AVUV vs IGSB

Comparison between AVANTIS U.S. SMALL CAP VALUE ETF (AVUV, ETF) and ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB, ETF).

5-Year PerformanceAVUV has outperformed IGSB, delivering a return of +10.9% compared to +2.5%

AVUV vs IGSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVUV(ETF)	IGSB(ETF)
Net Assets	$23B	$22B
Expense Ratio	0.25%	0.04%
Max Drawdown	49.62%	13.38%
Sharpe Ratio	1.90	0.75
5Y Beta	1.01	0.03
P/E Ratio	25.24	N/A
Forward P/E	12.82	N/A
5Y Dividends CAGR	22.52%	17.01%
5Y EPS CAGR	15.03%	N/A
P/S Ratio	0.80	N/A
P/B Ratio	1.57	N/A

Net Assets

Winner

AVUV

$23B

IGSB

$22B

Expense Ratio

AVUV

0.25%

Winner

IGSB

0.04%

Max Drawdown

AVUV

49.62%

Winner

IGSB

13.38%

Sharpe Ratio

Winner

AVUV

1.90

IGSB

0.75

5Y Beta

AVUV

1.01

Winner

IGSB

0.03

P/E Ratio

AVUV

25.24

IGSB

N/A

Forward P/E

AVUV

12.82

IGSB

N/A

5Y Dividends CAGR

Winner

AVUV

22.52%

IGSB

17.01%

5Y EPS CAGR

AVUV

15.03%

IGSB

N/A

P/S Ratio

AVUV

0.80

IGSB

N/A

P/B Ratio

AVUV

1.57

IGSB

N/A

AVUV vs IGSB - Historical Returns

Returns include dividend reinvestment.

Period	AVUV	IGSB
1 month	+4.44%	+0.28%
3 months	+4.29%	+0.19%
6 months	+23.38%	+1.57%
1 year	+40.85%	+5.41%
5 years(CAGR)	+10.86%	+2.46%
10 years(CAGR)	N/A	+2.75%
Max(CAGR)	+15.89%	+2.85%

Winner

AVUV

+4.44%

IGSB

+0.28%

Winner

AVUV

+4.29%

IGSB

+0.19%

Winner

AVUV

+23.38%

IGSB

+1.57%

Winner

AVUV

+40.85%

IGSB

+5.41%

5Y(CAGR)

Winner

AVUV

+10.86%

IGSB

+2.46%

10Y(CAGR)

AVUV

N/A

IGSB

+2.75%

Max(CAGR)

Winner

AVUV

+15.89%

IGSB

+2.85%

AVUV vs IGSB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	AVUV	IGSB
2026	+16.51%	+0.76%
2025	+7.60%	+6.91%
2024	+9.70%	+5.27%
2023	+24.01%	+6.25%
2022	-6.16%	-5.49%
2021	+43.56%	-0.56%
2020	+7.01%	+5.33%
2019	+8.50%	+6.99%
2018	N/A	+1.32%
2017	N/A	+1.36%
2016	N/A	+1.79%
2015	N/A	+0.66%
2014	N/A	+0.72%
2013	N/A	+1.09%
2012	N/A	+2.48%
2011	N/A	+1.86%
2010	N/A	+2.81%
2009	N/A	+7.02%
2008	N/A	+3.42%
2007	N/A	+5.66%

AVUV vs IGSB Drawdown Comparison

The maximum drawdown for AVUV was -49.42%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.

The maximum drawdown for IGSB was -13.38%, occurring on Mar 19, 2020. Recovery took 59 trading sessions.

The current AVUV drawdown is -0.46%. The current IGSB drawdown is -0.26%.

Rank	AVUV	IGSB
#1	-49.42% Dec 19, 2019 - Nov 23, 2020	-13.38% Mar 4, 2020 - May 28, 2020
#2	-28.78% Nov 25, 2024 - Dec 10, 2025	-11.48% Sep 19, 2008 - Jan 6, 2009
#3	-20.56% Nov 8, 2021 - Jan 31, 2023	-9.46% Aug 3, 2021 - Mar 27, 2024
#4	-17.15% Feb 2, 2023 - Jul 28, 2023	-5.07% Sep 10, 2008 - Sep 19, 2008
#5	-12.48% Jul 31, 2023 - Dec 11, 2023	-4.10% Jan 9, 2009 - May 4, 2009
#6	-12.19% Jun 8, 2021 - Oct 18, 2021	-1.46% Feb 27, 2026 - Mar 26, 2026
#7	-10.98% Jul 31, 2024 - Nov 6, 2024	-1.34% Apr 3, 2025 - Apr 28, 2025
#8	-9.02% Mar 15, 2021 - May 5, 2021	-1.29% Feb 29, 2008 - Aug 26, 2008
#9	-7.95% Feb 20, 2026 - Apr 9, 2026	-1.29% Aug 2, 2011 - Nov 3, 2011
#10	-7.24% Mar 28, 2024 - May 15, 2024	-1.24% Jun 3, 2009 - Jun 22, 2009
#11	-6.99% Dec 26, 2023 - Mar 20, 2024	-1.18% Sep 24, 2024 - Jan 27, 2025
#12	-6.44% May 15, 2024 - Jul 15, 2024	-1.09% Nov 3, 2011 - Jan 3, 2012
#13	-6.10% Jan 14, 2021 - Feb 4, 2021	-1.02% Mar 27, 2024 - May 3, 2024
#14	-5.04% May 7, 2021 - May 17, 2021	-0.99% May 7, 2013 - Sep 18, 2013
#15	-4.84% Sep 26, 2019 - Oct 17, 2019	-0.98% Sep 8, 2017 - Aug 10, 2018

Correlation

Correlation between AVUV and IGSB is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2007 - 2026)

AVUV vs IGSB dividend yield comparison.

Year	AVUV	IGSB
2026	0.23%	1.52%
2025	1.58%	4.44%
2024	1.61%	4.02%
2023	1.65%	3.26%
2022	1.74%	2.07%
2021	1.28%	1.82%
2020	1.21%	2.36%
2019	0.38%	3.06%
2018	0.00%	2.46%
2017	0.00%	1.65%
2016	0.00%	1.45%
2015	0.00%	1.18%
2014	0.00%	0.90%
2013	0.00%	1.12%
2012	0.00%	1.56%
2011	0.00%	1.90%
2010	0.00%	2.52%
2009	0.00%	3.57%
2008	0.00%	3.93%
2007	0.00%	4.63%