AVUS vs SUB

Comparison between AVANTIS U.S. EQUITY ETF (AVUS, ETF) and ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF).

5-Year PerformanceAVUS has outperformed SUB, delivering a return of +12.5% compared to +1.4%

AVUS vs SUB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVUS(ETF)	SUB(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.15%	0.07%
Max Drawdown	37.04%	11.72%
Sharpe Ratio	2.24	-0.24
5Y Beta	0.98	0.00
P/E Ratio	24.45	N/A
Forward P/E	18.33	N/A
5Y Dividends CAGR	14.19%	19.17%
5Y EPS CAGR	23.68%	N/A
P/S Ratio	2.25	N/A
P/B Ratio	3.91	N/A

Net Assets

AVUS

$11B

SUB

$11B

Expense Ratio

AVUS

0.15%

Winner

SUB

0.07%

Max Drawdown

AVUS

37.04%

Winner

SUB

11.72%

Sharpe Ratio

Winner

AVUS

2.24

SUB

-0.24

5Y Beta

AVUS

0.98

Winner

SUB

0.00

P/E Ratio

AVUS

24.45

SUB

N/A

Forward P/E

AVUS

18.33

SUB

N/A

5Y Dividends CAGR

AVUS

14.19%

Winner

SUB

19.17%

5Y EPS CAGR

AVUS

23.68%

SUB

N/A

P/S Ratio

AVUS

2.25

SUB

N/A

P/B Ratio

AVUS

3.91

SUB

N/A

AVUS vs SUB - Historical Returns

Returns include dividend reinvestment.

Period	AVUS	SUB
1 month	+7.89%	+0.05%
3 months	+6.28%	-0.17%
6 months	+14.79%	+1.24%
1 year	+35.69%	+3.43%
5 years(CAGR)	+12.52%	+1.43%
10 years(CAGR)	N/A	+1.45%
Max(CAGR)	+16.30%	+1.58%

Winner

AVUS

+7.89%

SUB

+0.05%

Winner

AVUS

+6.28%

SUB

-0.17%

Winner

AVUS

+14.79%

SUB

+1.24%

Winner

AVUS

+35.69%

SUB

+3.43%

5Y(CAGR)

Winner

AVUS

+12.52%

SUB

+1.43%

10Y(CAGR)

AVUS

N/A

SUB

+1.45%

Max(CAGR)

Winner

AVUS

+16.30%

SUB

+1.58%

AVUS vs SUB - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	AVUS	SUB
2026	+10.98%	+0.51%
2025	+16.80%	+3.55%
2024	+21.05%	+2.26%
2023	+22.55%	+2.83%
2022	-14.25%	-2.02%
2021	+30.39%	+0.17%
2020	+16.67%	+2.58%
2019	+8.87%	+3.00%
2018	N/A	+1.88%
2017	N/A	+0.83%
2016	N/A	+0.01%
2015	N/A	+0.71%
2014	N/A	+0.54%
2013	N/A	+0.77%
2012	N/A	+0.41%
2011	N/A	+3.85%
2010	N/A	+0.55%
2009	N/A	+4.28%
2008	N/A	+1.68%

AVUS vs SUB Drawdown Comparison

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

The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The current AVUS drawdown is -0.02%. The current SUB drawdown is -0.35%.

Rank	AVUS	SUB
#1	-37.04% Feb 19, 2020 - Aug 27, 2020	-9.46% Mar 6, 2020 - May 19, 2020
#2	-22.20% Jan 4, 2022 - Dec 13, 2023	-6.40% Jan 16, 2009 - Sep 12, 2011
#3	-19.74% Dec 4, 2024 - Jul 1, 2025	-4.92% Jan 13, 2009 - Jan 16, 2009
#4	-9.15% Sep 2, 2020 - Oct 12, 2020	-4.35% Jul 22, 2021 - Dec 13, 2023
#5	-8.68% Jul 16, 2024 - Sep 19, 2024	-2.43% Mar 1, 2013 - Oct 24, 2013
#6	-7.85% Feb 25, 2026 - Apr 14, 2026	-1.71% Aug 24, 2016 - May 23, 2017
#7	-6.89% Oct 12, 2020 - Nov 9, 2020	-1.46% Jan 17, 2012 - Mar 1, 2013
#8	-5.56% Nov 16, 2021 - Dec 27, 2021	-1.25% Sep 7, 2017 - Nov 29, 2018
#9	-5.49% Mar 28, 2024 - May 15, 2024	-1.23% Apr 4, 2025 - May 29, 2025
#10	-4.79% Oct 27, 2025 - Nov 28, 2025	-0.92% Oct 2, 2024 - Jan 27, 2025
#11	-4.24% Jan 20, 2021 - Feb 4, 2021	-0.87% Jan 30, 2015 - Oct 2, 2015
#12	-4.24% Sep 2, 2021 - Oct 19, 2021	-0.80% Feb 23, 2026 - Mar 24, 2026
#13	-4.23% May 7, 2021 - Jun 4, 2021	-0.77% Aug 15, 2019 - Nov 27, 2019
#14	-4.06% Jul 12, 2021 - Jul 29, 2021	-0.75% Sep 12, 2011 - Dec 2, 2011
#15	-4.00% Feb 24, 2021 - Mar 10, 2021	-0.68% Dec 27, 2023 - May 8, 2024

Correlation

Correlation between AVUS and SUB is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2008 - 2026)

AVUS vs SUB dividend yield comparison.

Year	AVUS	SUB
2026	0.20%	0.85%
2025	1.08%	2.42%
2024	1.27%	2.10%
2023	1.41%	1.73%
2022	1.59%	0.86%
2021	1.08%	0.72%
2020	1.19%	1.23%
2019	0.35%	1.58%
2018	0.00%	1.32%
2017	0.00%	0.95%
2016	0.00%	0.75%
2015	0.00%	0.77%
2014	0.00%	0.76%
2013	0.00%	0.84%
2012	0.00%	0.99%
2011	0.00%	1.27%
2010	0.00%	1.28%
2009	0.00%	1.44%
2008	0.00%	0.33%