DWWN vs AVIE

Comparison between PRINCIPAL LONG DURATION ETF (DWWN, ETF) and AVANTIS INFLATION FOCUSED EQUITY ETF (AVIE, ETF).

DWWN vs AVIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DWWN(ETF)	AVIE(ETF)
Net Assets	$10M	$10M
Expense Ratio	0.19%	0.25%
Max Drawdown	1.52%	13.33%
Sharpe Ratio	5.69	1.95
5Y Beta	0.44	0.48
P/E Ratio	N/A	23.56
Forward P/E	N/A	15.13
5Y EPS CAGR	N/A	14.45%
P/S Ratio	N/A	1.39
P/B Ratio	N/A	2.88

Net Assets

DWWN

$10M

AVIE

$10M

Expense Ratio

Winner

DWWN

0.19%

AVIE

0.25%

Max Drawdown

Winner

DWWN

1.52%

AVIE

13.33%

Sharpe Ratio

Winner

DWWN

5.69

AVIE

1.95

5Y Beta

Winner

DWWN

0.44

AVIE

0.48

P/E Ratio

DWWN

N/A

AVIE

23.56

Forward P/E

DWWN

N/A

AVIE

15.13

5Y EPS CAGR

DWWN

N/A

AVIE

14.45%

P/S Ratio

DWWN

N/A

AVIE

1.39

P/B Ratio

DWWN

N/A

AVIE

2.88

DWWN vs AVIE - Holdings Comparison

DWWN and AVIE have 0 common holdings. Overlap is 0.00%

DWWN's top 25 holdings weight is 100.00%. AVIE's top 25 holdings weight is 49.59%.

Rank	DWWN	AVIE
#1	STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 100.00%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 5.22%
#2	N/A	EXXON MOBIL CORP (XOM) - 4.93%
#3	N/A	PROCTER & GAMBLE CO (PG) - 3.60%
#4	N/A	ELI LILLY AND CO (LLY) - 3.42%
#5	N/A	CHEVRON CORP (CVX) - 2.94%
#6	N/A	UNITEDHEALTH GROUP INC (UNH) - 2.70%
#7	N/A	PHILIP MORRIS INTERNATIONAL INC (PM) - 2.33%
#8	N/A	JOHNSON & JOHNSON (JNJ) - 2.18%
#9	N/A	COCA-COLA CO (KO) - 2.11%
#10	N/A	PEPSICO INC (PEP) - 1.94%
#11	N/A	ABBVIE INC (ABBV) - 1.70%
#12	N/A	CONOCOPHILLIPS (COP) - 1.63%
#13	N/A	FREEPORT-MCMORAN INC (FCX) - 1.58%
#14	N/A	MERCK & CO INC (MRK) - 1.55%
#15	N/A	NEWMONT CORP (NEM) - 1.29%
#16	N/A	GILEAD SCIENCES INC (GILD) - 1.25%
#17	N/A	SLB LTD (SLB) - 1.17%
#18	N/A	AMGEN INC (AMGN) - 1.13%
#19	N/A	COLGATE-PALMOLIVE CO (CL) - 1.07%
#20	N/A	ELEVANCE HEALTH INC (ELV) - 1.05%
#21	N/A	PROGRESSIVE CORP (PGR) - 1.02%
#22	N/A	MCKESSON CORP (MCK) - 1.02%
#23	N/A	WILLIAMS COMPANIES INC (WMB) - 0.93%
#24	N/A	BAKER HUGHES CO CLASS A (BKR) - 0.92%
#25	N/A	VALERO ENERGY CORP (VLO) - 0.91%
Total Holdings	1	367

DWWN vs AVIE - Historical Returns

Returns include dividend reinvestment.

Period	DWWN	AVIE
1 month	+3.92%	+0.70%
3 months	N/A	+3.28%
6 months	N/A	+13.41%
1 year	N/A	+22.75%
Max(CAGR)	+75.42%	+13.71%

Winner

DWWN

+3.92%

AVIE

+0.70%

DWWN

N/A

AVIE

+3.28%

DWWN

N/A

AVIE

+13.41%

DWWN

N/A

AVIE

+22.75%

Max(CAGR)

Winner

DWWN

+75.42%

AVIE

+13.71%

DWWN vs AVIE - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	DWWN	AVIE
2026	+3.92%	+13.26%
2025	N/A	+11.10%
2024	N/A	+4.78%
2023	N/A	+5.75%
2022	N/A	+14.71%

DWWN vs AVIE Drawdown Comparison

The maximum drawdown for DWWN was -1.52%, occurring on Jun 8, 2026. Recovery took 7 trading sessions.

The maximum drawdown for AVIE was -12.38%, occurring on Apr 8, 2025. Recovery took 237 trading sessions.

The current DWWN drawdown is -0.54%. The current AVIE drawdown is -0.92%.

Rank	DWWN	AVIE
#1	-1.52% Jun 2, 2026 - Jun 11, 2026	-12.38% Nov 29, 2024 - Nov 11, 2025
#2	-0.54% Jun 11, 2026 - Jun 15, 2026	-11.29% Dec 2, 2022 - Aug 9, 2023
#3	-0.23% May 28, 2026 - Jun 1, 2026	-6.52% Sep 14, 2023 - Jan 2, 2024
#4	N/A	-4.97% Mar 2, 2026 - May 18, 2026
#5	N/A	-4.77% Jul 17, 2024 - Aug 23, 2024
#6	N/A	-4.46% Aug 30, 2024 - Nov 27, 2024
#7	N/A	-3.82% Mar 28, 2024 - May 17, 2024
#8	N/A	-3.74% May 17, 2024 - Jul 15, 2024
#9	N/A	-2.61% Nov 8, 2022 - Nov 15, 2022
#10	N/A	-2.43% Jan 3, 2024 - Jan 30, 2024
#11	N/A	-2.29% Oct 13, 2022 - Oct 19, 2022
#12	N/A	-2.29% Nov 28, 2025 - Dec 15, 2025
#13	N/A	-2.26% Oct 5, 2022 - Oct 13, 2022
#14	N/A	-2.24% Aug 11, 2023 - Sep 12, 2023
#15	N/A	-2.21% May 22, 2026 - Jun 12, 2026