AVSF vs LSVD

Comparison between AVANTIS SHORT-TERM FIXED INCOME ETF (AVSF, ETF) and LSV DISCIPLINED VALUE ETF (LSVD, ETF).

AVSF vs LSVD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVSF(ETF)	LSVD(ETF)
Net Assets	$649M	$649M
Expense Ratio	0.15%	0.40%
Max Drawdown	10.15%	19.30%
Sharpe Ratio	-0.50	2.00
5Y Beta	0.02	0.95
P/E Ratio	N/A	19.48
Forward P/E	N/A	15.48
PEG Ratio	N/A	0.11
5Y Dividends CAGR	65.29%	N/A
5Y EPS CAGR	N/A	25.08%
Debt to Equity	N/A	147.90%
P/S Ratio	N/A	2.17
P/B Ratio	N/A	3.82

Net Assets

Winner

AVSF

$649M

LSVD

$649M

Expense Ratio

Winner

AVSF

0.15%

LSVD

0.40%

Max Drawdown

Winner

AVSF

10.15%

LSVD

19.30%

Sharpe Ratio

AVSF

-0.50

Winner

LSVD

2.00

5Y Beta

Winner

AVSF

0.02

LSVD

0.95

P/E Ratio

AVSF

N/A

LSVD

19.48

Forward P/E

AVSF

N/A

LSVD

15.48

PEG Ratio

AVSF

N/A

LSVD

0.11

5Y Dividends CAGR

AVSF

65.29%

LSVD

N/A

5Y EPS CAGR

AVSF

N/A

LSVD

25.08%

Debt to Equity

AVSF

N/A

LSVD

147.90%

P/S Ratio

AVSF

N/A

LSVD

2.17

P/B Ratio

AVSF

N/A

LSVD

3.82

AVSF vs LSVD - Historical Returns

Returns include dividend reinvestment.

Period	AVSF	LSVD
1 month	+0.57%	+4.85%
3 months	+0.65%	+4.85%
6 months	+0.14%	+18.19%
1 year	+2.73%	+34.22%
5 years(CAGR)	+1.96%	N/A
Max(CAGR)	+1.71%	+26.72%

AVSF

+0.57%

Winner

LSVD

+4.85%

AVSF

+0.65%

Winner

LSVD

+4.85%

AVSF

+0.14%

Winner

LSVD

+18.19%

AVSF

+2.73%

Winner

LSVD

+34.22%

5Y(CAGR)

AVSF

+1.96%

LSVD

N/A

Max(CAGR)

AVSF

+1.71%

Winner

LSVD

+26.72%

AVSF vs LSVD - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	AVSF	LSVD
2026	+1.07%	+21.19%
2025	+6.52%	+22.17%
2024	+3.99%	+0.14%
2023	+5.09%	N/A
2022	-5.36%	N/A
2021	-1.16%	N/A
2020	+0.53%	N/A

AVSF vs LSVD Drawdown Comparison

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

The maximum drawdown for LSVD was -19.30%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current AVSF drawdown is -0.09%. The current LSVD drawdown is -0.81%.

Rank	AVSF	LSVD
#1	-8.85% Aug 3, 2021 - Jul 11, 2024	-19.30% Feb 19, 2025 - Jun 27, 2025
#2	-1.42% Feb 27, 2026 - Aug 13, 2026	-8.07% Feb 9, 2026 - Apr 14, 2026
#3	-1.26% Sep 27, 2024 - Feb 21, 2025	-4.60% Nov 12, 2025 - Nov 26, 2025
#4	-1.07% Apr 3, 2025 - Apr 25, 2025	-4.34% Jun 4, 2026 - Aug 3, 2026
#5	-0.94% Dec 30, 2020 - Aug 3, 2021	-3.61% Oct 6, 2025 - Oct 24, 2025
#6	-0.68% Apr 30, 2025 - May 30, 2025	-2.77% Jan 9, 2026 - Jan 27, 2026
#7	-0.44% Oct 28, 2025 - Nov 21, 2025	-2.67% Jul 23, 2025 - Aug 8, 2025
#8	-0.43% Sep 16, 2025 - Oct 10, 2025	-2.51% Dec 26, 2024 - Jan 17, 2025
#9	-0.39% Jun 4, 2025 - Jun 12, 2025	-2.26% Dec 11, 2025 - Dec 22, 2025
#10	-0.36% Aug 2, 2024 - Aug 14, 2024	-2.11% Feb 2, 2026 - Feb 9, 2026
#11	-0.35% Jun 30, 2025 - Jul 21, 2025	-1.79% Jan 23, 2025 - Feb 19, 2025
#12	-0.29% Dec 3, 2025 - Dec 16, 2025	-1.78% May 14, 2026 - May 21, 2026
#13	-0.28% Mar 10, 2025 - Mar 19, 2025	-1.75% Aug 13, 2026 - Aug 20, 2026
#14	-0.21% Aug 13, 2025 - Aug 22, 2025	-1.63% Oct 28, 2025 - Nov 10, 2025
#15	-0.21% Aug 14, 2024 - Aug 20, 2024	-1.60% Aug 13, 2025 - Aug 22, 2025