AVTM vs BIT

Comparison between AVANTIS TOTAL EQUITY MARKETS ETF (AVTM, ETF) and BlackRock Multi-Sector Income Trust (BIT, ETF).

AVTM vs BIT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVTM(ETF)	BIT(ETF)
Net Assets	$773M	$767M
Expense Ratio	0.22%	N/A
Max Drawdown	9.29%	53.30%
Sharpe Ratio	1.20	-0.37
5Y Beta	1.10	0.34
P/E Ratio	24.72	N/A
Forward P/E	19.08	N/A
5Y Dividends CAGR	N/A	2.02%
5Y EPS CAGR	27.50%	N/A
Debt to Equity	44.40%	N/A
P/S Ratio	3.23	N/A
P/B Ratio	4.49	N/A

Net Assets

Winner

AVTM

$773M

BIT

$767M

Expense Ratio

AVTM

0.22%

BIT

N/A

Max Drawdown

Winner

AVTM

9.29%

BIT

53.30%

Sharpe Ratio

Winner

AVTM

1.20

BIT

-0.37

5Y Beta

AVTM

1.10

Winner

BIT

0.34

P/E Ratio

AVTM

24.72

BIT

N/A

Forward P/E

AVTM

19.08

BIT

N/A

5Y Dividends CAGR

AVTM

N/A

BIT

2.02%

5Y EPS CAGR

AVTM

27.50%

BIT

N/A

Debt to Equity

AVTM

44.40%

BIT

N/A

P/S Ratio

AVTM

3.23

BIT

N/A

P/B Ratio

AVTM

4.49

BIT

N/A

AVTM vs BIT - Historical Returns

Returns include dividend reinvestment.

Period	AVTM	BIT
1 month	+2.42%	+0.28%
3 months	+13.37%	+1.70%
6 months	N/A	+1.03%
1 year	N/A	-0.26%
5 years(CAGR)	N/A	+2.32%
10 years(CAGR)	N/A	+7.25%
Max(CAGR)	+25.11%	+6.11%

Winner

AVTM

+2.42%

BIT

+0.28%

Winner

AVTM

+13.37%

BIT

+1.70%

AVTM

N/A

BIT

+1.03%

AVTM

N/A

BIT

-0.26%

5Y(CAGR)

AVTM

N/A

BIT

+2.32%

10Y(CAGR)

AVTM

N/A

BIT

+7.25%

Max(CAGR)

Winner

AVTM

+25.11%

BIT

+6.11%

AVTM vs BIT - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	AVTM	BIT
2026	+8.30%	+0.62%
2025	N/A	+2.49%
2024	N/A	+7.07%
2023	N/A	+16.41%
2022	N/A	-14.15%
2021	N/A	+15.26%
2020	N/A	+19.14%
2019	N/A	+12.67%
2018	N/A	-7.43%
2017	N/A	+18.37%
2016	N/A	+17.55%
2015	N/A	+2.08%
2014	N/A	+5.67%
2013	N/A	-8.42%

AVTM vs BIT Drawdown Comparison

The maximum drawdown for AVTM was -9.21%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.

The maximum drawdown for BIT was -43.56%, occurring on Mar 18, 2020. Recovery took 175 trading sessions.

The current AVTM drawdown is -1.54%. The current BIT drawdown is -4.58%.

Rank	AVTM	BIT
#1	-9.21% Feb 9, 2026 - Apr 15, 2026	-43.56% Dec 2, 2019 - Aug 12, 2020
#2	-4.04% Jun 4, 2026 - Jun 10, 2026	-23.70% Oct 22, 2021 - Jan 25, 2024
#3	-2.21% Feb 2, 2026 - Feb 6, 2026	-20.34% Mar 25, 2013 - May 12, 2014
#4	-2.09% May 14, 2026 - May 26, 2026	-13.52% Aug 28, 2018 - Apr 1, 2019
#5	-1.01% Apr 27, 2026 - Apr 30, 2026	-10.42% Feb 14, 2025 - Jun 11, 2025
#6	-0.70% May 1, 2026 - May 5, 2026	-10.24% Apr 28, 2015 - May 9, 2016
#7	-0.69% Apr 20, 2026 - Apr 22, 2026	-8.97% Aug 13, 2025 - Mar 27, 2026
#8	-0.68% May 6, 2026 - May 8, 2026	-8.06% Sep 7, 2016 - Dec 29, 2016
#9	-0.65% Jun 2, 2026 - Jun 4, 2026	-7.46% Jan 9, 2018 - Aug 14, 2018
#10	-0.51% Apr 22, 2026 - Apr 24, 2026	-7.26% Aug 29, 2014 - Feb 12, 2015
#11	-0.35% May 11, 2026 - May 13, 2026	-6.62% Mar 27, 2024 - Sep 24, 2024
#12	-0.20% May 26, 2026 - May 28, 2026	-4.15% Aug 2, 2019 - Oct 14, 2019
#13	N/A	-4.02% Jul 9, 2014 - Aug 29, 2014
#14	N/A	-3.99% Oct 24, 2017 - Dec 28, 2017
#15	N/A	-3.86% Sep 24, 2024 - Jan 15, 2025

Correlation

Correlation between AVTM and BIT is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2013 - 2026)

AVTM vs BIT dividend yield comparison.

Year	AVTM	BIT
2026	0.28%	4.92%
2025	0.00%	11.15%
2024	0.00%	10.17%
2023	0.00%	9.89%
2022	0.00%	9.57%
2021	0.00%	8.18%
2020	0.00%	8.46%
2019	0.00%	8.84%
2018	0.00%	9.12%
2017	0.00%	8.44%
2016	0.00%	11.65%
2015	0.00%	8.66%
2014	0.00%	8.85%
2013	0.00%	6.82%