AVUS vs JCPB
Comparison between AVANTIS U.S. EQUITY ETF (AVUS, ETF) and JPMorgan Core Plus Bond ETF (JCPB, ETF).
5-Year PerformanceAVUS has outperformed JCPB, delivering a return of +12.5% compared to +1.2%
AVUS vs JCPB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVUS
$11B
JCPB
$11B
Expense Ratio
Winner
AVUS
0.15%
JCPB
0.38%
Max Drawdown
AVUS
37.04%
Winner
JCPB
22.96%
Sharpe Ratio
Winner
AVUS
2.24
JCPB
0.61
5Y Beta
AVUS
0.98
Winner
JCPB
0.04
P/E Ratio
AVUS
24.45
JCPB
N/A
Forward P/E
AVUS
18.33
JCPB
N/A
5Y Dividends CAGR
Winner
AVUS
14.19%
JCPB
9.35%
5Y EPS CAGR
AVUS
23.68%
JCPB
N/A
P/S Ratio
AVUS
2.25
JCPB
N/A
P/B Ratio
AVUS
3.91
JCPB
N/A
AVUS vs JCPB - Holdings Comparison
AVUS and JCPB have 1 common holdings. Overlap is -0.10%
AVUS's top 25 holdings weight is 37.92%. JCPB's top 25 holdings weight is 40.80%.
| Rank | AVUS | JCPB |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.90% | n/a (n/a) - 7.61% |
| #2 | APPLE INC (AAPL) - 4.85% | n/a (n/a) - 4.59% |
| #3 | MICROSOFT CORP (MSFT) - 3.53% | UNITED STATES TREASURY NOTES 4.5% (n/a) - 3.21% |
| #4 | AMAZON.COM INC (AMZN) - 3.21% | n/a (n/a) - 2.95% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.36% | n/a (n/a) - 2.90% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.29% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 2.31% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.89% | FREMF MORTGAGE TRUST 0% (n/a) - 1.84% |
| #8 | JPMORGAN CHASE & CO (JPM) - 1.34% | n/a (n/a) - 1.80% |
| #9 | EXXON MOBIL CORP (XOM) - 1.33% | n/a (n/a) - 1.35% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.09% | UNITED STATES TREASURY NOTES 0.5% (n/a) - 1.24% |
| #11 | BROADCOM INC (AVGO) - 1.01% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.20% |
| #12 | LAM RESEARCH CORP (LRCX) - 0.90% | n/a (n/a) - 1.09% |
| #13 | CATERPILLAR INC (CAT) - 0.90% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 1.09% |
| #14 | TESLA INC (TSLA) - 0.80% | U.S. TREASURY SECURITY STRIPPED INTEREST SECURITY 0% (n/a) - 0.90% |
| #15 | WALMART INC (WMT) - 0.78% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 0.74% |
| #16 | COSTCO WHOLESALE CORP (COST) - 0.75% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.71% |
| #17 | ELI LILLY AND CO (LLY) - 0.73% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.70% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.72% | UNITED STATES TREASURY BONDS 3% (n/a) - 0.68% |
| #19 | MERCK & CO INC (MRK) - 0.72% | UNITED STATES TREASURY BONDS 4% (n/a) - 0.68% |
| #20 | VISA INC CLASS A (V) - 0.72% | n/a (n/a) - 0.67% |
| #21 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.59% |
| #22 | CHEVRON CORP (CVX) - 0.67% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.54% |
| #23 | APPLIED MATERIALS INC (AMAT) - 0.66% | OTCBA FINRA CASH AT BROKER (n/a) - 0.52% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.55% | UNITED STATES TREASURY NOTES 1.125% (n/a) - 0.50% |
| #25 | GILEAD SCIENCES INC (GILD) - 0.54% | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.39% |
| Total Holdings | 1846 | 1670 |
AVUS vs JCPB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVUS
+7.89%
JCPB
+0.09%
3M
Winner
AVUS
+6.28%
JCPB
+0.12%
6M
Winner
AVUS
+14.79%
JCPB
+1.38%
1Y
Winner
AVUS
+35.69%
JCPB
+6.59%
5Y(CAGR)
Winner
AVUS
+12.52%
JCPB
+1.18%
Max(CAGR)
Winner
AVUS
+16.30%
JCPB
+2.82%
AVUS vs JCPB - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | AVUS | JCPB |
|---|---|---|
| 2026 | +10.98% | +0.90% |
| 2025 | +16.80% | +7.95% |
| 2024 | +21.05% | +3.38% |
| 2023 | +22.55% | +6.57% |
| 2022 | -14.25% | -12.45% |
| 2021 | +30.39% | -0.46% |
| 2020 | +16.67% | +8.93% |
| 2019 | +8.87% | +7.76% |
AVUS vs JCPB Drawdown Comparison
The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.
The maximum drawdown for JCPB was -16.68%, occurring on Oct 24, 2022. Recovery took 974 trading sessions.
The current AVUS drawdown is -0.02%. The current JCPB drawdown is -1.22%.
| Rank | AVUS | JCPB |
|---|---|---|
| #1 | -37.04% Feb 19, 2020 - Aug 27, 2020 | -16.68% Sep 14, 2021 - Aug 1, 2025 |
| #2 | -22.20% Jan 4, 2022 - Dec 13, 2023 | -6.03% Mar 6, 2020 - Jun 23, 2020 |
| #3 | -19.74% Dec 4, 2024 - Jul 1, 2025 | -3.48% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -9.15% Sep 2, 2020 - Oct 12, 2020 | -2.63% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -8.68% Jul 16, 2024 - Sep 19, 2024 | -2.12% Sep 5, 2019 - Oct 3, 2019 |
| #6 | -7.85% Feb 25, 2026 - Apr 14, 2026 | -1.97% Oct 7, 2019 - Jan 24, 2020 |
| #7 | -6.89% Oct 12, 2020 - Nov 9, 2020 | -1.49% Aug 4, 2020 - Nov 30, 2020 |
| #8 | -5.56% Nov 16, 2021 - Dec 27, 2021 | -1.05% Oct 28, 2025 - Nov 25, 2025 |
| #9 | -5.49% Mar 28, 2024 - May 15, 2024 | -0.88% Aug 3, 2021 - Sep 14, 2021 |
| #10 | -4.79% Oct 27, 2025 - Nov 28, 2025 | -0.83% Nov 26, 2025 - Jan 13, 2026 |
| #11 | -4.24% Jan 20, 2021 - Feb 4, 2021 | -0.71% Jul 5, 2019 - Aug 2, 2019 |
| #12 | -4.24% Sep 2, 2021 - Oct 19, 2021 | -0.68% Sep 16, 2025 - Oct 13, 2025 |
| #13 | -4.23% May 7, 2021 - Jun 4, 2021 | -0.65% Jan 14, 2026 - Feb 5, 2026 |
| #14 | -4.06% Jul 12, 2021 - Jul 29, 2021 | -0.56% Apr 1, 2019 - May 7, 2019 |
| #15 | -4.00% Feb 24, 2021 - Mar 10, 2021 | -0.53% Jan 31, 2020 - Feb 10, 2020 |
Correlation
Correlation between AVUS and JCPB is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2019 - 2026)
AVUS vs JCPB dividend yield comparison.
| Year | AVUS | JCPB |
|---|---|---|
| 2026 | 0.20% | 1.62% |
| 2025 | 1.08% | 4.90% |
| 2024 | 1.27% | 5.16% |
| 2023 | 1.41% | 4.32% |
| 2022 | 1.59% | 3.01% |
| 2021 | 1.08% | 2.19% |
| 2020 | 1.19% | 2.97% |
| 2019 | 0.35% | 3.01% |
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