AVIV vs IYJ
Comparison between AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).
5-Year PerformanceAVIV has outperformed IYJ, delivering a return of +13.3% compared to +8.9%
AVIV vs IYJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVIV
$1.80B
IYJ
$1.80B
Expense Ratio
Winner
AVIV
0.25%
IYJ
0.38%
Max Drawdown
Winner
AVIV
29.14%
IYJ
62.80%
Sharpe Ratio
Winner
AVIV
1.70
IYJ
0.90
5Y Beta
Winner
AVIV
0.68
IYJ
0.92
P/E Ratio
AVIV
N/A
IYJ
31.22
Forward P/E
AVIV
N/A
IYJ
23.17
5Y Dividends CAGR
AVIV
N/A
IYJ
5.34%
5Y EPS CAGR
AVIV
N/A
IYJ
11.95%
Debt to Equity
AVIV
N/A
IYJ
64.79%
P/S Ratio
AVIV
N/A
IYJ
3.10
P/B Ratio
AVIV
N/A
IYJ
6.02
AVIV vs IYJ - Holdings Comparison
AVIV and IYJ have 1 common holdings. Overlap is -0.08%
AVIV's top 25 holdings weight is 26.82%. IYJ's top 25 holdings weight is 56.75%.
| Rank | AVIV | IYJ |
|---|---|---|
| #1 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.18% | VISA INC CLASS A (V) - 6.90% |
| #2 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.85% | CATERPILLAR INC (CAT) - 5.49% |
| #3 | n/a (SHEL) - 1.82% | MASTERCARD INC CLASS A (MA) - 4.92% |
| #4 | BHP GROUP LTD ADR (BHP) - 1.52% | GE AEROSPACE (GE) - 4.61% |
| #5 | VINCI SA (n/a) - 1.38% | GE VERNOVA INC (GEV) - 3.51% |
| #6 | SAFRAN SA (n/a) - 1.35% | RTX CORP (RTX) - 3.20% |
| #7 | BP PLC ADR (BP) - 1.29% | AMERICAN EXPRESS CO (AXP) - 2.28% |
| #8 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.29% | BOEING CO (BA) - 2.11% |
| #9 | ZURICH INSURANCE GROUP AG (n/a) - 1.25% | EATON CORP PLC (ETN) - 1.99% |
| #10 | SOFTBANK GROUP CORP (n/a) - 1.14% | UNION PACIFIC CORP (UNP) - 1.91% |
| #11 | THE TORONTO-DOMINION BANK (n/a) - 1.09% | HONEYWELL INTERNATIONAL INC (HON) - 1.80% |
| #12 | ALLIANZ SE (n/a) - 1.07% | DEERE & CO (DE) - 1.78% |
| #13 | INTESA SANPAOLO (n/a) - 1.00% | CAPITAL ONE FINANCIAL CORP (COF) - 1.53% |
| #14 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.00% | PARKER HANNIFIN CORP (PH) - 1.48% |
| #15 | ASML HOLDING NV ADR (ASML) - 0.99% | HOWMET AEROSPACE INC (HWM) - 1.41% |
| #16 | ENI SPA ADR (E) - 0.97% | LOCKHEED MARTIN CORP (LMT) - 1.36% |
| #17 | DEUTSCHE TELEKOM AG (n/a) - 0.94% | QUANTA SERVICES INC (PWR) - 1.31% |
| #18 | GSK PLC ADR (GSK) - 0.93% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.31% |
| #19 | NATWEST GROUP PLC ADR (NWG) - 0.91% | CUMMINS INC (CMI) - 1.23% |
| #20 | TOYOTA MOTOR CORP ADR (TM) - 0.90% | ACCENTURE PLC CLASS A (ACN) - 1.19% |
| #21 | DAIICHI LIFE GROUP INC (n/a) - 0.39% | GENERAL DYNAMICS CORP (GD) - 1.14% |
| #22 | RIO TINTO LTD (n/a) - 0.39% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.09% |
| #23 | TDK CORP (n/a) - 0.39% | n/a (JCI) - 1.09% |
| #24 | FINECOBANK SPA (n/a) - 0.39% | CSX CORP (CSX) - 1.06% |
| #25 | FIRST QUANTUM MINERALS LTD (n/a) - 0.39% | 3M CO (MMM) - 1.05% |
| Total Holdings | 612 | 200 |
AVIV vs IYJ - Historical Returns
Returns include dividend reinvestment.
1M
AVIV
-0.96%
Winner
IYJ
+2.69%
3M
AVIV
+6.97%
Winner
IYJ
+8.19%
6M
Winner
AVIV
+9.57%
IYJ
+6.89%
1Y
Winner
AVIV
+31.21%
IYJ
+16.33%
5Y(CAGR)
Winner
AVIV
+13.29%
IYJ
+8.86%
10Y(CAGR)
AVIV
N/A
IYJ
+13.05%
Max(CAGR)
Winner
AVIV
+13.29%
IYJ
+9.09%
AVIV vs IYJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | AVIV | IYJ |
|---|---|---|
| 2026 | +8.93% | +7.01% |
| 2025 | +42.08% | +12.53% |
| 2024 | +5.24% | +18.77% |
| 2023 | +18.14% | +19.58% |
| 2022 | -9.00% | -13.50% |
| 2021 | +1.92% | +19.46% |
| 2020 | N/A | +17.05% |
| 2019 | N/A | +33.83% |
| 2018 | N/A | -11.11% |
| 2017 | N/A | +24.79% |
| 2016 | N/A | +22.57% |
| 2015 | N/A | -0.32% |
| 2014 | N/A | +9.85% |
| 2013 | N/A | +38.45% |
| 2012 | N/A | +17.28% |
| 2011 | N/A | -0.58% |
| 2010 | N/A | +25.48% |
| 2009 | N/A | +24.03% |
| 2008 | N/A | -37.58% |
| 2007 | N/A | +14.10% |
| 2006 | N/A | +13.52% |
| 2005 | N/A | +6.41% |
| 2004 | N/A | +17.61% |
| 2003 | N/A | +29.55% |
| 2002 | N/A | -24.28% |
| 2001 | N/A | -4.21% |
| 2000 | N/A | -6.08% |
AVIV vs IYJ Drawdown Comparison
The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.
The maximum drawdown for IYJ was -61.12%, occurring on Mar 9, 2009. Recovery took 835 trading sessions.
The current AVIV drawdown is -2.59%. The current IYJ drawdown is -1.60%.
| Rank | AVIV | IYJ |
|---|---|---|
| #1 | -27.72% Jan 14, 2022 - Jul 28, 2023 | -61.12% Oct 9, 2007 - Feb 1, 2011 |
| #2 | -14.13% Mar 19, 2025 - Apr 28, 2025 | -48.70% Sep 1, 2000 - Dec 1, 2005 |
| #3 | -10.78% Feb 27, 2026 - Jun 16, 2026 | -40.20% Feb 12, 2020 - Sep 2, 2020 |
| #4 | -9.85% Jul 31, 2023 - Dec 13, 2023 | -26.24% Sep 2, 2021 - Dec 14, 2023 |
| #5 | -8.07% Sep 26, 2024 - Feb 13, 2025 | -26.11% Apr 29, 2011 - Mar 13, 2012 |
| #6 | -7.53% Jul 17, 2024 - Aug 21, 2024 | -23.50% Sep 21, 2018 - Apr 5, 2019 |
| #7 | -7.09% Nov 8, 2021 - Jan 7, 2022 | -19.67% Nov 29, 2024 - Jul 1, 2025 |
| #8 | -4.75% Nov 12, 2025 - Dec 3, 2025 | -14.15% May 21, 2015 - Mar 30, 2016 |
| #9 | -4.46% May 20, 2024 - Jul 12, 2024 | -13.10% May 9, 2006 - Dec 18, 2006 |
| #10 | -4.35% Dec 27, 2023 - Feb 23, 2024 | -11.67% Mar 19, 2012 - Sep 13, 2012 |
| #11 | -4.21% Apr 9, 2024 - May 14, 2024 | -11.39% Mar 2, 2026 - Jun 16, 2026 |
| #12 | -3.92% Aug 30, 2024 - Sep 19, 2024 | -10.78% Jan 26, 2018 - Sep 12, 2018 |
| #13 | -3.48% Jul 23, 2025 - Aug 12, 2025 | -10.40% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -2.97% Oct 6, 2025 - Oct 27, 2025 | -9.96% Jun 9, 2014 - Oct 31, 2014 |
| #15 | -2.59% Jun 16, 2026 - Jun 23, 2026 | -8.24% Jul 20, 2000 - Aug 21, 2000 |
Correlation
Correlation between AVIV and IYJ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
AVIV vs IYJ dividend yield comparison.
| Year | AVIV | IYJ |
|---|---|---|
| 2026 | 1.25% | 0.30% |
| 2025 | 3.01% | 0.83% |
| 2024 | 3.46% | 0.88% |
| 2023 | 3.64% | 1.05% |
| 2022 | 2.84% | 1.05% |
| 2021 | 0.57% | 0.76% |
| 2020 | 0.00% | 1.74% |
| 2019 | 0.00% | 2.63% |
| 2018 | 0.00% | 2.86% |
| 2017 | 0.00% | 2.58% |
| 2016 | 0.00% | 2.77% |
| 2015 | 0.00% | 3.05% |
| 2014 | 0.00% | 2.92% |
| 2013 | 0.00% | 2.29% |
| 2012 | 0.00% | 3.32% |
| 2011 | 0.00% | 3.09% |
| 2010 | 0.00% | 3.11% |
| 2009 | 0.00% | 3.44% |
| 2008 | 0.00% | 4.63% |
| 2007 | 0.00% | 2.41% |
| 2006 | 0.00% | 2.14% |
| 2005 | 0.00% | 2.19% |
| 2004 | 0.00% | 1.64% |
| 2003 | 0.00% | 1.60% |
| 2002 | 0.00% | 1.92% |
| 2001 | 0.00% | 1.19% |
| 2000 | 0.00% | 1.00% |
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