AVSD vs IBMR
Comparison between AVANTIS RESPONSIBLE INTERNATIONAL EQUITY ETF (AVSD, ETF) and ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF).
AVSD vs IBMR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVSD
$440M
Winner
IBMR
$440M
Expense Ratio
AVSD
0.23%
Winner
IBMR
0.18%
Max Drawdown
AVSD
26.06%
Winner
IBMR
5.58%
Sharpe Ratio
Winner
AVSD
1.05
IBMR
0.09
5Y Beta
AVSD
0.75
Winner
IBMR
0.02
AVSD vs IBMR - Holdings Comparison
AVSD and IBMR have 1 common holdings. Overlap is -0.40%
AVSD's top 25 holdings weight is 15.85%. IBMR's top 25 holdings weight is 19.28%.
| Rank | AVSD | IBMR |
|---|---|---|
| #1 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.09% | CALIFORNIA ST 5% (n/a) - 1.63% |
| #2 | HSBC HOLDINGS PLC ADR (HSBC) - 1.09% | ILLINOIS ST 5% (n/a) - 1.30% |
| #3 | ASML HOLDING NV ADR (ASML) - 1.02% | NEW YORK N Y 5% (n/a) - 1.17% |
| #4 | NOVARTIS AG ADR (NVS) - 0.86% | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.14% |
| #5 | ROYAL BANK OF CANADA (n/a) - 0.77% | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 1.00% |
| #6 | n/a (CLS) - 0.71% | PENNSYLVANIA ST 5% (n/a) - 0.87% |
| #7 | VINCI SA (n/a) - 0.67% | n/a (n/a) - 0.87% |
| #8 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.63% | n/a (n/a) - 0.84% |
| #9 | GSK PLC ADR (GSK) - 0.61% | n/a (n/a) - 0.82% |
| #10 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.59% | CONNECTICUT ST 5% (n/a) - 0.81% |
| #11 | TOYOTA MOTOR CORP ADR (TM) - 0.59% | MASSACHUSETTS ST 5% (n/a) - 0.77% |
| #12 | UNICREDIT SPA (n/a) - 0.57% | MARYLAND ST 5% (n/a) - 0.69% |
| #13 | SOFTBANK GROUP CORP (n/a) - 0.56% | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.66% |
| #14 | SAFRAN SA (n/a) - 0.56% | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.64% |
| #15 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.55% | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.63% |
| #16 | THE TORONTO-DOMINION BANK (TD) - 0.53% | MASSACHUSETTS ST CLEAN WTR TR 5% (n/a) - 0.60% |
| #17 | ASTRAZENECA PLC (AZN) - 0.52% | UNIVERSITY CALIF REVS 5% (n/a) - 0.60% |
| #18 | SOCIETE GENERALE SA (n/a) - 0.51% | INDIANA ST FIN AUTH REV 5% (n/a) - 0.58% |
| #19 | TOKIO MARINE HOLDINGS INC (n/a) - 0.51% | NEW JERSEY ST 5% (n/a) - 0.56% |
| #20 | ADVANTEST CORP (n/a) - 0.50% | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.55% |
| #21 | BARCLAYS PLC ADR (BCS) - 0.50% | TEXAS WTR DEV BRD REV 5% (n/a) - 0.54% |
| #22 | TOKYO ELECTRON LTD (n/a) - 0.50% | INDIANAPOLIS IND LOC PUB IMPT BD BK 5% (n/a) - 0.53% |
| #23 | AGNICO EAGLE MINES LTD (AEM) - 0.48% | n/a (n/a) - 0.51% |
| #24 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.47% | OHIO ST 5% (n/a) - 0.49% |
| #25 | ING GROEP NV ADR (ING) - 0.46% | NORTH CAROLINA ST GRANT ANTIC REV 5% (n/a) - 0.48% |
| Total Holdings | 2036 | 659 |
AVSD vs IBMR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVSD
+0.65%
IBMR
+0.25%
3M
Winner
AVSD
+3.25%
IBMR
-0.20%
6M
Winner
AVSD
+8.61%
IBMR
+1.05%
1Y
Winner
AVSD
+20.57%
IBMR
+3.76%
5Y(CAGR)
AVSD
+12.50%
IBMR
N/A
Max(CAGR)
Winner
AVSD
+12.50%
IBMR
+2.81%
AVSD vs IBMR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | AVSD | IBMR |
|---|---|---|
| 2026 | +4.92% | +0.55% |
| 2025 | +37.44% | +4.28% |
| 2024 | +7.97% | +0.26% |
| 2023 | +16.86% | +3.46% |
| 2022 | -9.68% | N/A |
AVSD vs IBMR Drawdown Comparison
The maximum drawdown for AVSD was -25.57%, occurring on Oct 12, 2022. Recovery took 323 trading sessions.
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The current AVSD drawdown is -3.24%. The current IBMR drawdown is -0.70%.
| Rank | AVSD | IBMR |
|---|---|---|
| #1 | -25.57% Mar 29, 2022 - Jul 13, 2023 | -4.83% May 11, 2023 - Nov 29, 2023 |
| #2 | -13.30% Mar 19, 2025 - Apr 28, 2025 | -3.25% Dec 27, 2023 - Aug 6, 2024 |
| #3 | -12.69% Jul 28, 2023 - Dec 14, 2023 | -2.44% Feb 26, 2025 - Jun 26, 2025 |
| #4 | -12.63% Feb 25, 2026 - Mar 20, 2026 | -2.11% Oct 2, 2024 - Feb 26, 2025 |
| #5 | -9.05% Sep 26, 2024 - Feb 26, 2025 | -1.55% Feb 24, 2026 - Mar 24, 2026 |
| #6 | -7.23% Jul 16, 2024 - Aug 19, 2024 | -0.88% Sep 17, 2025 - Dec 24, 2025 |
| #7 | -5.39% Nov 12, 2025 - Dec 10, 2025 | -0.57% Aug 6, 2024 - Aug 21, 2024 |
| #8 | -4.76% Mar 27, 2024 - May 9, 2024 | -0.43% Jul 23, 2025 - Jul 28, 2025 |
| #9 | -3.80% Jul 23, 2025 - Aug 12, 2025 | -0.35% Aug 23, 2024 - Sep 6, 2024 |
| #10 | -3.68% Dec 27, 2023 - Feb 15, 2024 | -0.23% Jan 9, 2026 - Jan 15, 2026 |
| #11 | -3.60% Jun 6, 2024 - Jul 10, 2024 | -0.20% Aug 7, 2025 - Aug 11, 2025 |
| #12 | -3.46% Aug 30, 2024 - Sep 19, 2024 | -0.18% Dec 24, 2025 - Jan 6, 2026 |
| #13 | -3.05% Oct 6, 2025 - Oct 27, 2025 | -0.18% Aug 19, 2025 - Aug 26, 2025 |
| #14 | -2.86% Mar 7, 2025 - Mar 17, 2025 | -0.16% Sep 6, 2024 - Sep 10, 2024 |
| #15 | -2.59% Aug 22, 2025 - Sep 11, 2025 | -0.16% Sep 10, 2024 - Sep 16, 2024 |
Correlation
Correlation between AVSD and IBMR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2022 - 2026)
AVSD vs IBMR dividend yield comparison.
| Year | AVSD | IBMR |
|---|---|---|
| 2026 | 0.08% | 1.04% |
| 2025 | 2.54% | 2.55% |
| 2024 | 3.25% | 2.53% |
| 2023 | 2.53% | 1.27% |
| 2022 | 1.35% | 0.00% |
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