AVSF vs OSCV

Comparison between AVANTIS SHORT-TERM FIXED INCOME ETF (AVSF, ETF) and OPUS SMALL CAP VALUE ETF (OSCV, ETF).

5-Year PerformanceOSCV has outperformed AVSF, delivering a return of +5.2% compared to +1.8%

AVSF vs OSCV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVSF(ETF)	OSCV(ETF)
Net Assets	$678M	$682M
Expense Ratio	0.15%	0.79%
Max Drawdown	10.15%	42.84%
Sharpe Ratio	0.01	0.84
5Y Beta	0.02	0.74
P/E Ratio	N/A	19.53
Forward P/E	N/A	15.98
PEG Ratio	N/A	0.16
5Y Dividends CAGR	73.17%	13.45%
5Y EPS CAGR	N/A	15.45%
P/S Ratio	N/A	2.33
P/B Ratio	N/A	2.34

Net Assets

AVSF

$678M

Winner

OSCV

$682M

Expense Ratio

Winner

AVSF

0.15%

OSCV

0.79%

Max Drawdown

Winner

AVSF

10.15%

OSCV

42.84%

Sharpe Ratio

AVSF

0.01

Winner

OSCV

0.84

5Y Beta

Winner

AVSF

0.02

OSCV

0.74

P/E Ratio

AVSF

N/A

OSCV

19.53

Forward P/E

AVSF

N/A

OSCV

15.98

PEG Ratio

AVSF

N/A

OSCV

0.16

5Y Dividends CAGR

Winner

AVSF

73.17%

OSCV

13.45%

5Y EPS CAGR

AVSF

N/A

OSCV

15.45%

P/S Ratio

AVSF

N/A

OSCV

2.33

P/B Ratio

AVSF

N/A

OSCV

2.34

AVSF vs OSCV - Historical Returns

Returns include dividend reinvestment.

Period	AVSF	OSCV
1 month	-0.12%	-2.47%
3 months	-0.29%	+0.80%
6 months	+0.76%	+7.76%
1 year	+3.85%	+15.40%
5 years(CAGR)	+1.79%	+5.23%
Max(CAGR)	+1.64%	+7.57%

Winner

AVSF

-0.12%

OSCV

-2.47%

AVSF

-0.29%

Winner

OSCV

+0.80%

AVSF

+0.76%

Winner

OSCV

+7.76%

AVSF

+3.85%

Winner

OSCV

+15.40%

5Y(CAGR)

AVSF

+1.79%

Winner

OSCV

+5.23%

Max(CAGR)

AVSF

+1.64%

Winner

OSCV

+7.57%

AVSF vs OSCV - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	AVSF	OSCV
2026	+0.29%	+8.38%
2025	+6.52%	+2.15%
2024	+3.99%	+11.56%
2023	+5.09%	+10.47%
2022	-5.36%	-12.09%
2021	-1.16%	+29.75%
2020	+0.53%	+5.14%
2019	N/A	+28.01%
2018	N/A	-13.52%

AVSF vs OSCV Drawdown Comparison

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

The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.

The current AVSF drawdown is -0.71%. The current OSCV drawdown is -2.88%.

Rank	AVSF	OSCV
#1	-8.85% Aug 3, 2021 - Jul 11, 2024	-42.42% Jan 16, 2020 - Dec 8, 2020
#2	-1.42% Feb 27, 2026 - Mar 26, 2026	-22.92% Nov 25, 2024 - Feb 6, 2026
#3	-1.26% Sep 27, 2024 - Feb 21, 2025	-21.21% Jan 4, 2022 - Mar 4, 2024
#4	-1.07% Apr 3, 2025 - Apr 25, 2025	-20.17% Aug 29, 2018 - Sep 11, 2019
#5	-0.94% Dec 30, 2020 - Aug 3, 2021	-7.87% Nov 9, 2021 - Jan 4, 2022
#6	-0.68% Apr 30, 2025 - May 30, 2025	-7.55% Feb 20, 2026 - Apr 17, 2026
#7	-0.44% Oct 28, 2025 - Nov 21, 2025	-7.21% Jun 8, 2021 - Oct 13, 2021
#8	-0.43% Sep 16, 2025 - Oct 10, 2025	-6.74% Jul 31, 2024 - Sep 19, 2024
#9	-0.39% Jun 4, 2025 - Jun 12, 2025	-6.59% Mar 28, 2024 - Jul 15, 2024
#10	-0.36% Aug 2, 2024 - Aug 14, 2024	-6.24% Mar 15, 2021 - Apr 16, 2021
#11	-0.35% Jun 30, 2025 - Jul 21, 2025	-5.41% Jan 20, 2021 - Feb 8, 2021
#12	-0.29% Dec 3, 2025 - Dec 16, 2025	-5.09% May 7, 2021 - Jun 8, 2021
#13	-0.28% Mar 10, 2025 - Mar 19, 2025	-3.85% Feb 24, 2021 - Mar 9, 2021
#14	-0.21% Aug 13, 2025 - Aug 22, 2025	-3.46% Apr 27, 2026 - May 19, 2026
#15	-0.21% Aug 14, 2024 - Aug 20, 2024	-3.22% Nov 11, 2024 - Nov 25, 2024