AVSU vs CMBS

Comparison between AVANTIS RESPONSIBLE U.S. EQUITY ETF (AVSU, ETF) and ISHARES CMBS ETF (CMBS, ETF).

AVSU vs CMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVSU(ETF)	CMBS(ETF)
Net Assets	$476M	$476M
Expense Ratio	0.15%	0.25%
Max Drawdown	22.13%	20.92%
Sharpe Ratio	1.55	-0.05
5Y Beta	1.01	0.00
P/E Ratio	25.10	N/A
Forward P/E	17.75	N/A
5Y Dividends CAGR	N/A	3.57%
5Y EPS CAGR	23.53%	N/A
Debt to Equity	47.58%	N/A
P/S Ratio	2.51	N/A
P/B Ratio	4.37	N/A

Net Assets

AVSU

$476M

Winner

CMBS

$476M

Expense Ratio

Winner

AVSU

0.15%

CMBS

0.25%

Max Drawdown

AVSU

22.13%

Winner

CMBS

20.92%

Sharpe Ratio

Winner

AVSU

1.55

CMBS

-0.05

5Y Beta

AVSU

1.01

Winner

CMBS

0.00

P/E Ratio

AVSU

25.10

CMBS

N/A

Forward P/E

AVSU

17.75

CMBS

N/A

5Y Dividends CAGR

AVSU

N/A

CMBS

3.57%

5Y EPS CAGR

AVSU

23.53%

CMBS

N/A

Debt to Equity

AVSU

47.58%

CMBS

N/A

P/S Ratio

AVSU

2.51

CMBS

N/A

P/B Ratio

AVSU

4.37

CMBS

N/A

AVSU vs CMBS - Historical Returns

Returns include dividend reinvestment.

Period	AVSU	CMBS
1 month	-0.13%	-0.15%
3 months	+8.63%	-0.26%
6 months	+13.03%	-0.08%
1 year	+27.71%	+3.16%
5 years(CAGR)	+14.04%	+0.53%
10 years(CAGR)	N/A	+1.90%
Max(CAGR)	+14.04%	+2.35%

Winner

AVSU

-0.13%

CMBS

-0.15%

Winner

AVSU

+8.63%

CMBS

-0.26%

Winner

AVSU

+13.03%

CMBS

-0.08%

Winner

AVSU

+27.71%

CMBS

+3.16%

5Y(CAGR)

Winner

AVSU

+14.04%

CMBS

+0.53%

10Y(CAGR)

AVSU

N/A

CMBS

+1.90%

Max(CAGR)

Winner

AVSU

+14.04%

CMBS

+2.35%

AVSU vs CMBS - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	AVSU	CMBS
2026	+15.14%	-0.02%
2025	+16.97%	+7.26%
2024	+19.95%	+4.46%
2023	+24.62%	+5.03%
2022	-11.70%	-10.84%
2021	N/A	-1.82%
2020	N/A	+7.84%
2019	N/A	+7.93%
2018	N/A	+1.05%
2017	N/A	+3.29%
2016	N/A	+3.06%
2015	N/A	+0.69%
2014	N/A	+2.56%
2013	N/A	+0.39%
2012	N/A	+4.54%

AVSU vs CMBS Drawdown Comparison

The maximum drawdown for AVSU was -21.67%, occurring on Sep 30, 2022. Recovery took 427 trading sessions.

The maximum drawdown for CMBS was -15.87%, occurring on Nov 3, 2022. Recovery took 1014 trading sessions.

The current AVSU drawdown is -0.68%. The current CMBS drawdown is -1.79%.

Rank	AVSU	CMBS
#1	-21.67% Mar 29, 2022 - Dec 8, 2023	-15.87% Jul 20, 2021 - Aug 4, 2025
#2	-20.16% Dec 4, 2024 - Jul 2, 2025	-9.89% Mar 9, 2020 - Jul 30, 2020
#3	-10.06% Feb 9, 2026 - Apr 14, 2026	-4.94% Sep 7, 2016 - Sep 5, 2017
#4	-9.03% Jul 16, 2024 - Sep 19, 2024	-3.82% Sep 7, 2017 - Jan 3, 2019
#5	-6.57% Mar 28, 2024 - May 15, 2024	-3.33% May 21, 2013 - Apr 14, 2014
#6	-4.90% Oct 28, 2025 - Nov 26, 2025	-2.55% Jan 29, 2021 - Jul 20, 2021
#7	-3.70% Jun 2, 2026 - Jun 15, 2026	-2.44% Feb 27, 2026 - Mar 27, 2026
#8	-3.39% Oct 6, 2025 - Oct 21, 2025	-2.20% Feb 2, 2015 - Oct 14, 2015
#9	-2.72% Oct 18, 2024 - Nov 6, 2024	-2.05% Oct 14, 2015 - Jan 20, 2016
#10	-2.63% Jul 25, 2025 - Aug 12, 2025	-2.04% Sep 4, 2019 - Jan 27, 2020
#11	-2.58% Dec 28, 2023 - Jan 19, 2024	-1.84% Feb 11, 2016 - Apr 1, 2016
#12	-2.57% Dec 11, 2025 - Dec 24, 2025	-1.82% Jul 3, 2012 - Jul 25, 2012
#13	-2.51% May 14, 2026 - May 22, 2026	-1.60% Mar 7, 2012 - Jun 26, 2012
#14	-2.45% Nov 11, 2024 - Nov 25, 2024	-1.54% Oct 2, 2020 - Dec 11, 2020
#15	-2.14% Jan 12, 2026 - Jan 27, 2026	-1.38% Nov 28, 2014 - Jan 7, 2015

Correlation

Correlation between AVSU and CMBS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2012 - 2026)

AVSU vs CMBS dividend yield comparison.

Year	AVSU	CMBS
2026	0.43%	1.83%
2025	1.03%	3.45%
2024	1.22%	3.31%
2023	1.22%	2.97%
2022	0.99%	2.65%
2021	0.00%	2.46%
2020	0.00%	2.83%
2019	0.00%	2.74%
2018	0.00%	2.70%
2017	0.00%	2.50%
2016	0.00%	2.29%
2015	0.00%	2.31%
2014	0.00%	2.15%
2013	0.00%	2.00%
2012	0.00%	2.22%