AVSU vs XMVM
Comparison between AVANTIS RESPONSIBLE U.S. EQUITY ETF (AVSU, ETF) and INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF).
AVSU vs XMVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVSU
$476M
XMVM
$475M
Expense Ratio
Winner
AVSU
0.15%
XMVM
0.39%
Max Drawdown
Winner
AVSU
22.13%
XMVM
63.81%
Sharpe Ratio
AVSU
1.55
Winner
XMVM
1.65
5Y Beta
AVSU
1.01
Winner
XMVM
0.86
P/E Ratio
AVSU
25.10
Winner
XMVM
12.95
Forward P/E
AVSU
17.75
Winner
XMVM
11.37
PEG Ratio
AVSU
N/A
XMVM
0.10
5Y Dividends CAGR
AVSU
N/A
XMVM
25.64%
5Y EPS CAGR
Winner
AVSU
23.53%
XMVM
10.97%
Debt to Equity
AVSU
47.58%
Winner
XMVM
37.05%
P/S Ratio
AVSU
2.51
Winner
XMVM
0.84
P/B Ratio
AVSU
4.37
Winner
XMVM
1.52
AVSU vs XMVM - Holdings Comparison
AVSU and XMVM have 50 common holdings. Overlap is 2.61%
AVSU's top 25 holdings weight is 44.48%. XMVM's top 25 holdings weight is 43.14%.
| Rank | AVSU | XMVM |
|---|---|---|
| #1 | APPLE INC (AAPL) - 6.07% | PBF ENERGY INC CLASS A (PBF) - 3.40% |
| #2 | NVIDIA CORP (NVDA) - 5.45% | MACY'S INC (M) - 2.39% |
| #3 | MICROSOFT CORP (MSFT) - 3.73% | HF SINCLAIR CORP (DINO) - 2.10% |
| #4 | AMAZON.COM INC (AMZN) - 3.33% | AUTONATION INC (AN) - 1.98% |
| #5 | MICRON TECHNOLOGY INC (MU) - 2.89% | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.95% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.85% | LEAR CORP (LEA) - 1.89% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.55% | AVNET INC (AVT) - 1.76% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.29% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.74% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.54% | ARROW ELECTRONICS INC (ARW) - 1.68% |
| #10 | BROADCOM INC (AVGO) - 1.43% | ALLY FINANCIAL INC (ALLY) - 1.64% |
| #11 | APPLIED MATERIALS INC (AMAT) - 1.32% | BANK OZK (OZK) - 1.64% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.25% | ASSOCIATED BANC-CORP (ASB) - 1.60% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.05% | CNX RESOURCES CORP (CNX) - 1.59% |
| #14 | KLA CORP (KLAC) - 0.93% | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.59% |
| #15 | THE GOLDMAN SACHS GROUP INC (GS) - 0.86% | GREIF INC CLASS A (GEF) - 1.57% |
| #16 | WALMART INC (WMT) - 0.83% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.56% |
| #17 | ELI LILLY AND CO (LLY) - 0.82% | JONES LANG LASALLE INC (JLL) - 1.53% |
| #18 | VISA INC CLASS A (V) - 0.79% | F N B CORP (FNB) - 1.51% |
| #19 | JOHNSON & JOHNSON (JNJ) - 0.75% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.49% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.70% | TENET HEALTHCARE CORP (THC) - 1.48% |
| #21 | MERCK & CO INC (MRK) - 0.69% | n/a (GHC) - 1.46% |
| #22 | MORGAN STANLEY (MS) - 0.61% | TOLL BROTHERS INC (TOL) - 1.43% |
| #23 | INTEL CORP (INTC) - 0.60% | TD SYNNEX CORP (SNX) - 1.40% |
| #24 | CITIGROUP INC (C) - 0.58% | ZIONS BANCORP NA (ZION) - 1.39% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.57% | VOYA FINANCIAL INC (VOYA) - 1.37% |
| Total Holdings | 1245 | 82 |
AVSU vs XMVM - Historical Returns
Returns include dividend reinvestment.
1M
AVSU
-0.13%
Winner
XMVM
+4.67%
3M
Winner
AVSU
+8.63%
XMVM
+7.51%
6M
Winner
AVSU
+13.03%
XMVM
+10.71%
1Y
AVSU
+27.71%
Winner
XMVM
+31.58%
5Y(CAGR)
Winner
AVSU
+14.04%
XMVM
+12.51%
10Y(CAGR)
AVSU
N/A
XMVM
+12.14%
Max(CAGR)
Winner
AVSU
+14.04%
XMVM
+9.64%
AVSU vs XMVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | AVSU | XMVM |
|---|---|---|
| 2026 | +15.14% | +14.53% |
| 2025 | +16.97% | +19.49% |
| 2024 | +19.95% | +12.02% |
| 2023 | +24.62% | +18.01% |
| 2022 | -11.70% | -8.79% |
| 2021 | N/A | +38.13% |
| 2020 | N/A | +5.79% |
| 2019 | N/A | +30.77% |
| 2018 | N/A | -10.13% |
| 2017 | N/A | +1.49% |
| 2016 | N/A | +30.34% |
| 2015 | N/A | -7.21% |
| 2014 | N/A | +14.45% |
| 2013 | N/A | +36.61% |
| 2012 | N/A | +16.95% |
| 2011 | N/A | -1.86% |
| 2010 | N/A | +12.61% |
| 2009 | N/A | +21.72% |
| 2008 | N/A | -36.11% |
| 2007 | N/A | -0.16% |
| 2006 | N/A | +12.55% |
| 2005 | N/A | +10.42% |
AVSU vs XMVM Drawdown Comparison
The maximum drawdown for AVSU was -21.67%, occurring on Sep 30, 2022. Recovery took 427 trading sessions.
The maximum drawdown for XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The current AVSU drawdown is -0.68%. The current XMVM drawdown is -0.74%.
| Rank | AVSU | XMVM |
|---|---|---|
| #1 | -21.67% Mar 29, 2022 - Dec 8, 2023 | -62.84% Jul 13, 2007 - Feb 1, 2013 |
| #2 | -20.16% Dec 4, 2024 - Jul 2, 2025 | -45.05% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -10.06% Feb 9, 2026 - Apr 14, 2026 | -24.13% Nov 25, 2024 - Aug 27, 2025 |
| #4 | -9.03% Jul 16, 2024 - Sep 19, 2024 | -22.69% Jan 14, 2022 - Dec 14, 2023 |
| #5 | -6.57% Mar 28, 2024 - May 15, 2024 | -19.55% Mar 23, 2015 - Jun 3, 2016 |
| #6 | -4.90% Oct 28, 2025 - Nov 26, 2025 | -16.82% Aug 20, 2018 - Apr 1, 2019 |
| #7 | -3.70% Jun 2, 2026 - Jun 15, 2026 | -13.19% May 7, 2021 - Nov 5, 2021 |
| #8 | -3.39% Oct 6, 2025 - Oct 21, 2025 | -11.85% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -2.72% Oct 18, 2024 - Nov 6, 2024 | -11.06% Sep 5, 2014 - Nov 25, 2014 |
| #10 | -2.63% Jul 25, 2025 - Aug 12, 2025 | -9.21% Jul 31, 2024 - Oct 14, 2024 |
| #11 | -2.58% Dec 28, 2023 - Jan 19, 2024 | -9.18% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -2.57% Dec 11, 2025 - Dec 24, 2025 | -8.51% Nov 23, 2021 - Jan 4, 2022 |
| #13 | -2.51% May 14, 2026 - May 22, 2026 | -8.27% Jan 26, 2018 - Aug 6, 2018 |
| #14 | -2.45% Nov 11, 2024 - Nov 25, 2024 | -7.78% Aug 3, 2005 - Nov 18, 2005 |
| #15 | -2.14% Jan 12, 2026 - Jan 27, 2026 | -7.59% Mar 1, 2017 - Jan 11, 2018 |
Correlation
Correlation between AVSU and XMVM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
AVSU vs XMVM dividend yield comparison.
| Year | AVSU | XMVM |
|---|---|---|
| 2026 | 0.43% | 0.99% |
| 2025 | 1.03% | 2.07% |
| 2024 | 1.22% | 1.43% |
| 2023 | 1.22% | 1.57% |
| 2022 | 0.99% | 1.76% |
| 2021 | 0.00% | 1.10% |
| 2020 | 0.00% | 1.37% |
| 2019 | 0.00% | 1.73% |
| 2018 | 0.00% | 2.87% |
| 2017 | 0.00% | 2.22% |
| 2016 | 0.00% | 2.27% |
| 2015 | 0.00% | 2.58% |
| 2014 | 0.00% | 1.52% |
| 2013 | 0.00% | 1.39% |
| 2012 | 0.00% | 2.14% |
| 2011 | 0.00% | 1.17% |
| 2010 | 0.00% | 0.95% |
| 2009 | 0.00% | 2.03% |
| 2008 | 0.00% | 2.50% |
| 2007 | 0.00% | 1.24% |
| 2006 | 0.00% | 1.27% |
| 2005 | 0.00% | 1.45% |
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