AVMV vs WIW

Comparison between AVANTIS U.S. MID CAP VALUE ETF (AVMV, ETF) and Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF).

AVMV vs WIW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVMV(ETF)	WIW(ETF)
Net Assets	$585M	$586M
Expense Ratio	0.20%	N/A
Max Drawdown	24.83%	47.87%
Sharpe Ratio	1.45	0.56
5Y Beta	0.94	0.17
P/E Ratio	19.99	N/A
Forward P/E	14.39	N/A
PEG Ratio	0.43	N/A
5Y Dividends CAGR	N/A	16.54%
5Y EPS CAGR	16.39%	N/A
P/S Ratio	1.28	N/A
P/B Ratio	2.70	N/A

Net Assets

AVMV

$585M

Winner

WIW

$586M

Expense Ratio

AVMV

0.20%

WIW

N/A

Max Drawdown

Winner

AVMV

24.83%

WIW

47.87%

Sharpe Ratio

Winner

AVMV

1.45

WIW

0.56

5Y Beta

AVMV

0.94

Winner

WIW

0.17

P/E Ratio

AVMV

19.99

WIW

N/A

Forward P/E

AVMV

14.39

WIW

N/A

PEG Ratio

AVMV

0.43

WIW

N/A

5Y Dividends CAGR

AVMV

N/A

WIW

16.54%

5Y EPS CAGR

AVMV

16.39%

WIW

N/A

P/S Ratio

AVMV

1.28

WIW

N/A

P/B Ratio

AVMV

2.70

WIW

N/A

AVMV vs WIW - Historical Returns

Returns include dividend reinvestment.

Period	AVMV	WIW
1 month	+0.37%	+0.03%
3 months	+4.75%	-0.12%
6 months	+11.43%	+0.79%
1 year	+25.66%	+7.99%
5 years(CAGR)	N/A	+0.73%
10 years(CAGR)	N/A	+4.05%
Max(CAGR)	+22.41%	+3.20%

Winner

AVMV

+0.37%

WIW

+0.03%

Winner

AVMV

+4.75%

WIW

-0.12%

Winner

AVMV

+11.43%

WIW

+0.79%

Winner

AVMV

+25.66%

WIW

+7.99%

5Y(CAGR)

AVMV

N/A

WIW

+0.73%

10Y(CAGR)

AVMV

N/A

WIW

+4.05%

Max(CAGR)

Winner

AVMV

+22.41%

WIW

+3.20%

AVMV vs WIW - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	AVMV	WIW
2026	+9.52%	+2.27%
2025	+10.52%	+12.87%
2024	+18.73%	+3.83%
2023	+15.56%	+5.18%
2022	N/A	-24.22%
2021	N/A	+17.98%
2020	N/A	+11.08%
2019	N/A	+17.46%
2018	N/A	-8.61%
2017	N/A	+6.79%
2016	N/A	+11.57%
2015	N/A	-6.44%
2014	N/A	+3.15%
2013	N/A	-12.26%
2012	N/A	+6.82%
2011	N/A	+5.55%
2010	N/A	+8.36%
2009	N/A	+16.80%
2008	N/A	-4.76%
2007	N/A	+8.12%
2006	N/A	+1.29%
2005	N/A	-1.60%
2004	N/A	-8.66%

AVMV vs WIW Drawdown Comparison

The maximum drawdown for AVMV was -24.24%, occurring on Apr 8, 2025. Recovery took 252 trading sessions.

The maximum drawdown for WIW was -29.45%, occurring on Sep 29, 2022. This drawdown has not yet recovered.

The current AVMV drawdown is -1.21%. The current WIW drawdown is -5.79%.

Rank	AVMV	WIW
#1	-24.24% Nov 25, 2024 - Nov 28, 2025	-29.45% Dec 31, 2021 - Sep 29, 2022
#2	-8.56% Jul 16, 2024 - Sep 19, 2024	-29.11% Jul 10, 2008 - Aug 19, 2009
#3	-7.62% Feb 20, 2026 - Apr 20, 2026	-24.98% Feb 21, 2020 - Nov 16, 2020
#4	-7.18% Mar 28, 2024 - Jul 16, 2024	-20.83% Mar 10, 2004 - Jan 2, 2008
#5	-4.27% Dec 26, 2023 - Feb 12, 2024	-16.93% Apr 8, 2013 - Sep 20, 2017
#6	-2.90% Oct 16, 2024 - Nov 6, 2024	-10.95% Jan 12, 2018 - Jun 20, 2019
#7	-2.78% May 6, 2026 - Jun 2, 2026	-7.15% Nov 10, 2010 - Jul 29, 2011
#8	-2.14% Feb 12, 2024 - Feb 15, 2024	-4.73% Dec 1, 2009 - Apr 26, 2010
#9	-2.01% Jan 15, 2026 - Jan 21, 2026	-4.67% Nov 11, 2021 - Dec 31, 2021
#10	-1.92% Nov 11, 2024 - Nov 21, 2024	-4.46% Feb 9, 2021 - Apr 19, 2021
#11	-1.78% Dec 11, 2025 - Jan 5, 2026	-4.13% May 6, 2010 - Aug 9, 2010
#12	-1.66% Dec 19, 2023 - Dec 26, 2023	-4.11% Aug 18, 2011 - Jan 4, 2012
#13	-1.64% Feb 11, 2026 - Feb 18, 2026	-3.95% Feb 6, 2008 - Apr 14, 2008
#14	-1.50% Dec 4, 2023 - Dec 11, 2023	-2.91% Jun 15, 2021 - Jul 6, 2021
#15	-1.28% Jan 21, 2026 - Feb 3, 2026	-2.82% Dec 31, 2020 - Jan 19, 2021

Correlation

Correlation between AVMV and WIW is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2004 - 2026)

AVMV vs WIW dividend yield comparison.

Year	AVMV	WIW
2026	0.23%	3.69%
2025	1.20%	8.68%
2024	1.30%	8.78%
2023	0.25%	10.38%
2022	0.00%	11.81%
2021	0.00%	6.93%
2020	0.00%	3.20%
2019	0.00%	3.74%
2018	0.00%	4.26%
2017	0.00%	3.70%
2016	0.00%	3.61%
2015	0.00%	3.91%
2014	0.00%	3.85%
2013	0.00%	3.36%
2012	0.00%	2.79%
2011	0.00%	4.20%
2010	0.00%	3.81%
2009	0.00%	4.15%
2008	0.00%	8.65%
2007	0.00%	6.31%
2006	0.00%	5.45%
2005	0.00%	7.92%
2004	0.00%	6.78%