AVLV vs JCPB
Comparison between AVANTIS U.S. LARGE CAP VALUE ETF (AVLV, ETF) and JPMORGAN CORE PLUS BOND ETF (JCPB, ETF).
5-Year PerformanceAVLV has outperformed JCPB, delivering a return of +14.8% compared to +1.1%
AVLV vs JCPB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVLV
$13B
JCPB
$12B
Expense Ratio
Winner
AVLV
0.15%
JCPB
0.38%
Max Drawdown
Winner
AVLV
20.18%
JCPB
22.96%
Sharpe Ratio
Winner
AVLV
2.38
JCPB
0.54
5Y Beta
AVLV
0.88
Winner
JCPB
0.05
P/E Ratio
AVLV
21.01
JCPB
N/A
Forward P/E
AVLV
15.31
JCPB
N/A
PEG Ratio
AVLV
0.32
JCPB
N/A
5Y Dividends CAGR
AVLV
N/A
JCPB
7.91%
5Y EPS CAGR
AVLV
19.34%
JCPB
N/A
AVLV vs JCPB - Holdings Comparison
AVLV and JCPB have 1 common holdings. Overlap is -0.10%
AVLV's top 25 holdings weight is 45.58%. JCPB's top 25 holdings weight is 40.80%.
| Rank | AVLV | JCPB |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 4.96% | n/a (n/a) - 7.61% |
| #2 | APPLE INC (AAPL) - 3.18% | n/a (n/a) - 4.59% |
| #3 | AMAZON.COM INC (AMZN) - 2.98% | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% |
| #4 | EXXON MOBIL CORP (XOM) - 2.64% | n/a (n/a) - 2.95% |
| #5 | LAM RESEARCH CORP (LRCX) - 2.63% | n/a (n/a) - 2.90% |
| #6 | CATERPILLAR INC (CAT) - 2.60% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.56% | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% |
| #8 | COSTCO WHOLESALE CORP (COST) - 2.03% | n/a (n/a) - 1.80% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.78% | n/a (n/a) - 1.35% |
| #10 | MERCK & CO INC (MRK) - 1.69% | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 1.63% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% |
| #12 | MICROSOFT CORP (MSFT) - 1.59% | n/a (n/a) - 1.09% |
| #13 | UNION PACIFIC CORP (UNP) - 1.53% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% |
| #14 | TJX COMPANIES INC (TJX) - 1.50% | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% |
| #15 | MORGAN STANLEY (MS) - 1.40% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% |
| #16 | GILEAD SCIENCES INC (GILD) - 1.21% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% |
| #17 | CONOCOPHILLIPS (COP) - 1.19% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.14% | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% |
| #19 | FLEX LTD (FLEX) - 1.11% | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% |
| #20 | GENERAL MOTORS CO (GM) - 1.08% | n/a (n/a) - 0.67% |
| #21 | CSX CORP (CSX) - 1.07% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% |
| #22 | PROGRESSIVE CORP (PGR) - 1.07% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% |
| #23 | DEERE & CO (DE) - 1.01% | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% |
| #24 | ROSS STORES INC (ROST) - 1.01% | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% |
| #25 | AMERICAN EXPRESS CO (AXP) - 0.99% | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% |
| Total Holdings | 279 | 1670 |
AVLV vs JCPB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVLV
+3.97%
JCPB
+1.35%
3M
Winner
AVLV
+13.66%
JCPB
+0.65%
6M
Winner
AVLV
+21.54%
JCPB
+0.95%
1Y
Winner
AVLV
+38.65%
JCPB
+5.73%
5Y(CAGR)
Winner
AVLV
+14.76%
JCPB
+1.06%
Max(CAGR)
Winner
AVLV
+14.76%
JCPB
+2.80%
AVLV vs JCPB - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AVLV | JCPB |
|---|---|---|
| 2026 | +19.00% | +1.04% |
| 2025 | +15.23% | +7.95% |
| 2024 | +17.75% | +3.38% |
| 2023 | +18.28% | +6.57% |
| 2022 | -5.87% | -12.45% |
| 2021 | +5.92% | -0.46% |
| 2020 | N/A | +8.93% |
| 2019 | N/A | +7.76% |
AVLV vs JCPB Drawdown Comparison
The maximum drawdown for AVLV was -19.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The current AVLV drawdown is -1.15%. The current JCPB drawdown is -1.08%.
| Rank | AVLV | JCPB |
|---|---|---|
| #1 | -19.50% Nov 29, 2024 - Jul 25, 2025 | -16.68% Sep 14, 2021 - Aug 1, 2025 |
| #2 | -19.33% Mar 29, 2022 - Feb 2, 2023 | -6.03% Mar 6, 2020 - Jun 23, 2020 |
| #3 | -10.75% Feb 7, 2023 - Jul 12, 2023 | -3.48% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -10.45% Jul 31, 2023 - Dec 13, 2023 | -2.71% Feb 27, 2026 - May 19, 2026 |
| #5 | -8.47% Jul 16, 2024 - Sep 19, 2024 | -2.12% Sep 5, 2019 - Oct 3, 2019 |
| #6 | -8.39% Jan 4, 2022 - Mar 25, 2022 | -1.97% Oct 7, 2019 - Jan 24, 2020 |
| #7 | -6.39% Feb 20, 2026 - Apr 14, 2026 | -1.49% Aug 4, 2020 - Nov 30, 2020 |
| #8 | -5.48% Mar 28, 2024 - Jul 12, 2024 | -1.05% Oct 28, 2025 - Nov 25, 2025 |
| #9 | -4.99% Nov 23, 2021 - Jan 3, 2022 | -0.88% Aug 3, 2021 - Sep 14, 2021 |
| #10 | -4.22% Nov 12, 2025 - Nov 26, 2025 | -0.83% Nov 26, 2025 - Jan 13, 2026 |
| #11 | -3.51% Oct 3, 2025 - Oct 24, 2025 | -0.71% Jul 5, 2019 - Aug 2, 2019 |
| #12 | -3.17% Sep 27, 2021 - Oct 15, 2021 | -0.68% Sep 16, 2025 - Oct 13, 2025 |
| #13 | -2.95% Jul 25, 2025 - Aug 12, 2025 | -0.65% Jan 14, 2026 - Feb 5, 2026 |
| #14 | -2.79% Dec 27, 2023 - Jan 25, 2024 | -0.56% Apr 1, 2019 - May 7, 2019 |
| #15 | -2.32% Dec 11, 2025 - Dec 24, 2025 | -0.53% Jan 31, 2020 - Feb 10, 2020 |
Correlation
Correlation between AVLV and JCPB is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2019 - 2026)
AVLV vs JCPB dividend yield comparison.
| Year | AVLV | JCPB |
|---|---|---|
| 2026 | 0.56% | 2.02% |
| 2025 | 1.33% | 4.90% |
| 2024 | 1.58% | 5.16% |
| 2023 | 1.85% | 4.32% |
| 2022 | 2.00% | 3.01% |
| 2021 | 0.29% | 2.19% |
| 2020 | 0.00% | 2.97% |
| 2019 | 0.00% | 3.01% |
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