AVIE vs VBCG

Comparison between AVANTIS INFLATION FOCUSED EQUITY ETF (AVIE, ETF) and VANGUARD TARGET MATURITY 2033 CORPORATE BOND ETF ETF SHARES (VBCG, ETF).

AVIE vs VBCG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVIE(ETF)	VBCG(ETF)
Net Assets	$10M	$11M
Expense Ratio	0.25%	0.08%
Max Drawdown	13.33%	2.74%
Sharpe Ratio	2.18	-0.49
5Y Beta	0.46	0.17
P/E Ratio	25.57	N/A
Forward P/E	16.27	N/A
5Y EPS CAGR	14.23%	N/A
P/S Ratio	1.78	N/A
P/B Ratio	2.89	N/A

Net Assets

AVIE

$10M

Winner

VBCG

$11M

Expense Ratio

AVIE

0.25%

Winner

VBCG

0.08%

Max Drawdown

AVIE

13.33%

Winner

VBCG

2.74%

Sharpe Ratio

Winner

AVIE

2.18

VBCG

-0.49

5Y Beta

AVIE

0.46

Winner

VBCG

0.17

P/E Ratio

AVIE

25.57

VBCG

N/A

Forward P/E

AVIE

16.27

VBCG

N/A

5Y EPS CAGR

AVIE

14.23%

VBCG

N/A

P/S Ratio

AVIE

1.78

VBCG

N/A

P/B Ratio

AVIE

2.89

VBCG

N/A

AVIE vs VBCG - Holdings Comparison

AVIE and VBCG have 1 common holdings. Overlap is 0.00%

AVIE's top 25 holdings weight is 46.63%. VBCG's top 25 holdings weight is 34.31%.

Rank	AVIE	VBCG
#1	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 5.26%	WELLS FARGO & CO. (n/a) - 2.90%
#2	EXXONMOBIL HOLDINGS CORP (XOM) - 4.64%	HSBC HOLDINGS PLC (n/a) - 2.27%
#3	PROCTER & GAMBLE CO (PG) - 3.69%	BANK OF AMERICA CORP. (n/a) - 2.23%
#4	ELI LILLY AND CO (LLY) - 3.62%	JPMORGAN CHASE & CO. (n/a) - 1.97%
#5	UNITEDHEALTH GROUP INC (UNH) - 2.91%	MORGAN STANLEY (n/a) - 1.94%
#6	CHEVRON CORP (CVX) - 2.77%	SPACE EXPLORATION TECHNOLOGIES CORP. (n/a) - 1.49%
#7	JOHNSON & JOHNSON (JNJ) - 2.35%	AMAZON.COM, INC. (n/a) - 1.35%
#8	PHILIP MORRIS INTERNATIONAL INC (PM) - 2.33%	GOLDMAN SACHS GROUP, INC. (n/a) - 1.34%
#9	COCA-COLA CO (KO) - 2.16%	BARCLAYS PLC (n/a) - 1.32%
#10	ABBVIE INC (ABBV) - 1.88%	AMGEN INC. (n/a) - 1.28%
#11	PEPSICO INC (PEP) - 1.74%	AT&T INC (n/a) - 1.27%
#12	MERCK & CO INC (MRK) - 1.62%	PFIZER INVESTMENT ENTERPRISES PTE LTD. (n/a) - 1.24%
#13	CONOCOPHILLIPS (COP) - 1.52%	VERIZON COMMUNICATIONS INC. (n/a) - 1.24%
#14	FREEPORT-MCMORAN INC (FCX) - 1.26%	PNC FINANCIAL SERVICES GROUP INC. (n/a) - 1.23%
#15	GILEAD SCIENCES INC (GILD) - 1.26%	BROADCOM INC (n/a) - 1.19%
#16	AMGEN INC (AMGN) - 1.20%	T-MOBILE USA, INC. (n/a) - 1.16%
#17	NEWMONT CORP (NEM) - 1.09%	ORACLE CORP. (n/a) - 1.08%
#18	COLGATE-PALMOLIVE CO (CL) - 1.08%	COMCAST CORPORATION (n/a) - 1.08%
#19	MCKESSON CORP (MCK) - 1.08%	CAPITAL ONE FINANCIAL CORP. (n/a) - 1.07%
#20	PROGRESSIVE CORP (PGR) - 1.03%	CITIGROUP INC. (n/a) - 1.06%
#21	DIAMONDBACK ENERGY INC (FANG) - 0.47%	META PLATFORMS INC (n/a) - 0.99%
#22	AMERICAN INTERNATIONAL GROUP INC (AIG) - 0.45%	BANCO SANTANDER SA (n/a) - 0.96%
#23	PRUDENTIAL FINANCIAL INC (PRU) - 0.44%	BP CAPITAL MARKETS AMERICA, INC. (n/a) - 0.92%
#24	EQT CORP (EQT) - 0.39%	NVIDIA CORP. (n/a) - 0.87%
#25	THE HARTFORD INSURANCE GROUP INC (HIG) - 0.39%	PHILIP MORRIS INTERNATIONAL INC. (n/a) - 0.86%
Total Holdings	325	274

AVIE vs VBCG - Historical Returns

Returns include dividend reinvestment.

Period	AVIE	VBCG
1 month	+4.50%	-1.03%
3 months	+6.38%	-1.21%
6 months	+11.94%	N/A
1 year	+27.43%	N/A
Max(CAGR)	+14.40%	+1.53%

Winner

AVIE

+4.50%

VBCG

-1.03%

Winner

AVIE

+6.38%

VBCG

-1.21%

AVIE

+11.94%

VBCG

N/A

AVIE

+27.43%

VBCG

N/A

Max(CAGR)

Winner

AVIE

+14.40%

VBCG

+1.53%

AVIE vs VBCG - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	AVIE	VBCG
2026	+17.47%	+0.50%
2025	+11.10%	N/A
2024	+4.78%	N/A
2023	+5.75%	N/A
2022	+14.71%	N/A

AVIE vs VBCG Drawdown Comparison

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

The maximum drawdown for VBCG was -1.90%, occurring on May 19, 2026. Recovery took 48 trading sessions.

The current AVIE drawdown is -0.13%. The current VBCG drawdown is -1.66%.

Rank	AVIE	VBCG
#1	-12.38% Nov 29, 2024 - Nov 11, 2025	-1.90% Apr 17, 2026 - Jun 26, 2026
#2	-11.29% Dec 2, 2022 - Aug 9, 2023	-1.66% Jun 29, 2026 - Jul 23, 2026
#3	-6.52% Sep 14, 2023 - Jan 2, 2024	-0.32% Apr 14, 2026 - Apr 17, 2026
#4	-4.97% Mar 2, 2026 - May 18, 2026	-0.24% Apr 2, 2026 - Apr 8, 2026
#5	-4.77% Jul 17, 2024 - Aug 23, 2024	-0.11% Apr 9, 2026 - Apr 13, 2026
#6	-4.46% Aug 30, 2024 - Nov 27, 2024	-0.11% Mar 26, 2026 - Mar 30, 2026
#7	-3.82% Mar 28, 2024 - May 17, 2024	-0.02% Mar 31, 2026 - Apr 2, 2026
#8	-3.74% May 17, 2024 - Jul 15, 2024	N/A
#9	-2.99% Jun 12, 2026 - Jul 2, 2026	N/A
#10	-2.61% Nov 8, 2022 - Nov 15, 2022	N/A
#11	-2.43% Jan 3, 2024 - Jan 30, 2024	N/A
#12	-2.29% Oct 13, 2022 - Oct 19, 2022	N/A
#13	-2.29% Nov 28, 2025 - Dec 15, 2025	N/A
#14	-2.26% Oct 5, 2022 - Oct 13, 2022	N/A
#15	-2.24% Aug 11, 2023 - Sep 12, 2023	N/A

Correlation

Correlation between AVIE and VBCG is -0.55 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.55

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