AVSC vs IHI
Comparison between AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF) and ISHARES U.S. MEDICAL DEVICES ETF (IHI, ETF).
AVSC vs IHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVSC
$3B
IHI
$3B
Expense Ratio
Winner
AVSC
0.25%
IHI
0.38%
Max Drawdown
Winner
AVSC
28.84%
IHI
49.70%
Sharpe Ratio
Winner
AVSC
1.63
IHI
-1.24
5Y Beta
AVSC
1.01
Winner
IHI
0.64
P/E Ratio
AVSC
47.60
Winner
IHI
40.54
Forward P/E
Winner
AVSC
13.67
IHI
20.27
5Y Dividends CAGR
AVSC
N/A
IHI
9.76%
5Y EPS CAGR
AVSC
10.91%
Winner
IHI
13.12%
Debt to Equity
AVSC
N/A
IHI
15.98%
P/S Ratio
Winner
AVSC
1.13
IHI
3.61
P/B Ratio
Winner
AVSC
1.87
IHI
3.66
AVSC vs IHI - Holdings Comparison
AVSC and IHI have 16 common holdings. Overlap is 1.22%
AVSC's top 25 holdings weight is 8.25%. IHI's top 25 holdings weight is 96.36%.
| Rank | AVSC | IHI |
|---|---|---|
| #1 | MYR GROUP INC (MYRG) - 0.52% | ABBOTT LABORATORIES (ABT) - 16.91% |
| #2 | VISHAY INTERTECHNOLOGY INC (VSH) - 0.44% | INTUITIVE SURGICAL INC (ISRG) - 15.33% |
| #3 | ACM RESEARCH INC CLASS A (ACMR) - 0.43% | STRYKER CORP (SYK) - 11.52% |
| #4 | MATERION CORP (MTRN) - 0.42% | EDWARDS LIFESCIENCES CORP (EW) - 4.71% |
| #5 | DIODES INC (DIOD) - 0.37% | RESMED INC (RMD) - 4.67% |
| #6 | FIRST BANCORP (FBNC) - 0.37% | BECTON DICKINSON & CO (BDX) - 4.52% |
| #7 | INTERNATIONAL SEAWAYS INC (INSW) - 0.36% | MEDTRONIC PLC (MDT) - 4.46% |
| #8 | LIGAND PHARMACEUTICALS INC (LGND) - 0.35% | IDEXX LABORATORIES INC (IDXX) - 4.37% |
| #9 | n/a (SPHR) - 0.34% | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 4.32% |
| #10 | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.34% | DEXCOM INC (DXCM) - 4.16% |
| #11 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.34% | BOSTON SCIENTIFIC CORP (BSX) - 4.00% |
| #12 | LIVANOVA PLC (LIVN) - 0.33% | STERIS PLC (STE) - 3.09% |
| #13 | DANA INC (DAN) - 0.33% | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.53% |
| #14 | AXCELIS TECHNOLOGIES INC (ACLS) - 0.31% | PENUMBRA INC (PEN) - 1.83% |
| #15 | OPENLANE INC (OPLN) - 0.31% | BAXTER INTERNATIONAL INC (BAX) - 1.73% |
| #16 | PRICESMART INC (PSMT) - 0.31% | INSULET CORP (PODD) - 1.64% |
| #17 | AAR CORP (AIR) - 0.31% | GLOBUS MEDICAL INC CLASS A (GMED) - 1.31% |
| #18 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.30% | GLAUKOS CORP (GKOS) - 1.30% |
| #19 | SONOCO PRODUCTS CO (SON) - 0.29% | TELEFLEX INC (TFX) - 0.87% |
| #20 | OCEANEERING INTERNATIONAL INC (OII) - 0.29% | LIVANOVA PLC (LIVN) - 0.67% |
| #21 | PATTERSON-UTI ENERGY INC (PTEN) - 0.28% | ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 0.65% |
| #22 | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 0.23% | IRHYTHM HOLDINGS INC (IRTC) - 0.60% |
| #23 | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 0.23% | INTEGER HOLDINGS CORP (ITGR) - 0.46% |
| #24 | SYNAPTICS INC (SYNA) - 0.23% | TRANSMEDICS GROUP INC (TMDX) - 0.36% |
| #25 | MDU RESOURCES GROUP INC (MDU) - 0.22% | AXOGEN INC (AXGN) - 0.35% |
| Total Holdings | 1434 | 50 |
AVSC vs IHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVSC
+2.23%
IHI
-0.87%
3M
Winner
AVSC
+9.81%
IHI
-9.30%
6M
Winner
AVSC
+16.38%
IHI
-21.13%
1Y
Winner
AVSC
+36.17%
IHI
-19.23%
5Y(CAGR)
Winner
AVSC
+10.15%
IHI
-3.71%
10Y(CAGR)
AVSC
N/A
IHI
+8.10%
Max(CAGR)
Winner
AVSC
+10.15%
IHI
+9.65%
AVSC vs IHI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | AVSC | IHI |
|---|---|---|
| 2026 | +23.49% | -20.29% |
| 2025 | +9.78% | +6.94% |
| 2024 | +8.20% | +9.31% |
| 2023 | +20.32% | +3.15% |
| 2022 | -11.71% | -19.25% |
| 2021 | N/A | +22.15% |
| 2020 | N/A | +23.57% |
| 2019 | N/A | +36.39% |
| 2018 | N/A | +13.65% |
| 2017 | N/A | +30.37% |
| 2016 | N/A | +12.19% |
| 2015 | N/A | +9.79% |
| 2014 | N/A | +23.78% |
| 2013 | N/A | +34.84% |
| 2012 | N/A | +13.88% |
| 2011 | N/A | -1.36% |
| 2010 | N/A | +10.31% |
| 2009 | N/A | +35.04% |
| 2008 | N/A | -36.07% |
| 2007 | N/A | +19.38% |
| 2006 | N/A | +2.76% |
AVSC vs IHI Drawdown Comparison
The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The maximum drawdown for IHI was -49.64%, occurring on Mar 9, 2009. Recovery took 628 trading sessions.
The current AVSC drawdown is -1.15%. The current IHI drawdown is -25.04%.
| Rank | AVSC | IHI |
|---|---|---|
| #1 | -28.40% Nov 25, 2024 - Oct 24, 2025 | -49.64% Aug 15, 2008 - Feb 11, 2011 |
| #2 | -20.42% Jan 14, 2022 - Jul 31, 2023 | -33.25% Jan 22, 2020 - Jul 15, 2020 |
| #3 | -15.92% Jul 31, 2023 - Dec 13, 2023 | -33.12% Sep 8, 2021 - Oct 30, 2023 |
| #4 | -10.69% Jul 26, 2024 - Nov 6, 2024 | -21.99% May 19, 2011 - Sep 18, 2012 |
| #5 | -8.54% Mar 28, 2024 - Jul 12, 2024 | -19.23% Oct 1, 2018 - Mar 1, 2019 |
| #6 | -8.09% Dec 27, 2023 - Mar 27, 2024 | -14.16% Aug 5, 2015 - Apr 6, 2016 |
| #7 | -7.89% Feb 9, 2026 - Apr 9, 2026 | -12.54% Oct 9, 2007 - Aug 8, 2008 |
| #8 | -7.73% Oct 24, 2025 - Dec 3, 2025 | -11.61% Oct 10, 2016 - Feb 15, 2017 |
| #9 | -4.71% Nov 11, 2024 - Nov 25, 2024 | -10.85% Jan 26, 2018 - May 7, 2018 |
| #10 | -4.17% May 6, 2026 - May 26, 2026 | -10.16% May 5, 2006 - Nov 21, 2006 |
| #11 | -3.45% Dec 11, 2025 - Jan 6, 2026 | -9.38% Feb 12, 2021 - Apr 15, 2021 |
| #12 | -2.78% Jan 22, 2026 - Feb 6, 2026 | -8.49% Mar 21, 2019 - Jun 10, 2019 |
| #13 | -2.67% Jun 30, 2026 - Jul 8, 2026 | -7.95% Sep 2, 2020 - Oct 9, 2020 |
| #14 | -2.64% Jul 16, 2024 - Jul 23, 2024 | -7.68% Apr 23, 2021 - Jun 28, 2021 |
| #15 | -1.98% Jul 23, 2024 - Jul 26, 2024 | -7.55% Feb 8, 2007 - Apr 16, 2007 |
Correlation
Correlation between AVSC and IHI is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.
0.25
-101
Dividend Comparison (2006 - 2026)
AVSC vs IHI dividend yield comparison.
| Year | AVSC | IHI |
|---|---|---|
| 2026 | 0.42% | 0.24% |
| 2025 | 1.16% | 0.34% |
| 2024 | 1.17% | 0.46% |
| 2023 | 1.42% | 0.53% |
| 2022 | 1.10% | 0.45% |
| 2021 | 0.00% | 0.25% |
| 2020 | 0.00% | 0.25% |
| 2019 | 0.00% | 0.33% |
| 2018 | 0.00% | 0.26% |
| 2017 | 0.00% | 0.37% |
| 2016 | 0.00% | 0.55% |
| 2015 | 0.00% | 1.28% |
| 2014 | 0.00% | 0.65% |
| 2013 | 0.00% | 0.33% |
| 2012 | 0.00% | 0.64% |
| 2011 | 0.00% | 0.26% |
| 2010 | 0.00% | 0.14% |
| 2009 | 0.00% | 0.07% |
| 2008 | 0.00% | 0.10% |
| 2006 | 0.00% | 0.00% |
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