BIT vs AVTM

Comparison between BlackRock Multi-Sector Income Trust (BIT, ETF) and AVANTIS TOTAL EQUITY MARKETS ETF (AVTM, ETF).

BIT vs AVTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BIT(ETF)	AVTM(ETF)
Net Assets	$767M	$773M
Expense Ratio	N/A	0.22%
Max Drawdown	53.30%	9.29%
Sharpe Ratio	-0.37	1.20
5Y Beta	0.34	1.10
P/E Ratio	N/A	24.72
Forward P/E	N/A	19.08
5Y Dividends CAGR	2.02%	N/A
5Y EPS CAGR	N/A	27.50%
Debt to Equity	N/A	44.40%
P/S Ratio	N/A	3.23
P/B Ratio	N/A	4.49

Net Assets

BIT

$767M

Winner

AVTM

$773M

Expense Ratio

BIT

N/A

AVTM

0.22%

Max Drawdown

BIT

53.30%

Winner

AVTM

9.29%

Sharpe Ratio

BIT

-0.37

Winner

AVTM

1.20

5Y Beta

Winner

BIT

0.34

AVTM

1.10

P/E Ratio

BIT

N/A

AVTM

24.72

Forward P/E

BIT

N/A

AVTM

19.08

5Y Dividends CAGR

BIT

2.02%

AVTM

N/A

5Y EPS CAGR

BIT

N/A

AVTM

27.50%

Debt to Equity

BIT

N/A

AVTM

44.40%

P/S Ratio

BIT

N/A

AVTM

3.23

P/B Ratio

BIT

N/A

AVTM

4.49

BIT vs AVTM - Historical Returns

Returns include dividend reinvestment.

Period	BIT	AVTM
1 month	+0.28%	+2.42%
3 months	+1.70%	+13.37%
6 months	+1.03%	N/A
1 year	-0.26%	N/A
5 years(CAGR)	+2.32%	N/A
10 years(CAGR)	+7.25%	N/A
Max(CAGR)	+6.11%	+25.11%

BIT

+0.28%

Winner

AVTM

+2.42%

BIT

+1.70%

Winner

AVTM

+13.37%

BIT

+1.03%

AVTM

N/A

BIT

-0.26%

AVTM

N/A

5Y(CAGR)

BIT

+2.32%

AVTM

N/A

10Y(CAGR)

BIT

+7.25%

AVTM

N/A

Max(CAGR)

BIT

+6.11%

Winner

AVTM

+25.11%

BIT vs AVTM - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	BIT	AVTM
2026	+0.62%	+8.30%
2025	+2.49%	N/A
2024	+7.07%	N/A
2023	+16.41%	N/A
2022	-14.15%	N/A
2021	+15.26%	N/A
2020	+19.14%	N/A
2019	+12.67%	N/A
2018	-7.43%	N/A
2017	+18.37%	N/A
2016	+17.55%	N/A
2015	+2.08%	N/A
2014	+5.67%	N/A
2013	-8.42%	N/A

BIT vs AVTM Drawdown Comparison

The maximum drawdown for BIT was -43.56%, occurring on Mar 18, 2020. Recovery took 175 trading sessions.

The maximum drawdown for AVTM was -9.21%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.

The current BIT drawdown is -4.58%. The current AVTM drawdown is -1.54%.

Rank	BIT	AVTM
#1	-43.56% Dec 2, 2019 - Aug 12, 2020	-9.21% Feb 9, 2026 - Apr 15, 2026
#2	-23.70% Oct 22, 2021 - Jan 25, 2024	-4.04% Jun 4, 2026 - Jun 10, 2026
#3	-20.34% Mar 25, 2013 - May 12, 2014	-2.21% Feb 2, 2026 - Feb 6, 2026
#4	-13.52% Aug 28, 2018 - Apr 1, 2019	-2.09% May 14, 2026 - May 26, 2026
#5	-10.42% Feb 14, 2025 - Jun 11, 2025	-1.01% Apr 27, 2026 - Apr 30, 2026
#6	-10.24% Apr 28, 2015 - May 9, 2016	-0.70% May 1, 2026 - May 5, 2026
#7	-8.97% Aug 13, 2025 - Mar 27, 2026	-0.69% Apr 20, 2026 - Apr 22, 2026
#8	-8.06% Sep 7, 2016 - Dec 29, 2016	-0.68% May 6, 2026 - May 8, 2026
#9	-7.46% Jan 9, 2018 - Aug 14, 2018	-0.65% Jun 2, 2026 - Jun 4, 2026
#10	-7.26% Aug 29, 2014 - Feb 12, 2015	-0.51% Apr 22, 2026 - Apr 24, 2026
#11	-6.62% Mar 27, 2024 - Sep 24, 2024	-0.35% May 11, 2026 - May 13, 2026
#12	-4.15% Aug 2, 2019 - Oct 14, 2019	-0.20% May 26, 2026 - May 28, 2026
#13	-4.02% Jul 9, 2014 - Aug 29, 2014	N/A
#14	-3.99% Oct 24, 2017 - Dec 28, 2017	N/A
#15	-3.86% Sep 24, 2024 - Jan 15, 2025	N/A

Correlation

Correlation between BIT and AVTM is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2013 - 2026)

BIT vs AVTM dividend yield comparison.

Year	BIT	AVTM
2026	4.92%	0.28%
2025	11.15%	0.00%
2024	10.17%	0.00%
2023	9.89%	0.00%
2022	9.57%	0.00%
2021	8.18%	0.00%
2020	8.46%	0.00%
2019	8.84%	0.00%
2018	9.12%	0.00%
2017	8.44%	0.00%
2016	11.65%	0.00%
2015	8.66%	0.00%
2014	8.85%	0.00%
2013	6.82%	0.00%