AVUS vs ESGV
Comparison between AVANTIS U.S. EQUITY ETF (AVUS, ETF) and VANGUARD ESG U.S. STOCK ETF ETF SHARES (ESGV, ETF).
5-Year PerformanceAVUS has outperformed ESGV, delivering a return of +12.5% compared to +12.0%
AVUS vs ESGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVUS
$11B
Winner
ESGV
$11B
Expense Ratio
AVUS
0.15%
Winner
ESGV
0.09%
Max Drawdown
AVUS
37.04%
Winner
ESGV
33.86%
Sharpe Ratio
Winner
AVUS
2.24
ESGV
1.87
5Y Beta
Winner
AVUS
0.98
ESGV
1.05
P/E Ratio
Winner
AVUS
24.45
ESGV
27.59
Forward P/E
Winner
AVUS
18.33
ESGV
20.68
5Y Dividends CAGR
Winner
AVUS
14.19%
ESGV
12.06%
5Y EPS CAGR
AVUS
23.68%
Winner
ESGV
25.82%
Debt to Equity
AVUS
N/A
ESGV
12.22%
P/S Ratio
Winner
AVUS
2.25
ESGV
3.30
P/B Ratio
Winner
AVUS
3.91
ESGV
5.11
AVUS vs ESGV - Holdings Comparison
AVUS and ESGV have 858 common holdings. Overlap is 58.98%
AVUS's top 25 holdings weight is 37.92%. ESGV's top 25 holdings weight is 53.72%.
| Rank | AVUS | ESGV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.90% | NVIDIA CORP (NVDA) - 7.68% |
| #2 | APPLE INC (AAPL) - 4.85% | APPLE INC (AAPL) - 7.53% |
| #3 | MICROSOFT CORP (MSFT) - 3.53% | MICROSOFT CORP (MSFT) - 6.76% |
| #4 | AMAZON.COM INC (AMZN) - 3.21% | AMAZON.COM INC (AMZN) - 4.15% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.36% | BROADCOM INC (AVGO) - 3.45% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.29% | ALPHABET INC CLASS A (GOOGL) - 3.42% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.89% | ALPHABET INC CLASS C (GOOG) - 2.83% |
| #8 | JPMORGAN CHASE & CO (JPM) - 1.34% | META PLATFORMS INC CLASS A (META) - 2.62% |
| #9 | EXXON MOBIL CORP (XOM) - 1.33% | TESLA INC (TSLA) - 2.24% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.09% | JPMORGAN CHASE & CO (JPM) - 1.61% |
| #11 | BROADCOM INC (AVGO) - 1.01% | ELI LILLY AND CO (LLY) - 1.60% |
| #12 | LAM RESEARCH CORP (LRCX) - 0.90% | VISA INC CLASS A (V) - 1.06% |
| #13 | CATERPILLAR INC (CAT) - 0.90% | NETFLIX INC (NFLX) - 0.85% |
| #14 | TESLA INC (TSLA) - 0.80% | MASTERCARD INC CLASS A (MA) - 0.83% |
| #15 | WALMART INC (WMT) - 0.78% | ABBVIE INC (ABBV) - 0.75% |
| #16 | COSTCO WHOLESALE CORP (COST) - 0.75% | COSTCO WHOLESALE CORP (COST) - 0.75% |
| #17 | ELI LILLY AND CO (LLY) - 0.73% | n/a (PLTR) - 0.68% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.72% | BANK OF AMERICA CORP (BAC) - 0.67% |
| #19 | MERCK & CO INC (MRK) - 0.72% | THE HOME DEPOT INC (HD) - 0.66% |
| #20 | VISA INC CLASS A (V) - 0.72% | PROCTER & GAMBLE CO (PG) - 0.65% |
| #21 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% | ADVANCED MICRO DEVICES INC (AMD) - 0.65% |
| #22 | CHEVRON CORP (CVX) - 0.67% | ORACLE CORP (ORCL) - 0.62% |
| #23 | APPLIED MATERIALS INC (AMAT) - 0.66% | CISCO SYSTEMS INC (CSCO) - 0.57% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.55% | UNITEDHEALTH GROUP INC (UNH) - 0.56% |
| #25 | GILEAD SCIENCES INC (GILD) - 0.54% | COCA-COLA CO (KO) - 0.53% |
| Total Holdings | 1846 | 1273 |
AVUS vs ESGV - Historical Returns
Returns include dividend reinvestment.
1M
AVUS
+7.89%
Winner
ESGV
+11.04%
3M
AVUS
+6.28%
Winner
ESGV
+7.57%
6M
Winner
AVUS
+14.79%
ESGV
+10.00%
1Y
Winner
AVUS
+35.69%
ESGV
+32.00%
5Y(CAGR)
Winner
AVUS
+12.52%
ESGV
+12.04%
Max(CAGR)
Winner
AVUS
+16.30%
ESGV
+14.56%
AVUS vs ESGV - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | AVUS | ESGV |
|---|---|---|
| 2026 | +10.98% | +7.85% |
| 2025 | +16.80% | +16.78% |
| 2024 | +21.05% | +25.78% |
| 2023 | +22.55% | +31.30% |
| 2022 | -14.25% | -24.39% |
| 2021 | +30.39% | +28.15% |
| 2020 | +16.67% | +24.59% |
| 2019 | +8.87% | +33.24% |
| 2018 | N/A | -14.58% |
AVUS vs ESGV Drawdown Comparison
The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.
The maximum drawdown for ESGV was -33.67%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.
The current AVUS drawdown is -0.02%.
| Rank | AVUS | ESGV |
|---|---|---|
| #1 | -37.04% Feb 19, 2020 - Aug 27, 2020 | -33.67% Feb 19, 2020 - Jul 22, 2020 |
| #2 | -22.20% Jan 4, 2022 - Dec 13, 2023 | -28.81% Dec 27, 2021 - Jan 19, 2024 |
| #3 | -19.74% Dec 4, 2024 - Jul 1, 2025 | -20.41% Feb 19, 2025 - Jun 27, 2025 |
| #4 | -9.15% Sep 2, 2020 - Oct 12, 2020 | -19.89% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -8.68% Jul 16, 2024 - Sep 19, 2024 | -11.60% Jan 12, 2026 - Apr 17, 2026 |
| #6 | -7.85% Feb 25, 2026 - Apr 14, 2026 | -9.63% Sep 2, 2020 - Nov 11, 2020 |
| #7 | -6.89% Oct 12, 2020 - Nov 9, 2020 | -9.31% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -5.56% Nov 16, 2021 - Dec 27, 2021 | -7.03% May 3, 2019 - Jun 20, 2019 |
| #9 | -5.49% Mar 28, 2024 - May 15, 2024 | -6.38% Mar 28, 2024 - May 15, 2024 |
| #10 | -4.79% Oct 27, 2025 - Nov 28, 2025 | -6.26% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -4.24% Jan 20, 2021 - Feb 4, 2021 | -5.94% Oct 28, 2025 - Dec 23, 2025 |
| #12 | -4.24% Sep 2, 2021 - Oct 19, 2021 | -5.83% Sep 3, 2021 - Oct 21, 2021 |
| #13 | -4.23% May 7, 2021 - Jun 4, 2021 | -5.79% Feb 12, 2021 - Apr 1, 2021 |
| #14 | -4.06% Jul 12, 2021 - Jul 29, 2021 | -4.82% Nov 16, 2021 - Dec 27, 2021 |
| #15 | -4.00% Feb 24, 2021 - Mar 10, 2021 | -4.59% Apr 29, 2021 - Jun 10, 2021 |
Correlation
Correlation between AVUS and ESGV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2018 - 2026)
AVUS vs ESGV dividend yield comparison.
| Year | AVUS | ESGV |
|---|---|---|
| 2026 | 0.20% | 0.23% |
| 2025 | 1.08% | 0.91% |
| 2024 | 1.27% | 1.04% |
| 2023 | 1.41% | 1.16% |
| 2022 | 1.59% | 1.42% |
| 2021 | 1.08% | 0.95% |
| 2020 | 1.19% | 1.11% |
| 2019 | 0.35% | 1.27% |
| 2018 | 0.00% | 0.28% |
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