AVUV vs EFV
Comparison between AVANTIS U.S. SMALL CAP VALUE ETF (AVUV, ETF) and ISHARES MSCI EAFE VALUE ETF (EFV, ETF).
5-Year PerformanceEFV has outperformed AVUV, delivering a return of +15.0% compared to +13.6%
AVUV vs EFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVUV
$30B
EFV
$29B
Expense Ratio
Winner
AVUV
0.25%
EFV
0.31%
Max Drawdown
Winner
AVUV
49.62%
EFV
66.71%
Sharpe Ratio
Winner
AVUV
1.70
EFV
1.51
5Y Beta
AVUV
0.96
Winner
EFV
0.62
P/E Ratio
AVUV
26.61
EFV
N/A
Forward P/E
AVUV
12.73
EFV
N/A
5Y Dividends CAGR
AVUV
18.93%
Winner
EFV
19.94%
5Y EPS CAGR
AVUV
14.44%
EFV
N/A
P/S Ratio
AVUV
0.89
EFV
N/A
P/B Ratio
AVUV
1.56
EFV
N/A
AVUV vs EFV - Holdings Comparison
AVUV and EFV have 1 common holdings. Overlap is -0.08%
AVUV's top 25 holdings weight is 16.72%. EFV's top 25 holdings weight is 33.40%.
| Rank | AVUV | EFV |
|---|---|---|
| #1 | VIASAT INC (VSAT) - 1.09% | HSBC HOLDINGS PLC (n/a) - 3.10% |
| #2 | MATSON INC (MATX) - 1.05% | NESTLE SA (n/a) - 2.26% |
| #3 | LANTHEUS HOLDINGS INC (LNTH) - 0.94% | SHELL PLC (n/a) - 2.20% |
| #4 | MACY'S INC (M) - 0.81% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 2.08% |
| #5 | GATX CORP (GATX) - 0.77% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.85% |
| #6 | SM ENERGY CO (SM) - 0.76% | ALLIANZ SE (n/a) - 1.69% |
| #7 | AVNET INC (AVT) - 0.75% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.64% |
| #8 | SKYWEST INC (SKYW) - 0.73% | TOYOTA MOTOR CORP (n/a) - 1.57% |
| #9 | RUSH ENTERPRISES INC CLASS A (RUSHA) - 0.70% | TOTALENERGIES SE (TTE:XPAR) - 1.51% |
| #10 | CABOT CORP (CBT) - 0.70% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.42% |
| #11 | ALASKA AIR GROUP INC (ALK) - 0.68% | SIEMENS AG (n/a) - 1.36% |
| #12 | ABERCROMBIE & FITCH CO CLASS A (ANF) - 0.67% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.34% |
| #13 | TUTOR PERINI CORP (TPC) - 0.64% | BHP GROUP LTD (n/a) - 1.30% |
| #14 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.64% | IBERDROLA SA (n/a) - 1.30% |
| #15 | LEAR CORP (LEA) - 0.63% | BANCO SANTANDER SA (n/a) - 1.22% |
| #16 | CAL-MAINE FOODS INC (CALM) - 0.63% | UNILEVER PLC (n/a) - 1.21% |
| #17 | THE CHEESECAKE FACTORY INC (CAKE) - 0.62% | UNICREDIT SPA (n/a) - 1.17% |
| #18 | OSCAR HEALTH INC CLASS A (OSCR) - 0.61% | BNP PARIBAS ACT. CAT.A (n/a) - 1.14% |
| #19 | URBAN OUTFITTERS INC (URBN) - 0.59% | MIZUHO FINANCIAL GROUP INC (n/a) - 1.08% |
| #20 | ARCHROCK INC (AROC) - 0.59% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.01% |
| #21 | TRANSOCEAN LTD (RIG) - 0.43% | SUMITOMO CORP (n/a) - 0.40% |
| #22 | n/a (BHF) - 0.43% | COMPAGNIE DE SAINT-GOBAIN SA (n/a) - 0.39% |
| #23 | FULTON FINANCIAL CORP (FULT) - 0.42% | HALEON PLC (n/a) - 0.39% |
| #24 | MOHAWK INDUSTRIES INC (MHK) - 0.42% | MARUBENI CORP (n/a) - 0.39% |
| #25 | PAR PACIFIC HOLDINGS INC (PARR) - 0.42% | DBS GROUP HOLDINGS LTD (n/a) - 0.38% |
| Total Holdings | 750 | 400 |
AVUV vs EFV - Historical Returns
Returns include dividend reinvestment.
1M
AVUV
+0.31%
Winner
EFV
+4.15%
3M
AVUV
+6.43%
Winner
EFV
+6.86%
6M
Winner
AVUV
+10.13%
EFV
+6.68%
1Y
Winner
AVUV
+34.70%
EFV
+28.11%
5Y(CAGR)
AVUV
+13.64%
Winner
EFV
+14.96%
10Y(CAGR)
AVUV
N/A
EFV
+10.43%
Max(CAGR)
Winner
AVUV
+16.14%
EFV
+6.21%
AVUV vs EFV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | AVUV | EFV |
|---|---|---|
| 2026 | +23.39% | +16.98% |
| 2025 | +7.60% | +42.78% |
| 2024 | +9.70% | +6.09% |
| 2023 | +24.01% | +17.94% |
| 2022 | -6.16% | -6.02% |
| 2021 | +43.56% | +10.61% |
| 2020 | +7.01% | -3.97% |
| 2019 | +8.50% | +16.14% |
| 2018 | N/A | -15.39% |
| 2017 | N/A | +20.26% |
| 2016 | N/A | +6.73% |
| 2015 | N/A | -5.58% |
| 2014 | N/A | -4.94% |
| 2013 | N/A | +19.72% |
| 2012 | N/A | +15.79% |
| 2011 | N/A | -13.17% |
| 2010 | N/A | +1.59% |
| 2009 | N/A | +26.61% |
| 2008 | N/A | -41.53% |
| 2007 | N/A | +3.83% |
| 2006 | N/A | +26.22% |
| 2005 | N/A | +10.86% |
AVUV vs EFV Drawdown Comparison
The maximum drawdown for AVUV was -49.42%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The current AVUV drawdown is -1.78%. The current EFV drawdown is -0.04%.
| Rank | AVUV | EFV |
|---|---|---|
| #1 | -49.42% Dec 19, 2019 - Nov 23, 2020 | -63.96% Oct 31, 2007 - Oct 10, 2017 |
| #2 | -28.78% Nov 25, 2024 - Dec 10, 2025 | -43.16% Jan 26, 2018 - May 6, 2021 |
| #3 | -20.56% Nov 8, 2021 - Jan 31, 2023 | -25.80% Feb 9, 2022 - Jul 13, 2023 |
| #4 | -17.15% Feb 2, 2023 - Jul 28, 2023 | -14.78% May 9, 2006 - Oct 12, 2006 |
| #5 | -12.48% Jul 31, 2023 - Dec 11, 2023 | -13.72% Mar 19, 2025 - Apr 28, 2025 |
| #6 | -12.19% Jun 8, 2021 - Oct 18, 2021 | -12.13% Jul 12, 2007 - Oct 29, 2007 |
| #7 | -10.98% Jul 31, 2024 - Nov 6, 2024 | -10.90% Feb 25, 2026 - Jul 6, 2026 |
| #8 | -9.02% Mar 15, 2021 - May 5, 2021 | -9.39% Jun 7, 2021 - Jan 12, 2022 |
| #9 | -7.95% Feb 20, 2026 - Apr 9, 2026 | -9.13% Sep 26, 2024 - Feb 14, 2025 |
| #10 | -7.24% Mar 28, 2024 - May 15, 2024 | -8.78% Jul 28, 2023 - Dec 1, 2023 |
| #11 | -6.99% Dec 26, 2023 - Mar 20, 2024 | -7.65% Feb 26, 2007 - Apr 5, 2007 |
| #12 | -6.44% May 15, 2024 - Jul 15, 2024 | -6.58% Jul 17, 2024 - Aug 19, 2024 |
| #13 | -6.10% Jan 14, 2021 - Feb 4, 2021 | -6.52% Sep 29, 2005 - Nov 22, 2005 |
| #14 | -5.04% May 7, 2021 - May 17, 2021 | -5.14% Nov 12, 2025 - Dec 10, 2025 |
| #15 | -4.84% Sep 26, 2019 - Oct 17, 2019 | -4.43% May 17, 2024 - Jul 12, 2024 |
Correlation
Correlation between AVUV and EFV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2005 - 2026)
AVUV vs EFV dividend yield comparison.
| Year | AVUV | EFV |
|---|---|---|
| 2026 | 0.57% | 2.49% |
| 2025 | 1.58% | 4.16% |
| 2024 | 1.61% | 4.66% |
| 2023 | 1.65% | 4.36% |
| 2022 | 1.74% | 4.17% |
| 2021 | 1.28% | 4.07% |
| 2020 | 1.21% | 2.42% |
| 2019 | 0.38% | 4.62% |
| 2018 | 0.00% | 4.56% |
| 2017 | 0.00% | 3.56% |
| 2016 | 0.00% | 3.28% |
| 2015 | 0.00% | 3.59% |
| 2014 | 0.00% | 4.87% |
| 2013 | 0.00% | 3.19% |
| 2012 | 0.00% | 3.77% |
| 2011 | 0.00% | 4.52% |
| 2010 | 0.00% | 3.23% |
| 2009 | 0.00% | 2.97% |
| 2008 | 0.00% | 4.70% |
| 2007 | 0.00% | 4.51% |
| 2006 | 0.00% | 1.65% |
| 2005 | 0.00% | 0.45% |
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