AVTM vs PIZ
Comparison between AVANTIS TOTAL EQUITY MARKETS ETF (AVTM, ETF) and INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF (PIZ, ETF).
AVTM vs PIZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVTM
$779M
PIZ
$777M
Expense Ratio
Winner
AVTM
0.22%
PIZ
0.80%
Max Drawdown
Winner
AVTM
9.29%
PIZ
61.09%
Sharpe Ratio
Winner
AVTM
1.00
PIZ
0.64
5Y Beta
AVTM
1.06
Winner
PIZ
0.94
P/E Ratio
AVTM
26.59
PIZ
N/A
Forward P/E
AVTM
19.67
PIZ
N/A
5Y Dividends CAGR
AVTM
N/A
PIZ
46.14%
5Y EPS CAGR
AVTM
24.95%
PIZ
N/A
P/S Ratio
AVTM
3.12
PIZ
N/A
P/B Ratio
AVTM
4.78
PIZ
N/A
AVTM vs PIZ - Holdings Comparison
AVTM and PIZ have 1 common holdings. Overlap is 0.00%
AVTM's top 25 holdings weight is 54.19%. PIZ's top 25 holdings weight is 49.06%.
| Rank | AVTM | PIZ |
|---|---|---|
| #1 | AVANTIS INTERNATIONAL EQUITY ETF (AVDE) - 8.60% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 3.05% |
| #2 | NVIDIA CORP (NVDA) - 5.41% | CONSTELLATION SOFTWARE INC (CNSWF) - 2.86% |
| #3 | AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) - 4.20% | n/a (BDRBF) - 2.80% |
| #4 | APPLE INC (AAPL) - 3.96% | TOROMONT INDUSTRIES LTD (TMTNF) - 2.67% |
| #5 | ALPHABET INC CLASS C (GOOG) - 3.66% | BELIMO HOLDING AG (n/a) - 2.51% |
| #6 | AVANTIS U.S. QUALITY ETF (AVUQ) - 3.17% | HD HYUNDAI ELECTRIC (n/a) - 2.40% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.74% | THE TORONTO-DOMINION BANK (TD) - 2.33% |
| #8 | MICROSOFT CORP (MSFT) - 2.24% | ROYAL BANK OF CANADA (RY) - 2.19% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.00% | KINGBOARD LAMINATES HOLDINGS LTD (n/a) - 2.11% |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 1.72% | INVESTOR AB CLASS B (n/a) - 2.06% |
| #11 | ELI LILLY AND CO (LLY) - 1.72% | SK HYNIX INC (n/a) - 2.03% |
| #12 | AMAZON.COM INC (AMZN) - 1.54% | LION FINANCE GROUP PLC (n/a) - 2.01% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.46% | INTERCONTINENTAL HOTELS GROUP PLC (n/a) - 1.90% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% | SWEDBANK AB CLASS A (n/a) - 1.79% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.29% | IBIDEN CO LTD (n/a) - 1.74% |
| #16 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.24% | UNIPOL ASSICURAZIONI SPA (n/a) - 1.70% |
| #17 | TWILIO INC CLASS A (TWLO) - 1.07% | ABB LTD (n/a) - 1.68% |
| #18 | ALPHABET INC CLASS A (GOOGL) - 1.07% | BPER BANCA SPA (n/a) - 1.64% |
| #19 | BROADCOM INC (AVGO) - 0.97% | PIRAEUS BANK SA (n/a) - 1.50% |
| #20 | MARVELL TECHNOLOGY INC (MRVL) - 0.96% | BANK OF IRELAND GROUP PLC (n/a) - 1.40% |
| #21 | VISA INC CLASS A (V) - 0.94% | VAT GROUP AG (n/a) - 1.38% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.77% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.37% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.73% | HOCHTIEF AG (n/a) - 1.36% |
| #24 | JABIL INC (JBL) - 0.72% | n/a (n/a) - 1.33% |
| #25 | O'REILLY AUTOMOTIVE INC (ORLY) - 0.71% | SWISS LIFE HOLDING AG (n/a) - 1.25% |
| Total Holdings | 1394 | 118 |
AVTM vs PIZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVTM
-0.25%
PIZ
-9.83%
3M
Winner
AVTM
+6.66%
PIZ
-1.94%
6M
Winner
AVTM
+8.75%
PIZ
+3.94%
1Y
AVTM
N/A
PIZ
+16.31%
5Y(CAGR)
AVTM
N/A
PIZ
+8.49%
10Y(CAGR)
AVTM
N/A
PIZ
+10.30%
Max(CAGR)
Winner
AVTM
+19.89%
PIZ
+5.93%
AVTM vs PIZ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | AVTM | PIZ |
|---|---|---|
| 2026 | +8.75% | +7.63% |
| 2025 | N/A | +38.01% |
| 2024 | N/A | +18.15% |
| 2023 | N/A | +18.01% |
| 2022 | N/A | -30.42% |
| 2021 | N/A | +19.82% |
| 2020 | N/A | +16.95% |
| 2019 | N/A | +28.15% |
| 2018 | N/A | -16.56% |
| 2017 | N/A | +30.52% |
| 2016 | N/A | -6.35% |
| 2015 | N/A | -0.12% |
| 2014 | N/A | -6.69% |
| 2013 | N/A | +34.14% |
| 2012 | N/A | +15.32% |
| 2011 | N/A | -19.66% |
| 2010 | N/A | +17.77% |
| 2009 | N/A | +36.14% |
| 2008 | N/A | -43.80% |
AVTM vs PIZ Drawdown Comparison
The maximum drawdown for AVTM was -9.21%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The maximum drawdown for PIZ was -60.61%, occurring on Mar 9, 2009. Recovery took 1342 trading sessions.
The current AVTM drawdown is -1.12%. The current PIZ drawdown is -10.36%.
| Rank | AVTM | PIZ |
|---|---|---|
| #1 | -9.21% Feb 9, 2026 - Apr 15, 2026 | -60.61% May 19, 2008 - Sep 17, 2013 |
| #2 | -4.04% Jun 4, 2026 - Jun 10, 2026 | -40.94% Sep 2, 2021 - Feb 12, 2025 |
| #3 | -2.21% Feb 2, 2026 - Feb 6, 2026 | -36.44% Feb 12, 2020 - Aug 6, 2020 |
| #4 | -2.09% May 14, 2026 - May 26, 2026 | -24.78% Jan 26, 2018 - Dec 27, 2019 |
| #5 | -1.01% Apr 27, 2026 - Apr 30, 2026 | -22.95% Mar 6, 2014 - Jul 17, 2017 |
| #6 | -0.70% May 1, 2026 - May 5, 2026 | -14.68% Feb 18, 2025 - Apr 22, 2025 |
| #7 | -0.69% Apr 20, 2026 - Apr 22, 2026 | -14.36% Feb 26, 2026 - Apr 14, 2026 |
| #8 | -0.68% May 6, 2026 - May 8, 2026 | -12.55% May 8, 2026 - Jul 20, 2026 |
| #9 | -0.65% Jun 2, 2026 - Jun 4, 2026 | -12.24% Jan 10, 2008 - Feb 27, 2008 |
| #10 | -0.51% Apr 22, 2026 - Apr 24, 2026 | -10.75% Feb 27, 2008 - Apr 3, 2008 |
| #11 | -0.35% May 11, 2026 - May 13, 2026 | -9.01% Feb 16, 2021 - Apr 8, 2021 |
| #12 | -0.20% May 26, 2026 - May 28, 2026 | -8.27% Oct 12, 2020 - Nov 5, 2020 |
| #13 | N/A | -6.93% Jan 15, 2014 - Feb 18, 2014 |
| #14 | N/A | -5.91% Nov 3, 2025 - Dec 11, 2025 |
| #15 | N/A | -5.42% Sep 18, 2013 - Oct 18, 2013 |
Correlation
Correlation between AVTM and PIZ is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2008 - 2026)
AVTM vs PIZ dividend yield comparison.
| Year | AVTM | PIZ |
|---|---|---|
| 2026 | 0.28% | 1.14% |
| 2025 | 0.00% | 1.55% |
| 2024 | 0.00% | 1.68% |
| 2023 | 0.00% | 1.86% |
| 2022 | 0.00% | 2.04% |
| 2021 | 0.00% | 1.01% |
| 2020 | 0.00% | 0.37% |
| 2019 | 0.00% | 1.58% |
| 2018 | 0.00% | 1.06% |
| 2017 | 0.00% | 1.30% |
| 2016 | 0.00% | 2.21% |
| 2015 | 0.00% | 1.09% |
| 2014 | 0.00% | 1.61% |
| 2013 | 0.00% | 2.81% |
| 2012 | 0.00% | 1.96% |
| 2011 | 0.00% | 2.90% |
| 2010 | 0.00% | 0.43% |
| 2009 | 0.00% | 2.10% |
| 2008 | 0.00% | 2.15% |
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