AVMC vs XJH
Comparison between AVANTIS U.S. MID CAP EQUITY ETF (AVMC, ETF) and ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF).
AVMC vs XJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVMC
$374M
XJH
$372M
Expense Ratio
AVMC
0.18%
Winner
XJH
0.12%
Max Drawdown
Winner
AVMC
22.33%
XJH
25.71%
Sharpe Ratio
Winner
AVMC
1.25
XJH
1.18
5Y Beta
Winner
AVMC
0.93
XJH
0.99
P/E Ratio
Winner
AVMC
25.37
XJH
25.46
Forward P/E
Winner
AVMC
15.80
XJH
16.74
5Y Dividends CAGR
AVMC
N/A
XJH
41.93%
5Y EPS CAGR
Winner
AVMC
15.01%
XJH
12.62%
Debt to Equity
AVMC
N/A
XJH
42.66%
P/S Ratio
AVMC
1.62
Winner
XJH
1.59
P/B Ratio
AVMC
2.99
Winner
XJH
2.79
AVMC vs XJH - Holdings Comparison
AVMC and XJH have 201 common holdings. Overlap is 23.80%
AVMC's top 25 holdings weight is 15.30%. XJH's top 25 holdings weight is 19.37%.
| Rank | AVMC | XJH |
|---|---|---|
| #1 | WESTERN DIGITAL CORP (WDC) - 1.32% | FLEX LTD (FLEX) - 1.58% |
| #2 | CIENA CORP (CIEN) - 0.90% | TECHNIPFMC PLC (FTI) - 0.93% |
| #3 | DEVON ENERGY CORP (DVN) - 0.76% | TWILIO INC CLASS A (TWLO) - 0.93% |
| #4 | COMFORT SYSTEMS USA INC (FIX) - 0.74% | EVERPURE INC CLASS A (P) - 0.89% |
| #5 | FLEX LTD (FLEX) - 0.70% | CURTISS-WRIGHT CORP (CW) - 0.88% |
| #6 | ON SEMICONDUCTOR CORP (ON) - 0.67% | NVENT ELECTRIC PLC (NVT) - 0.86% |
| #7 | TERADYNE INC (TER) - 0.66% | FABRINET (FN) - 0.82% |
| #8 | DELTA AIR LINES INC (DAL) - 0.65% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.81% |
| #9 | BLOOM ENERGY CORP CLASS A (BE) - 0.63% | UNITED THERAPEUTICS CORP (UTHR) - 0.80% |
| #10 | NUCOR CORP (NUE) - 0.58% | XPO INC (XPO) - 0.77% |
| #11 | TARGA RESOURCES CORP (TRGP) - 0.58% | MASTEC INC (MTZ) - 0.76% |
| #12 | EBAY INC (EBAY) - 0.56% | STERLING INFRASTRUCTURE INC (STRL) - 0.73% |
| #13 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.55% | ILLUMINA INC (ILMN) - 0.72% |
| #14 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.54% | ATI INC (ATI) - 0.72% |
| #15 | ROCKWELL AUTOMATION INC (ROK) - 0.54% | CARPENTER TECHNOLOGY CORP (CRS) - 0.70% |
| #16 | EDWARDS LIFESCIENCES CORP (EW) - 0.53% | MKS INC (MKSI) - 0.70% |
| #17 | FIFTH THIRD BANCORP (FITB) - 0.51% | WOODWARD INC (WWD) - 0.68% |
| #18 | UNITED RENTALS INC (URI) - 0.51% | ENTEGRIS INC (ENTG) - 0.67% |
| #19 | THE HARTFORD INSURANCE GROUP INC (HIG) - 0.50% | BURLINGTON STORES INC (BURL) - 0.66% |
| #20 | STATE STREET CORP (STT) - 0.49% | TTM TECHNOLOGIES INC (TTMI) - 0.64% |
| #21 | CHENIERE ENERGY INC (LNG) - 0.49% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.64% |
| #22 | JABIL INC (JBL) - 0.48% | NEXTPOWER INC CLASS A (NXT) - 0.63% |
| #23 | UNITED AIRLINES HOLDINGS INC (UAL) - 0.48% | RB GLOBAL INC (RBA) - 0.63% |
| #24 | n/a (ODFL) - 0.47% | RELIANCE INC (RS) - 0.62% |
| #25 | EMCOR GROUP INC (EME) - 0.46% | ALCOA CORP (AA) - 0.60% |
| Total Holdings | 605 | 362 |
AVMC vs XJH - Historical Returns
Returns include dividend reinvestment.
1M
AVMC
+0.21%
Winner
XJH
+1.20%
3M
AVMC
+4.80%
Winner
XJH
+5.87%
6M
AVMC
+10.32%
Winner
XJH
+11.82%
1Y
AVMC
+22.27%
Winner
XJH
+24.57%
5Y(CAGR)
AVMC
N/A
XJH
+7.22%
Max(CAGR)
Winner
AVMC
+21.20%
XJH
+14.59%
AVMC vs XJH - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | AVMC | XJH |
|---|---|---|
| 2026 | +9.18% | +10.36% |
| 2025 | +10.13% | +8.63% |
| 2024 | +17.49% | +12.53% |
| 2023 | +15.38% | +17.08% |
| 2022 | N/A | -14.48% |
| 2021 | N/A | +25.63% |
| 2020 | N/A | +29.59% |
AVMC vs XJH Drawdown Comparison
The maximum drawdown for AVMC was -21.83%, occurring on Apr 8, 2025. Recovery took 192 trading sessions.
The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.
The current AVMC drawdown is -1.78%. The current XJH drawdown is -2.05%.
| Rank | AVMC | XJH |
|---|---|---|
| #1 | -21.83% Nov 25, 2024 - Sep 4, 2025 | -25.06% Nov 16, 2021 - Feb 15, 2024 |
| #2 | -7.90% Feb 26, 2026 - Apr 17, 2026 | -24.55% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -7.87% Jul 16, 2024 - Aug 30, 2024 | -9.61% Feb 20, 2026 - Apr 17, 2026 |
| #4 | -7.09% Mar 28, 2024 - Jul 16, 2024 | -8.10% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -5.05% Sep 11, 2025 - Nov 26, 2025 | -7.62% Mar 28, 2024 - Jul 15, 2024 |
| #6 | -4.68% Aug 30, 2024 - Sep 19, 2024 | -7.29% May 7, 2021 - Sep 2, 2021 |
| #7 | -4.11% Dec 28, 2023 - Feb 9, 2024 | -6.13% Mar 15, 2021 - Apr 12, 2021 |
| #8 | -3.47% May 6, 2026 - May 28, 2026 | -5.93% Oct 23, 2020 - Nov 5, 2020 |
| #9 | -2.69% Nov 11, 2024 - Nov 22, 2024 | -5.17% Jan 20, 2021 - Feb 5, 2021 |
| #10 | -2.51% Oct 18, 2024 - Nov 6, 2024 | -5.12% Sep 2, 2021 - Oct 20, 2021 |
| #11 | -2.09% Feb 12, 2024 - Feb 15, 2024 | -4.91% Feb 24, 2021 - Mar 10, 2021 |
| #12 | -2.03% Dec 11, 2025 - Jan 5, 2026 | -4.36% May 6, 2026 - May 26, 2026 |
| #13 | -1.91% Jan 15, 2026 - Jan 22, 2026 | -3.42% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -1.78% Jun 4, 2026 - Jun 5, 2026 | -3.39% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -1.65% Feb 11, 2026 - Feb 18, 2026 | -2.80% Apr 20, 2026 - May 6, 2026 |
Correlation
Correlation between AVMC and XJH is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2020 - 2026)
AVMC vs XJH dividend yield comparison.
| Year | AVMC | XJH |
|---|---|---|
| 2026 | 0.19% | 0.20% |
| 2025 | 1.12% | 1.24% |
| 2024 | 1.02% | 1.24% |
| 2023 | 0.24% | 1.38% |
| 2022 | 0.00% | 1.45% |
| 2021 | 0.00% | 1.04% |
| 2020 | 0.00% | 0.36% |
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