AVGV vs EVUS
Comparison between AVANTIS ALL EQUITY MARKETS VALUE ETF (AVGV, ETF) and ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF).
AVGV vs EVUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVGV
$340M
EVUS
$340M
Expense Ratio
AVGV
0.26%
Winner
EVUS
0.18%
Max Drawdown
AVGV
18.05%
Winner
EVUS
16.43%
Sharpe Ratio
Winner
AVGV
2.12
EVUS
1.54
5Y Beta
AVGV
0.84
Winner
EVUS
0.70
P/E Ratio
AVGV
N/A
EVUS
22.57
Forward P/E
AVGV
N/A
EVUS
17.42
PEG Ratio
AVGV
N/A
EVUS
0.42
5Y EPS CAGR
AVGV
N/A
EVUS
14.52%
Debt to Equity
AVGV
N/A
EVUS
36.64%
P/S Ratio
AVGV
N/A
EVUS
2.32
P/B Ratio
AVGV
N/A
EVUS
3.73
AVGV vs EVUS - Holdings Comparison
AVGV and EVUS have 0 common holdings. Overlap is 0.00%
AVGV's top 25 holdings weight is 99.90%. EVUS's top 25 holdings weight is 39.58%.
| Rank | AVGV | EVUS |
|---|---|---|
| #1 | AVANTIS US LARGE CAP VALUE ETF (AVLV) - 36.78% | ALPHABET INC CLASS A (GOOGL) - 6.65% |
| #2 | AVANTIS US SMALL CAP VALUE ETF (AVUV) - 17.90% | META PLATFORMS INC CLASS A (META) - 3.80% |
| #3 | AVANTIS INTERNATIONAL LARGE CAP VAL ETF (AVIV) - 17.75% | MICRON TECHNOLOGY INC (MU) - 2.51% |
| #4 | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 10.72% | JPMORGAN CHASE & CO (JPM) - 2.45% |
| #5 | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 9.59% | INTEL CORP (INTC) - 1.77% |
| #6 | AVANTIS U.S. MID CAP VALUE ETF (AVMV) - 7.16% | CISCO SYSTEMS INC (CSCO) - 1.68% |
| #7 | N/A | EXXON MOBIL CORP (XOM) - 1.59% |
| #8 | N/A | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #9 | N/A | APPLIED MATERIALS INC (AMAT) - 1.39% |
| #10 | N/A | JOHNSON & JOHNSON (JNJ) - 1.39% |
| #11 | N/A | ABBVIE INC (ABBV) - 1.32% |
| #12 | N/A | PROCTER & GAMBLE CO (PG) - 1.18% |
| #13 | N/A | THE GOLDMAN SACHS GROUP INC (GS) - 1.17% |
| #14 | N/A | THE HOME DEPOT INC (HD) - 1.15% |
| #15 | N/A | COCA-COLA CO (KO) - 1.15% |
| #16 | N/A | MORGAN STANLEY (MS) - 0.98% |
| #17 | N/A | CATERPILLAR INC (CAT) - 0.97% |
| #18 | N/A | BANK OF AMERICA CORP (BAC) - 0.96% |
| #19 | N/A | TEXAS INSTRUMENTS INC (TXN) - 0.92% |
| #20 | N/A | MERCK & CO INC (MRK) - 0.91% |
| #21 | N/A | UNITEDHEALTH GROUP INC (UNH) - 0.90% |
| #22 | N/A | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.89% |
| #23 | N/A | HONEYWELL INTERNATIONAL INC (HON) - 0.83% |
| #24 | N/A | THE HARTFORD INSURANCE GROUP INC (HIG) - 0.81% |
| #25 | N/A | VERIZON COMMUNICATIONS INC (VZ) - 0.78% |
| Total Holdings | 6 | 235 |
AVGV vs EVUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVGV
+4.38%
EVUS
+3.13%
3M
Winner
AVGV
+12.56%
EVUS
+9.55%
6M
Winner
AVGV
+18.67%
EVUS
+10.54%
1Y
Winner
AVGV
+36.99%
EVUS
+21.93%
Max(CAGR)
Winner
AVGV
+22.05%
EVUS
+12.53%
AVGV vs EVUS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AVGV | EVUS |
|---|---|---|
| 2026 | +17.25% | +10.40% |
| 2025 | +22.51% | +13.46% |
| 2024 | +11.94% | +13.75% |
| 2023 | +11.38% | +3.47% |
AVGV vs EVUS Drawdown Comparison
The maximum drawdown for AVGV was -17.03%, occurring on Apr 8, 2025. Recovery took 128 trading sessions.
The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.
The current EVUS drawdown is -0.01%.
| Rank | AVGV | EVUS |
|---|---|---|
| #1 | -17.03% Nov 29, 2024 - Jun 6, 2025 | -15.65% Nov 29, 2024 - Aug 13, 2025 |
| #2 | -10.54% Jul 31, 2023 - Dec 13, 2023 | -11.17% Jul 31, 2023 - Dec 13, 2023 |
| #3 | -8.35% Jul 16, 2024 - Sep 19, 2024 | -9.40% Feb 2, 2023 - Jul 21, 2023 |
| #4 | -8.12% Feb 20, 2026 - Apr 17, 2026 | -7.72% Feb 9, 2026 - Apr 17, 2026 |
| #5 | -4.77% Mar 28, 2024 - May 14, 2024 | -5.44% Mar 28, 2024 - Jul 11, 2024 |
| #6 | -4.42% Nov 12, 2025 - Nov 26, 2025 | -4.89% Jul 31, 2024 - Aug 19, 2024 |
| #7 | -4.32% Dec 27, 2023 - Feb 12, 2024 | -4.41% Oct 27, 2025 - Dec 4, 2025 |
| #8 | -3.82% Oct 6, 2025 - Oct 24, 2025 | -3.51% Oct 16, 2024 - Nov 6, 2024 |
| #9 | -3.77% May 15, 2024 - Jul 11, 2024 | -3.11% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -3.70% Jul 23, 2025 - Aug 12, 2025 | -2.56% Oct 3, 2025 - Oct 20, 2025 |
| #11 | -2.65% Oct 18, 2024 - Nov 6, 2024 | -2.30% Jun 4, 2026 - Jun 10, 2026 |
| #12 | -2.53% Jun 2, 2026 - Jun 12, 2026 | -2.05% Jul 17, 2024 - Jul 30, 2024 |
| #13 | -2.43% Oct 27, 2025 - Nov 11, 2025 | -1.96% Jan 8, 2024 - Jan 25, 2024 |
| #14 | -2.38% Jul 3, 2023 - Jul 11, 2023 | -1.75% Jan 15, 2026 - Jan 22, 2026 |
| #15 | -2.23% Nov 7, 2024 - Nov 25, 2024 | -1.72% Nov 11, 2024 - Nov 22, 2024 |
Correlation
Correlation between AVGV and EVUS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
AVGV vs EVUS dividend yield comparison.
| Year | AVGV | EVUS |
|---|---|---|
| 2026 | 0.76% | 0.74% |
| 2025 | 1.98% | 1.62% |
| 2024 | 2.32% | 1.99% |
| 2023 | 1.14% | 2.31% |
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