AVSD vs XMVM
Comparison between AVANTIS RESPONSIBLE INTERNATIONAL EQUITY ETF (AVSD, ETF) and INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF).
AVSD vs XMVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVSD
$475M
XMVM
$475M
Expense Ratio
Winner
AVSD
0.23%
XMVM
0.39%
Max Drawdown
Winner
AVSD
26.06%
XMVM
63.81%
Sharpe Ratio
AVSD
1.12
Winner
XMVM
1.65
5Y Beta
Winner
AVSD
0.76
XMVM
0.86
P/E Ratio
AVSD
N/A
XMVM
12.95
Forward P/E
AVSD
N/A
XMVM
11.37
PEG Ratio
AVSD
N/A
XMVM
0.10
5Y Dividends CAGR
AVSD
N/A
XMVM
25.64%
5Y EPS CAGR
AVSD
N/A
XMVM
10.97%
Debt to Equity
AVSD
N/A
XMVM
37.05%
P/S Ratio
AVSD
N/A
XMVM
0.84
P/B Ratio
AVSD
N/A
XMVM
1.52
AVSD vs XMVM - Holdings Comparison
AVSD and XMVM have 1 common holdings. Overlap is 0.00%
AVSD's top 25 holdings weight is 15.85%. XMVM's top 25 holdings weight is 43.14%.
| Rank | AVSD | XMVM |
|---|---|---|
| #1 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.09% | PBF ENERGY INC CLASS A (PBF) - 3.40% |
| #2 | HSBC HOLDINGS PLC ADR (HSBC) - 1.09% | MACY'S INC (M) - 2.39% |
| #3 | ASML HOLDING NV ADR (ASML) - 1.02% | HF SINCLAIR CORP (DINO) - 2.10% |
| #4 | NOVARTIS AG ADR (NVS) - 0.86% | AUTONATION INC (AN) - 1.98% |
| #5 | ROYAL BANK OF CANADA (n/a) - 0.77% | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.95% |
| #6 | n/a (CLS) - 0.71% | LEAR CORP (LEA) - 1.89% |
| #7 | VINCI SA (n/a) - 0.67% | AVNET INC (AVT) - 1.76% |
| #8 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.63% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.74% |
| #9 | GSK PLC ADR (GSK) - 0.61% | ARROW ELECTRONICS INC (ARW) - 1.68% |
| #10 | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.59% | ALLY FINANCIAL INC (ALLY) - 1.64% |
| #11 | TOYOTA MOTOR CORP ADR (TM) - 0.59% | BANK OZK (OZK) - 1.64% |
| #12 | UNICREDIT SPA (n/a) - 0.57% | ASSOCIATED BANC-CORP (ASB) - 1.60% |
| #13 | SOFTBANK GROUP CORP (n/a) - 0.56% | CNX RESOURCES CORP (CNX) - 1.59% |
| #14 | SAFRAN SA (n/a) - 0.56% | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.59% |
| #15 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.55% | GREIF INC CLASS A (GEF) - 1.57% |
| #16 | THE TORONTO-DOMINION BANK (TD) - 0.53% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.56% |
| #17 | ASTRAZENECA PLC (AZN) - 0.52% | JONES LANG LASALLE INC (JLL) - 1.53% |
| #18 | SOCIETE GENERALE SA (n/a) - 0.51% | F N B CORP (FNB) - 1.51% |
| #19 | TOKIO MARINE HOLDINGS INC (n/a) - 0.51% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.49% |
| #20 | ADVANTEST CORP (n/a) - 0.50% | TENET HEALTHCARE CORP (THC) - 1.48% |
| #21 | BARCLAYS PLC ADR (BCS) - 0.50% | n/a (GHC) - 1.46% |
| #22 | TOKYO ELECTRON LTD (n/a) - 0.50% | TOLL BROTHERS INC (TOL) - 1.43% |
| #23 | AGNICO EAGLE MINES LTD (AEM) - 0.48% | TD SYNNEX CORP (SNX) - 1.40% |
| #24 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.47% | ZIONS BANCORP NA (ZION) - 1.39% |
| #25 | ING GROEP NV ADR (ING) - 0.46% | VOYA FINANCIAL INC (VOYA) - 1.37% |
| Total Holdings | 2036 | 82 |
AVSD vs XMVM - Historical Returns
Returns include dividend reinvestment.
1M
AVSD
-0.46%
Winner
XMVM
+4.67%
3M
AVSD
+3.74%
Winner
XMVM
+7.51%
6M
AVSD
+6.32%
Winner
XMVM
+10.71%
1Y
AVSD
+21.77%
Winner
XMVM
+31.58%
5Y(CAGR)
Winner
AVSD
+12.96%
XMVM
+12.51%
10Y(CAGR)
AVSD
N/A
XMVM
+12.14%
Max(CAGR)
Winner
AVSD
+12.96%
XMVM
+9.64%
AVSD vs XMVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | AVSD | XMVM |
|---|---|---|
| 2026 | +8.38% | +14.53% |
| 2025 | +37.44% | +19.49% |
| 2024 | +7.97% | +12.02% |
| 2023 | +16.86% | +18.01% |
| 2022 | -9.68% | -8.79% |
| 2021 | N/A | +38.13% |
| 2020 | N/A | +5.79% |
| 2019 | N/A | +30.77% |
| 2018 | N/A | -10.13% |
| 2017 | N/A | +1.49% |
| 2016 | N/A | +30.34% |
| 2015 | N/A | -7.21% |
| 2014 | N/A | +14.45% |
| 2013 | N/A | +36.61% |
| 2012 | N/A | +16.95% |
| 2011 | N/A | -1.86% |
| 2010 | N/A | +12.61% |
| 2009 | N/A | +21.72% |
| 2008 | N/A | -36.11% |
| 2007 | N/A | -0.16% |
| 2006 | N/A | +12.55% |
| 2005 | N/A | +10.42% |
AVSD vs XMVM Drawdown Comparison
The maximum drawdown for AVSD was -25.57%, occurring on Oct 12, 2022. Recovery took 323 trading sessions.
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The current AVSD drawdown is -1.54%. The current XMVM drawdown is -0.74%.
| Rank | AVSD | XMVM |
|---|---|---|
| #1 | -25.57% Mar 29, 2022 - Jul 13, 2023 | -62.84% Jul 13, 2007 - Feb 1, 2013 |
| #2 | -13.30% Mar 19, 2025 - Apr 28, 2025 | -45.05% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -12.69% Jul 28, 2023 - Dec 14, 2023 | -24.13% Nov 25, 2024 - Aug 27, 2025 |
| #4 | -12.63% Feb 25, 2026 - Jun 15, 2026 | -22.69% Jan 14, 2022 - Dec 14, 2023 |
| #5 | -9.05% Sep 26, 2024 - Feb 26, 2025 | -19.55% Mar 23, 2015 - Jun 3, 2016 |
| #6 | -7.23% Jul 16, 2024 - Aug 19, 2024 | -16.82% Aug 20, 2018 - Apr 1, 2019 |
| #7 | -5.39% Nov 12, 2025 - Dec 10, 2025 | -13.19% May 7, 2021 - Nov 5, 2021 |
| #8 | -4.76% Mar 27, 2024 - May 9, 2024 | -11.85% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -3.80% Jul 23, 2025 - Aug 12, 2025 | -11.06% Sep 5, 2014 - Nov 25, 2014 |
| #10 | -3.68% Dec 27, 2023 - Feb 15, 2024 | -9.21% Jul 31, 2024 - Oct 14, 2024 |
| #11 | -3.60% Jun 6, 2024 - Jul 10, 2024 | -9.18% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -3.46% Aug 30, 2024 - Sep 19, 2024 | -8.51% Nov 23, 2021 - Jan 4, 2022 |
| #13 | -3.06% Jul 6, 2026 - Jul 20, 2026 | -8.27% Jan 26, 2018 - Aug 6, 2018 |
| #14 | -3.05% Oct 6, 2025 - Oct 27, 2025 | -7.78% Aug 3, 2005 - Nov 18, 2005 |
| #15 | -2.86% Mar 7, 2025 - Mar 17, 2025 | -7.59% Mar 1, 2017 - Jan 11, 2018 |
Correlation
Correlation between AVSD and XMVM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
AVSD vs XMVM dividend yield comparison.
| Year | AVSD | XMVM |
|---|---|---|
| 2026 | 1.40% | 0.99% |
| 2025 | 2.54% | 2.07% |
| 2024 | 3.25% | 1.43% |
| 2023 | 2.53% | 1.57% |
| 2022 | 1.35% | 1.76% |
| 2021 | 0.00% | 1.10% |
| 2020 | 0.00% | 1.37% |
| 2019 | 0.00% | 1.73% |
| 2018 | 0.00% | 2.87% |
| 2017 | 0.00% | 2.22% |
| 2016 | 0.00% | 2.27% |
| 2015 | 0.00% | 2.58% |
| 2014 | 0.00% | 1.52% |
| 2013 | 0.00% | 1.39% |
| 2012 | 0.00% | 2.14% |
| 2011 | 0.00% | 1.17% |
| 2010 | 0.00% | 0.95% |
| 2009 | 0.00% | 2.03% |
| 2008 | 0.00% | 2.50% |
| 2007 | 0.00% | 1.24% |
| 2006 | 0.00% | 1.27% |
| 2005 | 0.00% | 1.45% |
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