AVUS vs SPTM
Comparison between AVANTIS U.S. EQUITY ETF (AVUS, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM, ETF).
5-Year PerformanceAVUS has outperformed SPTM, delivering a return of +13.2% compared to +12.8%
AVUS vs SPTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVUS
$14B
SPTM
$14B
Expense Ratio
AVUS
0.15%
Winner
SPTM
0.03%
Max Drawdown
Winner
AVUS
37.04%
SPTM
55.96%
Sharpe Ratio
Winner
AVUS
1.60
SPTM
1.30
5Y Beta
AVUS
0.97
Winner
SPTM
0.97
P/E Ratio
Winner
AVUS
22.04
SPTM
24.07
Forward P/E
Winner
AVUS
18.13
SPTM
20.19
5Y Dividends CAGR
Winner
AVUS
14.46%
SPTM
7.12%
5Y EPS CAGR
AVUS
22.81%
Winner
SPTM
24.57%
Debt to Equity
AVUS
N/A
SPTM
49.94%
P/S Ratio
Winner
AVUS
2.34
SPTM
3.18
P/B Ratio
Winner
AVUS
4.09
SPTM
4.87
AVUS vs SPTM - Holdings Comparison
AVUS and SPTM have 1124 common holdings. Overlap is 68.37%
AVUS's top 25 holdings weight is 37.92%. SPTM's top 25 holdings weight is 47.63%.
| Rank | AVUS | SPTM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.90% | NVIDIA CORP (NVDA) - 7.15% |
| #2 | APPLE INC (AAPL) - 4.85% | APPLE INC (AAPL) - 6.31% |
| #3 | MICROSOFT CORP (MSFT) - 3.53% | MICROSOFT CORP (MSFT) - 5.66% |
| #4 | AMAZON.COM INC (AMZN) - 3.21% | AMAZON.COM INC (AMZN) - 3.52% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.36% | ALPHABET INC CLASS A (GOOGL) - 2.85% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.29% | BROADCOM INC (AVGO) - 2.57% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.89% | ALPHABET INC CLASS C (GOOG) - 2.29% |
| #8 | JPMORGAN CHASE & CO (JPM) - 1.34% | META PLATFORMS INC CLASS A (META) - 2.26% |
| #9 | EXXON MOBIL CORP (XOM) - 1.33% | TESLA INC (TSLA) - 2.13% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.09% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BROADCOM INC (AVGO) - 1.01% | JPMORGAN CHASE & CO (JPM) - 1.40% |
| #12 | LAM RESEARCH CORP (LRCX) - 0.90% | ELI LILLY AND CO (LLY) - 1.33% |
| #13 | CATERPILLAR INC (CAT) - 0.90% | VISA INC CLASS A (V) - 0.93% |
| #14 | TESLA INC (TSLA) - 0.80% | EXXON MOBIL CORP (XOM) - 0.78% |
| #15 | WALMART INC (WMT) - 0.78% | JOHNSON & JOHNSON (JNJ) - 0.78% |
| #16 | COSTCO WHOLESALE CORP (COST) - 0.75% | WALMART INC (WMT) - 0.76% |
| #17 | ELI LILLY AND CO (LLY) - 0.73% | MASTERCARD INC CLASS A (MA) - 0.74% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.72% | n/a (PLTR) - 0.69% |
| #19 | MERCK & CO INC (MRK) - 0.72% | ABBVIE INC (ABBV) - 0.63% |
| #20 | VISA INC CLASS A (V) - 0.72% | NETFLIX INC (NFLX) - 0.62% |
| #21 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% | COSTCO WHOLESALE CORP (COST) - 0.60% |
| #22 | CHEVRON CORP (CVX) - 0.67% | BANK OF AMERICA CORP (BAC) - 0.59% |
| #23 | APPLIED MATERIALS INC (AMAT) - 0.66% | ADVANCED MICRO DEVICES INC (AMD) - 0.54% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.55% | THE HOME DEPOT INC (HD) - 0.54% |
| #25 | GILEAD SCIENCES INC (GILD) - 0.54% | PROCTER & GAMBLE CO (PG) - 0.53% |
| Total Holdings | 1846 | 1515 |
AVUS vs SPTM - Historical Returns
Returns include dividend reinvestment.
1M
AVUS
+1.95%
Winner
SPTM
+2.27%
3M
Winner
AVUS
+4.59%
SPTM
+3.59%
6M
Winner
AVUS
+11.79%
SPTM
+11.37%
1Y
Winner
AVUS
+26.88%
SPTM
+22.03%
5Y(CAGR)
Winner
AVUS
+13.19%
SPTM
+12.80%
10Y(CAGR)
AVUS
N/A
SPTM
+14.97%
Max(CAGR)
Winner
AVUS
+16.40%
SPTM
+8.89%
AVUS vs SPTM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | AVUS | SPTM |
|---|---|---|
| 2026 | +16.59% | +13.04% |
| 2025 | +16.80% | +17.16% |
| 2024 | +21.05% | +24.55% |
| 2023 | +22.55% | +26.02% |
| 2022 | -14.25% | -18.20% |
| 2021 | +30.39% | +30.31% |
| 2020 | +16.67% | +17.02% |
| 2019 | +8.87% | +31.34% |
| 2018 | N/A | -5.72% |
| 2017 | N/A | +20.28% |
| 2016 | N/A | +14.77% |
| 2015 | N/A | +1.05% |
| 2014 | N/A | +14.39% |
| 2013 | N/A | +30.04% |
| 2012 | N/A | +14.09% |
| 2011 | N/A | -0.13% |
| 2010 | N/A | +15.00% |
| 2009 | N/A | +24.27% |
| 2008 | N/A | -35.95% |
| 2007 | N/A | +5.42% |
| 2006 | N/A | +13.22% |
| 2005 | N/A | +8.08% |
| 2004 | N/A | +10.82% |
| 2003 | N/A | +22.72% |
| 2002 | N/A | -21.86% |
| 2001 | N/A | -7.31% |
| 2000 | N/A | -2.67% |
AVUS vs SPTM Drawdown Comparison
The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.
The maximum drawdown for SPTM was -54.81%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.
The current AVUS drawdown is -1.42%. The current SPTM drawdown is -1.59%.
| Rank | AVUS | SPTM |
|---|---|---|
| #1 | -37.04% Feb 19, 2020 - Aug 27, 2020 | -54.81% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -22.20% Jan 4, 2022 - Dec 13, 2023 | -40.96% Nov 7, 2000 - Nov 23, 2005 |
| #3 | -19.74% Dec 4, 2024 - Jul 1, 2025 | -34.65% Feb 19, 2020 - Aug 17, 2020 |
| #4 | -9.15% Sep 2, 2020 - Oct 12, 2020 | -24.15% Jan 4, 2022 - Dec 13, 2023 |
| #5 | -8.68% Jul 16, 2024 - Sep 19, 2024 | -20.19% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -7.85% Feb 25, 2026 - Apr 14, 2026 | -18.87% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -6.89% Oct 12, 2020 - Nov 9, 2020 | -14.80% Jun 22, 2015 - Jun 8, 2016 |
| #8 | -5.56% Nov 16, 2021 - Dec 27, 2021 | -10.29% Apr 2, 2012 - Aug 17, 2012 |
| #9 | -5.49% Mar 28, 2024 - May 15, 2024 | -9.79% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -4.79% Oct 27, 2025 - Nov 28, 2025 | -9.46% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -4.24% Jan 20, 2021 - Feb 4, 2021 | -9.44% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -4.24% Sep 2, 2021 - Oct 19, 2021 | -8.69% Feb 9, 2026 - Apr 14, 2026 |
| #13 | -4.23% May 7, 2021 - Jun 4, 2021 | -8.36% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.06% Jul 12, 2021 - Jul 29, 2021 | -8.35% May 8, 2006 - Sep 26, 2006 |
| #15 | -4.00% Feb 24, 2021 - Mar 10, 2021 | -7.50% Sep 19, 2014 - Oct 31, 2014 |
Correlation
Correlation between AVUS and SPTM is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
AVUS vs SPTM dividend yield comparison.
| Year | AVUS | SPTM |
|---|---|---|
| 2026 | 0.44% | 0.52% |
| 2025 | 1.08% | 1.13% |
| 2024 | 1.27% | 1.28% |
| 2023 | 1.41% | 1.44% |
| 2022 | 1.59% | 1.69% |
| 2021 | 1.08% | 1.25% |
| 2020 | 1.19% | 1.56% |
| 2019 | 0.35% | 1.72% |
| 2018 | 0.00% | 1.90% |
| 2017 | 0.00% | 1.66% |
| 2016 | 0.00% | 1.91% |
| 2015 | 0.00% | 1.92% |
| 2014 | 0.00% | 2.08% |
| 2013 | 0.00% | 1.63% |
| 2012 | 0.00% | 1.95% |
| 2011 | 0.00% | 1.82% |
| 2010 | 0.00% | 1.19% |
| 2009 | 0.00% | 1.68% |
| 2008 | 0.00% | 2.79% |
| 2007 | 0.00% | 1.60% |
| 2006 | 0.00% | 1.51% |
| 2005 | 0.00% | 1.62% |
| 2004 | 0.00% | 1.80% |
| 2003 | 0.00% | 1.42% |
| 2002 | 0.00% | 1.48% |
| 2001 | 0.00% | 1.33% |
| 2000 | 0.00% | 0.24% |
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