AVIE vs BGRO
Comparison between AVANTIS INFLATION FOCUSED EQUITY ETF (AVIE, ETF) and BlackRock Large Cap Growth ETF (BGRO, ETF).
AVIE vs BGRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVIE
$10M
BGRO
$10M
Expense Ratio
Winner
AVIE
0.25%
BGRO
0.55%
Max Drawdown
Winner
AVIE
13.33%
BGRO
24.94%
Sharpe Ratio
Winner
AVIE
1.95
BGRO
0.79
5Y Beta
Winner
AVIE
0.48
BGRO
1.32
P/E Ratio
Winner
AVIE
23.56
BGRO
45.14
Forward P/E
Winner
AVIE
15.13
BGRO
32.34
PEG Ratio
AVIE
N/A
BGRO
0.64
5Y EPS CAGR
AVIE
14.45%
Winner
BGRO
38.27%
Debt to Equity
AVIE
N/A
BGRO
30.05%
P/S Ratio
Winner
AVIE
1.39
BGRO
8.21
P/B Ratio
Winner
AVIE
2.88
BGRO
10.57
AVIE vs BGRO - Holdings Comparison
AVIE and BGRO have 3 common holdings. Overlap is 3.22%
AVIE's top 25 holdings weight is 49.59%. BGRO's top 25 holdings weight is 92.82%.
| Rank | AVIE | BGRO |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 5.22% | NVIDIA CORP (NVDA) - 13.80% |
| #2 | EXXON MOBIL CORP (XOM) - 4.93% | AMAZON.COM INC (AMZN) - 7.93% |
| #3 | PROCTER & GAMBLE CO (PG) - 3.60% | MICROSOFT CORP (MSFT) - 5.96% |
| #4 | ELI LILLY AND CO (LLY) - 3.42% | APPLE INC (AAPL) - 5.76% |
| #5 | CHEVRON CORP (CVX) - 2.94% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 5.44% |
| #6 | UNITEDHEALTH GROUP INC (UNH) - 2.70% | BROADCOM INC (AVGO) - 5.34% |
| #7 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.33% | ALPHABET INC CLASS A (GOOGL) - 5.23% |
| #8 | JOHNSON & JOHNSON (JNJ) - 2.18% | DATADOG INC CLASS A (DDOG) - 4.65% |
| #9 | COCA-COLA CO (KO) - 2.11% | META PLATFORMS INC CLASS A (META) - 3.69% |
| #10 | PEPSICO INC (PEP) - 1.94% | PALO ALTO NETWORKS INC (PANW) - 2.84% |
| #11 | ABBVIE INC (ABBV) - 1.70% | ELI LILLY AND CO (LLY) - 2.78% |
| #12 | CONOCOPHILLIPS (COP) - 1.63% | ORACLE CORP (ORCL) - 2.77% |
| #13 | FREEPORT-MCMORAN INC (FCX) - 1.58% | QUANTA SERVICES INC (PWR) - 2.70% |
| #14 | MERCK & CO INC (MRK) - 1.55% | CATERPILLAR INC (CAT) - 2.55% |
| #15 | NEWMONT CORP (NEM) - 1.29% | EQUINIX INC (EQIX) - 2.26% |
| #16 | GILEAD SCIENCES INC (GILD) - 1.25% | EATON CORP PLC (ETN) - 2.16% |
| #17 | SLB LTD (SLB) - 1.17% | INTEL CORP (INTC) - 2.13% |
| #18 | AMGEN INC (AMGN) - 1.13% | HOWMET AEROSPACE INC (HWM) - 2.09% |
| #19 | COLGATE-PALMOLIVE CO (CL) - 1.07% | WHEATON PRECIOUS METALS CORP (WPM) - 2.05% |
| #20 | ELEVANCE HEALTH INC (ELV) - 1.05% | LAM RESEARCH CORP (LRCX) - 2.01% |
| #21 | PROGRESSIVE CORP (PGR) - 1.02% | FLEX LTD (FLEX) - 1.98% |
| #22 | MCKESSON CORP (MCK) - 1.02% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.83% |
| #23 | WILLIAMS COMPANIES INC (WMB) - 0.93% | APPLIED MATERIALS INC (AMAT) - 1.72% |
| #24 | BAKER HUGHES CO CLASS A (BKR) - 0.92% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.62% |
| #25 | VALERO ENERGY CORP (VLO) - 0.91% | WELLTOWER INC (WELL) - 1.53% |
| Total Holdings | 367 | 33 |
AVIE vs BGRO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVIE
+1.62%
BGRO
-0.63%
3M
AVIE
+4.45%
Winner
BGRO
+14.47%
6M
Winner
AVIE
+15.01%
BGRO
+10.27%
1Y
Winner
AVIE
+24.00%
BGRO
+18.20%
Max(CAGR)
AVIE
+14.03%
Winner
BGRO
+16.19%
AVIE vs BGRO - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | AVIE | BGRO |
|---|---|---|
| 2026 | +14.32% | +8.41% |
| 2025 | +11.10% | +12.23% |
| 2024 | +4.78% | +10.92% |
| 2023 | +5.75% | N/A |
| 2022 | +14.71% | N/A |
AVIE vs BGRO Drawdown Comparison
The maximum drawdown for AVIE was -12.38%, occurring on Apr 8, 2025. Recovery took 237 trading sessions.
The maximum drawdown for BGRO was -24.94%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The current BGRO drawdown is -6.45%.
| Rank | AVIE | BGRO |
|---|---|---|
| #1 | -12.38% Nov 29, 2024 - Nov 11, 2025 | -24.94% Jan 23, 2025 - Jun 26, 2025 |
| #2 | -11.29% Dec 2, 2022 - Aug 9, 2023 | -17.64% Oct 29, 2025 - May 4, 2026 |
| #3 | -6.52% Sep 14, 2023 - Jan 2, 2024 | -14.76% Jul 10, 2024 - Nov 6, 2024 |
| #4 | -4.97% Mar 2, 2026 - May 18, 2026 | -8.53% Jun 1, 2026 - Jun 10, 2026 |
| #5 | -4.77% Jul 17, 2024 - Aug 23, 2024 | -5.55% Dec 16, 2024 - Jan 22, 2025 |
| #6 | -4.46% Aug 30, 2024 - Nov 27, 2024 | -4.04% Sep 22, 2025 - Oct 27, 2025 |
| #7 | -3.82% Mar 28, 2024 - May 17, 2024 | -3.46% May 14, 2026 - May 28, 2026 |
| #8 | -3.74% May 17, 2024 - Jul 15, 2024 | -3.16% Nov 13, 2024 - Dec 2, 2024 |
| #9 | -2.61% Nov 8, 2022 - Nov 15, 2022 | -3.04% Aug 12, 2025 - Sep 8, 2025 |
| #10 | -2.43% Jan 3, 2024 - Jan 30, 2024 | -2.81% Jun 18, 2024 - Jul 3, 2024 |
| #11 | -2.29% Oct 13, 2022 - Oct 19, 2022 | -2.46% Jul 28, 2025 - Aug 12, 2025 |
| #12 | -2.29% Nov 28, 2025 - Dec 15, 2025 | -1.58% Dec 6, 2024 - Dec 11, 2024 |
| #13 | -2.26% Oct 5, 2022 - Oct 13, 2022 | -1.50% Jun 30, 2025 - Jul 3, 2025 |
| #14 | -2.24% Aug 11, 2023 - Sep 12, 2023 | -1.19% Jul 17, 2025 - Jul 24, 2025 |
| #15 | -2.21% May 22, 2026 - Jun 12, 2026 | -0.98% Jul 3, 2025 - Jul 15, 2025 |
Correlation
Correlation between AVIE and BGRO is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2022 - 2026)
AVIE vs BGRO dividend yield comparison.
| Year | AVIE | BGRO |
|---|---|---|
| 2026 | 0.72% | 0.00% |
| 2025 | 1.75% | 0.04% |
| 2024 | 1.89% | 0.00% |
| 2023 | 3.72% | 0.00% |
| 2022 | 0.39% | 0.00% |
Select Stocks to Compare
Popular: AVIE vs SPYBGRO vs SPY
More Comparisons
Compare with similar stocks