AVSF vs SPY
Comparison between AVANTIS SHORT-TERM FIXED INCOME ETF (AVSF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed AVSF, delivering a return of +13.3% compared to +1.8%
AVSF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AVSF vs SPY - Historical Returns
Returns include dividend reinvestment.
AVSF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AVSF | SPY |
|---|---|---|
| 2026 | +0.29% | +8.26% |
| 2025 | +6.52% | +18.00% |
| 2024 | +3.99% | +25.59% |
| 2023 | +5.09% | +26.72% |
| 2022 | -5.36% | -18.64% |
| 2021 | -1.16% | +30.52% |
| 2020 | +0.53% | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
AVSF vs SPY Drawdown Comparison
The maximum drawdown for AVSF was -8.85%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current AVSF drawdown is -0.71%. The current SPY drawdown is -2.90%.
| Rank | AVSF | SPY |
|---|---|---|
| #1 | -8.85% Aug 3, 2021 - Jul 11, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -1.42% Feb 27, 2026 - Mar 26, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -1.26% Sep 27, 2024 - Feb 21, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -1.07% Apr 3, 2025 - Apr 25, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -0.94% Dec 30, 2020 - Aug 3, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -0.68% Apr 30, 2025 - May 30, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -0.44% Oct 28, 2025 - Nov 21, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -0.43% Sep 16, 2025 - Oct 10, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -0.39% Jun 4, 2025 - Jun 12, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -0.36% Aug 2, 2024 - Aug 14, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -0.35% Jun 30, 2025 - Jul 21, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -0.29% Dec 3, 2025 - Dec 16, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -0.28% Mar 10, 2025 - Mar 19, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.21% Aug 13, 2025 - Aug 22, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.21% Aug 14, 2024 - Aug 20, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AVSF and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
AVSF vs SPY dividend yield comparison.
| Year | AVSF | SPY |
|---|---|---|
| 2026 | 1.80% | 0.24% |
| 2025 | 4.31% | 1.07% |
| 2024 | 4.34% | 1.21% |
| 2023 | 3.93% | 1.40% |
| 2022 | 1.78% | 1.65% |
| 2021 | 0.48% | 1.20% |
| 2020 | 0.10% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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