EFG vs AVLV
Comparison between ISHARES MSCI EAFE GROWTH ETF (EFG, ETF) and AVANTIS U.S. LARGE CAP VALUE ETF (AVLV, ETF).
5-Year PerformanceAVLV has outperformed EFG, delivering a return of +14.8% compared to +4.1%
EFG vs AVLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFG
$17B
AVLV
$17B
Expense Ratio
EFG
0.34%
Winner
AVLV
0.15%
Max Drawdown
EFG
59.71%
Winner
AVLV
20.18%
Sharpe Ratio
EFG
0.53
Winner
AVLV
2.20
5Y Beta
Winner
EFG
0.87
AVLV
0.87
P/E Ratio
EFG
N/A
AVLV
21.56
Forward P/E
EFG
N/A
AVLV
15.51
PEG Ratio
EFG
N/A
AVLV
0.31
5Y Dividends CAGR
EFG
17.12%
AVLV
N/A
5Y EPS CAGR
EFG
N/A
AVLV
18.80%
P/S Ratio
EFG
N/A
AVLV
1.98
P/B Ratio
EFG
N/A
AVLV
3.76
EFG vs AVLV - Holdings Comparison
EFG and AVLV have 1 common holdings. Overlap is -0.01%
EFG's top 25 holdings weight is 35.25%. AVLV's top 25 holdings weight is 40.10%.
| Rank | EFG | AVLV |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 6.34% | APPLE INC (AAPL) - 3.12% |
| #2 | ASTRAZENECA PLC (AZN:XLON) - 2.37% | AMAZON.COM INC (AMZN) - 2.82% |
| #3 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.83% | META PLATFORMS INC CLASS A (META) - 2.76% |
| #4 | TOKYO ELECTRON LTD (n/a) - 1.83% | MICRON TECHNOLOGY INC (MU) - 2.76% |
| #5 | SCHNEIDER ELECTRIC SE (n/a) - 1.56% | JPMORGAN CHASE & CO (JPM) - 2.25% |
| #6 | SAP SE (n/a) - 1.56% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.18% |
| #7 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.54% | COSTCO WHOLESALE CORP (COST) - 2.13% |
| #8 | ABB LTD (n/a) - 1.50% | MICROSOFT CORP (MSFT) - 1.94% |
| #9 | NOVO NORDISK AS CLASS B (n/a) - 1.48% | QUALCOMM INC (QCOM) - 1.73% |
| #10 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.48% | UNION PACIFIC CORP (UNP) - 1.70% |
| #11 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.24% | MORGAN STANLEY (MS) - 1.63% |
| #12 | AIRBUS SE (n/a) - 1.23% | THE GOLDMAN SACHS GROUP INC (GS) - 1.60% |
| #13 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.21% | CATERPILLAR INC (CAT) - 1.51% |
| #14 | ADVANTEST CORP (n/a) - 1.21% | VERIZON COMMUNICATIONS INC (VZ) - 1.51% |
| #15 | SAFRAN SA (n/a) - 1.21% | NETFLIX INC (NFLX) - 1.50% |
| #16 | HITACHI LTD (n/a) - 1.19% | TJX COMPANIES INC (TJX) - 1.41% |
| #17 | n/a (n/a) - 1.13% | LAM RESEARCH CORP (LRCX) - 1.40% |
| #18 | SONY GROUP CORP (n/a) - 1.12% | MERCK & CO INC (MRK) - 1.26% |
| #19 | GSK PLC (n/a) - 0.98% | DEERE & CO (DE) - 1.25% |
| #20 | DEUTSCHE TELEKOM AG (n/a) - 0.97% | CONOCOPHILLIPS (COP) - 1.22% |
| #21 | DSV AS (n/a) - 0.46% | CARNIVAL CORPORATION LTD (CCL) - 0.51% |
| #22 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.46% | APPLIED MATERIALS INC (AMAT) - 0.49% |
| #23 | HERMES INTERNATIONAL SA (n/a) - 0.45% | PRUDENTIAL FINANCIAL INC (PRU) - 0.48% |
| #24 | NINTENDO CO LTD (n/a) - 0.45% | DIAMONDBACK ENERGY INC (FANG) - 0.47% |
| #25 | SHIN-ETSU CHEMICAL CO LTD (n/a) - 0.45% | FREEPORT-MCMORAN INC (FCX) - 0.47% |
| Total Holdings | 337 | 235 |
EFG vs AVLV - Historical Returns
Returns include dividend reinvestment.
1M
EFG
-3.51%
Winner
AVLV
+0.52%
3M
EFG
+2.63%
Winner
AVLV
+8.64%
6M
EFG
+2.91%
Winner
AVLV
+16.39%
1Y
EFG
+12.33%
Winner
AVLV
+35.44%
5Y(CAGR)
EFG
+4.09%
Winner
AVLV
+14.80%
10Y(CAGR)
EFG
+7.90%
AVLV
N/A
Max(CAGR)
EFG
+6.06%
Winner
AVLV
+14.80%
EFG vs AVLV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EFG | AVLV |
|---|---|---|
| 2026 | +5.90% | +20.67% |
| 2025 | +21.02% | +15.23% |
| 2024 | +3.20% | +17.75% |
| 2023 | +16.74% | +18.28% |
| 2022 | -23.27% | -5.87% |
| 2021 | +10.16% | +5.92% |
| 2020 | +17.02% | N/A |
| 2019 | +28.17% | N/A |
| 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 AVLV Drawdown Comparison
The maximum drawdown for EFG was -58.41%, occurring on Mar 9, 2009. Recovery took 1635 trading sessions.
The maximum drawdown for AVLV was -19.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current EFG drawdown is -3.51%.
| Rank | EFG | AVLV |
|---|---|---|
| #1 | -58.41% Oct 31, 2007 - May 1, 2014 | -19.50% Nov 29, 2024 - Jul 25, 2025 |
| #2 | -35.76% Sep 7, 2021 - May 19, 2025 | -19.33% Mar 29, 2022 - Feb 2, 2023 |
| #3 | -29.88% Jan 17, 2020 - Jul 22, 2020 | -10.75% Feb 7, 2023 - Jul 12, 2023 |
| #4 | -20.72% Jan 26, 2018 - Nov 1, 2019 | -10.45% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -18.90% May 21, 2015 - May 2, 2017 | -8.47% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -16.38% May 9, 2006 - Nov 30, 2006 | -8.39% Jan 4, 2022 - Mar 25, 2022 |
| #7 | -13.53% Jul 3, 2014 - Apr 23, 2015 | -6.39% Feb 20, 2026 - Apr 14, 2026 |
| #8 | -12.78% Feb 25, 2026 - Jun 2, 2026 | -5.48% Mar 28, 2024 - Jul 12, 2024 |
| #9 | -12.13% Jul 12, 2007 - Sep 27, 2007 | -4.99% Nov 23, 2021 - Jan 3, 2022 |
| #10 | -7.80% Feb 16, 2021 - Apr 15, 2021 | -4.22% Nov 12, 2025 - Nov 26, 2025 |
| #11 | -7.72% Feb 26, 2007 - Mar 21, 2007 | -3.51% Oct 3, 2025 - Oct 24, 2025 |
| #12 | -7.08% Oct 12, 2020 - Nov 5, 2020 | -3.17% Sep 27, 2021 - Oct 15, 2021 |
| #13 | -6.95% Oct 27, 2025 - Jan 5, 2026 | -2.95% Jul 25, 2025 - Aug 12, 2025 |
| #14 | -5.44% Jul 23, 2025 - Sep 11, 2025 | -2.79% Dec 27, 2023 - Jan 25, 2024 |
| #15 | -5.20% Sep 29, 2005 - Dec 1, 2005 | -2.32% Dec 11, 2025 - Dec 24, 2025 |
Correlation
Correlation between EFG and AVLV is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2005 - 2026)
EFG vs AVLV dividend yield comparison.
| Year | EFG | AVLV |
|---|---|---|
| 2026 | 0.81% | 0.56% |
| 2025 | 2.53% | 1.33% |
| 2024 | 1.64% | 1.58% |
| 2023 | 1.63% | 1.85% |
| 2022 | 1.27% | 2.00% |
| 2021 | 1.54% | 0.29% |
| 2020 | 0.85% | 0.00% |
| 2019 | 1.69% | 0.00% |
| 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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