AVUV vs MDY
Comparison between AVANTIS U.S. SMALL CAP VALUE ETF (AVUV, ETF) and S&P MidCap 400 ETF (MDY, ETF).
5-Year PerformanceAVUV has outperformed MDY, delivering a return of +11.2% compared to +7.8%
AVUV vs MDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVUV
$26B
MDY
$26B
Expense Ratio
AVUV
0.25%
Winner
MDY
0.23%
Max Drawdown
Winner
AVUV
49.62%
MDY
56.26%
Sharpe Ratio
Winner
AVUV
1.71
MDY
1.29
5Y Beta
AVUV
1.01
Winner
MDY
0.99
P/E Ratio
AVUV
25.26
Winner
MDY
24.58
Forward P/E
Winner
AVUV
12.69
MDY
16.67
5Y Dividends CAGR
Winner
AVUV
22.52%
MDY
8.61%
5Y EPS CAGR
Winner
AVUV
15.03%
MDY
12.56%
Debt to Equity
AVUV
N/A
MDY
56.25%
P/S Ratio
Winner
AVUV
0.81
MDY
1.57
P/B Ratio
Winner
AVUV
1.57
MDY
2.68
AVUV vs MDY - Holdings Comparison
AVUV and MDY have 70 common holdings. Overlap is 9.42%
AVUV's top 25 holdings weight is 18.05%. MDY's top 25 holdings weight is 16.05%.
| Rank | AVUV | MDY |
|---|---|---|
| #1 | VIASAT INC (VSAT) - 1.06% | TECHNIPFMC PLC (n/a) - 0.88% |
| #2 | MATSON INC (MATX) - 0.93% | CASEY'S GENERAL STORES INC (CASY) - 0.85% |
| #3 | SM ENERGY CO (SM) - 0.87% | UNITED THERAPEUTICS CORP (UTHR) - 0.80% |
| #4 | AVNET INC (AVT) - 0.83% | CURTISS-WRIGHT CORP (CW) - 0.79% |
| #5 | FIVE BELOW INC (FIVE) - 0.82% | FLEX LTD (FLEX) - 0.75% |
| #6 | GATX CORP (GATX) - 0.81% | XPO INC (XPO) - 0.71% |
| #7 | LEAR CORP (LEA) - 0.79% | WOODWARD INC (WWD) - 0.67% |
| #8 | STONEX GROUP INC (SNEX) - 0.76% | ROYAL GOLD INC (RGLD) - 0.65% |
| #9 | ARCHROCK INC (AROC) - 0.74% | US FOODS HOLDING CORP (USFD) - 0.64% |
| #10 | PLEXUS CORP (PLXS) - 0.73% | BURLINGTON STORES INC (BURL) - 0.63% |
| #11 | MACY'S INC (M) - 0.73% | MASTEC INC (MTZ) - 0.62% |
| #12 | n/a (CRC) - 0.72% | ATI INC (ATI) - 0.62% |
| #13 | DANA INC (DAN) - 0.72% | CARPENTER TECHNOLOGY CORP (CRS) - 0.61% |
| #14 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.71% | TWILIO INC CLASS A (TWLO) - 0.60% |
| #15 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.68% | NVENT ELECTRIC PLC (NVT) - 0.60% |
| #16 | NOBLE CORP PLC CLASS A (NE) - 0.65% | ILLUMINA INC (ILMN) - 0.59% |
| #17 | PATTERSON-UTI ENERGY INC (PTEN) - 0.63% | BWX TECHNOLOGIES INC (BWXT) - 0.59% |
| #18 | AXOS FINANCIAL INC (AX) - 0.63% | FABRINET (FN) - 0.59% |
| #19 | n/a (WFRD) - 0.62% | EVERPURE INC CLASS A (P) - 0.58% |
| #20 | MURPHY OIL CORP (MUR) - 0.62% | ENTEGRIS INC (ENTG) - 0.56% |
| #21 | NOV INC (NOV) - 0.61% | NEXTPOWER INC-CL A (n/a) - 0.56% |
| #22 | RYDER SYSTEM INC (R) - 0.61% | RB GLOBAL INC (RBA) - 0.56% |
| #23 | TELEPHONE AND DATA SYSTEMS INC (TDS) - 0.60% | ALCOA CORP (AA) - 0.54% |
| #24 | CABOT CORP (CBT) - 0.60% | RBC BEARINGS INC (RBC) - 0.54% |
| #25 | RUSH ENTERPRISES INC CLASS A (RUSHA) - 0.58% | TENET HEALTHCARE CORP (THC) - 0.52% |
| Total Holdings | 794 | 400 |
AVUV vs MDY - Historical Returns
Returns include dividend reinvestment.
1M
AVUV
+1.68%
Winner
MDY
+2.67%
3M
AVUV
+2.80%
Winner
MDY
+2.83%
6M
Winner
AVUV
+21.33%
MDY
+14.32%
1Y
Winner
AVUV
+32.12%
MDY
+20.78%
5Y(CAGR)
Winner
AVUV
+11.20%
MDY
+7.77%
10Y(CAGR)
AVUV
N/A
MDY
+11.22%
Max(CAGR)
Winner
AVUV
+15.56%
MDY
+9.95%
AVUV vs MDY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AVUV | MDY |
|---|---|---|
| 2026 | +14.54% | +9.45% |
| 2025 | +7.60% | +7.44% |
| 2024 | +9.70% | +14.00% |
| 2023 | +24.01% | +16.64% |
| 2022 | -6.16% | -13.53% |
| 2021 | +43.56% | +26.53% |
| 2020 | +7.01% | +13.37% |
| 2019 | +8.50% | +26.23% |
| 2018 | N/A | -12.12% |
| 2017 | N/A | +15.30% |
| 2016 | N/A | +22.01% |
| 2015 | N/A | -2.35% |
| 2014 | N/A | +10.67% |
| 2013 | N/A | +29.47% |
| 2012 | N/A | +16.51% |
| 2011 | N/A | -3.32% |
| 2010 | N/A | +24.20% |
| 2009 | N/A | +33.95% |
| 2008 | N/A | -36.01% |
| 2007 | N/A | +6.68% |
| 2006 | N/A | +8.55% |
| 2005 | N/A | +13.72% |
| 2004 | N/A | +15.51% |
| 2003 | N/A | +31.04% |
| 2002 | N/A | -14.53% |
| 2001 | N/A | +3.12% |
| 2000 | N/A | +18.83% |
| 1999 | N/A | +10.57% |
AVUV vs MDY Drawdown Comparison
The maximum drawdown for AVUV was -49.42%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.
The maximum drawdown for MDY was -55.34%, occurring on Mar 9, 2009. Recovery took 857 trading sessions.
The current AVUV drawdown is -2.14%. The current MDY drawdown is -1.98%.
| Rank | AVUV | MDY |
|---|---|---|
| #1 | -49.42% Dec 19, 2019 - Nov 23, 2020 | -55.34% Jul 13, 2007 - Dec 6, 2010 |
| #2 | -28.78% Nov 25, 2024 - Dec 10, 2025 | -42.21% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -20.56% Nov 8, 2021 - Jan 31, 2023 | -32.04% Apr 16, 2002 - Oct 13, 2003 |
| #4 | -17.15% Feb 2, 2023 - Jul 28, 2023 | -26.20% Apr 29, 2011 - Mar 26, 2012 |
| #5 | -12.48% Jul 31, 2023 - Dec 11, 2023 | -25.60% Sep 7, 2000 - Apr 10, 2002 |
| #6 | -12.19% Jun 8, 2021 - Oct 18, 2021 | -24.04% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -10.98% Jul 31, 2024 - Nov 6, 2024 | -23.79% Nov 16, 2021 - Feb 12, 2024 |
| #8 | -9.02% Mar 15, 2021 - May 5, 2021 | -23.16% Aug 29, 2018 - Nov 26, 2019 |
| #9 | -7.95% Feb 20, 2026 - Apr 9, 2026 | -19.27% Jun 23, 2015 - Jul 11, 2016 |
| #10 | -7.24% Mar 28, 2024 - May 15, 2024 | -13.95% Mar 24, 2000 - Jun 2, 2000 |
| #11 | -6.99% Dec 26, 2023 - Mar 20, 2024 | -12.52% May 8, 2006 - Dec 4, 2006 |
| #12 | -6.44% May 15, 2024 - Jul 15, 2024 | -11.12% Mar 26, 2012 - Sep 7, 2012 |
| #13 | -6.10% Jan 14, 2021 - Feb 4, 2021 | -10.55% Jul 1, 2014 - Nov 21, 2014 |
| #14 | -5.04% May 7, 2021 - May 17, 2021 | -10.49% Apr 5, 2004 - Nov 4, 2004 |
| #15 | -4.84% Sep 26, 2019 - Oct 17, 2019 | -9.69% Jan 26, 2018 - Jun 6, 2018 |
Correlation
Correlation between AVUV and MDY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
AVUV vs MDY dividend yield comparison.
| Year | AVUV | MDY |
|---|---|---|
| 2026 | 0.24% | 0.23% |
| 2025 | 1.58% | 1.15% |
| 2024 | 1.61% | 1.18% |
| 2023 | 1.65% | 1.21% |
| 2022 | 1.74% | 1.37% |
| 2021 | 1.28% | 0.96% |
| 2020 | 1.21% | 1.12% |
| 2019 | 0.38% | 1.34% |
| 2018 | 0.00% | 1.39% |
| 2017 | 0.00% | 1.18% |
| 2016 | 0.00% | 1.31% |
| 2015 | 0.00% | 1.35% |
| 2014 | 0.00% | 1.17% |
| 2013 | 0.00% | 1.07% |
| 2012 | 0.00% | 1.14% |
| 2011 | 0.00% | 1.07% |
| 2010 | 0.00% | 0.91% |
| 2009 | 0.00% | 1.22% |
| 2008 | 0.00% | 1.87% |
| 2007 | 0.00% | 1.18% |
| 2006 | 0.00% | 1.18% |
| 2005 | 0.00% | 1.04% |
| 2004 | 0.00% | 0.87% |
| 2003 | 0.00% | 0.82% |
| 2002 | 0.00% | 0.91% |
| 2001 | 0.00% | 0.77% |
| 2000 | 0.00% | 0.82% |
| 1999 | 0.00% | 2.69% |
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