AVSU vs CDX
Comparison between AVANTIS RESPONSIBLE U.S. EQUITY ETF (AVSU, ETF) and SIMPLIFY HIGH YIELD ETF (CDX, ETF).
AVSU vs CDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVSU
$440M
CDX
$440M
Expense Ratio
Winner
AVSU
0.15%
CDX
0.25%
Max Drawdown
AVSU
22.13%
Winner
CDX
17.00%
Sharpe Ratio
Winner
AVSU
1.77
CDX
-0.91
5Y Beta
AVSU
1.00
Winner
CDX
0.42
P/E Ratio
AVSU
25.21
CDX
N/A
Forward P/E
AVSU
18.84
CDX
N/A
5Y EPS CAGR
AVSU
24.72%
CDX
N/A
Debt to Equity
AVSU
49.34%
CDX
N/A
P/S Ratio
AVSU
2.46
CDX
N/A
P/B Ratio
AVSU
4.35
CDX
N/A
AVSU vs CDX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVSU
+2.99%
CDX
-0.63%
3M
Winner
AVSU
+10.80%
CDX
-1.54%
6M
Winner
AVSU
+12.41%
CDX
-2.51%
1Y
Winner
AVSU
+31.08%
CDX
-1.54%
5Y(CAGR)
Winner
AVSU
+13.64%
CDX
+4.25%
Max(CAGR)
Winner
AVSU
+13.64%
CDX
+4.25%
AVSU vs CDX - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | AVSU | CDX |
|---|---|---|
| 2026 | +11.58% | -1.86% |
| 2025 | +16.97% | +8.81% |
| 2024 | +19.95% | +7.75% |
| 2023 | +24.62% | +12.25% |
| 2022 | -11.70% | -8.08% |
AVSU vs CDX Drawdown Comparison
The maximum drawdown for AVSU was -21.67%, occurring on Sep 30, 2022. Recovery took 427 trading sessions.
The maximum drawdown for CDX was -13.23%, occurring on Oct 20, 2022. Recovery took 429 trading sessions.
The current AVSU drawdown is -2.74%. The current CDX drawdown is -7.15%.
| Rank | AVSU | CDX |
|---|---|---|
| #1 | -21.67% Mar 29, 2022 - Dec 8, 2023 | -13.23% Mar 2, 2022 - Nov 14, 2023 |
| #2 | -20.16% Dec 4, 2024 - Jul 2, 2025 | -8.88% Apr 9, 2025 - Apr 11, 2025 |
| #3 | -10.06% Feb 9, 2026 - Apr 14, 2026 | -6.73% Apr 2, 2025 - Apr 9, 2025 |
| #4 | -9.03% Jul 16, 2024 - Sep 19, 2024 | -3.14% Oct 3, 2024 - Jan 21, 2025 |
| #5 | -6.57% Mar 28, 2024 - May 15, 2024 | -2.41% Mar 19, 2024 - May 15, 2024 |
| #6 | -4.90% Oct 28, 2025 - Nov 26, 2025 | -1.65% May 15, 2024 - Jun 12, 2024 |
| #7 | -3.39% Oct 6, 2025 - Oct 21, 2025 | -1.64% Mar 3, 2025 - Mar 20, 2025 |
| #8 | -2.74% Jun 2, 2026 - Jun 5, 2026 | -1.47% Mar 20, 2025 - Apr 2, 2025 |
| #9 | -2.72% Oct 18, 2024 - Nov 6, 2024 | -1.28% Dec 27, 2023 - Jan 10, 2024 |
| #10 | -2.63% Jul 25, 2025 - Aug 12, 2025 | -1.13% Jun 18, 2024 - Jul 8, 2024 |
| #11 | -2.58% Dec 28, 2023 - Jan 19, 2024 | -1.05% Aug 5, 2024 - Aug 13, 2024 |
| #12 | -2.57% Dec 11, 2025 - Dec 24, 2025 | -1.05% Nov 14, 2023 - Nov 27, 2023 |
| #13 | -2.51% May 14, 2026 - May 22, 2026 | -0.96% Feb 1, 2024 - Feb 22, 2024 |
| #14 | -2.45% Nov 11, 2024 - Nov 25, 2024 | -0.85% Jan 21, 2025 - Feb 3, 2025 |
| #15 | -2.14% Jan 12, 2026 - Jan 27, 2026 | -0.80% Jan 12, 2024 - Feb 1, 2024 |
Correlation
Correlation between AVSU and CDX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2022 - 2026)
AVSU vs CDX dividend yield comparison.
| Year | AVSU | CDX |
|---|---|---|
| 2026 | 0.19% | 3.37% |
| 2025 | 1.03% | 7.18% |
| 2024 | 1.22% | 12.60% |
| 2023 | 1.22% | 5.26% |
| 2022 | 0.99% | 7.51% |
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