AVUS vs IGV
Comparison between AVANTIS U.S. EQUITY ETF (AVUS, ETF) and ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF).
5-Year PerformanceAVUS has outperformed IGV, delivering a return of +13.5% compared to +6.0%
AVUS vs IGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVUS
$12B
IGV
$12B
Expense Ratio
Winner
AVUS
0.15%
IGV
0.39%
Max Drawdown
Winner
AVUS
37.04%
IGV
63.45%
Sharpe Ratio
Winner
AVUS
2.16
IGV
-0.43
5Y Beta
Winner
AVUS
0.98
IGV
1.23
P/E Ratio
Winner
AVUS
24.45
IGV
59.53
Forward P/E
AVUS
18.27
Winner
IGV
16.67
5Y Dividends CAGR
Winner
AVUS
14.19%
IGV
-14.38%
5Y EPS CAGR
Winner
AVUS
23.68%
IGV
23.66%
Debt to Equity
AVUS
N/A
IGV
43.11%
P/S Ratio
Winner
AVUS
2.30
IGV
6.84
P/B Ratio
Winner
AVUS
4.00
IGV
6.19
AVUS vs IGV - Holdings Comparison
AVUS and IGV have 53 common holdings. Overlap is 5.39%
AVUS's top 25 holdings weight is 37.92%. IGV's top 25 holdings weight is 84.64%.
| Rank | AVUS | IGV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.90% | ORACLE CORP (ORCL) - 9.23% |
| #2 | APPLE INC (AAPL) - 4.85% | MICROSOFT CORP (MSFT) - 8.75% |
| #3 | MICROSOFT CORP (MSFT) - 3.53% | n/a (PLTR) - 8.16% |
| #4 | AMAZON.COM INC (AMZN) - 3.21% | SALESFORCE INC (CRM) - 6.85% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.36% | PALO ALTO NETWORKS INC (PANW) - 5.37% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.29% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 5.22% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.89% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 4.33% |
| #8 | JPMORGAN CHASE & CO (JPM) - 1.34% | INTUIT INC (INTU) - 4.13% |
| #9 | EXXON MOBIL CORP (XOM) - 1.33% | ADOBE INC (ADBE) - 4.05% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.09% | SERVICENOW INC (NOW) - 3.87% |
| #11 | BROADCOM INC (AVGO) - 1.01% | SYNOPSYS INC (SNPS) - 3.50% |
| #12 | LAM RESEARCH CORP (LRCX) - 0.90% | CADENCE DESIGN SYSTEMS INC (CDNS) - 3.44% |
| #13 | CATERPILLAR INC (CAT) - 0.90% | STRATEGY INC CLASS A (MSTR) - 2.13% |
| #14 | TESLA INC (TSLA) - 0.80% | FORTINET INC (FTNT) - 2.07% |
| #15 | WALMART INC (WMT) - 0.78% | AUTODESK INC (ADSK) - 2.06% |
| #16 | COSTCO WHOLESALE CORP (COST) - 0.75% | ELECTRONIC ARTS INC (EA) - 1.82% |
| #17 | ELI LILLY AND CO (LLY) - 0.73% | DATADOG INC CLASS A (DDOG) - 1.69% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.72% | ROPER TECHNOLOGIES INC (ROP) - 1.52% |
| #19 | MERCK & CO INC (MRK) - 0.72% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.50% |
| #20 | VISA INC CLASS A (V) - 0.72% | WORKDAY INC CLASS A (WDAY) - 1.08% |
| #21 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% | FAIR ISAAC CORP (FICO) - 1.00% |
| #22 | CHEVRON CORP (CVX) - 0.67% | ZOOM COMMUNICATIONS INC (ZM) - 0.95% |
| #23 | APPLIED MATERIALS INC (AMAT) - 0.66% | PTC INC (PTC) - 0.67% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.55% | TRIMBLE INC (TRMB) - 0.66% |
| #25 | GILEAD SCIENCES INC (GILD) - 0.54% | TYLER TECHNOLOGIES INC (TYL) - 0.59% |
| Total Holdings | 1846 | 116 |
AVUS vs IGV - Historical Returns
Returns include dividend reinvestment.
1M
AVUS
+6.25%
Winner
IGV
+13.65%
3M
AVUS
+7.87%
Winner
IGV
+10.47%
6M
Winner
AVUS
+12.77%
IGV
-18.58%
1Y
Winner
AVUS
+31.05%
IGV
-12.98%
5Y(CAGR)
Winner
AVUS
+13.48%
IGV
+6.04%
10Y(CAGR)
AVUS
N/A
IGV
+16.11%
Max(CAGR)
Winner
AVUS
+16.25%
IGV
+9.21%
AVUS vs IGV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | AVUS | IGV |
|---|---|---|
| 2026 | +10.85% | -12.84% |
| 2025 | +16.80% | +5.79% |
| 2024 | +21.05% | +26.94% |
| 2023 | +22.55% | +58.23% |
| 2022 | -14.25% | -34.91% |
| 2021 | +30.39% | +14.54% |
| 2020 | +16.67% | +50.16% |
| 2019 | +8.87% | +35.03% |
| 2018 | N/A | +11.20% |
| 2017 | N/A | +40.67% |
| 2016 | N/A | +8.07% |
| 2015 | N/A | +12.72% |
| 2014 | N/A | +14.13% |
| 2013 | N/A | +26.84% |
| 2012 | N/A | +15.96% |
| 2011 | N/A | -8.47% |
| 2010 | N/A | +22.65% |
| 2009 | N/A | +41.64% |
| 2008 | N/A | -37.28% |
| 2007 | N/A | +15.64% |
| 2006 | N/A | +9.59% |
| 2005 | N/A | -4.50% |
| 2004 | N/A | +12.93% |
| 2003 | N/A | +43.77% |
| 2002 | N/A | -43.69% |
| 2001 | N/A | -13.15% |
AVUS vs IGV Drawdown Comparison
The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.
The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.
The current AVUS drawdown is -0.28%. The current IGV drawdown is -24.07%.
| Rank | AVUS | IGV |
|---|---|---|
| #1 | -37.04% Feb 19, 2020 - Aug 27, 2020 | -63.45% Jul 13, 2001 - Oct 8, 2007 |
| #2 | -22.20% Jan 4, 2022 - Dec 13, 2023 | -49.81% Oct 31, 2007 - Oct 26, 2010 |
| #3 | -19.74% Dec 4, 2024 - Jul 1, 2025 | -45.85% Nov 9, 2021 - Sep 24, 2024 |
| #4 | -9.15% Sep 2, 2020 - Oct 12, 2020 | -36.61% Sep 22, 2025 - Apr 10, 2026 |
| #5 | -8.68% Jul 16, 2024 - Sep 19, 2024 | -30.30% Feb 19, 2020 - May 29, 2020 |
| #6 | -7.85% Feb 25, 2026 - Apr 14, 2026 | -27.17% Dec 6, 2024 - Jul 3, 2025 |
| #7 | -6.89% Oct 12, 2020 - Nov 9, 2020 | -26.30% Jul 7, 2011 - Mar 13, 2012 |
| #8 | -5.56% Nov 16, 2021 - Dec 27, 2021 | -22.44% Sep 14, 2018 - Feb 22, 2019 |
| #9 | -5.49% Mar 28, 2024 - May 15, 2024 | -21.51% Dec 1, 2015 - May 27, 2016 |
| #10 | -4.79% Oct 27, 2025 - Nov 28, 2025 | -15.31% Feb 12, 2021 - Jun 24, 2021 |
| #11 | -4.24% Jan 20, 2021 - Feb 4, 2021 | -13.64% Apr 2, 2012 - Jan 25, 2013 |
| #12 | -4.24% Sep 2, 2021 - Oct 19, 2021 | -13.00% Aug 17, 2015 - Oct 28, 2015 |
| #13 | -4.23% May 7, 2021 - Jun 4, 2021 | -11.55% Mar 5, 2014 - Aug 11, 2014 |
| #14 | -4.06% Jul 12, 2021 - Jul 29, 2021 | -11.41% Sep 2, 2020 - Nov 27, 2020 |
| #15 | -4.00% Feb 24, 2021 - Mar 10, 2021 | -10.78% Jul 26, 2019 - Nov 25, 2019 |
Correlation
Correlation between AVUS and IGV is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2003 - 2026)
AVUS vs IGV dividend yield comparison.
| Year | AVUS | IGV |
|---|---|---|
| 2026 | 0.20% | 0.00% |
| 2025 | 1.08% | 0.00% |
| 2024 | 1.27% | 0.00% |
| 2023 | 1.41% | 0.01% |
| 2022 | 1.59% | 0.01% |
| 2021 | 1.08% | 0.00% |
| 2020 | 1.19% | 0.35% |
| 2019 | 0.35% | 0.02% |
| 2018 | 0.00% | 0.16% |
| 2017 | 0.00% | 0.09% |
| 2016 | 0.00% | 0.82% |
| 2015 | 0.00% | 0.22% |
| 2014 | 0.00% | 0.29% |
| 2013 | 0.00% | 0.33% |
| 2012 | 0.00% | 0.27% |
| 2011 | 0.00% | 0.04% |
| 2005 | 0.00% | 0.09% |
| 2004 | 0.00% | 0.48% |
| 2003 | 0.00% | 0.65% |
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