AVIE vs ETU
Comparison between AVANTIS INFLATION FOCUSED EQUITY ETF (AVIE, ETF) and T-REX 2X LONG ETHER DAILY TARGET ETF (ETU, ETF).
AVIE vs ETU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AVIE vs ETU - Holdings Comparison
AVIE and ETU have 0 common holdings. Overlap is 0.00%
AVIE's top 25 holdings weight is 49.59%. ETU's top 25 holdings weight is 36.70%.
| Rank | AVIE | ETU |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 5.22% | ISHARES ETHEREUM TRUST ETF (ETHA) - 33.19% |
| #2 | EXXON MOBIL CORP (XOM) - 4.93% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.51% |
| #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 | 2 |
AVIE vs ETU - Historical Returns
Returns include dividend reinvestment.
AVIE vs ETU - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | AVIE | ETU |
|---|---|---|
| 2026 | +13.26% | -74.20% |
| 2025 | +11.10% | -65.05% |
| 2024 | +4.78% | +50.47% |
| 2023 | +5.75% | N/A |
| 2022 | +14.71% | N/A |
AVIE vs ETU Drawdown Comparison
The maximum drawdown for AVIE was -12.38%, occurring on Apr 8, 2025. Recovery took 237 trading sessions.
The maximum drawdown for ETU was -94.77%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current AVIE drawdown is -0.92%. The current ETU drawdown is -93.09%.
| Rank | AVIE | ETU |
|---|---|---|
| #1 | -12.38% Nov 29, 2024 - Nov 11, 2025 | -94.77% Dec 6, 2024 - Jun 5, 2026 |
| #2 | -11.29% Dec 2, 2022 - Aug 9, 2023 | -17.70% Oct 30, 2024 - Nov 6, 2024 |
| #3 | -6.52% Sep 14, 2023 - Jan 2, 2024 | -17.14% Nov 11, 2024 - Nov 25, 2024 |
| #4 | -4.97% Mar 2, 2026 - May 18, 2026 | -10.97% Nov 25, 2024 - Nov 27, 2024 |
| #5 | -4.77% Jul 17, 2024 - Aug 23, 2024 | -5.11% Oct 24, 2024 - Oct 29, 2024 |
| #6 | -4.46% Aug 30, 2024 - Nov 27, 2024 | -3.90% Dec 4, 2024 - Dec 6, 2024 |
| #7 | -3.82% Mar 28, 2024 - May 17, 2024 | -3.38% Nov 27, 2024 - Dec 4, 2024 |
| #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 |
Correlation
Correlation between AVIE and ETU is -0.64 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (2022 - 2026)
AVIE vs ETU dividend yield comparison.
| Year | AVIE | ETU |
|---|---|---|
| 2026 | 0.72% | 0.00% |
| 2025 | 1.75% | 0.00% |
| 2024 | 1.89% | 0.05% |
| 2023 | 3.72% | 0.00% |
| 2022 | 0.39% | 0.00% |
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