AVGV vs USDX
Comparison between AVANTIS ALL EQUITY MARKETS VALUE ETF (AVGV, ETF) and SGI ENHANCED CORE ETF (USDX, ETF).
AVGV vs USDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVGV
$319M
USDX
$319M
Expense Ratio
Winner
AVGV
0.26%
USDX
1.08%
Max Drawdown
AVGV
18.05%
Winner
USDX
3.80%
Sharpe Ratio
Winner
AVGV
2.05
USDX
1.36
5Y Beta
AVGV
0.84
Winner
USDX
0.00
AVGV vs USDX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVGV
+0.79%
USDX
+0.44%
3M
Winner
AVGV
+6.68%
USDX
+1.72%
6M
Winner
AVGV
+16.14%
USDX
+2.72%
1Y
Winner
AVGV
+34.54%
USDX
+6.55%
Max(CAGR)
Winner
AVGV
+20.90%
USDX
+6.84%
AVGV vs USDX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AVGV | USDX |
|---|---|---|
| 2026 | +13.43% | +2.31% |
| 2025 | +22.51% | +6.20% |
| 2024 | +11.94% | +6.87% |
| 2023 | +11.38% | N/A |
AVGV vs USDX Drawdown Comparison
The maximum drawdown for AVGV was -17.03%, occurring on Apr 8, 2025. Recovery took 128 trading sessions.
The maximum drawdown for USDX was -0.94%, occurring on Jan 27, 2026. Recovery took 22 trading sessions.
The current AVGV drawdown is -2.21%. The current USDX drawdown is -0.14%.
| Rank | AVGV | USDX |
|---|---|---|
| #1 | -17.03% Nov 29, 2024 - Jun 6, 2025 | -0.94% Jan 21, 2026 - Feb 23, 2026 |
| #2 | -10.54% Jul 31, 2023 - Dec 13, 2023 | -0.74% Apr 7, 2025 - May 16, 2025 |
| #3 | -8.35% Jul 16, 2024 - Sep 19, 2024 | -0.64% May 29, 2026 - Jun 4, 2026 |
| #4 | -8.12% Feb 20, 2026 - Apr 17, 2026 | -0.35% May 7, 2026 - May 14, 2026 |
| #5 | -4.77% Mar 28, 2024 - May 14, 2024 | -0.31% Apr 30, 2026 - May 7, 2026 |
| #6 | -4.42% Nov 12, 2025 - Nov 26, 2025 | -0.29% May 21, 2026 - May 29, 2026 |
| #7 | -4.32% Dec 27, 2023 - Feb 12, 2024 | -0.26% May 14, 2026 - May 20, 2026 |
| #8 | -3.82% Oct 6, 2025 - Oct 24, 2025 | -0.24% Jul 1, 2024 - Jul 3, 2024 |
| #9 | -3.77% May 15, 2024 - Jul 11, 2024 | -0.23% Oct 25, 2024 - Nov 4, 2024 |
| #10 | -3.70% Jul 23, 2025 - Aug 12, 2025 | -0.23% Dec 23, 2024 - Jan 2, 2025 |
| #11 | -2.65% Oct 18, 2024 - Nov 6, 2024 | -0.21% Jan 15, 2026 - Jan 21, 2026 |
| #12 | -2.43% Oct 27, 2025 - Nov 11, 2025 | -0.21% Nov 11, 2024 - Nov 14, 2024 |
| #13 | -2.38% Jul 3, 2023 - Jul 11, 2023 | -0.21% Dec 16, 2024 - Dec 23, 2024 |
| #14 | -2.23% Nov 7, 2024 - Nov 25, 2024 | -0.19% Jul 10, 2025 - Jul 21, 2025 |
| #15 | -2.21% Jun 2, 2026 - Jun 5, 2026 | -0.19% Mar 26, 2026 - Mar 30, 2026 |
Correlation
Correlation between AVGV and USDX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
AVGV vs USDX dividend yield comparison.
| Year | AVGV | USDX |
|---|---|---|
| 2026 | 0.20% | 1.67% |
| 2025 | 1.98% | 5.88% |
| 2024 | 2.32% | 4.60% |
| 2023 | 1.14% | 0.00% |
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