AVLV vs GBTC

Comparison between AVANTIS U.S. LARGE CAP VALUE ETF (AVLV, ETF) and Grayscale Investments LLC (GBTC, ETF).

5-Year PerformanceAVLV has outperformed GBTC, delivering a return of +14.2% compared to +8.4%

AVLV vs GBTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVLV(ETF)	GBTC(ETF)
Net Assets	$12B	$12B
Expense Ratio	0.15%	1.50%
Max Drawdown	20.18%	89.91%
Sharpe Ratio	2.35	-0.47
5Y Beta	0.88	1.29
P/E Ratio	20.53	N/A
Forward P/E	15.33	N/A
PEG Ratio	0.26	N/A
5Y EPS CAGR	23.95%	N/A
P/S Ratio	1.79	N/A
P/B Ratio	3.66	N/A

Net Assets

Winner

AVLV

$12B

GBTC

$12B

Expense Ratio

Winner

AVLV

0.15%

GBTC

1.50%

Max Drawdown

Winner

AVLV

20.18%

GBTC

89.91%

Sharpe Ratio

Winner

AVLV

2.35

GBTC

-0.47

5Y Beta

Winner

AVLV

0.88

GBTC

1.29

P/E Ratio

AVLV

20.53

GBTC

N/A

Forward P/E

AVLV

15.33

GBTC

N/A

PEG Ratio

AVLV

0.26

GBTC

N/A

5Y EPS CAGR

AVLV

23.95%

GBTC

N/A

P/S Ratio

AVLV

1.79

GBTC

N/A

P/B Ratio

AVLV

3.66

GBTC

N/A

AVLV vs GBTC - Holdings Comparison

AVLV and GBTC have 0 common holdings. Overlap is 0.00%

AVLV's top 25 holdings weight is 47.37%. GBTC's top 25 holdings weight is 12.55%.

Rank	AVLV	GBTC
#1	MICRON TECHNOLOGY INC (MU) - 4.40%	GRAYSCALE BITCOIN MINI TRUST (BTC) (BTC) - 12.55%
#2	AMAZON.COM INC (AMZN) - 3.33%	N/A
#3	EXXON MOBIL CORP (XOM) - 3.04%	N/A
#4	APPLE INC (AAPL) - 2.94%	N/A
#5	CATERPILLAR INC (CAT) - 2.81%	N/A
#6	META PLATFORMS INC CLASS A (META) - 2.76%	N/A
#7	LAM RESEARCH CORP (LRCX) - 2.49%	N/A
#8	COSTCO WHOLESALE CORP (COST) - 2.21%	N/A
#9	MERCK & CO INC (MRK) - 2.12%	N/A
#10	JPMORGAN CHASE & CO (JPM) - 2.04%	N/A
#11	VERIZON COMMUNICATIONS INC (VZ) - 1.63%	N/A
#12	GILEAD SCIENCES INC (GILD) - 1.58%	N/A
#13	UNION PACIFIC CORP (UNP) - 1.54%	N/A
#14	TJX COMPANIES INC (TJX) - 1.53%	N/A
#15	CONOCOPHILLIPS (COP) - 1.43%	N/A
#16	MICROSOFT CORP (MSFT) - 1.40%	N/A
#17	WALMART INC (WMT) - 1.33%	N/A
#18	APPLIED MATERIALS INC (AMAT) - 1.24%	N/A
#19	MORGAN STANLEY (MS) - 1.17%	N/A
#20	KLA CORP (KLAC) - 1.14%	N/A
#21	CSX CORP (CSX) - 1.06%	N/A
#22	AMERICAN EXPRESS CO (AXP) - 1.06%	N/A
#23	PROGRESSIVE CORP (PGR) - 1.05%	N/A
#24	ROSS STORES INC (ROST) - 1.04%	N/A
#25	GENERAL MOTORS CO (GM) - 1.03%	N/A
Total Holdings	262	1

AVLV vs GBTC - Historical Returns

Returns include dividend reinvestment.

Period	AVLV	GBTC
1 month	+4.74%	+9.98%
3 months	+6.57%	+23.24%
6 months	+20.06%	-21.01%
1 year	+34.75%	-21.83%
5 years(CAGR)	+14.20%	+8.39%
10 years(CAGR)	N/A	+56.52%
Max(CAGR)	+14.20%	+57.77%

AVLV

+4.74%

Winner

GBTC

+9.98%

AVLV

+6.57%

Winner

GBTC

+23.24%

Winner

AVLV

+20.06%

GBTC

-21.01%

Winner

AVLV

+34.75%

GBTC

-21.83%

5Y(CAGR)

Winner

AVLV

+14.20%

GBTC

+8.39%

10Y(CAGR)

AVLV

N/A

GBTC

+56.52%

Max(CAGR)

AVLV

+14.20%

Winner

GBTC

+57.77%

AVLV vs GBTC - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	AVLV	GBTC
2026	+14.71%	-10.48%
2025	+15.23%	-11.46%
2024	+17.75%	+100.87%
2023	+18.28%	+322.20%
2022	-5.87%	-75.81%
2021	+5.92%	-2.37%
2020	N/A	+301.00%
2019	N/A	+77.27%
2018	N/A	-84.05%
2017	N/A	+1558.98%
2016	N/A	+90.08%
2015	N/A	+50.01%

AVLV vs GBTC Drawdown Comparison

The maximum drawdown for AVLV was -19.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.

The maximum drawdown for GBTC was -89.91%, occurring on Dec 14, 2018. Recovery took 766 trading sessions.

The current AVLV drawdown is -0.42%. The current GBTC drawdown is -36.21%.

Rank	AVLV	GBTC
#1	-19.50% Nov 29, 2024 - Jul 25, 2025	-89.91% Dec 18, 2017 - Jan 5, 2021
#2	-19.33% Mar 29, 2022 - Feb 2, 2023	-86.24% Feb 19, 2021 - Mar 4, 2024
#3	-10.75% Feb 7, 2023 - Jul 12, 2023	-57.96% May 5, 2015 - Dec 8, 2015
#4	-10.45% Jul 31, 2023 - Dec 13, 2023	-49.55% Oct 6, 2025 - Feb 5, 2026
#5	-8.47% Jul 16, 2024 - Sep 19, 2024	-48.42% Aug 31, 2017 - Nov 3, 2017
#6	-8.39% Jan 4, 2022 - Mar 25, 2022	-41.48% Jun 17, 2016 - Jan 3, 2017
#7	-6.39% Feb 20, 2026 - Apr 14, 2026	-36.93% Dec 15, 2015 - Apr 21, 2016
#8	-5.48% Mar 28, 2024 - Jul 12, 2024	-36.68% Jun 6, 2017 - Aug 10, 2017
#9	-4.99% Nov 23, 2021 - Jan 3, 2022	-35.04% Mar 13, 2024 - Nov 11, 2024
#10	-4.22% Nov 12, 2025 - Nov 26, 2025	-30.26% Jan 7, 2021 - Feb 8, 2021
#11	-3.51% Oct 3, 2025 - Oct 24, 2025	-28.76% Jan 4, 2017 - May 1, 2017
#12	-3.17% Sep 27, 2021 - Oct 15, 2021	-28.45% Dec 17, 2024 - May 21, 2025
#13	-2.95% Jul 25, 2025 - Aug 12, 2025	-19.31% May 9, 2017 - May 22, 2017
#14	-2.79% Dec 27, 2023 - Jan 25, 2024	-18.18% May 9, 2016 - May 31, 2016
#15	-2.32% Dec 11, 2025 - Dec 24, 2025	-15.79% Nov 3, 2017 - Nov 20, 2017