AVIE vs DWWN

Comparison between AVANTIS INFLATION FOCUSED EQUITY ETF (AVIE, ETF) and PRINCIPAL LONG DURATION ETF (DWWN, ETF).

AVIE vs DWWN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVIE(ETF)	DWWN(ETF)
Net Assets	$10M	$10M
Expense Ratio	0.25%	0.19%
Max Drawdown	13.33%	1.52%
Sharpe Ratio	1.95	5.69
5Y Beta	0.48	0.44
P/E Ratio	23.56	N/A
Forward P/E	15.13	N/A
5Y EPS CAGR	14.45%	N/A
P/S Ratio	1.39	N/A
P/B Ratio	2.88	N/A

Net Assets

AVIE

$10M

DWWN

$10M

Expense Ratio

AVIE

0.25%

Winner

DWWN

0.19%

Max Drawdown

AVIE

13.33%

Winner

DWWN

1.52%

Sharpe Ratio

AVIE

1.95

Winner

DWWN

5.69

5Y Beta

AVIE

0.48

Winner

DWWN

0.44

P/E Ratio

AVIE

23.56

DWWN

N/A

Forward P/E

AVIE

15.13

DWWN

N/A

5Y EPS CAGR

AVIE

14.45%

DWWN

N/A

P/S Ratio

AVIE

1.39

DWWN

N/A

P/B Ratio

AVIE

2.88

DWWN

N/A

AVIE vs DWWN - Holdings Comparison

AVIE and DWWN have 0 common holdings. Overlap is 0.00%

AVIE's top 25 holdings weight is 49.59%. DWWN's top 25 holdings weight is 100.00%.

Rank	AVIE	DWWN
#1	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 5.22%	STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 100.00%
#2	EXXON MOBIL CORP (XOM) - 4.93%	N/A
#3	PROCTER & GAMBLE CO (PG) - 3.60%	N/A
#4	ELI LILLY AND CO (LLY) - 3.42%	N/A
#5	CHEVRON CORP (CVX) - 2.94%	N/A
#6	UNITEDHEALTH GROUP INC (UNH) - 2.70%	N/A
#7	PHILIP MORRIS INTERNATIONAL INC (PM) - 2.33%	N/A
#8	JOHNSON & JOHNSON (JNJ) - 2.18%	N/A
#9	COCA-COLA CO (KO) - 2.11%	N/A
#10	PEPSICO INC (PEP) - 1.94%	N/A
#11	ABBVIE INC (ABBV) - 1.70%	N/A
#12	CONOCOPHILLIPS (COP) - 1.63%	N/A
#13	FREEPORT-MCMORAN INC (FCX) - 1.58%	N/A
#14	MERCK & CO INC (MRK) - 1.55%	N/A
#15	NEWMONT CORP (NEM) - 1.29%	N/A
#16	GILEAD SCIENCES INC (GILD) - 1.25%	N/A
#17	SLB LTD (SLB) - 1.17%	N/A
#18	AMGEN INC (AMGN) - 1.13%	N/A
#19	COLGATE-PALMOLIVE CO (CL) - 1.07%	N/A
#20	ELEVANCE HEALTH INC (ELV) - 1.05%	N/A
#21	PROGRESSIVE CORP (PGR) - 1.02%	N/A
#22	MCKESSON CORP (MCK) - 1.02%	N/A
#23	WILLIAMS COMPANIES INC (WMB) - 0.93%	N/A
#24	BAKER HUGHES CO CLASS A (BKR) - 0.92%	N/A
#25	VALERO ENERGY CORP (VLO) - 0.91%	N/A
Total Holdings	367	1

AVIE vs DWWN - Historical Returns

Returns include dividend reinvestment.

Period	AVIE	DWWN
1 month	+1.62%	N/A
3 months	+4.45%	N/A
6 months	+15.01%	N/A
1 year	+24.00%	N/A
Max(CAGR)	+14.03%	+90.98%

AVIE

+1.62%

DWWN

N/A

AVIE

+4.45%

DWWN

N/A

AVIE

+15.01%

DWWN

N/A

AVIE

+24.00%

DWWN

N/A

Max(CAGR)

AVIE

+14.03%

Winner

DWWN

+90.98%

AVIE vs DWWN - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	AVIE	DWWN
2026	+14.32%	+3.97%
2025	+11.10%	N/A
2024	+4.78%	N/A
2023	+5.75%	N/A
2022	+14.71%	N/A

AVIE vs DWWN Drawdown Comparison

The maximum drawdown for AVIE was -12.38%, occurring on Apr 8, 2025. Recovery took 237 trading sessions.

The maximum drawdown for DWWN was -1.52%, occurring on Jun 8, 2026. Recovery took 7 trading sessions.

The current DWWN drawdown is -0.49%.

Rank	AVIE	DWWN
#1	-12.38% Nov 29, 2024 - Nov 11, 2025	-1.52% Jun 2, 2026 - Jun 11, 2026
#2	-11.29% Dec 2, 2022 - Aug 9, 2023	-0.49% Jun 11, 2026 - Jun 12, 2026
#3	-6.52% Sep 14, 2023 - Jan 2, 2024	-0.23% May 28, 2026 - Jun 1, 2026
#4	-4.97% Mar 2, 2026 - May 18, 2026	N/A
#5	-4.77% Jul 17, 2024 - Aug 23, 2024	N/A
#6	-4.46% Aug 30, 2024 - Nov 27, 2024	N/A
#7	-3.82% Mar 28, 2024 - May 17, 2024	N/A
#8	-3.74% May 17, 2024 - Jul 15, 2024	N/A
#9	-2.61% Nov 8, 2022 - Nov 15, 2022	N/A
#10	-2.43% Jan 3, 2024 - Jan 30, 2024	N/A
#11	-2.29% Oct 13, 2022 - Oct 19, 2022	N/A
#12	-2.29% Nov 28, 2025 - Dec 15, 2025	N/A
#13	-2.26% Oct 5, 2022 - Oct 13, 2022	N/A
#14	-2.24% Aug 11, 2023 - Sep 12, 2023	N/A
#15	-2.21% May 22, 2026 - Jun 12, 2026	N/A