AVUQ vs SPTB
Comparison between AVANTIS U.S. QUALITY ETF (AVUQ, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO TREASURY ETF (SPTB, ETF).
AVUQ vs SPTB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVUQ
$287M
Winner
SPTB
$287M
Expense Ratio
AVUQ
0.15%
Winner
SPTB
0.03%
Max Drawdown
AVUQ
11.86%
Winner
SPTB
6.47%
Sharpe Ratio
Winner
AVUQ
0.83
SPTB
-0.52
5Y Beta
AVUQ
1.05
Winner
SPTB
0.00
P/E Ratio
AVUQ
28.76
SPTB
N/A
Forward P/E
AVUQ
23.34
SPTB
N/A
5Y EPS CAGR
AVUQ
33.68%
SPTB
N/A
Debt to Equity
AVUQ
61.42%
SPTB
N/A
P/S Ratio
AVUQ
4.40
SPTB
N/A
P/B Ratio
AVUQ
9.81
SPTB
N/A
AVUQ vs SPTB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVUQ
+3.09%
SPTB
+0.72%
3M
AVUQ
+0.31%
Winner
SPTB
+0.39%
6M
Winner
AVUQ
+9.87%
SPTB
-1.23%
1Y
Winner
AVUQ
+17.70%
SPTB
+2.07%
Max(CAGR)
Winner
AVUQ
+24.23%
SPTB
+3.74%
AVUQ vs SPTB - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | AVUQ | SPTB |
|---|---|---|
| 2026 | +10.78% | +0.21% |
| 2025 | +22.52% | +6.10% |
| 2024 | N/A | +2.17% |
AVUQ vs SPTB Drawdown Comparison
The maximum drawdown for AVUQ was -11.86%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The maximum drawdown for SPTB was -4.96%, occurring on Jan 14, 2025. Recovery took 138 trading sessions.
The current AVUQ drawdown is -2.41%. The current SPTB drawdown is -1.68%.
| Rank | AVUQ | SPTB |
|---|---|---|
| #1 | -11.86% Mar 27, 2025 - May 12, 2025 | -4.96% Sep 16, 2024 - Apr 4, 2025 |
| #2 | -11.61% Oct 29, 2025 - Apr 15, 2026 | -2.90% Feb 27, 2026 - May 19, 2026 |
| #3 | -6.48% Jun 1, 2026 - Aug 4, 2026 | -2.66% Apr 4, 2025 - Aug 1, 2025 |
| #4 | -3.29% Oct 8, 2025 - Oct 24, 2025 | -1.33% Jun 14, 2024 - Jul 11, 2024 |
| #5 | -2.82% Aug 13, 2026 - Aug 24, 2026 | -1.20% Aug 5, 2024 - Aug 21, 2024 |
| #6 | -2.72% Aug 14, 2025 - Aug 28, 2025 | -1.01% Oct 22, 2025 - Nov 26, 2025 |
| #7 | -2.54% May 16, 2025 - Jun 2, 2025 | -0.98% May 21, 2024 - Jun 3, 2024 |
| #8 | -2.52% May 14, 2026 - May 28, 2026 | -0.92% Jun 6, 2024 - Jun 13, 2024 |
| #9 | -2.34% Jul 28, 2025 - Aug 8, 2025 | -0.90% Nov 26, 2025 - Feb 10, 2026 |
| #10 | -1.94% Aug 28, 2025 - Sep 4, 2025 | -0.67% Jul 17, 2024 - Jul 30, 2024 |
| #11 | -1.93% Sep 22, 2025 - Oct 8, 2025 | -0.66% Sep 16, 2025 - Oct 10, 2025 |
| #12 | -1.50% Jun 10, 2025 - Jun 24, 2025 | -0.57% Aug 21, 2024 - Sep 4, 2024 |
| #13 | -1.22% Apr 27, 2026 - May 5, 2026 | -0.56% Aug 5, 2025 - Aug 27, 2025 |
| #14 | -0.99% Apr 17, 2026 - Apr 22, 2026 | -0.27% Aug 28, 2025 - Sep 3, 2025 |
| #15 | -0.94% Jul 3, 2025 - Jul 14, 2025 | -0.22% Jul 12, 2024 - Jul 16, 2024 |
Correlation
Correlation between AVUQ and SPTB is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2024 - 2026)
AVUQ vs SPTB dividend yield comparison.
| Year | AVUQ | SPTB |
|---|---|---|
| 2026 | 0.16% | 2.39% |
| 2025 | 0.32% | 4.23% |
| 2024 | 0.00% | 2.76% |
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