EFG vs AVDE
Comparison between ISHARES MSCI EAFE GROWTH ETF (EFG, ETF) and AVANTIS INTERNATIONAL EQUITY ETF (AVDE, ETF).
5-Year PerformanceAVDE has outperformed EFG, delivering a return of +10.7% compared to +4.1%
EFG vs AVDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFG
$17B
Winner
AVDE
$17B
Expense Ratio
EFG
0.34%
Winner
AVDE
0.23%
Max Drawdown
EFG
59.71%
Winner
AVDE
36.99%
Sharpe Ratio
EFG
0.53
Winner
AVDE
1.32
5Y Beta
EFG
0.87
Winner
AVDE
0.72
5Y Dividends CAGR
EFG
17.12%
Winner
AVDE
29.94%
EFG vs AVDE - Holdings Comparison
EFG and AVDE have 10 common holdings. Overlap is 0.45%
EFG's top 25 holdings weight is 35.25%. AVDE's top 25 holdings weight is 13.38%.
| Rank | EFG | AVDE |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 6.34% | ROCHE HOLDING AG (n/a) - 0.90% |
| #2 | ASTRAZENECA PLC (AZN:XLON) - 2.37% | ASML HOLDING NV ADR (ASML) - 0.85% |
| #3 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.83% | HSBC HOLDINGS PLC ADR (HSBC) - 0.78% |
| #4 | TOKYO ELECTRON LTD (n/a) - 1.83% | n/a (SHEL) - 0.77% |
| #5 | SCHNEIDER ELECTRIC SE (n/a) - 1.56% | NOVARTIS AG ADR (NVS) - 0.67% |
| #6 | SAP SE (n/a) - 1.56% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.60% |
| #7 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.54% | SAFRAN SA (n/a) - 0.58% |
| #8 | ABB LTD (n/a) - 1.50% | TOYOTA MOTOR CORP ADR (TM) - 0.55% |
| #9 | NOVO NORDISK AS CLASS B (n/a) - 1.48% | n/a (n/a) - 0.55% |
| #10 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.48% | BARCLAYS PLC ADR (BCS) - 0.52% |
| #11 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.24% | TOTALENERGIES SE (TTE) - 0.50% |
| #12 | AIRBUS SE (n/a) - 1.23% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.49% |
| #13 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.21% | ZURICH INSURANCE GROUP AG (n/a) - 0.48% |
| #14 | ADVANTEST CORP (n/a) - 1.21% | BANCO SANTANDER SA ADR (SAN) - 0.47% |
| #15 | SAFRAN SA (n/a) - 1.21% | ASTRAZENECA PLC ADR (AZN) - 0.46% |
| #16 | HITACHI LTD (n/a) - 1.19% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.44% |
| #17 | n/a (n/a) - 1.13% | AGNICO EAGLE MINES LTD (AEM) - 0.44% |
| #18 | SONY GROUP CORP (n/a) - 1.12% | VINCI SA (n/a) - 0.44% |
| #19 | GSK PLC (n/a) - 0.98% | RHEINMETALL AG (n/a) - 0.43% |
| #20 | DEUTSCHE TELEKOM AG (n/a) - 0.97% | BP PLC ADR (BP) - 0.42% |
| #21 | DSV AS (n/a) - 0.46% | BHP GROUP LTD ADR (BHP) - 0.42% |
| #22 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.46% | ROYAL BANK OF CANADA (RY) - 0.42% |
| #23 | HERMES INTERNATIONAL SA (n/a) - 0.45% | ING GROEP NV ADR (ING) - 0.40% |
| #24 | NINTENDO CO LTD (n/a) - 0.45% | SONY GROUP CORP ADR (SONY) - 0.40% |
| #25 | SHIN-ETSU CHEMICAL CO LTD (n/a) - 0.45% | DEUTSCHE TELEKOM AG (n/a) - 0.40% |
| Total Holdings | 337 | 2436 |
EFG vs AVDE - Historical Returns
Returns include dividend reinvestment.
1M
EFG
-3.51%
Winner
AVDE
-0.72%
3M
EFG
+2.63%
Winner
AVDE
+2.63%
6M
EFG
+2.91%
Winner
AVDE
+6.65%
1Y
EFG
+12.33%
Winner
AVDE
+24.57%
5Y(CAGR)
EFG
+4.09%
Winner
AVDE
+10.71%
10Y(CAGR)
EFG
+7.90%
AVDE
N/A
Max(CAGR)
EFG
+6.06%
Winner
AVDE
+11.95%
EFG vs AVDE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EFG | AVDE |
|---|---|---|
| 2026 | +5.90% | +9.77% |
| 2025 | +21.02% | +38.25% |
| 2024 | +3.20% | +5.94% |
| 2023 | +16.74% | +16.81% |
| 2022 | -23.27% | -14.18% |
| 2021 | +10.16% | +13.36% |
| 2020 | +17.02% | +7.23% |
| 2019 | +28.17% | +8.07% |
| 2018 | -13.23% | N/A |
| 2017 | +28.68% | N/A |
| 2016 | -1.54% | N/A |
| 2015 | +3.93% | N/A |
| 2014 | -4.10% | N/A |
| 2013 | +19.68% | N/A |
| 2012 | +14.71% | N/A |
| 2011 | -13.55% | N/A |
| 2010 | +9.96% | N/A |
| 2009 | +22.85% | N/A |
| 2008 | -40.01% | N/A |
| 2007 | +14.32% | N/A |
| 2006 | +17.74% | N/A |
| 2005 | +10.98% | N/A |
EFG vs AVDE Drawdown Comparison
The maximum drawdown for EFG was -58.41%, occurring on Mar 9, 2009. Recovery took 1635 trading sessions.
The maximum drawdown for AVDE was -36.99%, occurring on Mar 18, 2020. Recovery took 210 trading sessions.
The current EFG drawdown is -3.51%. The current AVDE drawdown is -1.07%.
| Rank | EFG | AVDE |
|---|---|---|
| #1 | -58.41% Oct 31, 2007 - May 1, 2014 | -36.99% Jan 17, 2020 - Nov 16, 2020 |
| #2 | -35.76% Sep 7, 2021 - May 19, 2025 | -28.75% Nov 8, 2021 - Feb 22, 2024 |
| #3 | -29.88% Jan 17, 2020 - Jul 22, 2020 | -13.46% Mar 19, 2025 - Apr 28, 2025 |
| #4 | -20.72% Jan 26, 2018 - Nov 1, 2019 | -11.49% Feb 25, 2026 - Mar 20, 2026 |
| #5 | -18.90% May 21, 2015 - May 2, 2017 | -9.17% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -16.38% May 9, 2006 - Nov 30, 2006 | -7.44% Jul 12, 2024 - Aug 21, 2024 |
| #7 | -13.53% Jul 3, 2014 - Apr 23, 2015 | -6.05% Jun 7, 2021 - Aug 13, 2021 |
| #8 | -12.78% Feb 25, 2026 - Jun 2, 2026 | -5.41% Sep 3, 2021 - Nov 8, 2021 |
| #9 | -12.13% Jul 12, 2007 - Sep 27, 2007 | -4.90% Nov 12, 2025 - Dec 4, 2025 |
| #10 | -7.80% Feb 16, 2021 - Apr 15, 2021 | -4.32% Jan 14, 2021 - Feb 8, 2021 |
| #11 | -7.72% Feb 26, 2007 - Mar 21, 2007 | -4.17% Mar 27, 2024 - May 9, 2024 |
| #12 | -7.08% Oct 12, 2020 - Nov 5, 2020 | -3.88% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -6.95% Oct 27, 2025 - Jan 5, 2026 | -3.75% Aug 30, 2024 - Sep 19, 2024 |
| #14 | -5.44% Jul 23, 2025 - Sep 11, 2025 | -3.57% May 20, 2024 - Jul 11, 2024 |
| #15 | -5.20% Sep 29, 2005 - Dec 1, 2005 | -3.26% May 7, 2021 - May 24, 2021 |
Correlation
Correlation between EFG and AVDE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2005 - 2026)
EFG vs AVDE dividend yield comparison.
| Year | EFG | AVDE |
|---|---|---|
| 2026 | 0.81% | 1.40% |
| 2025 | 2.53% | 2.66% |
| 2024 | 1.64% | 3.29% |
| 2023 | 1.63% | 3.01% |
| 2022 | 1.27% | 2.79% |
| 2021 | 1.54% | 2.46% |
| 2020 | 0.85% | 1.63% |
| 2019 | 1.69% | 0.29% |
| 2018 | 1.98% | 0.00% |
| 2017 | 1.56% | 0.00% |
| 2016 | 2.20% | 0.00% |
| 2015 | 1.75% | 0.00% |
| 2014 | 2.34% | 0.00% |
| 2013 | 1.86% | 0.00% |
| 2012 | 2.29% | 0.00% |
| 2011 | 2.48% | 0.00% |
| 2010 | 1.78% | 0.00% |
| 2009 | 2.09% | 0.00% |
| 2008 | 2.91% | 0.00% |
| 2007 | 0.94% | 0.00% |
| 2006 | 1.01% | 0.00% |
| 2005 | 0.41% | 0.00% |
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