AVSF vs IBTL

Comparison between AVANTIS SHORT-TERM FIXED INCOME ETF (AVSF, ETF) and ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF).

5-Year PerformanceAVSF has outperformed IBTL, delivering a return of +2.0% compared to -1.4%

AVSF vs IBTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVSF(ETF)	IBTL(ETF)
Net Assets	$649M	$651M
Expense Ratio	0.15%	0.07%
Max Drawdown	10.15%	24.74%
Sharpe Ratio	-0.52	-0.63
5Y Beta	0.02	-0.01
5Y Dividends CAGR	65.29%	N/A

Net Assets

AVSF

$649M

Winner

IBTL

$651M

Expense Ratio

AVSF

0.15%

Winner

IBTL

0.07%

Max Drawdown

Winner

AVSF

10.15%

IBTL

24.74%

Sharpe Ratio

Winner

AVSF

-0.52

IBTL

-0.63

5Y Beta

AVSF

0.02

Winner

IBTL

-0.01

5Y Dividends CAGR

AVSF

65.29%

IBTL

N/A

AVSF vs IBTL - Historical Returns

Returns include dividend reinvestment.

Period	AVSF	IBTL
1 month	+0.67%	+0.73%
3 months	+0.69%	+0.41%
6 months	+0.28%	-1.21%
1 year	+2.93%	+1.79%
5 years(CAGR)	+1.97%	-1.39%
Max(CAGR)	+1.71%	-1.39%

AVSF

+0.67%

Winner

IBTL

+0.73%

Winner

AVSF

+0.69%

IBTL

+0.41%

Winner

AVSF

+0.28%

IBTL

-1.21%

Winner

AVSF

+2.93%

IBTL

+1.79%

5Y(CAGR)

Winner

AVSF

+1.97%

IBTL

-1.39%

Max(CAGR)

Winner

AVSF

+1.71%

IBTL

-1.39%

AVSF vs IBTL - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	AVSF	IBTL
2026	+1.10%	-0.01%
2025	+6.52%	+7.90%
2024	+3.99%	+0.67%
2023	+5.09%	+2.84%
2022	-5.36%	-15.60%
2021	-1.16%	-1.38%
2020	+0.53%	N/A

AVSF vs IBTL Drawdown Comparison

The maximum drawdown for AVSF was -8.85%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current AVSF drawdown is -0.05%. The current IBTL drawdown is -6.87%.

Rank	AVSF	IBTL
#1	-8.85% Aug 3, 2021 - Jul 11, 2024	-20.93% Sep 1, 2021 - Oct 19, 2023
#2	-1.42% Feb 27, 2026 - Aug 13, 2026	N/A
#3	-1.26% Sep 27, 2024 - Feb 21, 2025	N/A
#4	-1.07% Apr 3, 2025 - Apr 25, 2025	N/A
#5	-0.94% Dec 30, 2020 - Aug 3, 2021	N/A
#6	-0.68% Apr 30, 2025 - May 30, 2025	N/A
#7	-0.44% Oct 28, 2025 - Nov 21, 2025	N/A
#8	-0.43% Sep 16, 2025 - Oct 10, 2025	N/A
#9	-0.39% Jun 4, 2025 - Jun 12, 2025	N/A
#10	-0.36% Aug 2, 2024 - Aug 14, 2024	N/A
#11	-0.35% Jun 30, 2025 - Jul 21, 2025	N/A
#12	-0.29% Dec 3, 2025 - Dec 16, 2025	N/A
#13	-0.28% Mar 10, 2025 - Mar 19, 2025	N/A
#14	-0.21% Aug 13, 2025 - Aug 22, 2025	N/A
#15	-0.21% Aug 14, 2024 - Aug 20, 2024	N/A