AVIV vs FNDB
Comparison between AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF) and SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETF (FNDB, ETF).
5-Year PerformanceAVIV has outperformed FNDB, delivering a return of +13.3% compared to +12.2%
AVIV vs FNDB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVIV
$1.30B
FNDB
$1.30B
Expense Ratio
AVIV
0.25%
FNDB
0.25%
Max Drawdown
Winner
AVIV
29.14%
FNDB
38.17%
Sharpe Ratio
AVIV
1.63
Winner
FNDB
2.24
5Y Beta
Winner
AVIV
0.67
FNDB
0.78
P/E Ratio
AVIV
N/A
FNDB
25.02
Forward P/E
AVIV
N/A
FNDB
15.46
5Y Dividends CAGR
AVIV
N/A
FNDB
6.87%
5Y EPS CAGR
AVIV
N/A
FNDB
12.71%
Debt to Equity
AVIV
N/A
FNDB
39.04%
P/S Ratio
AVIV
N/A
FNDB
1.37
P/B Ratio
AVIV
N/A
FNDB
2.78
AVIV vs FNDB - Holdings Comparison
AVIV and FNDB have 4 common holdings. Overlap is 0.04%
AVIV's top 25 holdings weight is 28.58%. FNDB's top 25 holdings weight is 31.95%.
| Rank | AVIV | FNDB |
|---|---|---|
| #1 | n/a (SHEL) - 2.15% | APPLE INC (AAPL) - 3.84% |
| #2 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.05% | EXXON MOBIL CORP (XOM) - 2.67% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.69% | MICROSOFT CORP (MSFT) - 1.98% |
| #4 | SSC GOVERNMENT MM GVMXX (n/a) - 1.63% | ALPHABET INC CLASS A (GOOGL) - 1.87% |
| #5 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.43% | CHEVRON CORP (CVX) - 1.73% |
| #6 | BHP GROUP LTD ADR (BHP) - 1.41% | ALPHABET INC CLASS C (GOOG) - 1.49% |
| #7 | BP PLC ADR (BP) - 1.35% | AMAZON.COM INC (AMZN) - 1.46% |
| #8 | GSK PLC ADR (GSK) - 1.12% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% |
| #9 | ZURICH INSURANCE GROUP AG (n/a) - 1.06% | JPMORGAN CHASE & CO (JPM) - 1.39% |
| #10 | ALLIANZ SE (n/a) - 1.04% | META PLATFORMS INC CLASS A (META) - 1.20% |
| #11 | VINCI SA (n/a) - 1.04% | WALMART INC (WMT) - 1.10% |
| #12 | ENI SPA ADR (E) - 1.01% | VERIZON COMMUNICATIONS INC (VZ) - 1.08% |
| #13 | THE TORONTO-DOMINION BANK (TD) - 1.01% | JOHNSON & JOHNSON (JNJ) - 1.04% |
| #14 | DEUTSCHE TELEKOM AG (n/a) - 0.98% | INTEL CORP (INTC) - 1.01% |
| #15 | TOYOTA MOTOR CORP ADR (TM) - 0.95% | UNITEDHEALTH GROUP INC (UNH) - 1.01% |
| #16 | INTESA SANPAOLO (n/a) - 0.93% | AT&T INC (T) - 0.97% |
| #17 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.92% | BANK OF AMERICA CORP (BAC) - 0.83% |
| #18 | REPSOL SA (n/a) - 0.90% | CITIGROUP INC (C) - 0.79% |
| #19 | ASML HOLDING NV ADR (ASML) - 0.89% | CONOCOPHILLIPS (COP) - 0.77% |
| #20 | TOTALENERGIES SE (TTE:XPAR) - 0.88% | CVS HEALTH CORP (CVS) - 0.74% |
| #21 | SUNCOR ENERGY INC (SU) - 0.88% | PFIZER INC (PFE) - 0.73% |
| #22 | NATWEST GROUP PLC ADR (NWG) - 0.87% | VALERO ENERGY CORP (VLO) - 0.71% |
| #23 | SOFTBANK GROUP CORP (n/a) - 0.81% | WELLS FARGO & CO (WFC) - 0.71% |
| #24 | HSBC HOLDINGS PLC ADR (HSBC) - 0.80% | COMCAST CORP CLASS A (CMCSA) - 0.69% |
| #25 | DBS GROUP HOLDINGS LTD (n/a) - 0.78% | MERCK & CO INC (MRK) - 0.68% |
| Total Holdings | 657 | 1639 |
AVIV vs FNDB - Historical Returns
Returns include dividend reinvestment.
1M
AVIV
+0.14%
Winner
FNDB
+1.69%
3M
AVIV
+2.62%
Winner
FNDB
+7.97%
6M
AVIV
+12.42%
Winner
FNDB
+13.62%
1Y
AVIV
+29.52%
Winner
FNDB
+31.82%
5Y(CAGR)
Winner
AVIV
+13.26%
FNDB
+12.19%
10Y(CAGR)
AVIV
N/A
FNDB
+13.85%
Max(CAGR)
Winner
AVIV
+13.26%
FNDB
+12.92%
AVIV vs FNDB - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | AVIV | FNDB |
|---|---|---|
| 2026 | +8.12% | +12.52% |
| 2025 | +42.08% | +16.53% |
| 2024 | +5.24% | +16.33% |
| 2023 | +18.14% | +18.60% |
| 2022 | -9.00% | -8.14% |
| 2021 | +1.92% | +33.35% |
| 2020 | N/A | +8.70% |
| 2019 | N/A | +28.05% |
| 2018 | N/A | -8.85% |
| 2017 | N/A | +15.90% |
| 2016 | N/A | +18.38% |
| 2015 | N/A | -2.93% |
| 2014 | N/A | +12.96% |
| 2013 | N/A | +11.99% |
AVIV vs FNDB Drawdown Comparison
The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.
The maximum drawdown for FNDB was -38.17%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The current AVIV drawdown is -3.30%. The current FNDB drawdown is -1.61%.
| Rank | AVIV | FNDB |
|---|---|---|
| #1 | -27.72% Jan 14, 2022 - Jul 28, 2023 | -38.17% Feb 12, 2020 - Nov 13, 2020 |
| #2 | -14.13% Mar 19, 2025 - Apr 28, 2025 | -20.05% Sep 21, 2018 - Jul 3, 2019 |
| #3 | -10.78% Feb 27, 2026 - Mar 20, 2026 | -19.28% Jan 12, 2022 - Jul 13, 2023 |
| #4 | -9.85% Jul 31, 2023 - Dec 13, 2023 | -16.83% Nov 29, 2024 - Jul 3, 2025 |
| #5 | -8.07% Sep 26, 2024 - Feb 13, 2025 | -14.83% May 21, 2015 - Apr 27, 2016 |
| #6 | -7.53% Jul 17, 2024 - Aug 21, 2024 | -10.42% Jul 31, 2023 - Dec 8, 2023 |
| #7 | -7.09% Nov 8, 2021 - Jan 7, 2022 | -10.39% Jan 26, 2018 - Aug 21, 2018 |
| #8 | -4.75% Nov 12, 2025 - Dec 3, 2025 | -7.80% Sep 18, 2014 - Nov 6, 2014 |
| #9 | -4.46% May 20, 2024 - Jul 12, 2024 | -6.96% Jul 24, 2019 - Sep 11, 2019 |
| #10 | -4.35% Dec 27, 2023 - Feb 23, 2024 | -6.51% Dec 31, 2013 - Mar 4, 2014 |
| #11 | -4.21% Apr 9, 2024 - May 14, 2024 | -6.47% Jul 16, 2024 - Aug 23, 2024 |
| #12 | -3.92% Aug 30, 2024 - Sep 19, 2024 | -6.29% Feb 11, 2026 - Apr 16, 2026 |
| #13 | -3.48% Jul 23, 2025 - Aug 12, 2025 | -5.83% Jun 8, 2021 - Aug 11, 2021 |
| #14 | -2.97% Oct 6, 2025 - Oct 27, 2025 | -5.73% Nov 8, 2021 - Dec 27, 2021 |
| #15 | -2.34% Mar 7, 2025 - Mar 17, 2025 | -5.46% Jun 8, 2016 - Jul 8, 2016 |
Correlation
Correlation between AVIV and FNDB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2013 - 2026)
AVIV vs FNDB dividend yield comparison.
| Year | AVIV | FNDB |
|---|---|---|
| 2026 | 0.13% | 0.35% |
| 2025 | 3.01% | 1.62% |
| 2024 | 3.46% | 1.74% |
| 2023 | 3.64% | 1.80% |
| 2022 | 2.84% | 1.98% |
| 2021 | 0.57% | 1.63% |
| 2020 | 0.00% | 2.15% |
| 2019 | 0.00% | 2.23% |
| 2018 | 0.00% | 2.41% |
| 2017 | 0.00% | 1.91% |
| 2016 | 0.00% | 2.06% |
| 2015 | 0.00% | 2.26% |
| 2014 | 0.00% | 1.65% |
| 2013 | 0.00% | 0.61% |
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