AVIE vs EDGE
Comparison between AVANTIS INFLATION FOCUSED EQUITY ETF (AVIE, ETF) and MRBL ENHANCED EQUITY ETF (EDGE, ETF).
AVIE vs EDGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AVIE vs EDGE - Holdings Comparison
AVIE and EDGE have 0 common holdings. Overlap is 0.00%
AVIE's top 25 holdings weight is 46.63%. EDGE's top 25 holdings weight is 9.35%.
| Rank | AVIE | EDGE |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 5.26% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.35% |
| #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 EDGE - Historical Returns
Returns include dividend reinvestment.
AVIE vs EDGE - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | AVIE | EDGE |
|---|---|---|
| 2026 | +17.47% | +8.97% |
| 2025 | +11.10% | +13.16% |
| 2024 | +4.78% | N/A |
| 2023 | +5.75% | N/A |
| 2022 | +14.71% | N/A |
AVIE vs EDGE Drawdown Comparison
The maximum drawdown for AVIE was -12.38%, occurring on Apr 8, 2025. Recovery took 237 trading sessions.
The maximum drawdown for EDGE was -20.66%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current AVIE drawdown is -0.13%. The current EDGE drawdown is -2.10%.
| Rank | AVIE | EDGE |
|---|---|---|
| #1 | -12.38% Nov 29, 2024 - Nov 11, 2025 | -20.66% Feb 19, 2025 - Jul 24, 2025 |
| #2 | -11.29% Dec 2, 2022 - Aug 9, 2023 | -9.01% Feb 9, 2026 - Apr 13, 2026 |
| #3 | -6.52% Sep 14, 2023 - Jan 2, 2024 | -3.92% Nov 12, 2025 - Nov 28, 2025 |
| #4 | -4.97% Mar 2, 2026 - May 18, 2026 | -3.80% Jun 4, 2026 - Jun 15, 2026 |
| #5 | -4.77% Jul 17, 2024 - Aug 23, 2024 | -2.75% Feb 2, 2026 - Feb 9, 2026 |
| #6 | -4.46% Aug 30, 2024 - Nov 27, 2024 | -2.74% Oct 8, 2025 - Oct 20, 2025 |
| #7 | -3.82% Mar 28, 2024 - May 17, 2024 | -2.32% Jun 15, 2026 - Jul 6, 2026 |
| #8 | -3.74% May 17, 2024 - Jul 15, 2024 | -2.28% Jan 12, 2026 - Jan 26, 2026 |
| #9 | -2.99% Jun 12, 2026 - Jul 2, 2026 | -2.10% Jul 10, 2026 - Jul 23, 2026 |
| #10 | -2.61% Nov 8, 2022 - Nov 15, 2022 | -1.82% Jul 28, 2025 - Aug 8, 2025 |
| #11 | -2.43% Jan 3, 2024 - Jan 30, 2024 | -1.59% Jan 23, 2025 - Feb 13, 2025 |
| #12 | -2.29% Oct 13, 2022 - Oct 19, 2022 | -1.53% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -2.29% Nov 28, 2025 - Dec 15, 2025 | -1.40% Oct 28, 2025 - Nov 10, 2025 |
| #14 | -2.26% Oct 5, 2022 - Oct 13, 2022 | -1.31% May 14, 2026 - May 22, 2026 |
| #15 | -2.24% Aug 11, 2023 - Sep 12, 2023 | -1.23% Aug 14, 2025 - Aug 22, 2025 |
Correlation
Correlation between AVIE and EDGE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
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