AVTM vs RSPH
Comparison between AVANTIS TOTAL EQUITY MARKETS ETF (AVTM, ETF) and INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH, ETF).
AVTM vs RSPH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVTM
$772M
RSPH
$769M
Expense Ratio
Winner
AVTM
0.22%
RSPH
0.40%
Max Drawdown
Winner
AVTM
9.29%
RSPH
41.08%
Sharpe Ratio
AVTM
1.08
Winner
RSPH
1.38
5Y Beta
AVTM
1.06
Winner
RSPH
0.57
P/E Ratio
Winner
AVTM
24.29
RSPH
41.09
Forward P/E
AVTM
19.51
Winner
RSPH
18.35
PEG Ratio
AVTM
N/A
RSPH
0.10
5Y Dividends CAGR
AVTM
N/A
RSPH
11.76%
5Y EPS CAGR
Winner
AVTM
26.23%
RSPH
7.25%
Debt to Equity
AVTM
N/A
RSPH
340.77%
P/S Ratio
AVTM
3.10
Winner
RSPH
1.29
P/B Ratio
AVTM
4.68
Winner
RSPH
3.56
AVTM vs RSPH - Holdings Comparison
AVTM and RSPH have 50 common holdings. Overlap is 5.68%
AVTM's top 25 holdings weight is 53.77%. RSPH's top 25 holdings weight is 48.78%.
| Rank | AVTM | RSPH |
|---|---|---|
| #1 | AVANTIS INTERNATIONAL EQUITY ETF (AVDE) - 9.00% | MODERNA INC (MRNA) - 5.37% |
| #2 | NVIDIA CORP (NVDA) - 5.82% | n/a (CRL) - 2.20% |
| #3 | AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) - 4.09% | VEEVA SYSTEMS INC CLASS A (VEEV) - 2.17% |
| #4 | APPLE INC (AAPL) - 4.01% | REGENERON PHARMACEUTICALS INC (REGN) - 1.98% |
| #5 | AVANTIS U.S. QUALITY ETF (AVUQ) - 3.17% | BIO-TECHNE CORP (TECH) - 1.95% |
| #6 | MICROSOFT CORP (MSFT) - 2.98% | IQVIA HOLDINGS INC (IQV) - 1.94% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.91% | BAXTER INTERNATIONAL INC (BAX) - 1.86% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.98% | AMGEN INC (AMGN) - 1.85% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.95% | ABBOTT LABORATORIES (ABT) - 1.82% |
| #10 | AMAZON.COM INC (AMZN) - 1.87% | MERCK & CO INC (MRK) - 1.81% |
| #11 | ELI LILLY AND CO (LLY) - 1.78% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.80% |
| #12 | THE GOLDMAN SACHS GROUP INC (GS) - 1.58% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.79% |
| #13 | TWILIO INC CLASS A (TWLO) - 1.33% | METTLER-TOLEDO INTERNATIONAL INC (MTD) - 1.79% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.28% | BECTON DICKINSON & CO (BDX) - 1.79% |
| #15 | MICRON TECHNOLOGY INC (MU) - 1.26% | LABCORP HOLDINGS INC (LH) - 1.74% |
| #16 | APPLIED MATERIALS INC (AMAT) - 1.14% | GILEAD SCIENCES INC (GILD) - 1.72% |
| #17 | BROADCOM INC (AVGO) - 1.06% | INCYTE CORP (INCY) - 1.72% |
| #18 | ALPHABET INC CLASS A (GOOGL) - 0.99% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.72% |
| #19 | VISA INC CLASS A (V) - 0.97% | DEXCOM INC (DXCM) - 1.70% |
| #20 | ARISTA NETWORKS INC (ANET) - 0.95% | RESMED INC (RMD) - 1.69% |
| #21 | EVERPURE INC CLASS A (P) - 0.86% | UNIVERSAL HEALTH SERVICES INC CLASS B (UHS) - 1.68% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.72% | QUEST DIAGNOSTICS INC (DGX) - 1.68% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 0.72% | REVVITY INC (RVTY) - 1.67% |
| #24 | BANK OF AMERICA CORP (BAC) - 0.68% | AGILENT TECHNOLOGIES INC (A) - 1.67% |
| #25 | JABIL INC (JBL) - 0.67% | ABBVIE INC (ABBV) - 1.67% |
| Total Holdings | 1432 | 63 |
AVTM vs RSPH - Historical Returns
Returns include dividend reinvestment.
1M
AVTM
+3.45%
Winner
RSPH
+11.54%
3M
AVTM
+4.10%
Winner
RSPH
+21.58%
6M
AVTM
+11.90%
Winner
RSPH
+15.21%
1Y
AVTM
N/A
RSPH
+29.38%
5Y(CAGR)
AVTM
N/A
RSPH
+4.46%
10Y(CAGR)
AVTM
N/A
RSPH
+9.84%
Max(CAGR)
Winner
AVTM
+21.17%
RSPH
+11.37%
AVTM vs RSPH - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | AVTM | RSPH |
|---|---|---|
| 2026 | +11.26% | +18.23% |
| 2025 | N/A | +9.74% |
| 2024 | N/A | -2.26% |
| 2023 | N/A | +4.02% |
| 2022 | N/A | -8.63% |
| 2021 | N/A | +23.77% |
| 2020 | N/A | +18.65% |
| 2019 | N/A | +26.88% |
| 2018 | N/A | -1.95% |
| 2017 | N/A | +21.73% |
| 2016 | N/A | -2.60% |
| 2015 | N/A | +7.92% |
| 2014 | N/A | +30.55% |
| 2013 | N/A | +38.38% |
| 2012 | N/A | +17.97% |
| 2011 | N/A | +5.17% |
| 2010 | N/A | +9.39% |
| 2009 | N/A | +35.00% |
| 2008 | N/A | -25.51% |
| 2007 | N/A | +10.37% |
| 2006 | N/A | +1.31% |
AVTM vs RSPH Drawdown Comparison
The maximum drawdown for AVTM was -9.21%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The maximum drawdown for RSPH was -40.49%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The current AVTM drawdown is -2.18%. The current RSPH drawdown is -0.87%.
| Rank | AVTM | RSPH |
|---|---|---|
| #1 | -9.21% Feb 9, 2026 - Apr 15, 2026 | -40.49% Jun 4, 2007 - Dec 28, 2009 |
| #2 | -4.04% Jun 4, 2026 - Aug 4, 2026 | -30.43% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -2.29% Aug 13, 2026 - Aug 20, 2026 | -21.95% Dec 30, 2021 - Mar 27, 2024 |
| #4 | -2.21% Feb 2, 2026 - Feb 6, 2026 | -19.59% Jul 7, 2011 - Mar 26, 2012 |
| #5 | -2.09% May 14, 2026 - May 26, 2026 | -19.33% Sep 28, 2018 - Jul 3, 2019 |
| #6 | -1.01% Apr 27, 2026 - Apr 30, 2026 | -19.08% Jul 22, 2015 - Apr 28, 2017 |
| #7 | -0.70% May 1, 2026 - May 5, 2026 | -17.13% Sep 19, 2024 - Nov 25, 2025 |
| #8 | -0.69% Apr 20, 2026 - Apr 22, 2026 | -14.60% Mar 23, 2010 - Dec 10, 2010 |
| #9 | -0.68% May 6, 2026 - May 8, 2026 | -12.21% Jan 26, 2018 - Aug 27, 2018 |
| #10 | -0.65% Jun 2, 2026 - Jun 4, 2026 | -10.87% Jan 21, 2026 - Jun 26, 2026 |
| #11 | -0.51% Apr 22, 2026 - Apr 24, 2026 | -9.04% Sep 3, 2021 - Dec 29, 2021 |
| #12 | -0.39% Aug 5, 2026 - Aug 7, 2026 | -8.14% Apr 2, 2012 - Sep 4, 2012 |
| #13 | -0.35% May 11, 2026 - May 13, 2026 | -8.00% Jun 8, 2020 - Jul 15, 2020 |
| #14 | -0.20% May 26, 2026 - May 28, 2026 | -7.83% Mar 28, 2024 - Aug 23, 2024 |
| #15 | -0.03% Aug 10, 2026 - Aug 12, 2026 | -7.76% Sep 2, 2020 - Oct 12, 2020 |
Correlation
Correlation between AVTM and RSPH is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.63
-101
Dividend Comparison (2006 - 2026)
AVTM vs RSPH dividend yield comparison.
| Year | AVTM | RSPH |
|---|---|---|
| 2026 | 0.27% | 0.32% |
| 2025 | 0.00% | 0.70% |
| 2024 | 0.00% | 0.71% |
| 2023 | 0.00% | 0.66% |
| 2022 | 0.00% | 0.64% |
| 2021 | 0.00% | 0.50% |
| 2020 | 0.00% | 0.51% |
| 2019 | 0.00% | 0.54% |
| 2018 | 0.00% | 0.53% |
| 2017 | 0.00% | 0.47% |
| 2016 | 0.00% | 0.48% |
| 2015 | 0.00% | 0.49% |
| 2014 | 0.00% | 0.43% |
| 2013 | 0.00% | 0.42% |
| 2012 | 0.00% | 1.60% |
| 2011 | 0.00% | 0.68% |
| 2010 | 0.00% | 0.33% |
| 2009 | 0.00% | 0.37% |
| 2008 | 0.00% | 1.00% |
| 2007 | 0.00% | 0.19% |
| 2006 | 0.00% | 0.06% |
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