DGT vs AVMV

Comparison between STATE STREET(R) SPDR(R) GLOBAL DOW ETF (DGT, ETF) and AVANTIS U.S. MID CAP VALUE ETF (AVMV, ETF).

DGT vs AVMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DGT(ETF)	AVMV(ETF)
Net Assets	$586M	$585M
Expense Ratio	0.50%	0.20%
Max Drawdown	58.33%	24.83%
Sharpe Ratio	1.81	1.45
5Y Beta	0.78	0.94
P/E Ratio	25.48	19.99
Forward P/E	19.54	14.39
PEG Ratio	0.54	0.43
5Y Dividends CAGR	16.91%	N/A
5Y EPS CAGR	13.28%	16.39%
P/S Ratio	2.05	1.28
P/B Ratio	3.98	2.70

Net Assets

Winner

DGT

$586M

AVMV

$585M

Expense Ratio

DGT

0.50%

Winner

AVMV

0.20%

Max Drawdown

DGT

58.33%

Winner

AVMV

24.83%

Sharpe Ratio

Winner

DGT

1.81

AVMV

1.45

5Y Beta

Winner

DGT

0.78

AVMV

0.94

P/E Ratio

DGT

25.48

Winner

AVMV

19.99

Forward P/E

DGT

19.54

Winner

AVMV

14.39

PEG Ratio

DGT

0.54

Winner

AVMV

0.43

5Y Dividends CAGR

DGT

16.91%

AVMV

N/A

5Y EPS CAGR

DGT

13.28%

Winner

AVMV

16.39%

P/S Ratio

DGT

2.05

Winner

AVMV

1.28

P/B Ratio

DGT

3.98

Winner

AVMV

2.70

DGT vs AVMV - Holdings Comparison

DGT and AVMV have 3 common holdings. Overlap is 0.92%

DGT's top 25 holdings weight is 25.77%. AVMV's top 25 holdings weight is 26.73%.

Rank	DGT	AVMV
#1	INTEL CORP (INTC) - 2.76%	DEVON ENERGY CORP (DVN) - 1.62%
#2	ADVANCED MICRO DEVICES INC (AMD) - 1.74%	FLEX LTD (FLEX) - 1.59%
#3	SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.35%	ON SEMICONDUCTOR CORP (ON) - 1.56%
#4	CATERPILLAR INC (CAT) - 1.19%	DELTA AIR LINES INC (DAL) - 1.52%
#5	ASML HOLDING NV (n/a) - 1.12%	NUCOR CORP (NUE) - 1.29%
#6	ARCELORMITTAL SA NEW REG.SHS EX-ARCELOR (n/a) - 1.08%	TARGA RESOURCES CORP (TRGP) - 1.29%
#7	SOFTBANK GROUP CORP (n/a) - 0.98%	n/a (ODFL) - 1.23%
#8	FEDEX CORP (FDX) - 0.98%	OCCIDENTAL PETROLEUM CORP (OXY) - 1.11%
#9	n/a (TSM) - 0.97%	CHIPOTLE MEXICAN GRILL INC (CMG) - 1.10%
#10	CISCO SYSTEMS INC (CSCO) - 0.96%	AMERIPRISE FINANCIAL INC (AMP) - 1.08%
#11	RIO TINTO PLC ORDINARY SHARES (n/a) - 0.95%	THE HARTFORD INSURANCE GROUP INC (HIG) - 1.08%
#12	TELEFONAKTIEBOLAGET L M ERICSSON CLASS B (n/a) - 0.93%	COMFORT SYSTEMS USA INC (FIX) - 1.07%
#13	SLB LTD (SLB) - 0.90%	AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.06%
#14	BHP GROUP LTD (n/a) - 0.89%	JABIL INC (JBL) - 1.06%
#15	DUPONT DE NEMOURS INC (DD) - 0.86%	THE KROGER CO (KR) - 1.05%
#16	QUALCOMM INC (QCOM) - 0.86%	UNITED AIRLINES HOLDINGS INC (UAL) - 1.05%
#17	ABB LTD (n/a) - 0.85%	EMCOR GROUP INC (EME) - 1.04%
#18	ANGLO AMERICAN PLC (n/a) - 0.85%	TARGET CORP (TGT) - 1.04%
#19	ENGIE SA (n/a) - 0.84%	IDEXX LABORATORIES INC (IDXX) - 1.03%
#20	TOTALENERGIES SE (TTE) - 0.81%	STATE STREET CORP (STT) - 1.02%
#21	MERCK & CO INC (MRK) - 0.79%	LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 0.58%
#22	SAMSUNG ELECTRONICS CO LTD (n/a) - 0.78%	LPL FINANCIAL HOLDINGS INC (LPLA) - 0.57%
#23	HOWMET AEROSPACE INC (HWM) - 0.78%	DOLLAR TREE INC (DLTR) - 0.57%
#24	ELI LILLY AND CO (LLY) - 0.78%	PAYPAL HOLDINGS INC (PYPL) - 0.56%
#25	ANHEUSER-BUSCH INBEV SA/NV (n/a) - 0.77%	METLIFE INC (MET) - 0.56%
Total Holdings	177	265

DGT vs AVMV - Historical Returns

Returns include dividend reinvestment.

Period	DGT	AVMV
1 month	+1.65%	+0.37%
3 months	+6.03%	+4.75%
6 months	+12.20%	+11.43%
1 year	+28.47%	+25.66%
5 years(CAGR)	+13.14%	N/A
10 years(CAGR)	+13.76%	N/A
Max(CAGR)	+5.52%	+22.41%

Winner

DGT

+1.65%

AVMV

+0.37%

Winner

DGT

+6.03%

AVMV

+4.75%

Winner

DGT

+12.20%

AVMV

+11.43%

Winner

DGT

+28.47%

AVMV

+25.66%

5Y(CAGR)

DGT

+13.14%

AVMV

N/A

10Y(CAGR)

DGT

+13.76%

AVMV

N/A

Max(CAGR)

DGT

+5.52%

Winner

AVMV

+22.41%

DGT vs AVMV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	DGT	AVMV
2026	+10.08%	+9.52%
2025	+30.03%	+10.52%
2024	+14.54%	+18.73%
2023	+20.34%	+15.56%
2022	-8.80%	N/A
2021	+21.88%	N/A
2020	+8.54%	N/A
2019	+21.99%	N/A
2018	-10.53%	N/A
2017	+24.07%	N/A
2016	+10.81%	N/A
2015	-3.86%	N/A
2014	+4.02%	N/A
2013	+23.45%	N/A
2012	+11.86%	N/A
2011	-12.82%	N/A
2010	+2.85%	N/A
2009	+19.97%	N/A
2008	-37.15%	N/A
2007	+5.86%	N/A
2006	+17.48%	N/A
2005	+3.80%	N/A
2004	+7.15%	N/A
2003	+21.09%	N/A
2002	-23.14%	N/A
2001	-11.47%	N/A
2000	-9.42%	N/A

DGT vs AVMV Drawdown Comparison

The maximum drawdown for DGT was -55.36%, occurring on Mar 9, 2009. Recovery took 1614 trading sessions.

The maximum drawdown for AVMV was -24.24%, occurring on Apr 8, 2025. Recovery took 252 trading sessions.

The current DGT drawdown is -2.47%. The current AVMV drawdown is -1.21%.

Rank	DGT	AVMV
#1	-55.36% Oct 31, 2007 - Apr 1, 2014	-24.24% Nov 25, 2024 - Nov 28, 2025
#2	-46.20% Oct 4, 2000 - Jan 24, 2007	-8.56% Jul 16, 2024 - Sep 19, 2024
#3	-34.40% Feb 12, 2020 - Nov 10, 2020	-7.62% Feb 20, 2026 - Apr 20, 2026
#4	-25.20% Feb 9, 2022 - Jul 3, 2023	-7.18% Mar 28, 2024 - Jul 16, 2024
#5	-21.38% May 18, 2015 - Dec 8, 2016	-4.27% Dec 26, 2023 - Feb 12, 2024
#6	-19.38% Jan 29, 2018 - Nov 25, 2019	-2.90% Oct 16, 2024 - Nov 6, 2024
#7	-14.67% Feb 18, 2025 - May 12, 2025	-2.78% May 6, 2026 - Jun 2, 2026
#8	-10.27% Jul 31, 2023 - Dec 13, 2023	-2.14% Feb 12, 2024 - Feb 15, 2024
#9	-9.34% Jul 24, 2014 - Apr 15, 2015	-2.01% Jan 15, 2026 - Jan 21, 2026
#10	-8.76% Jul 17, 2007 - Oct 1, 2007	-1.92% Nov 11, 2024 - Nov 21, 2024
#11	-8.38% Feb 26, 2026 - Apr 30, 2026	-1.78% Dec 11, 2025 - Jan 5, 2026
#12	-7.04% Jul 16, 2024 - Aug 19, 2024	-1.66% Dec 19, 2023 - Dec 26, 2023
#13	-6.46% Jun 4, 2021 - Oct 15, 2021	-1.64% Feb 11, 2026 - Feb 18, 2026
#14	-6.38% Nov 8, 2021 - Jan 3, 2022	-1.50% Dec 4, 2023 - Dec 11, 2023
#15	-5.85% Feb 14, 2007 - Apr 13, 2007	-1.28% Jan 21, 2026 - Feb 3, 2026

Correlation

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

0.94

-101

Dividend Comparison (2000 - 2026)

DGT vs AVMV dividend yield comparison.

Year	DGT	AVMV
2026	0.29%	0.23%
2025	2.78%	1.20%
2024	2.83%	1.30%
2023	2.53%	0.25%
2022	3.15%	0.00%
2021	2.66%	0.00%
2020	1.97%	0.00%
2019	2.76%	0.00%
2018	2.50%	0.00%
2017	1.93%	0.00%
2016	2.31%	0.00%
2015	2.37%	0.00%
2014	2.68%	0.00%
2013	2.18%	0.00%
2012	2.37%	0.00%
2011	2.64%	0.00%
2010	2.17%	0.00%
2009	2.57%	0.00%
2008	4.09%	0.00%
2007	2.16%	0.00%
2006	2.02%	0.00%
2005	2.07%	0.00%
2004	1.94%	0.00%
2003	1.85%	0.00%
2002	1.65%	0.00%
2001	1.07%	0.00%
2000	0.17%	0.00%