AVIE vs AAPX
Comparison between AVANTIS INFLATION FOCUSED EQUITY ETF (AVIE, ETF) and T-REX 2X LONG APPLE DAILY TARGET ETF (AAPX, ETF).
AVIE vs AAPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AVIE vs AAPX - Holdings Comparison
AVIE and AAPX have 0 common holdings. Overlap is 0.00%
AVIE's top 25 holdings weight is 46.63%. AAPX's top 25 holdings weight is 78.00%.
| Rank | AVIE | AAPX |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 5.26% | APPLE INC (AAPL) - 78.00% |
| #2 | EXXONMOBIL HOLDINGS CORP (XOM) - 4.64% | N/A |
| #3 | PROCTER & GAMBLE CO (PG) - 3.69% | N/A |
| #4 | ELI LILLY AND CO (LLY) - 3.62% | N/A |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 2.91% | N/A |
| #6 | CHEVRON CORP (CVX) - 2.77% | N/A |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.35% | N/A |
| #8 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.33% | N/A |
| #9 | COCA-COLA CO (KO) - 2.16% | N/A |
| #10 | ABBVIE INC (ABBV) - 1.88% | N/A |
| #11 | PEPSICO INC (PEP) - 1.74% | N/A |
| #12 | MERCK & CO INC (MRK) - 1.62% | N/A |
| #13 | CONOCOPHILLIPS (COP) - 1.52% | N/A |
| #14 | FREEPORT-MCMORAN INC (FCX) - 1.26% | N/A |
| #15 | GILEAD SCIENCES INC (GILD) - 1.26% | N/A |
| #16 | AMGEN INC (AMGN) - 1.20% | N/A |
| #17 | NEWMONT CORP (NEM) - 1.09% | N/A |
| #18 | COLGATE-PALMOLIVE CO (CL) - 1.08% | N/A |
| #19 | MCKESSON CORP (MCK) - 1.08% | N/A |
| #20 | PROGRESSIVE CORP (PGR) - 1.03% | N/A |
| #21 | DIAMONDBACK ENERGY INC (FANG) - 0.47% | N/A |
| #22 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 0.45% | N/A |
| #23 | PRUDENTIAL FINANCIAL INC (PRU) - 0.44% | N/A |
| #24 | EQT CORP (EQT) - 0.39% | N/A |
| #25 | THE HARTFORD INSURANCE GROUP INC (HIG) - 0.39% | N/A |
| Total Holdings | 325 | 1 |
AVIE vs AAPX - Historical Returns
Returns include dividend reinvestment.
AVIE vs AAPX - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | AVIE | AAPX |
|---|---|---|
| 2026 | +17.47% | +27.64% |
| 2025 | +11.10% | +0.49% |
| 2024 | +4.78% | +55.98% |
| 2023 | +5.75% | N/A |
| 2022 | +14.71% | N/A |
AVIE vs AAPX Drawdown Comparison
The maximum drawdown for AVIE was -12.38%, occurring on Apr 8, 2025. Recovery took 237 trading sessions.
The maximum drawdown for AAPX was -58.55%, occurring on Apr 8, 2025. Recovery took 233 trading sessions.
The current AVIE drawdown is -0.13%. The current AAPX drawdown is -7.20%.
| Rank | AVIE | AAPX |
|---|---|---|
| #1 | -12.38% Nov 29, 2024 - Nov 11, 2025 | -58.55% Dec 26, 2024 - Dec 2, 2025 |
| #2 | -11.29% Dec 2, 2022 - Aug 9, 2023 | -31.43% Jan 23, 2024 - Jun 11, 2024 |
| #3 | -6.52% Sep 14, 2023 - Jan 2, 2024 | -30.13% Dec 2, 2025 - May 13, 2026 |
| #4 | -4.97% Mar 2, 2026 - May 18, 2026 | -24.86% Jun 2, 2026 - Jul 15, 2026 |
| #5 | -4.77% Jul 17, 2024 - Aug 23, 2024 | -23.33% Jul 16, 2024 - Dec 3, 2024 |
| #6 | -4.46% Aug 30, 2024 - Nov 27, 2024 | -8.23% Jun 17, 2024 - Jul 2, 2024 |
| #7 | -3.82% Mar 28, 2024 - May 17, 2024 | -7.20% Jul 17, 2026 - Jul 23, 2026 |
| #8 | -3.74% May 17, 2024 - Jul 15, 2024 | -4.73% Dec 17, 2024 - Dec 20, 2024 |
| #9 | -2.99% Jun 12, 2026 - Jul 2, 2026 | -4.70% Jul 10, 2024 - Jul 15, 2024 |
| #10 | -2.61% Nov 8, 2022 - Nov 15, 2022 | -4.11% May 28, 2026 - Jun 2, 2026 |
| #11 | -2.43% Jan 3, 2024 - Jan 30, 2024 | -3.33% Jan 12, 2024 - Jan 18, 2024 |
| #12 | -2.29% Oct 13, 2022 - Oct 19, 2022 | -1.78% May 15, 2026 - May 20, 2026 |
| #13 | -2.29% Nov 28, 2025 - Dec 15, 2025 | -1.40% Jun 13, 2024 - Jun 17, 2024 |
| #14 | -2.26% Oct 5, 2022 - Oct 13, 2022 | -0.94% Dec 10, 2024 - Dec 12, 2024 |
| #15 | -2.24% Aug 11, 2023 - Sep 12, 2023 | -0.89% May 13, 2026 - May 15, 2026 |
Correlation
Correlation between AVIE and AAPX is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2022 - 2026)
AVIE vs AAPX dividend yield comparison.
| Year | AVIE | AAPX |
|---|---|---|
| 2026 | 0.70% | 0.00% |
| 2025 | 1.75% | 0.67% |
| 2024 | 1.89% | 21.46% |
| 2023 | 3.72% | 0.00% |
| 2022 | 0.39% | 0.00% |
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