AVSU vs IBMR
Comparison between AVANTIS RESPONSIBLE U.S. EQUITY ETF (AVSU, ETF) and ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF).
AVSU vs IBMR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVSU
$440M
Winner
IBMR
$440M
Expense Ratio
Winner
AVSU
0.15%
IBMR
0.18%
Max Drawdown
AVSU
22.13%
Winner
IBMR
5.58%
Sharpe Ratio
Winner
AVSU
1.77
IBMR
0.09
5Y Beta
AVSU
1.00
Winner
IBMR
0.02
P/E Ratio
AVSU
25.21
IBMR
N/A
Forward P/E
AVSU
18.84
IBMR
N/A
5Y EPS CAGR
AVSU
24.72%
IBMR
N/A
Debt to Equity
AVSU
49.34%
IBMR
N/A
P/S Ratio
AVSU
2.46
IBMR
N/A
P/B Ratio
AVSU
4.35
IBMR
N/A
AVSU vs IBMR - Holdings Comparison
AVSU and IBMR have 1 common holdings. Overlap is -0.40%
AVSU's top 25 holdings weight is 44.93%. IBMR's top 25 holdings weight is 19.28%.
| Rank | AVSU | IBMR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.91% | CALIFORNIA ST 5% (n/a) - 1.63% |
| #2 | APPLE INC (AAPL) - 5.87% | ILLINOIS ST 5% (n/a) - 1.30% |
| #3 | MICROSOFT CORP (MSFT) - 4.16% | NEW YORK N Y 5% (n/a) - 1.17% |
| #4 | AMAZON.COM INC (AMZN) - 3.57% | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.14% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.18% | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 1.00% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.53% | PENNSYLVANIA ST 5% (n/a) - 0.87% |
| #7 | MICRON TECHNOLOGY INC (MU) - 2.38% | n/a (n/a) - 0.87% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.38% | n/a (n/a) - 0.84% |
| #9 | BROADCOM INC (AVGO) - 1.59% | n/a (n/a) - 0.82% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.39% | CONNECTICUT ST 5% (n/a) - 0.81% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.21% | MASSACHUSETTS ST 5% (n/a) - 0.77% |
| #12 | WALMART INC (WMT) - 1.05% | MARYLAND ST 5% (n/a) - 0.69% |
| #13 | APPLIED MATERIALS INC (AMAT) - 0.99% | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.66% |
| #14 | COSTCO WHOLESALE CORP (COST) - 0.89% | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.64% |
| #15 | ADVANCED MICRO DEVICES INC (AMD) - 0.88% | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.63% |
| #16 | VISA INC CLASS A (V) - 0.80% | MASSACHUSETTS ST CLEAN WTR TR 5% (n/a) - 0.60% |
| #17 | KLA CORP (KLAC) - 0.77% | UNIVERSITY CALIF REVS 5% (n/a) - 0.60% |
| #18 | ELI LILLY AND CO (LLY) - 0.77% | INDIANA ST FIN AUTH REV 5% (n/a) - 0.58% |
| #19 | JOHNSON & JOHNSON (JNJ) - 0.75% | NEW JERSEY ST 5% (n/a) - 0.56% |
| #20 | THE GOLDMAN SACHS GROUP INC (GS) - 0.74% | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.55% |
| #21 | INTEL CORP (INTC) - 0.68% | TEXAS WTR DEV BRD REV 5% (n/a) - 0.54% |
| #22 | MERCK & CO INC (MRK) - 0.67% | INDIANAPOLIS IND LOC PUB IMPT BD BK 5% (n/a) - 0.53% |
| #23 | GILEAD SCIENCES INC (GILD) - 0.61% | n/a (n/a) - 0.51% |
| #24 | TJX COMPANIES INC (TJX) - 0.59% | OHIO ST 5% (n/a) - 0.49% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 0.57% | NORTH CAROLINA ST GRANT ANTIC REV 5% (n/a) - 0.48% |
| Total Holdings | 1262 | 659 |
AVSU vs IBMR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVSU
+2.99%
IBMR
+0.25%
3M
Winner
AVSU
+10.80%
IBMR
-0.20%
6M
Winner
AVSU
+12.41%
IBMR
+1.05%
1Y
Winner
AVSU
+31.08%
IBMR
+3.76%
5Y(CAGR)
AVSU
+13.64%
IBMR
N/A
Max(CAGR)
Winner
AVSU
+13.64%
IBMR
+2.81%
AVSU vs IBMR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | AVSU | IBMR |
|---|---|---|
| 2026 | +11.58% | +0.55% |
| 2025 | +16.97% | +4.28% |
| 2024 | +19.95% | +0.26% |
| 2023 | +24.62% | +3.46% |
| 2022 | -11.70% | N/A |
AVSU vs IBMR Drawdown Comparison
The maximum drawdown for AVSU was -21.67%, occurring on Sep 30, 2022. Recovery took 427 trading sessions.
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The current AVSU drawdown is -2.74%. The current IBMR drawdown is -0.70%.
| Rank | AVSU | IBMR |
|---|---|---|
| #1 | -21.67% Mar 29, 2022 - Dec 8, 2023 | -4.83% May 11, 2023 - Nov 29, 2023 |
| #2 | -20.16% Dec 4, 2024 - Jul 2, 2025 | -3.25% Dec 27, 2023 - Aug 6, 2024 |
| #3 | -10.06% Feb 9, 2026 - Apr 14, 2026 | -2.44% Feb 26, 2025 - Jun 26, 2025 |
| #4 | -9.03% Jul 16, 2024 - Sep 19, 2024 | -2.11% Oct 2, 2024 - Feb 26, 2025 |
| #5 | -6.57% Mar 28, 2024 - May 15, 2024 | -1.55% Feb 24, 2026 - Mar 24, 2026 |
| #6 | -4.90% Oct 28, 2025 - Nov 26, 2025 | -0.88% Sep 17, 2025 - Dec 24, 2025 |
| #7 | -3.39% Oct 6, 2025 - Oct 21, 2025 | -0.57% Aug 6, 2024 - Aug 21, 2024 |
| #8 | -2.74% Jun 2, 2026 - Jun 5, 2026 | -0.43% Jul 23, 2025 - Jul 28, 2025 |
| #9 | -2.72% Oct 18, 2024 - Nov 6, 2024 | -0.35% Aug 23, 2024 - Sep 6, 2024 |
| #10 | -2.63% Jul 25, 2025 - Aug 12, 2025 | -0.23% Jan 9, 2026 - Jan 15, 2026 |
| #11 | -2.58% Dec 28, 2023 - Jan 19, 2024 | -0.20% Aug 7, 2025 - Aug 11, 2025 |
| #12 | -2.57% Dec 11, 2025 - Dec 24, 2025 | -0.18% Dec 24, 2025 - Jan 6, 2026 |
| #13 | -2.51% May 14, 2026 - May 22, 2026 | -0.18% Aug 19, 2025 - Aug 26, 2025 |
| #14 | -2.45% Nov 11, 2024 - Nov 25, 2024 | -0.16% Sep 6, 2024 - Sep 10, 2024 |
| #15 | -2.14% Jan 12, 2026 - Jan 27, 2026 | -0.16% Sep 10, 2024 - Sep 16, 2024 |
Correlation
Correlation between AVSU and IBMR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2022 - 2026)
AVSU vs IBMR dividend yield comparison.
| Year | AVSU | IBMR |
|---|---|---|
| 2026 | 0.19% | 1.04% |
| 2025 | 1.03% | 2.55% |
| 2024 | 1.22% | 2.53% |
| 2023 | 1.22% | 1.27% |
| 2022 | 0.99% | 0.00% |
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