AVUQ vs DIVZ
Comparison between AVANTIS U.S. QUALITY ETF (AVUQ, ETF) and POLEN DIVIDEND INCOME ETF (DIVZ, ETF).
AVUQ vs DIVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVUQ
$269M
DIVZ
$267M
Expense Ratio
Winner
AVUQ
0.15%
DIVZ
0.65%
Max Drawdown
Winner
AVUQ
11.86%
DIVZ
18.09%
Sharpe Ratio
Winner
AVUQ
0.98
DIVZ
0.75
5Y Beta
AVUQ
1.04
Winner
DIVZ
0.40
P/E Ratio
AVUQ
32.96
Winner
DIVZ
21.44
Forward P/E
AVUQ
24.01
Winner
DIVZ
16.69
PEG Ratio
AVUQ
N/A
DIVZ
-43.95
5Y Dividends CAGR
AVUQ
N/A
DIVZ
28.41%
5Y EPS CAGR
Winner
AVUQ
32.97%
DIVZ
6.14%
Debt to Equity
AVUQ
60.90%
DIVZ
N/A
P/S Ratio
AVUQ
4.49
Winner
DIVZ
1.98
P/B Ratio
AVUQ
10.18
Winner
DIVZ
3.60
AVUQ vs DIVZ - Holdings Comparison
AVUQ and DIVZ have 10 common holdings. Overlap is 1.77%
AVUQ's top 25 holdings weight is 65.68%. DIVZ's top 25 holdings weight is 91.34%.
| Rank | AVUQ | DIVZ |
|---|---|---|
| #1 | APPLE INC (AAPL) - 11.05% | UNITEDHEALTH GROUP INC (UNH) - 6.03% |
| #2 | NVIDIA CORP (NVDA) - 10.73% | PHILIP MORRIS INTERNATIONAL INC (PM) - 5.65% |
| #3 | MICROSOFT CORP (MSFT) - 6.17% | MPLX LP PARTNERSHIP UNITS (MPLX) - 5.58% |
| #4 | AMAZON.COM INC (AMZN) - 5.45% | VERIZON COMMUNICATIONS INC (VZ) - 5.16% |
| #5 | META PLATFORMS INC CLASS A (META) - 4.30% | JOHNSON & JOHNSON (JNJ) - 4.80% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.76% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.75% |
| #7 | BROADCOM INC (AVGO) - 3.62% | NEXTERA ENERGY INC (NEE) - 4.65% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.06% | CHEVRON CORP (CVX) - 4.31% |
| #9 | ELI LILLY AND CO (LLY) - 1.88% | BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 3.61% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 1.71% | THE HOME DEPOT INC (HD) - 3.60% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.69% | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.48% |
| #12 | VISA INC CLASS A (V) - 1.46% | CME GROUP INC CLASS A (CME) - 3.41% |
| #13 | CATERPILLAR INC (CAT) - 1.27% | ABBVIE INC (ABBV) - 3.36% |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.01% | THE CIGNA GROUP (CI) - 3.30% |
| #15 | KLA CORP (KLAC) - 1.01% | ENBRIDGE INC (ENB) - 3.19% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.98% | THE HERSHEY CO (HSY) - 3.15% |
| #17 | NETFLIX INC (NFLX) - 0.98% | RTX CORP (RTX) - 3.11% |
| #18 | APPLIED MATERIALS INC (AMAT) - 0.89% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.94% |
| #19 | GE VERNOVA INC (GEV) - 0.79% | THE GOLDMAN SACHS GROUP INC (GS) - 2.86% |
| #20 | TJX COMPANIES INC (TJX) - 0.70% | PEPSICO INC (PEP) - 2.54% |
| #21 | TESLA INC (TSLA) - 0.66% | ATMOS ENERGY CORP (ATO) - 2.52% |
| #22 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.66% | UNION PACIFIC CORP (UNP) - 2.50% |
| #23 | GE AEROSPACE (GE) - 0.62% | BROOKFIELD INFRASTRUCTURE CORP ORDINARY SHARES CLASS A (EXCHANGEABLE SUB (BIPC) - 2.46% |
| #24 | n/a (PLTR) - 0.62% | ALTRIA GROUP INC (MO) - 2.29% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.61% | STATE STREET INSTL US GOVT MMKT ADMIN (SALXX) - 2.09% |
| Total Holdings | 625 | 30 |
AVUQ vs DIVZ - Historical Returns
Returns include dividend reinvestment.
1M
AVUQ
+0.84%
Winner
DIVZ
+3.15%
3M
Winner
AVUQ
+5.39%
DIVZ
+5.12%
6M
Winner
AVUQ
+10.26%
DIVZ
+4.94%
1Y
Winner
AVUQ
+19.89%
DIVZ
+11.02%
5Y(CAGR)
AVUQ
N/A
DIVZ
+9.85%
Max(CAGR)
Winner
AVUQ
+25.61%
DIVZ
+11.58%
AVUQ vs DIVZ - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | AVUQ | DIVZ |
|---|---|---|
| 2026 | +10.09% | +6.29% |
| 2025 | +22.52% | +16.35% |
| 2024 | N/A | +17.39% |
| 2023 | N/A | -0.12% |
| 2022 | N/A | +2.45% |
| 2021 | N/A | +19.73% |
AVUQ vs DIVZ Drawdown Comparison
The maximum drawdown for AVUQ was -11.86%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The maximum drawdown for DIVZ was -15.44%, occurring on Sep 30, 2022. Recovery took 448 trading sessions.
The current AVUQ drawdown is -1.87%. The current DIVZ drawdown is -0.93%.
| Rank | AVUQ | DIVZ |
|---|---|---|
| #1 | -11.86% Mar 27, 2025 - May 12, 2025 | -15.44% Jun 7, 2022 - Mar 20, 2024 |
| #2 | -11.61% Oct 29, 2025 - Apr 15, 2026 | -8.98% Mar 3, 2025 - May 16, 2025 |
| #3 | -5.84% Jun 1, 2026 - Jun 10, 2026 | -7.25% Nov 29, 2024 - Feb 13, 2025 |
| #4 | -3.29% Oct 8, 2025 - Oct 24, 2025 | -6.77% Apr 20, 2022 - Jun 7, 2022 |
| #5 | -2.72% Aug 14, 2025 - Aug 28, 2025 | -5.96% Oct 22, 2021 - Dec 27, 2021 |
| #6 | -2.54% May 16, 2025 - Jun 2, 2025 | -5.83% Feb 27, 2026 - Apr 15, 2026 |
| #7 | -2.52% May 14, 2026 - May 28, 2026 | -5.14% Jun 10, 2021 - Oct 20, 2021 |
| #8 | -2.34% Jul 28, 2025 - Aug 8, 2025 | -4.58% Feb 9, 2022 - Mar 22, 2022 |
| #9 | -1.94% Aug 28, 2025 - Sep 4, 2025 | -4.55% Jul 31, 2024 - Aug 15, 2024 |
| #10 | -1.93% Sep 22, 2025 - Oct 8, 2025 | -4.08% Sep 11, 2025 - Nov 28, 2025 |
| #11 | -1.50% Jun 10, 2025 - Jun 24, 2025 | -3.95% Apr 3, 2024 - May 6, 2024 |
| #12 | -1.22% Apr 27, 2026 - May 5, 2026 | -3.84% Jan 14, 2022 - Feb 2, 2022 |
| #13 | -0.99% Apr 17, 2026 - Apr 22, 2026 | -3.05% Oct 18, 2024 - Nov 11, 2024 |
| #14 | -0.94% Jul 3, 2025 - Jul 14, 2025 | -2.95% Feb 24, 2021 - Mar 8, 2021 |
| #15 | -0.89% Apr 22, 2026 - Apr 24, 2026 | -2.93% May 15, 2024 - Jul 11, 2024 |
Correlation
Correlation between AVUQ and DIVZ is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2021 - 2026)
AVUQ vs DIVZ dividend yield comparison.
| Year | AVUQ | DIVZ |
|---|---|---|
| 2026 | 0.16% | 1.28% |
| 2025 | 0.32% | 2.60% |
| 2024 | 0.00% | 2.63% |
| 2023 | 0.00% | 3.66% |
| 2022 | 0.00% | 3.23% |
| 2021 | 0.00% | 3.83% |
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