AVMA vs PQDI
Comparison between AVANTIS MODERATE ALLOCATION ETF (AVMA, ETF) and PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF (PQDI, ETF).
AVMA vs PQDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVMA
$69M
Winner
PQDI
$69M
Expense Ratio
Winner
AVMA
0.21%
PQDI
0.60%
Max Drawdown
Winner
AVMA
12.96%
PQDI
23.92%
Sharpe Ratio
Winner
AVMA
1.88
PQDI
0.88
5Y Beta
AVMA
0.60
Winner
PQDI
0.10
5Y Dividends CAGR
AVMA
N/A
PQDI
2.24%
AVMA vs PQDI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVMA
+1.63%
PQDI
+0.05%
3M
Winner
AVMA
+8.82%
PQDI
+1.20%
6M
Winner
AVMA
+11.10%
PQDI
+1.78%
1Y
Winner
AVMA
+22.83%
PQDI
+6.75%
5Y(CAGR)
AVMA
N/A
PQDI
+3.23%
Max(CAGR)
Winner
AVMA
+15.70%
PQDI
+4.67%
AVMA vs PQDI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | AVMA | PQDI |
|---|---|---|
| 2026 | +10.09% | +1.06% |
| 2025 | +16.81% | +8.29% |
| 2024 | +10.68% | +10.24% |
| 2023 | +8.20% | +5.96% |
| 2022 | N/A | -9.61% |
| 2021 | N/A | +3.21% |
| 2020 | N/A | +9.80% |
AVMA vs PQDI Drawdown Comparison
The maximum drawdown for AVMA was -11.81%, occurring on Apr 8, 2025. Recovery took 122 trading sessions.
The maximum drawdown for PQDI was -17.41%, occurring on Mar 20, 2023. Recovery took 686 trading sessions.
The current AVMA drawdown is -0.17%. The current PQDI drawdown is -0.47%.
| Rank | AVMA | PQDI |
|---|---|---|
| #1 | -11.81% Dec 4, 2024 - Jun 3, 2025 | -17.41% Sep 23, 2021 - Jun 17, 2024 |
| #2 | -8.51% Jul 31, 2023 - Dec 13, 2023 | -3.31% Feb 25, 2026 - Mar 30, 2026 |
| #3 | -6.40% Feb 25, 2026 - Apr 17, 2026 | -2.46% Sep 2, 2020 - Nov 5, 2020 |
| #4 | -5.17% Jul 16, 2024 - Aug 23, 2024 | -2.25% Mar 20, 2025 - May 8, 2025 |
| #5 | -4.06% Mar 28, 2024 - May 15, 2024 | -2.04% Feb 12, 2021 - Apr 8, 2021 |
| #6 | -3.21% Oct 27, 2025 - Nov 26, 2025 | -0.96% Aug 1, 2024 - Aug 14, 2024 |
| #7 | -2.78% Dec 27, 2023 - Feb 9, 2024 | -0.92% Jan 3, 2025 - Jan 30, 2025 |
| #8 | -2.61% Aug 30, 2024 - Sep 16, 2024 | -0.86% Dec 31, 2020 - Feb 5, 2021 |
| #9 | -2.31% Jun 2, 2026 - Jun 10, 2026 | -0.82% Oct 28, 2025 - Nov 26, 2025 |
| #10 | -2.25% Oct 6, 2025 - Oct 20, 2025 | -0.75% Jun 17, 2020 - Jun 25, 2020 |
| #11 | -2.19% Oct 18, 2024 - Nov 6, 2024 | -0.74% Jun 25, 2020 - Jun 30, 2020 |
| #12 | -1.84% Jul 23, 2025 - Aug 12, 2025 | -0.72% Oct 17, 2024 - Dec 6, 2024 |
| #13 | -1.83% May 20, 2024 - Jul 3, 2024 | -0.71% Oct 8, 2025 - Oct 23, 2025 |
| #14 | -1.73% Nov 11, 2024 - Nov 25, 2024 | -0.65% May 5, 2021 - May 28, 2021 |
| #15 | -1.65% Jul 3, 2023 - Jul 11, 2023 | -0.65% Feb 10, 2025 - Feb 28, 2025 |
Correlation
Correlation between AVMA and PQDI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2020 - 2026)
AVMA vs PQDI dividend yield comparison.
| Year | AVMA | PQDI |
|---|---|---|
| 2026 | 0.99% | 2.40% |
| 2025 | 2.21% | 5.02% |
| 2024 | 2.28% | 4.93% |
| 2023 | 1.11% | 5.35% |
| 2022 | 0.00% | 5.60% |
| 2021 | 0.00% | 5.21% |
| 2020 | 0.00% | 2.69% |
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