #6 | -4.42% Nov 12, 2025 - Nov 26, 2025 | -17.49% Jan 24, 2025 - Apr 7, 2025 |
| #7 | -4.32% Dec 27, 2023 - Feb 12, 2024 | -15.52% Apr 12, 2018 - Dec 16, 2019 |
| #8 | -3.82% Oct 6, 2025 - Oct 24, 2025 | -13.57% Mar 25, 2010 - Oct 21, 2010 |
| #9 | -3.77% May 15, 2024 - Jul 11, 2024 | -10.39% Mar 4, 2005 - Mar 16, 2006 |
| #10 | -3.70% Jul 23, 2025 - Aug 12, 2025 | -9.92% Mar 27, 2012 - Aug 20, 2012 |
| #11 | -2.65% Oct 18, 2024 - Nov 6, 2024 | -7.83% Oct 25, 2012 - Dec 19, 2012 |
| #12 | -2.43% Oct 27, 2025 - Nov 11, 2025 | -6.75% Jul 27, 2017 - Mar 14, 2018 |
| #13 | -2.38% Jul 3, 2023 - Jul 11, 2023 | -5.95% Oct 4, 2012 - Oct 25, 2012 |
| #14 | -2.23% Nov 7, 2024 - Nov 25, 2024 | -5.70% Jul 23, 2024 - Nov 7, 2024 |
| #15 | -2.21% Jun 2, 2026 - Jun 5, 2026 | -5.63% Sep 10, 2021 - Jan 10, 2022 |
Correlation
Correlation between AVGV and EFT is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (2004 - 2026)
AVGV vs EFT dividend yield comparison.
| Year | AVGV | EFT |
|---|---|---|
| 2026 | 0.20% | 2.78% |
| 2025 | 1.98% | 9.55% |
| 2024 | 2.32% | 10.52% |
| 2023 | 1.14% | 11.09% |
| 2022 | 0.00% | 9.81% |
| 2021 | 0.00% | 5.24% |
| 2020 | 0.00% | 5.88% |
| 2019 | 0.00% | 7.41% |
| 2018 | 0.00% | 6.77% |
| 2017 | 0.00% | 5.73% |
| 2016 | 0.00% | 5.54% |
| 2015 | 0.00% | 6.57% |
| 2014 | 0.00% | 5.82% |
| 2013 | 0.00% | 6.62% |
| 2012 | 0.00% | 5.62% |
| 2011 | 0.00% | 7.17% |
| 2010 | 0.00% | 5.85% |
| 2009 | 0.00% | 6.02% |
| 2008 | 0.00% | 15.12% |
| 2007 | 0.00% | 9.97% |
| 2006 | 0.00% | 8.47% |
| 2005 | 0.00% | 7.46% |
| 2004 | 0.00% | 2.45% |
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