AVSF vs XVV

Comparison between AVANTIS SHORT-TERM FIXED INCOME ETF (AVSF, ETF) and ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF).

5-Year PerformanceXVV has outperformed AVSF, delivering a return of +12.5% compared to +2.0%

AVSF vs XVV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVSF(ETF)	XVV(ETF)
Net Assets	$649M	$648M
Expense Ratio	0.15%	0.08%
Max Drawdown	10.15%	27.99%
Sharpe Ratio	-0.52	1.07
5Y Beta	0.02	1.01
P/E Ratio	N/A	25.82
Forward P/E	N/A	20.56
PEG Ratio	N/A	0.36
5Y Dividends CAGR	65.29%	25.81%
5Y EPS CAGR	N/A	30.15%
Debt to Equity	N/A	61.23%
P/S Ratio	N/A	3.79
P/B Ratio	N/A	5.79

Net Assets

Winner

AVSF

$649M

XVV

$648M

Expense Ratio

AVSF

0.15%

Winner

XVV

0.08%

Max Drawdown

Winner

AVSF

10.15%

XVV

27.99%

Sharpe Ratio

AVSF

-0.52

Winner

XVV

1.07

5Y Beta

Winner

AVSF

0.02

XVV

1.01

P/E Ratio

AVSF

N/A

XVV

25.82

Forward P/E

AVSF

N/A

XVV

20.56

PEG Ratio

AVSF

N/A

XVV

0.36

5Y Dividends CAGR

Winner

AVSF

65.29%

XVV

25.81%

5Y EPS CAGR

AVSF

N/A

XVV

30.15%

Debt to Equity

AVSF

N/A

XVV

61.23%

P/S Ratio

AVSF

N/A

XVV

3.79

P/B Ratio

AVSF

N/A

XVV

5.79

AVSF vs XVV - Historical Returns

Returns include dividend reinvestment.

Period	AVSF	XVV
1 month	+0.67%	+4.30%
3 months	+0.69%	+2.64%
6 months	+0.28%	+11.51%
1 year	+2.93%	+19.22%
5 years(CAGR)	+1.97%	+12.46%
Max(CAGR)	+1.71%	+16.99%

AVSF

+0.67%

Winner

XVV

+4.30%

AVSF

+0.69%

Winner

XVV

+2.64%

AVSF

+0.28%

Winner

XVV

+11.51%

AVSF

+2.93%

Winner

XVV

+19.22%

5Y(CAGR)

AVSF

+1.97%

Winner

XVV

+12.46%

Max(CAGR)

AVSF

+1.71%

Winner

XVV

+16.99%

AVSF vs XVV - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	AVSF	XVV
2026	+1.10%	+11.92%
2025	+6.52%	+17.90%
2024	+3.99%	+26.84%
2023	+5.09%	+30.13%
2022	-5.36%	-21.90%
2021	-1.16%	+31.27%
2020	+0.53%	+16.13%

AVSF vs XVV Drawdown Comparison

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

The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.

The current AVSF drawdown is -0.05%. The current XVV drawdown is -1.57%.

Rank	AVSF	XVV
#1	-8.85% Aug 3, 2021 - Jul 11, 2024	-27.20% Dec 29, 2021 - Dec 15, 2023
#2	-1.42% Feb 27, 2026 - Aug 13, 2026	-19.59% Feb 19, 2025 - Jun 26, 2025
#3	-1.26% Sep 27, 2024 - Feb 21, 2025	-10.59% Jan 9, 2026 - Apr 15, 2026
#4	-1.07% Apr 3, 2025 - Apr 25, 2025	-9.16% Jul 16, 2024 - Sep 19, 2024
#5	-0.94% Dec 30, 2020 - Aug 3, 2021	-7.74% Oct 12, 2020 - Nov 9, 2020
#6	-0.68% Apr 30, 2025 - May 30, 2025	-5.88% Mar 28, 2024 - May 15, 2024
#7	-0.44% Oct 28, 2025 - Nov 21, 2025	-5.51% Sep 3, 2021 - Oct 21, 2021
#8	-0.43% Sep 16, 2025 - Oct 10, 2025	-5.19% Oct 28, 2025 - Dec 10, 2025
#9	-0.39% Jun 4, 2025 - Jun 12, 2025	-4.67% Jun 2, 2026 - Aug 3, 2026
#10	-0.36% Aug 2, 2024 - Aug 14, 2024	-4.47% Feb 12, 2021 - Mar 15, 2021
#11	-0.35% Jun 30, 2025 - Jul 21, 2025	-4.25% Dec 11, 2024 - Jan 22, 2025
#12	-0.29% Dec 3, 2025 - Dec 16, 2025	-4.19% Nov 19, 2021 - Dec 10, 2021
#13	-0.28% Mar 10, 2025 - Mar 19, 2025	-4.16% May 7, 2021 - Jun 10, 2021
#14	-0.21% Aug 13, 2025 - Aug 22, 2025	-3.33% Jan 21, 2021 - Feb 4, 2021
#15	-0.21% Aug 14, 2024 - Aug 20, 2024	-3.05% Dec 10, 2021 - Dec 23, 2021