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 +14.6% compared to +9.0%
AVIV vs IYJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVIV
$2B
IYJ
$1.90B
Expense Ratio
Winner
AVIV
0.25%
IYJ
0.38%
Max Drawdown
Winner
AVIV
29.14%
IYJ
62.80%
Sharpe Ratio
Winner
AVIV
1.64
IYJ
0.73
5Y Beta
Winner
AVIV
0.67
IYJ
0.92
P/E Ratio
AVIV
N/A
IYJ
32.00
Forward P/E
AVIV
N/A
IYJ
24.41
PEG Ratio
AVIV
N/A
IYJ
0.52
5Y Dividends CAGR
AVIV
N/A
IYJ
5.34%
5Y EPS CAGR
AVIV
N/A
IYJ
13.40%
Debt to Equity
AVIV
N/A
IYJ
140.87%
P/S Ratio
AVIV
N/A
IYJ
3.32
P/B Ratio
AVIV
N/A
IYJ
6.27
AVIV vs IYJ - Holdings Comparison
AVIV and IYJ have 2 common holdings. Overlap is 0.36%
AVIV's top 25 holdings weight is 28.53%. IYJ's top 25 holdings weight is 54.89%.
| Rank | AVIV | IYJ |
|---|---|---|
| #1 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.54% | VISA INC CLASS A (V) - 7.05% |
| #2 | SAFRAN SA (n/a) - 2.22% | MASTERCARD INC CLASS A (MA) - 5.21% |
| #3 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.83% | CATERPILLAR INC (CAT) - 5.09% |
| #4 | n/a (SHEL) - 1.71% | GE AEROSPACE (GE) - 4.38% |
| #5 | BHP GROUP LTD ADR (BHP) - 1.39% | GE VERNOVA INC (GEV) - 3.44% |
| #6 | THE TORONTO-DOMINION BANK (n/a) - 1.35% | RTX CORP (RTX) - 3.13% |
| #7 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.32% | AMERICAN EXPRESS CO (AXP) - 2.26% |
| #8 | ZURICH INSURANCE GROUP AG (n/a) - 1.27% | UNION PACIFIC CORP (UNP) - 2.05% |
| #9 | ALLIANZ SE (n/a) - 1.23% | BOEING CO (BA) - 1.98% |
| #10 | SUNBELT RENTALS HOLDINGS INC (SUNB) - 1.16% | EATON CORP PLC (ETN) - 1.94% |
| #11 | BP PLC ADR (BP) - 1.16% | DEERE & CO (DE) - 1.73% |
| #12 | UNICREDIT SPA (n/a) - 1.14% | CAPITAL ONE FINANCIAL CORP (COF) - 1.54% |
| #13 | INTESA SANPAOLO (n/a) - 1.13% | PARKER HANNIFIN CORP (PH) - 1.46% |
| #14 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.11% | HOWMET AEROSPACE INC (HWM) - 1.32% |
| #15 | NATWEST GROUP PLC ADR (NWG) - 1.04% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.28% |
| #16 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.02% | LOCKHEED MARTIN CORP (LMT) - 1.25% |
| #17 | VINCI SA (n/a) - 1.01% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.18% |
| #18 | ASML HOLDING NV ADR (ASML) - 1.01% | QUANTA SERVICES INC (PWR) - 1.18% |
| #19 | ENI SPA ADR (E) - 0.98% | GENERAL DYNAMICS CORP (GD) - 1.13% |
| #20 | DEUTSCHE TELEKOM AG (n/a) - 0.96% | CUMMINS INC (CMI) - 1.12% |
| #21 | FIRST QUANTUM MINERALS LTD (n/a) - 0.40% | CSX CORP (CSX) - 1.11% |
| #22 | ADMIRAL GROUP PLC (n/a) - 0.40% | n/a (JCI) - 1.07% |
| #23 | BT GROUP PLC (n/a) - 0.39% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.02% |
| #24 | SOMPO HOLDINGS INC (n/a) - 0.38% | ACCENTURE PLC CLASS A (ACN) - 0.99% |
| #25 | KDDI CORP (n/a) - 0.38% | 3M CO (MMM) - 0.98% |
| Total Holdings | 564 | 215 |
AVIV vs IYJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVIV
+5.63%
IYJ
+1.74%
3M
Winner
AVIV
+6.54%
IYJ
+6.53%
6M
Winner
AVIV
+5.82%
IYJ
+2.17%
1Y
Winner
AVIV
+30.87%
IYJ
+15.58%
5Y(CAGR)
Winner
AVIV
+14.57%
IYJ
+8.98%
10Y(CAGR)
AVIV
N/A
IYJ
+12.35%
Max(CAGR)
Winner
AVIV
+14.57%
IYJ
+8.03%
AVIV vs IYJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | AVIV | IYJ |
|---|---|---|
| 2026 | +17.38% | +10.20% |
| 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 | +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% |
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 -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The current IYJ drawdown is -2.92%.
| Rank | AVIV | IYJ |
|---|---|---|
| #1 | -27.72% Jan 14, 2022 - Jul 28, 2023 | -61.97% Oct 9, 2007 - Mar 15, 2012 |
| #2 | -14.13% Mar 19, 2025 - Apr 28, 2025 | -49.53% Sep 1, 2000 - Feb 27, 2006 |
| #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 | -24.00% Sep 21, 2018 - Apr 18, 2019 |
| #6 | -7.53% Jul 17, 2024 - Aug 21, 2024 | -19.67% Nov 29, 2024 - Jul 1, 2025 |
| #7 | -7.09% Nov 8, 2021 - Jan 7, 2022 | -15.27% Mar 2, 2015 - Apr 19, 2016 |
| #8 | -4.75% Nov 12, 2025 - Dec 3, 2025 | -13.21% May 9, 2006 - Dec 27, 2006 |
| #9 | -4.46% May 20, 2024 - Jul 12, 2024 | -11.97% Mar 19, 2012 - Sep 13, 2012 |
| #10 | -4.35% Dec 27, 2023 - Feb 23, 2024 | -11.39% Mar 2, 2026 - Jun 16, 2026 |
| #11 | -4.21% Apr 9, 2024 - May 14, 2024 | -11.05% Jan 26, 2018 - Sep 14, 2018 |
| #12 | -3.92% Aug 30, 2024 - Sep 19, 2024 | -10.45% Jun 9, 2014 - Nov 6, 2014 |
| #13 | -3.48% Jul 23, 2025 - Aug 12, 2025 | -10.40% Jul 19, 2007 - Oct 9, 2007 |
| #14 | -3.37% Jun 16, 2026 - Jul 30, 2026 | -8.24% Jul 20, 2000 - Aug 21, 2000 |
| #15 | -2.97% Oct 6, 2025 - Oct 27, 2025 | -7.39% Oct 16, 2020 - Nov 6, 2020 |
Correlation
Correlation between AVIV and IYJ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2000 - 2026)
AVIV vs IYJ dividend yield comparison.
| Year | AVIV | IYJ |
|---|---|---|
| 2026 | 1.16% | 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% | 1.01% |
| 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% |
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