AVMC vs MUNY
Comparison between AVANTIS U.S. MID CAP EQUITY ETF (AVMC, ETF) and VANGUARD NEW YORK TAX-EXEMPT BOND ETF ETF SHARES (MUNY, ETF).
AVMC vs MUNY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVMC
$473M
Winner
MUNY
$473M
Expense Ratio
AVMC
0.18%
Winner
MUNY
0.09%
Max Drawdown
AVMC
22.33%
Winner
MUNY
3.38%
Sharpe Ratio
Winner
AVMC
1.03
MUNY
0.10
5Y Beta
AVMC
0.91
Winner
MUNY
0.07
P/E Ratio
AVMC
24.84
MUNY
N/A
Forward P/E
AVMC
16.72
MUNY
N/A
5Y EPS CAGR
AVMC
14.34%
MUNY
N/A
P/S Ratio
AVMC
1.64
MUNY
N/A
P/B Ratio
AVMC
3.04
MUNY
N/A
AVMC vs MUNY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVMC
+1.94%
MUNY
-0.31%
3M
Winner
AVMC
+3.48%
MUNY
-0.74%
6M
Winner
AVMC
+6.56%
MUNY
-1.81%
1Y
Winner
AVMC
+17.66%
MUNY
+4.10%
Max(CAGR)
Winner
AVMC
+21.09%
MUNY
+4.48%
AVMC vs MUNY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AVMC | MUNY |
|---|---|---|
| 2026 | +13.77% | -0.01% |
| 2025 | +10.13% | +5.54% |
| 2024 | +17.49% | N/A |
| 2023 | +15.38% | N/A |
AVMC vs MUNY Drawdown Comparison
The maximum drawdown for AVMC was -21.83%, occurring on Apr 8, 2025. Recovery took 192 trading sessions.
The maximum drawdown for MUNY was -2.70%, occurring on Mar 24, 2026. Recovery took 83 trading sessions.
The current AVMC drawdown is -1.77%. The current MUNY drawdown is -2.04%.
| Rank | AVMC | MUNY |
|---|---|---|
| #1 | -21.83% Nov 25, 2024 - Sep 4, 2025 | -2.70% Feb 27, 2026 - Jun 29, 2026 |
| #2 | -7.90% Feb 26, 2026 - Apr 17, 2026 | -2.14% Jul 6, 2026 - Jul 23, 2026 |
| #3 | -7.87% Jul 16, 2024 - Aug 30, 2024 | -1.98% Jun 4, 2025 - Sep 5, 2025 |
| #4 | -7.09% Mar 28, 2024 - Jul 16, 2024 | -0.49% May 27, 2025 - Jun 4, 2025 |
| #5 | -5.05% Sep 11, 2025 - Nov 26, 2025 | -0.35% Nov 11, 2025 - Dec 23, 2025 |
| #6 | -4.68% Aug 30, 2024 - Sep 19, 2024 | -0.35% Jan 14, 2026 - Feb 2, 2026 |
| #7 | -4.11% Dec 28, 2023 - Feb 9, 2024 | -0.30% Sep 17, 2025 - Oct 6, 2025 |
| #8 | -3.47% May 6, 2026 - May 28, 2026 | -0.24% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -2.69% Nov 11, 2024 - Nov 22, 2024 | -0.11% Feb 19, 2026 - Feb 23, 2026 |
| #10 | -2.51% Oct 18, 2024 - Nov 6, 2024 | -0.10% Feb 9, 2026 - Feb 12, 2026 |
| #11 | -2.47% Jun 4, 2026 - Jun 12, 2026 | -0.08% Feb 24, 2026 - Feb 26, 2026 |
| #12 | -2.16% Jun 30, 2026 - Aug 3, 2026 | -0.07% Dec 30, 2025 - Jan 2, 2026 |
| #13 | -2.12% Aug 14, 2026 - Aug 20, 2026 | -0.07% Dec 24, 2025 - Dec 30, 2025 |
| #14 | -2.09% Feb 12, 2024 - Feb 15, 2024 | -0.06% Oct 13, 2025 - Oct 15, 2025 |
| #15 | -2.03% Dec 11, 2025 - Jan 5, 2026 | -0.04% Oct 21, 2025 - Oct 24, 2025 |
Correlation
Correlation between AVMC and MUNY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2023 - 2026)
AVMC vs MUNY dividend yield comparison.
| Year | AVMC | MUNY |
|---|---|---|
| 2026 | 0.44% | 1.89% |
| 2025 | 1.12% | 1.80% |
| 2024 | 1.02% | 0.00% |
| 2023 | 0.24% | 0.00% |
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