CMBS vs AVSU

Comparison between ISHARES CMBS ETF (CMBS, ETF) and AVANTIS RESPONSIBLE U.S. EQUITY ETF (AVSU, ETF).

CMBS vs AVSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMBS(ETF)	AVSU(ETF)
Net Assets	$476M	$476M
Expense Ratio	0.25%	0.15%
Max Drawdown	20.92%	22.13%
Sharpe Ratio	-0.05	1.55
5Y Beta	0.00	1.01
P/E Ratio	N/A	25.10
Forward P/E	N/A	17.75
5Y Dividends CAGR	3.57%	N/A
5Y EPS CAGR	N/A	23.53%
Debt to Equity	N/A	47.58%
P/S Ratio	N/A	2.51
P/B Ratio	N/A	4.37

Net Assets

Winner

CMBS

$476M

AVSU

$476M

Expense Ratio

CMBS

0.25%

Winner

AVSU

0.15%

Max Drawdown

Winner

CMBS

20.92%

AVSU

22.13%

Sharpe Ratio

CMBS

-0.05

Winner

AVSU

1.55

5Y Beta

Winner

CMBS

0.00

AVSU

1.01

P/E Ratio

CMBS

N/A

AVSU

25.10

Forward P/E

CMBS

N/A

AVSU

17.75

5Y Dividends CAGR

CMBS

3.57%

AVSU

N/A

5Y EPS CAGR

CMBS

N/A

AVSU

23.53%

Debt to Equity

CMBS

N/A

AVSU

47.58%

P/S Ratio

CMBS

N/A

AVSU

2.51

P/B Ratio

CMBS

N/A

AVSU

4.37

CMBS vs AVSU - Historical Returns

Returns include dividend reinvestment.

Period	CMBS	AVSU
1 month	-0.15%	-0.13%
3 months	-0.26%	+8.63%
6 months	-0.08%	+13.03%
1 year	+3.16%	+27.71%
5 years(CAGR)	+0.53%	+14.04%
10 years(CAGR)	+1.90%	N/A
Max(CAGR)	+2.35%	+14.04%

CMBS

-0.15%

Winner

AVSU

-0.13%

CMBS

-0.26%

Winner

AVSU

+8.63%

CMBS

-0.08%

Winner

AVSU

+13.03%

CMBS

+3.16%

Winner

AVSU

+27.71%

5Y(CAGR)

CMBS

+0.53%

Winner

AVSU

+14.04%

10Y(CAGR)

CMBS

+1.90%

AVSU

N/A

Max(CAGR)

CMBS

+2.35%

Winner

AVSU

+14.04%

CMBS vs AVSU - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CMBS	AVSU
2026	-0.02%	+15.14%
2025	+7.26%	+16.97%
2024	+4.46%	+19.95%
2023	+5.03%	+24.62%
2022	-10.84%	-11.70%
2021	-1.82%	N/A
2020	+7.84%	N/A
2019	+7.93%	N/A
2018	+1.05%	N/A
2017	+3.29%	N/A
2016	+3.06%	N/A
2015	+0.69%	N/A
2014	+2.56%	N/A
2013	+0.39%	N/A
2012	+4.54%	N/A

CMBS vs AVSU Drawdown Comparison

The maximum drawdown for CMBS was -15.87%, occurring on Nov 3, 2022. Recovery took 1014 trading sessions.

The maximum drawdown for AVSU was -21.67%, occurring on Sep 30, 2022. Recovery took 427 trading sessions.

The current CMBS drawdown is -1.79%. The current AVSU drawdown is -0.68%.

Rank	CMBS	AVSU
#1	-15.87% Jul 20, 2021 - Aug 4, 2025	-21.67% Mar 29, 2022 - Dec 8, 2023
#2	-9.89% Mar 9, 2020 - Jul 30, 2020	-20.16% Dec 4, 2024 - Jul 2, 2025
#3	-4.94% Sep 7, 2016 - Sep 5, 2017	-10.06% Feb 9, 2026 - Apr 14, 2026
#4	-3.82% Sep 7, 2017 - Jan 3, 2019	-9.03% Jul 16, 2024 - Sep 19, 2024
#5	-3.33% May 21, 2013 - Apr 14, 2014	-6.57% Mar 28, 2024 - May 15, 2024
#6	-2.55% Jan 29, 2021 - Jul 20, 2021	-4.90% Oct 28, 2025 - Nov 26, 2025
#7	-2.44% Feb 27, 2026 - Mar 27, 2026	-3.70% Jun 2, 2026 - Jun 15, 2026
#8	-2.20% Feb 2, 2015 - Oct 14, 2015	-3.39% Oct 6, 2025 - Oct 21, 2025
#9	-2.05% Oct 14, 2015 - Jan 20, 2016	-2.72% Oct 18, 2024 - Nov 6, 2024
#10	-2.04% Sep 4, 2019 - Jan 27, 2020	-2.63% Jul 25, 2025 - Aug 12, 2025
#11	-1.84% Feb 11, 2016 - Apr 1, 2016	-2.58% Dec 28, 2023 - Jan 19, 2024
#12	-1.82% Jul 3, 2012 - Jul 25, 2012	-2.57% Dec 11, 2025 - Dec 24, 2025
#13	-1.60% Mar 7, 2012 - Jun 26, 2012	-2.51% May 14, 2026 - May 22, 2026
#14	-1.54% Oct 2, 2020 - Dec 11, 2020	-2.45% Nov 11, 2024 - Nov 25, 2024
#15	-1.38% Nov 28, 2014 - Jan 7, 2015	-2.14% Jan 12, 2026 - Jan 27, 2026

Correlation

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

0.94

-101

Dividend Comparison (2012 - 2026)

CMBS vs AVSU dividend yield comparison.

Year	CMBS	AVSU
2026	1.83%	0.43%
2025	3.45%	1.03%
2024	3.31%	1.22%
2023	2.97%	1.22%
2022	2.65%	0.99%
2021	2.46%	0.00%
2020	2.83%	0.00%
2019	2.74%	0.00%
2018	2.70%	0.00%
2017	2.50%	0.00%
2016	2.29%	0.00%
2015	2.31%	0.00%
2014	2.15%	0.00%
2013	2.00%	0.00%
2012	2.22%	0.00%