AVMA vs PHDG

Comparison between AVANTIS MODERATE ALLOCATION ETF (AVMA, ETF) and INVESCO S&P 500 DOWNSIDE HEDGED ETF (PHDG, ETF).

AVMA vs PHDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVMA(ETF)	PHDG(ETF)
Net Assets	$65M	$65M
Expense Ratio	0.21%	0.39%
Max Drawdown	12.96%	23.59%
Sharpe Ratio	1.82	1.84
5Y Beta	0.60	0.30
P/E Ratio	N/A	28.95
Forward P/E	N/A	22.35
5Y Dividends CAGR	N/A	28.74%
5Y EPS CAGR	N/A	25.98%
Debt to Equity	N/A	32.48%
P/S Ratio	N/A	3.76
P/B Ratio	N/A	5.60

Net Assets

AVMA

$65M

Winner

PHDG

$65M

Expense Ratio

Winner

AVMA

0.21%

PHDG

0.39%

Max Drawdown

Winner

AVMA

12.96%

PHDG

23.59%

Sharpe Ratio

AVMA

1.82

Winner

PHDG

1.84

5Y Beta

AVMA

0.60

Winner

PHDG

0.30

P/E Ratio

AVMA

N/A

PHDG

28.95

Forward P/E

AVMA

N/A

PHDG

22.35

5Y Dividends CAGR

AVMA

N/A

PHDG

28.74%

5Y EPS CAGR

AVMA

N/A

PHDG

25.98%

Debt to Equity

AVMA

N/A

PHDG

32.48%

P/S Ratio

AVMA

N/A

PHDG

3.76

P/B Ratio

AVMA

N/A

PHDG

5.60

AVMA vs PHDG - Historical Returns

Returns include dividend reinvestment.

Period	AVMA	PHDG
1 month	+0.48%	+1.95%
3 months	+4.95%	+8.98%
6 months	+9.57%	+9.94%
1 year	+22.31%	+23.81%
5 years(CAGR)	N/A	+5.07%
10 years(CAGR)	N/A	+6.99%
Max(CAGR)	+15.15%	+5.79%

AVMA

+0.48%

Winner

PHDG

+1.95%

AVMA

+4.95%

Winner

PHDG

+8.98%

AVMA

+9.57%

Winner

PHDG

+9.94%

AVMA

+22.31%

Winner

PHDG

+23.81%

5Y(CAGR)

AVMA

N/A

PHDG

+5.07%

10Y(CAGR)

AVMA

N/A

PHDG

+6.99%

Max(CAGR)

Winner

AVMA

+15.15%

PHDG

+5.79%

AVMA vs PHDG - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	AVMA	PHDG
2026	+8.27%	+12.04%
2025	+16.81%	+2.46%
2024	+10.68%	+11.96%
2023	+8.20%	+8.79%
2022	N/A	-14.38%
2021	N/A	+16.13%
2020	N/A	+18.15%
2019	N/A	+8.89%
2018	N/A	-3.39%
2017	N/A	+15.36%
2016	N/A	-0.25%
2015	N/A	-9.72%
2014	N/A	+6.86%
2013	N/A	+12.19%
2012	N/A	-0.01%

AVMA vs PHDG Drawdown Comparison

The maximum drawdown for AVMA was -11.81%, occurring on Apr 8, 2025. Recovery took 122 trading sessions.

The maximum drawdown for PHDG was -17.69%, occurring on Nov 3, 2016. Recovery took 759 trading sessions.

The current AVMA drawdown is -1.82%. The current PHDG drawdown is -3.15%.

Rank	AVMA	PHDG
#1	-11.81% Dec 4, 2024 - Jun 3, 2025	-17.69% Dec 5, 2014 - Dec 11, 2017
#2	-8.51% Jul 31, 2023 - Dec 13, 2023	-17.06% Dec 27, 2021 - Jun 12, 2024
#3	-6.40% Feb 25, 2026 - Apr 17, 2026	-15.87% Mar 18, 2020 - Aug 24, 2020
#4	-5.17% Jul 16, 2024 - Aug 23, 2024	-14.79% Dec 4, 2024 - Mar 2, 2026
#5	-4.06% Mar 28, 2024 - May 15, 2024	-12.79% Feb 6, 2018 - Mar 12, 2020
#6	-3.21% Oct 27, 2025 - Nov 26, 2025	-10.06% Sep 2, 2020 - Apr 15, 2021
#7	-2.78% Dec 27, 2023 - Feb 9, 2024	-6.11% Aug 5, 2024 - Dec 4, 2024
#8	-2.61% Aug 30, 2024 - Sep 16, 2024	-5.20% Aug 2, 2013 - Dec 23, 2013
#9	-2.25% Oct 6, 2025 - Oct 20, 2025	-4.42% Sep 7, 2021 - Nov 2, 2021
#10	-2.19% Oct 18, 2024 - Nov 6, 2024	-4.37% Jul 16, 2024 - Aug 5, 2024
#11	-1.84% Jul 23, 2025 - Aug 12, 2025	-3.69% Apr 2, 2014 - Jun 9, 2014
#12	-1.83% May 20, 2024 - Jul 3, 2024	-3.44% Dec 31, 2013 - Feb 28, 2014
#13	-1.82% Jun 2, 2026 - Jun 5, 2026	-3.37% Mar 10, 2026 - Apr 8, 2026
#14	-1.73% Nov 11, 2024 - Nov 25, 2024	-3.26% May 12, 2021 - Jul 2, 2021
#15	-1.65% Jul 3, 2023 - Jul 11, 2023	-3.15% Jun 4, 2026 - Jun 5, 2026

Correlation

Correlation between AVMA and PHDG is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2012 - 2026)

AVMA vs PHDG dividend yield comparison.

Year	AVMA	PHDG
2026	0.33%	0.36%
2025	2.21%	2.10%
2024	2.28%	1.94%
2023	1.11%	1.93%
2022	0.00%	1.35%
2021	0.00%	0.44%
2020	0.00%	0.63%
2019	0.00%	1.80%
2018	0.00%	1.56%
2017	0.00%	1.83%
2016	0.00%	2.29%
2015	0.00%	1.64%
2014	0.00%	5.46%
2013	0.00%	1.76%
2012	0.00%	0.09%