BTT vs AVIG

Comparison between BlackRock Municipal 2030 Target Term Trust (BTT, ETF) and AVANTIS CORE FIXED INCOME ETF (AVIG, ETF).

5-Year PerformanceBTT has outperformed AVIG, delivering a return of +0.3% compared to +0.3%

BTT vs AVIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTT(ETF)	AVIG(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	N/A	0.15%
Max Drawdown	34.96%	23.45%
Sharpe Ratio	1.17	0.54
5Y Beta	0.11	0.06
5Y Dividends CAGR	-4.23%	46.85%

Net Assets

BTT

$1.60B

Winner

AVIG

$1.70B

Expense Ratio

BTT

N/A

AVIG

0.15%

Max Drawdown

BTT

34.96%

Winner

AVIG

23.45%

Sharpe Ratio

Winner

BTT

1.17

AVIG

0.54

5Y Beta

BTT

0.11

Winner

AVIG

0.06

5Y Dividends CAGR

BTT

-4.23%

Winner

AVIG

46.85%

BTT vs AVIG - Historical Returns

Returns include dividend reinvestment.

Period	BTT	AVIG
1 month	-0.24%	+0.18%
3 months	+0.22%	-0.03%
6 months	+2.76%	+1.16%
1 year	+9.93%	+6.27%
5 years(CAGR)	+0.29%	+0.26%
10 years(CAGR)	+2.96%	N/A
Max(CAGR)	+3.05%	-0.04%

BTT

-0.24%

Winner

AVIG

+0.18%

Winner

BTT

+0.22%

AVIG

-0.03%

Winner

BTT

+2.76%

AVIG

+1.16%

Winner

BTT

+9.93%

AVIG

+6.27%

5Y(CAGR)

Winner

BTT

+0.29%

AVIG

+0.26%

10Y(CAGR)

BTT

+2.96%

AVIG

N/A

Max(CAGR)

Winner

BTT

+3.05%

AVIG

-0.04%

BTT vs AVIG - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BTT	AVIG
2026	+0.91%	+0.61%
2025	+13.48%	+7.93%
2024	+1.60%	+2.00%
2023	-0.64%	+5.87%
2022	-15.31%	-13.37%
2021	+4.39%	-2.02%
2020	+9.04%	+0.96%
2019	+20.16%	N/A
2018	-4.76%	N/A
2017	+5.26%	N/A
2016	+4.31%	N/A
2015	+11.88%	N/A
2014	+21.58%	N/A
2013	-23.79%	N/A
2012	-5.83%	N/A

BTT vs AVIG Drawdown Comparison

The maximum drawdown for BTT was -30.69%, occurring on Dec 5, 2013. Recovery took 808 trading sessions.

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current BTT drawdown is -1.45%. The current AVIG drawdown is -1.20%.

Rank	BTT	AVIG
#1	-30.69% Oct 5, 2012 - Dec 23, 2015	-19.64% Dec 31, 2020 - Oct 20, 2022
#2	-23.35% Aug 18, 2021 - Oct 25, 2023	-0.82% Nov 5, 2020 - Nov 20, 2020
#3	-20.99% Mar 5, 2020 - Jul 28, 2020	-0.64% Oct 15, 2020 - Nov 4, 2020
#4	-12.25% Sep 6, 2016 - Jun 26, 2017	-0.42% Nov 30, 2020 - Dec 22, 2020
#5	-10.79% Jun 26, 2017 - Mar 7, 2019	-0.10% Nov 20, 2020 - Nov 27, 2020
#6	-3.73% Feb 5, 2021 - Apr 15, 2021	-0.04% Dec 22, 2020 - Dec 24, 2020
#7	-2.95% Jul 8, 2016 - Aug 12, 2016	N/A
#8	-2.74% Aug 13, 2020 - Sep 15, 2020	N/A
#9	-2.73% Nov 6, 2019 - Dec 3, 2019	N/A
#10	-2.70% May 13, 2016 - Jun 6, 2016	N/A
#11	-2.69% Sep 4, 2019 - Oct 8, 2019	N/A
#12	-2.06% Mar 11, 2019 - Mar 22, 2019	N/A
#13	-1.83% May 3, 2021 - Jun 1, 2021	N/A
#14	-1.69% Oct 9, 2019 - Nov 6, 2019	N/A
#15	-1.64% Aug 12, 2016 - Sep 6, 2016	N/A

Correlation

Correlation between BTT and AVIG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2012 - 2026)

BTT vs AVIG dividend yield comparison.

Year	BTT	AVIG
2026	0.81%	1.44%
2025	2.44%	4.36%
2024	2.70%	4.66%
2023	3.11%	4.06%
2022	3.50%	2.53%
2021	2.89%	1.12%
2020	2.92%	0.22%
2019	3.10%	0.00%
2018	3.93%	0.00%
2017	4.08%	0.00%
2016	4.40%	0.00%
2015	4.46%	0.00%
2014	5.19%	0.00%
2013	6.73%	0.00%
2012	1.27%	0.00%