EFIV vs AVIV
Comparison between SPDR S&P 500 ESG ETF (EFIV, ETF) and AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF).
5-Year PerformanceEFIV has outperformed AVIV, delivering a return of +14.6% compared to +13.9%
EFIV vs AVIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFIV
$1.20B
Winner
AVIV
$1.30B
Expense Ratio
Winner
EFIV
0.10%
AVIV
0.25%
Max Drawdown
Winner
EFIV
25.38%
AVIV
29.14%
Sharpe Ratio
Winner
EFIV
2.22
AVIV
2.18
5Y Beta
EFIV
0.96
Winner
AVIV
0.67
P/E Ratio
EFIV
27.94
AVIV
N/A
Forward P/E
EFIV
20.19
AVIV
N/A
5Y Dividends CAGR
EFIV
18.87%
AVIV
N/A
5Y EPS CAGR
EFIV
29.51%
AVIV
N/A
Debt to Equity
EFIV
12.33%
AVIV
N/A
P/S Ratio
EFIV
3.42
AVIV
N/A
P/B Ratio
EFIV
5.31
AVIV
N/A
EFIV vs AVIV - Holdings Comparison
EFIV and AVIV have 1 common holdings. Overlap is 0.00%
EFIV's top 25 holdings weight is 53.67%. AVIV's top 25 holdings weight is 26.37%.
| Rank | EFIV | AVIV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.49% | n/a (SHEL) - 2.31% |
| #2 | MICROSOFT CORP (MSFT) - 7.99% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 1.85% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.92% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.71% |
| #4 | ALPHABET INC CLASS C (GOOG) - 4.70% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.45% |
| #5 | ELI LILLY AND CO (LLY) - 2.05% | HSBC HOLDINGS PLC ADR (HSBC) - 1.37% |
| #6 | MICRON TECHNOLOGY INC (MU) - 1.89% | BHP GROUP LTD ADR (BHP) - 1.35% |
| #7 | WALMART INC (WMT) - 1.50% | REPSOL SA (n/a) - 1.35% |
| #8 | VISA INC CLASS A (V) - 1.42% | TOTALENERGIES SE (TTE:XPAR) - 1.31% |
| #9 | INTEL CORP (INTC) - 1.33% | BP PLC ADR (BP) - 1.27% |
| #10 | COSTCO WHOLESALE CORP (COST) - 1.18% | GSK PLC ADR (GSK) - 1.11% |
| #11 | CATERPILLAR INC (CAT) - 1.10% | ROYAL BANK OF CANADA (RY) - 1.04% |
| #12 | MASTERCARD INC CLASS A (MA) - 1.06% | SUNCOR ENERGY INC (SU) - 1.02% |
| #13 | NETFLIX INC (NFLX) - 0.97% | ASML HOLDING NV ADR (ASML) - 0.98% |
| #14 | CISCO SYSTEMS INC (CSCO) - 0.97% | TOYOTA MOTOR CORP ADR (TM) - 0.96% |
| #15 | ABBVIE INC (ABBV) - 0.95% | ENI SPA ADR (E) - 0.94% |
| #16 | BANK OF AMERICA CORP (BAC) - 0.92% | UNICREDIT SPA (n/a) - 0.92% |
| #17 | LAM RESEARCH CORP (LRCX) - 0.90% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.90% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 0.86% | ZURICH INSURANCE GROUP AG (n/a) - 0.89% |
| #19 | APPLIED MATERIALS INC (AMAT) - 0.85% | VINCI SA (n/a) - 0.88% |
| #20 | THE HOME DEPOT INC (HD) - 0.82% | ALLIANZ SE (n/a) - 0.80% |
| #21 | GE AEROSPACE (GE) - 0.79% | LUNDIN MINING CORP (n/a) - 0.40% |
| #22 | COCA-COLA CO (KO) - 0.79% | MARKS & SPENCER GROUP PLC (n/a) - 0.40% |
| #23 | GE VERNOVA INC (GEV) - 0.77% | SWISS RE AG (n/a) - 0.40% |
| #24 | MERCK & CO INC (MRK) - 0.73% | PANASONIC HOLDINGS CORP (n/a) - 0.38% |
| #25 | THE GOLDMAN SACHS GROUP INC (GS) - 0.72% | TELEFONAKTIEBOLAGET L M ERICSSON ADR (ERIC) - 0.38% |
| Total Holdings | 333 | 594 |
EFIV vs AVIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFIV
+8.70%
AVIV
+0.97%
3M
Winner
EFIV
+6.11%
AVIV
-0.11%
6M
EFIV
+9.61%
Winner
AVIV
+15.89%
1Y
EFIV
+31.22%
Winner
AVIV
+37.82%
5Y(CAGR)
Winner
EFIV
+14.59%
AVIV
+13.93%
Max(CAGR)
Winner
EFIV
+17.74%
AVIV
+13.93%
EFIV vs AVIV - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | EFIV | AVIV |
|---|---|---|
| 2026 | +8.06% | +10.16% |
| 2025 | +18.92% | +42.08% |
| 2024 | +24.68% | +5.24% |
| 2023 | +28.49% | +18.14% |
| 2022 | -18.34% | -9.00% |
| 2021 | +33.60% | +1.92% |
| 2020 | +16.69% | N/A |
EFIV vs AVIV Drawdown Comparison
The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.
The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.
The current AVIV drawdown is -1.47%.
| Rank | EFIV | AVIV |
|---|---|---|
| #1 | -24.53% Jan 3, 2022 - Jul 31, 2023 | -27.72% Jan 14, 2022 - Jul 28, 2023 |
| #2 | -19.24% Dec 4, 2024 - Jun 30, 2025 | -14.13% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -10.16% Sep 2, 2020 - Nov 16, 2020 | -10.78% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -9.90% Jul 31, 2023 - Nov 30, 2023 | -9.85% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -9.44% Feb 9, 2026 - Apr 15, 2026 | -8.07% Sep 26, 2024 - Feb 13, 2025 |
| #6 | -9.00% Jul 16, 2024 - Sep 24, 2024 | -7.53% Jul 17, 2024 - Aug 21, 2024 |
| #7 | -5.50% Mar 27, 2024 - May 14, 2024 | -7.09% Nov 8, 2021 - Jan 7, 2022 |
| #8 | -4.97% Sep 3, 2021 - Oct 19, 2021 | -4.75% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -4.48% Oct 29, 2025 - Dec 5, 2025 | -4.46% May 20, 2024 - Jul 12, 2024 |
| #10 | -4.19% May 7, 2021 - Jun 10, 2021 | -4.35% Dec 27, 2023 - Feb 23, 2024 |
| #11 | -4.06% Feb 16, 2021 - Mar 11, 2021 | -4.21% Apr 9, 2024 - May 14, 2024 |
| #12 | -3.66% Nov 24, 2021 - Dec 8, 2021 | -3.92% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -3.45% Dec 10, 2021 - Dec 23, 2021 | -3.48% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -3.23% Jan 25, 2021 - Feb 4, 2021 | -2.97% Oct 6, 2025 - Oct 27, 2025 |
| #15 | -2.89% Oct 6, 2025 - Oct 20, 2025 | -2.34% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between EFIV and AVIV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
EFIV vs AVIV dividend yield comparison.
| Year | EFIV | AVIV |
|---|---|---|
| 2026 | 0.23% | 0.13% |
| 2025 | 1.03% | 3.01% |
| 2024 | 1.20% | 3.46% |
| 2023 | 1.37% | 3.64% |
| 2022 | 1.64% | 2.84% |
| 2021 | 1.19% | 0.57% |
| 2020 | 0.65% | 0.00% |
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