AVSU vs BDBT
Comparison between AVANTIS RESPONSIBLE U.S. EQUITY ETF (AVSU, ETF) and BLUEMONTE CORE BOND ETF (BDBT, ETF).
AVSU vs BDBT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVSU
$466M
BDBT
$465M
Expense Ratio
Winner
AVSU
0.15%
BDBT
0.23%
Max Drawdown
AVSU
22.13%
Winner
BDBT
3.60%
Sharpe Ratio
Winner
AVSU
1.81
BDBT
0.12
5Y Beta
AVSU
1.01
Winner
BDBT
0.10
P/E Ratio
AVSU
24.59
BDBT
N/A
Forward P/E
AVSU
18.57
BDBT
N/A
5Y EPS CAGR
AVSU
23.63%
BDBT
N/A
Debt to Equity
AVSU
48.17%
BDBT
N/A
P/S Ratio
AVSU
2.48
BDBT
N/A
P/B Ratio
AVSU
4.38
BDBT
N/A
AVSU vs BDBT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVSU
+3.17%
BDBT
+0.46%
3M
Winner
AVSU
+16.44%
BDBT
+0.39%
6M
Winner
AVSU
+14.29%
BDBT
+0.76%
1Y
Winner
AVSU
+31.69%
BDBT
+4.06%
5Y(CAGR)
AVSU
+14.10%
BDBT
N/A
Max(CAGR)
Winner
AVSU
+14.10%
BDBT
+4.19%
AVSU vs BDBT - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | AVSU | BDBT |
|---|---|---|
| 2026 | +13.77% | +0.45% |
| 2025 | +16.97% | +3.68% |
| 2024 | +19.95% | N/A |
| 2023 | +24.62% | N/A |
| 2022 | -11.70% | N/A |
AVSU vs BDBT Drawdown Comparison
The maximum drawdown for AVSU was -21.67%, occurring on Sep 30, 2022. Recovery took 427 trading sessions.
The maximum drawdown for BDBT was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current AVSU drawdown is -0.83%. The current BDBT drawdown is -1.44%.
| Rank | AVSU | BDBT |
|---|---|---|
| #1 | -21.67% Mar 29, 2022 - Dec 8, 2023 | -2.88% Feb 27, 2026 - May 19, 2026 |
| #2 | -20.16% Dec 4, 2024 - Jul 2, 2025 | -1.03% Jun 30, 2025 - Aug 1, 2025 |
| #3 | -10.06% Feb 9, 2026 - Apr 14, 2026 | -1.02% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -9.03% Jul 16, 2024 - Sep 19, 2024 | -0.99% Nov 26, 2025 - Feb 10, 2026 |
| #5 | -6.57% Mar 28, 2024 - May 15, 2024 | -0.91% Sep 16, 2025 - Oct 13, 2025 |
| #6 | -4.90% Oct 28, 2025 - Nov 26, 2025 | -0.51% Aug 13, 2025 - Aug 22, 2025 |
| #7 | -3.70% Jun 2, 2026 - Jun 10, 2026 | -0.39% Aug 5, 2025 - Aug 13, 2025 |
| #8 | -3.39% Oct 6, 2025 - Oct 21, 2025 | -0.36% Aug 28, 2025 - Sep 3, 2025 |
| #9 | -2.72% Oct 18, 2024 - Nov 6, 2024 | -0.23% Feb 10, 2026 - Feb 12, 2026 |
| #10 | -2.63% Jul 25, 2025 - Aug 12, 2025 | -0.21% Jun 26, 2025 - Jun 30, 2025 |
| #11 | -2.58% Dec 28, 2023 - Jan 19, 2024 | -0.20% Oct 22, 2025 - Oct 27, 2025 |
| #12 | -2.57% Dec 11, 2025 - Dec 24, 2025 | -0.16% Feb 13, 2026 - Feb 23, 2026 |
| #13 | -2.51% May 14, 2026 - May 22, 2026 | -0.14% Jun 24, 2025 - Jun 26, 2025 |
| #14 | -2.45% Nov 11, 2024 - Nov 25, 2024 | -0.14% Sep 8, 2025 - Sep 10, 2025 |
| #15 | -2.14% Jan 12, 2026 - Jan 27, 2026 | -0.13% Aug 22, 2025 - Aug 26, 2025 |
Correlation
Correlation between AVSU and BDBT is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2022 - 2026)
AVSU vs BDBT dividend yield comparison.
| Year | AVSU | BDBT |
|---|---|---|
| 2026 | 0.44% | 1.28% |
| 2025 | 1.03% | 2.21% |
| 2024 | 1.22% | 0.00% |
| 2023 | 1.22% | 0.00% |
| 2022 | 0.99% | 0.00% |
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