AVUS vs MGV

Comparison between AVANTIS U.S. EQUITY ETF (AVUS, ETF) and VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES (MGV, ETF).

5-Year PerformanceAVUS has outperformed MGV, delivering a return of +13.5% compared to +12.0%

AVUS vs MGV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVUS(ETF)	MGV(ETF)
Net Assets	$12B	$12B
Expense Ratio	0.15%	0.05%
Max Drawdown	37.04%	57.07%
Sharpe Ratio	2.16	2.04
5Y Beta	0.98	0.65
P/E Ratio	24.45	21.36
Forward P/E	18.27	17.37
PEG Ratio	N/A	0.41
5Y Dividends CAGR	14.19%	11.56%
5Y EPS CAGR	23.68%	11.17%
Debt to Equity	N/A	4.29%
P/S Ratio	2.30	2.49
P/B Ratio	4.00	3.54

Net Assets

Winner

AVUS

$12B

MGV

$12B

Expense Ratio

AVUS

0.15%

Winner

MGV

0.05%

Max Drawdown

Winner

AVUS

37.04%

MGV

57.07%

Sharpe Ratio

Winner

AVUS

2.16

MGV

2.04

5Y Beta

AVUS

0.98

Winner

MGV

0.65

P/E Ratio

AVUS

24.45

Winner

MGV

21.36

Forward P/E

AVUS

18.27

Winner

MGV

17.37

PEG Ratio

AVUS

N/A

MGV

0.41

5Y Dividends CAGR

Winner

AVUS

14.19%

MGV

11.56%

5Y EPS CAGR

Winner

AVUS

23.68%

MGV

11.17%

Debt to Equity

AVUS

N/A

MGV

4.29%

P/S Ratio

Winner

AVUS

2.30

MGV

2.49

P/B Ratio

AVUS

4.00

Winner

MGV

3.54

AVUS vs MGV - Holdings Comparison

AVUS and MGV have 110 common holdings. Overlap is 28.77%

AVUS's top 25 holdings weight is 37.92%. MGV's top 25 holdings weight is 47.96%.

Rank	AVUS	MGV
#1	NVIDIA CORP (NVDA) - 4.90%	JPMORGAN CHASE & CO (JPM) - 3.81%
#2	APPLE INC (AAPL) - 4.85%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.46%
#3	MICROSOFT CORP (MSFT) - 3.53%	EXXON MOBIL CORP (XOM) - 3.19%
#4	AMAZON.COM INC (AMZN) - 3.21%	JOHNSON & JOHNSON (JNJ) - 2.97%
#5	ALPHABET INC CLASS A (GOOGL) - 2.36%	WALMART INC (WMT) - 2.79%
#6	META PLATFORMS INC CLASS A (META) - 2.29%	MICRON TECHNOLOGY INC (MU) - 2.31%
#7	ALPHABET INC CLASS C (GOOG) - 1.89%	COSTCO WHOLESALE CORP (COST) - 2.23%
#8	JPMORGAN CHASE & CO (JPM) - 1.34%	ABBVIE INC (ABBV) - 2.04%
#9	EXXON MOBIL CORP (XOM) - 1.33%	PROCTER & GAMBLE CO (PG) - 1.94%
#10	MICRON TECHNOLOGY INC (MU) - 1.09%	THE HOME DEPOT INC (HD) - 1.88%
#11	BROADCOM INC (AVGO) - 1.01%	CHEVRON CORP (CVX) - 1.77%
#12	LAM RESEARCH CORP (LRCX) - 0.90%	GE AEROSPACE (GE) - 1.70%
#13	CATERPILLAR INC (CAT) - 0.90%	CATERPILLAR INC (CAT) - 1.57%
#14	TESLA INC (TSLA) - 0.80%	BANK OF AMERICA CORP (BAC) - 1.55%
#15	WALMART INC (WMT) - 0.78%	MERCK & CO INC (MRK) - 1.53%
#16	COSTCO WHOLESALE CORP (COST) - 0.75%	APPLIED MATERIALS INC (AMAT) - 1.47%
#17	ELI LILLY AND CO (LLY) - 0.73%	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.44%
#18	JOHNSON & JOHNSON (JNJ) - 0.72%	CISCO SYSTEMS INC (CSCO) - 1.40%
#19	MERCK & CO INC (MRK) - 0.72%	COCA-COLA CO (KO) - 1.39%
#20	VISA INC CLASS A (V) - 0.72%	RTX CORP (RTX) - 1.35%
#21	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68%	UNITEDHEALTH GROUP INC (UNH) - 1.32%
#22	CHEVRON CORP (CVX) - 0.67%	WELLS FARGO & CO (WFC) - 1.27%
#23	APPLIED MATERIALS INC (AMAT) - 0.66%	THE GOLDMAN SACHS GROUP INC (GS) - 1.22%
#24	MASTERCARD INC CLASS A (MA) - 0.55%	BERKSHIRE HATHAWAY INC CLASS A (BRK-A) - 1.18%
#25	GILEAD SCIENCES INC (GILD) - 0.54%	LINDE PLC (LIN) - 1.18%
Total Holdings	1846	133

AVUS vs MGV - Historical Returns

Returns include dividend reinvestment.

Period	AVUS	MGV
1 month	+6.25%	+3.60%
3 months	+7.87%	+2.76%
6 months	+12.77%	+11.90%
1 year	+31.05%	+24.69%
5 years(CAGR)	+13.48%	+12.05%
10 years(CAGR)	N/A	+12.71%
Max(CAGR)	+16.25%	+9.11%

Winner

AVUS

+6.25%

MGV

+3.60%

Winner

AVUS

+7.87%

MGV

+2.76%

Winner

AVUS

+12.77%

MGV

+11.90%

Winner

AVUS

+31.05%

MGV

+24.69%

5Y(CAGR)

Winner

AVUS

+13.48%

MGV

+12.05%

10Y(CAGR)

AVUS

N/A

MGV

+12.71%

Max(CAGR)

Winner

AVUS

+16.25%

MGV

+9.11%

AVUS vs MGV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	AVUS	MGV
2026	+10.85%	+9.44%
2025	+16.80%	+15.69%
2024	+21.05%	+16.14%
2023	+22.55%	+9.44%
2022	-14.25%	-1.69%
2021	+30.39%	+27.43%
2020	+16.67%	+1.87%
2019	+8.87%	+25.48%
2018	N/A	-4.44%
2017	N/A	+16.00%
2016	N/A	+18.26%
2015	N/A	-0.17%
2014	N/A	+13.94%
2013	N/A	+28.83%
2012	N/A	+13.14%
2011	N/A	+0.18%
2010	N/A	+11.13%
2009	N/A	+12.92%
2008	N/A	-34.86%
2007	N/A	-0.46%

AVUS vs MGV Drawdown Comparison

The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.

The maximum drawdown for MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 1213 trading sessions.

The current AVUS drawdown is -0.28%.

Rank	AVUS	MGV
#1	-37.04% Feb 19, 2020 - Aug 27, 2020	-55.86% Dec 27, 2007 - Oct 18, 2012
#2	-22.20% Jan 4, 2022 - Dec 13, 2023	-35.41% Jan 17, 2020 - Dec 4, 2020
#3	-19.74% Dec 4, 2024 - Jul 1, 2025	-16.63% Sep 21, 2018 - Apr 23, 2019
#4	-9.15% Sep 2, 2020 - Oct 12, 2020	-16.55% Apr 20, 2022 - Jul 20, 2023
#5	-8.68% Jul 16, 2024 - Sep 19, 2024	-13.18% Feb 19, 2025 - Jul 1, 2025
#6	-7.85% Feb 25, 2026 - Apr 14, 2026	-12.88% May 21, 2015 - Apr 18, 2016
#7	-6.89% Oct 12, 2020 - Nov 9, 2020	-11.02% Jan 26, 2018 - Sep 14, 2018
#8	-5.56% Nov 16, 2021 - Dec 27, 2021	-9.07% Jul 24, 2023 - Dec 13, 2023
#9	-5.49% Mar 28, 2024 - May 15, 2024	-7.73% Oct 18, 2012 - Jan 2, 2013
#10	-4.79% Oct 27, 2025 - Nov 28, 2025	-7.68% Sep 19, 2014 - Nov 6, 2014
#11	-4.24% Jan 20, 2021 - Feb 4, 2021	-7.06% Nov 29, 2024 - Feb 19, 2025
#12	-4.24% Sep 2, 2021 - Oct 19, 2021	-6.71% Jan 11, 2022 - Mar 29, 2022
#13	-4.23% May 7, 2021 - Jun 4, 2021	-6.55% Jul 29, 2019 - Oct 22, 2019
#14	-4.06% Jul 12, 2021 - Jul 29, 2021	-6.41% Feb 11, 2026 - Apr 30, 2026
#15	-4.00% Feb 24, 2021 - Mar 10, 2021	-6.00% Apr 30, 2019 - Jun 20, 2019

Correlation

Correlation between AVUS and MGV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2008 - 2026)

AVUS vs MGV dividend yield comparison.

Year	AVUS	MGV
2026	0.20%	0.51%
2025	1.08%	2.04%
2024	1.27%	2.31%
2023	1.41%	2.48%
2022	1.59%	2.45%
2021	1.08%	2.17%
2020	1.19%	2.47%
2019	0.35%	2.69%
2018	0.00%	2.65%
2017	0.00%	2.34%
2016	0.00%	2.53%
2015	0.00%	2.59%
2014	0.00%	2.26%
2013	0.00%	2.29%
2012	0.00%	2.80%
2011	0.00%	2.75%
2010	0.00%	2.37%
2009	0.00%	3.01%
2008	0.00%	3.39%