AVIG vs IYJ

Comparison between AVANTIS CORE FIXED INCOME ETF (AVIG, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).

5-Year PerformanceIYJ has outperformed AVIG, delivering a return of +9.4% compared to -0.2%

AVIG vs IYJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVIG(ETF)	IYJ(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.15%	0.38%
Max Drawdown	23.45%	62.80%
Sharpe Ratio	-0.42	0.91
5Y Beta	0.06	0.92
P/E Ratio	N/A	32.29
Forward P/E	N/A	24.52
PEG Ratio	N/A	0.52
5Y Dividends CAGR	34.61%	5.34%
5Y EPS CAGR	N/A	13.36%
Debt to Equity	N/A	140.36%
P/S Ratio	N/A	3.33
P/B Ratio	N/A	6.25

Net Assets

AVIG

$1.90B

IYJ

$1.90B

Expense Ratio

Winner

AVIG

0.15%

IYJ

0.38%

Max Drawdown

Winner

AVIG

23.45%

IYJ

62.80%

Sharpe Ratio

AVIG

-0.42

Winner

IYJ

0.91

5Y Beta

Winner

AVIG

0.06

IYJ

0.92

P/E Ratio

AVIG

N/A

IYJ

32.29

Forward P/E

AVIG

N/A

IYJ

24.52

PEG Ratio

AVIG

N/A

IYJ

0.52

5Y Dividends CAGR

Winner

AVIG

34.61%

IYJ

5.34%

5Y EPS CAGR

AVIG

N/A

IYJ

13.36%

Debt to Equity

AVIG

N/A

IYJ

140.36%

P/S Ratio

AVIG

N/A

IYJ

3.33

P/B Ratio

AVIG

N/A

IYJ

6.25

AVIG vs IYJ - Historical Returns

Returns include dividend reinvestment.

Period	AVIG	IYJ
1 month	-0.87%	+0.59%
3 months	-0.85%	+5.84%
6 months	-0.88%	+5.50%
1 year	+2.16%	+18.59%
5 years(CAGR)	-0.22%	+9.37%
10 years(CAGR)	N/A	+12.69%
Max(CAGR)	-0.19%	+8.13%

AVIG

-0.87%

Winner

IYJ

+0.59%

AVIG

-0.85%

Winner

IYJ

+5.84%

AVIG

-0.88%

Winner

IYJ

+5.50%

AVIG

+2.16%

Winner

IYJ

+18.59%

5Y(CAGR)

AVIG

-0.22%

Winner

IYJ

+9.37%

10Y(CAGR)

AVIG

N/A

IYJ

+12.69%

Max(CAGR)

AVIG

-0.19%

Winner

IYJ

+8.13%

AVIG vs IYJ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	AVIG	IYJ
2026	-0.25%	+12.60%
2025	+7.93%	+12.53%
2024	+2.00%	+18.77%
2023	+5.87%	+19.58%
2022	-13.37%	-13.50%
2021	-2.02%	+19.46%
2020	+0.96%	+15.88%
2019	N/A	+31.97%
2018	N/A	-12.24%
2017	N/A	+23.04%
2016	N/A	+20.78%
2015	N/A	-1.81%
2014	N/A	+8.23%
2013	N/A	+36.67%
2012	N/A	+15.31%
2011	N/A	-2.11%
2010	N/A	+23.31%
2009	N/A	+21.43%
2008	N/A	-38.70%
2007	N/A	+12.74%
2006	N/A	+12.27%
2005	N/A	+5.23%
2004	N/A	+16.58%
2003	N/A	+28.35%
2002	N/A	-24.94%
2001	N/A	-4.82%
2000	N/A	-6.56%

AVIG vs IYJ Drawdown Comparison

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.

The current AVIG drawdown is -2.04%. The current IYJ drawdown is -0.81%.

Rank	AVIG	IYJ
#1	-19.64% Dec 31, 2020 - Oct 20, 2022	-61.97% Oct 9, 2007 - Mar 15, 2012
#2	-0.82% Nov 5, 2020 - Nov 20, 2020	-49.53% Sep 1, 2000 - Feb 27, 2006
#3	-0.64% Oct 15, 2020 - Nov 4, 2020	-40.20% Feb 12, 2020 - Sep 2, 2020
#4	-0.42% Nov 30, 2020 - Dec 22, 2020	-26.24% Sep 2, 2021 - Dec 14, 2023
#5	-0.10% Nov 20, 2020 - Nov 27, 2020	-24.00% Sep 21, 2018 - Apr 18, 2019
#6	-0.04% Dec 22, 2020 - Dec 24, 2020	-19.67% Nov 29, 2024 - Jul 1, 2025
#7	N/A	-15.27% Mar 2, 2015 - Apr 19, 2016
#8	N/A	-13.21% May 9, 2006 - Dec 27, 2006
#9	N/A	-11.97% Mar 19, 2012 - Sep 13, 2012
#10	N/A	-11.39% Mar 2, 2026 - Jun 16, 2026
#11	N/A	-11.05% Jan 26, 2018 - Sep 14, 2018
#12	N/A	-10.45% Jun 9, 2014 - Nov 6, 2014
#13	N/A	-10.40% Jul 19, 2007 - Oct 9, 2007
#14	N/A	-8.24% Jul 20, 2000 - Aug 21, 2000
#15	N/A	-7.39% Oct 16, 2020 - Nov 6, 2020

Correlation

Correlation between AVIG and IYJ is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2000 - 2026)

AVIG vs IYJ dividend yield comparison.

Year	AVIG	IYJ
2026	2.54%	0.29%
2025	4.36%	0.83%
2024	4.66%	0.88%
2023	4.06%	1.05%
2022	2.53%	1.05%
2021	1.12%	0.76%
2020	0.22%	1.01%
2019	0.00%	1.32%
2018	0.00%	1.43%
2017	0.00%	1.29%
2016	0.00%	1.38%
2015	0.00%	1.53%
2014	0.00%	1.46%
2013	0.00%	1.14%
2012	0.00%	1.66%
2011	0.00%	1.55%
2010	0.00%	1.55%
2009	0.00%	1.72%
2008	0.00%	2.31%
2007	0.00%	1.20%
2006	0.00%	1.07%
2005	0.00%	1.10%
2004	0.00%	0.82%
2003	0.00%	0.80%
2002	0.00%	0.96%
2001	0.00%	0.59%
2000	0.00%	0.50%