EFV vs AVUV
Comparison between ISHARES MSCI EAFE VALUE ETF (EFV, ETF) and AVANTIS U.S. SMALL CAP VALUE ETF (AVUV, ETF).
5-Year PerformanceEFV has outperformed AVUV, delivering a return of +12.4% compared to +11.5%
EFV vs AVUV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFV
$30B
AVUV
$27B
Expense Ratio
EFV
0.31%
Winner
AVUV
0.25%
Max Drawdown
EFV
66.71%
Winner
AVUV
49.62%
Sharpe Ratio
EFV
1.55
Winner
AVUV
1.78
5Y Beta
Winner
EFV
0.63
AVUV
1.00
P/E Ratio
EFV
N/A
AVUV
24.58
Forward P/E
EFV
N/A
AVUV
12.57
5Y Dividends CAGR
Winner
EFV
19.94%
AVUV
18.93%
5Y EPS CAGR
EFV
N/A
AVUV
12.62%
P/S Ratio
EFV
N/A
AVUV
0.80
P/B Ratio
EFV
N/A
AVUV
1.58
EFV vs AVUV - Holdings Comparison
EFV and AVUV have 1 common holdings. Overlap is -1.94%
EFV's top 25 holdings weight is 39.58%. AVUV's top 25 holdings weight is 18.09%.
| Rank | EFV | AVUV |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 3.03% | VIASAT INC (VSAT) - 1.24% |
| #2 | NESTLE SA (n/a) - 2.38% | MATSON INC (MATX) - 1.00% |
| #3 | SHELL PLC (n/a) - 2.26% | AVNET INC (AVT) - 0.91% |
| #4 | EUR/USD PURCHASED (n/a) - 1.92% | SM ENERGY CO (SM) - 0.91% |
| #5 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.89% | LEAR CORP (LEA) - 0.91% |
| #6 | GBP CASH (n/a) - 1.80% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.77% |
| #7 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.73% | MACY'S INC (M) - 0.77% |
| #8 | GBP/USD PURCHASED (n/a) - 1.70% | STONEX GROUP INC (SNEX) - 0.72% |
| #9 | TOTALENERGIES SE (TTE:XPAR) - 1.63% | PLEXUS CORP (PLXS) - 0.71% |
| #10 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.61% | CABOT CORP (CBT) - 0.70% |
| #11 | TOYOTA MOTOR CORP (n/a) - 1.61% | FIVE BELOW INC (FIVE) - 0.69% |
| #12 | ALLIANZ SE (n/a) - 1.55% | LANTHEUS HOLDINGS INC (LNTH) - 0.69% |
| #13 | SEK/USD PURCHASED (n/a) - 1.45% | DANA INC (DAN) - 0.68% |
| #14 | SEK CASH (n/a) - 1.44% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.68% |
| #15 | SIEMENS AG (n/a) - 1.43% | GATX CORP (GATX) - 0.67% |
| #16 | BHP GROUP LTD (n/a) - 1.38% | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.64% |
| #17 | CHF/USD PURCHASED (n/a) - 1.36% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.62% |
| #18 | IBERDROLA SA (n/a) - 1.28% | ARCHROCK INC (AROC) - 0.62% |
| #19 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.25% | RYDER SYSTEM INC (R) - 0.61% |
| #20 | SOFTBANK GROUP CORP (n/a) - 1.21% | ALASKA AIR GROUP INC (ALK) - 0.60% |
| #21 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.21% | MURPHY OIL CORP (MUR) - 0.59% |
| #22 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.16% | NOV INC (NOV) - 0.59% |
| #23 | UNILEVER PLC (n/a) - 1.13% | UNITED NATURAL FOODS INC (UNFI) - 0.59% |
| #24 | BANCO SANTANDER SA (n/a) - 1.09% | n/a (CRC) - 0.59% |
| #25 | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.08% | PRICESMART INC (PSMT) - 0.59% |
| Total Holdings | 448 | 796 |
EFV vs AVUV - Historical Returns
Returns include dividend reinvestment.
1M
EFV
+2.33%
Winner
AVUV
+5.44%
3M
EFV
+6.97%
Winner
AVUV
+15.69%
6M
EFV
+11.65%
Winner
AVUV
+18.44%
1Y
EFV
+28.92%
Winner
AVUV
+39.25%
5Y(CAGR)
Winner
EFV
+12.40%
AVUV
+11.52%
10Y(CAGR)
EFV
+10.53%
AVUV
N/A
Max(CAGR)
EFV
+5.93%
Winner
AVUV
+16.16%
EFV vs AVUV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EFV | AVUV |
|---|---|---|
| 2026 | +9.58% | +20.20% |
| 2025 | +42.78% | +7.60% |
| 2024 | +6.09% | +9.70% |
| 2023 | +17.94% | +24.01% |
| 2022 | -6.02% | -6.16% |
| 2021 | +10.61% | +43.56% |
| 2020 | -3.97% | +7.01% |
| 2019 | +16.14% | +8.50% |
| 2018 | -15.39% | N/A |
| 2017 | +20.26% | N/A |
| 2016 | +6.73% | N/A |
| 2015 | -5.58% | N/A |
| 2014 | -4.94% | N/A |
| 2013 | +19.72% | N/A |
| 2012 | +15.79% | N/A |
| 2011 | -13.17% | N/A |
| 2010 | +1.59% | N/A |
| 2009 | +26.61% | N/A |
| 2008 | -41.53% | N/A |
| 2007 | +3.83% | N/A |
| 2006 | +26.22% | N/A |
| 2005 | +10.86% | N/A |
EFV vs AVUV Drawdown Comparison
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The maximum drawdown for AVUV was -49.42%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.
The current EFV drawdown is -1.08%. The current AVUV drawdown is -0.96%.
| Rank | EFV | AVUV |
|---|---|---|
| #1 | -63.96% Oct 31, 2007 - Oct 10, 2017 | -49.42% Dec 19, 2019 - Nov 23, 2020 |
| #2 | -43.16% Jan 26, 2018 - May 6, 2021 | -28.78% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -25.80% Feb 9, 2022 - Jul 13, 2023 | -20.56% Nov 8, 2021 - Jan 31, 2023 |
| #4 | -14.78% May 9, 2006 - Oct 12, 2006 | -17.15% Feb 2, 2023 - Jul 28, 2023 |
| #5 | -13.72% Mar 19, 2025 - Apr 28, 2025 | -12.48% Jul 31, 2023 - Dec 11, 2023 |
| #6 | -12.13% Jul 12, 2007 - Oct 29, 2007 | -12.19% Jun 8, 2021 - Oct 18, 2021 |
| #7 | -10.90% Feb 25, 2026 - Mar 20, 2026 | -10.98% Jul 31, 2024 - Nov 6, 2024 |
| #8 | -9.39% Jun 7, 2021 - Jan 12, 2022 | -9.02% Mar 15, 2021 - May 5, 2021 |
| #9 | -9.13% Sep 26, 2024 - Feb 14, 2025 | -7.95% Feb 20, 2026 - Apr 9, 2026 |
| #10 | -8.78% Jul 28, 2023 - Dec 1, 2023 | -7.24% Mar 28, 2024 - May 15, 2024 |
| #11 | -7.65% Feb 26, 2007 - Apr 5, 2007 | -6.99% Dec 26, 2023 - Mar 20, 2024 |
| #12 | -6.58% Jul 17, 2024 - Aug 19, 2024 | -6.44% May 15, 2024 - Jul 15, 2024 |
| #13 | -6.52% Sep 29, 2005 - Nov 22, 2005 | -6.10% Jan 14, 2021 - Feb 4, 2021 |
| #14 | -5.14% Nov 12, 2025 - Dec 10, 2025 | -5.04% May 7, 2021 - May 17, 2021 |
| #15 | -4.43% May 17, 2024 - Jul 12, 2024 | -4.84% Sep 26, 2019 - Oct 17, 2019 |
Correlation
Correlation between EFV and AVUV is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2005 - 2026)
EFV vs AVUV dividend yield comparison.
| Year | EFV | AVUV |
|---|---|---|
| 2026 | 2.65% | 0.59% |
| 2025 | 4.16% | 1.58% |
| 2024 | 4.66% | 1.61% |
| 2023 | 4.36% | 1.65% |
| 2022 | 4.17% | 1.74% |
| 2021 | 4.07% | 1.28% |
| 2020 | 2.42% | 1.21% |
| 2019 | 4.62% | 0.38% |
| 2018 | 4.56% | 0.00% |
| 2017 | 3.56% | 0.00% |
| 2016 | 3.28% | 0.00% |
| 2015 | 3.59% | 0.00% |
| 2014 | 4.87% | 0.00% |
| 2013 | 3.19% | 0.00% |
| 2012 | 3.77% | 0.00% |
| 2011 | 4.52% | 0.00% |
| 2010 | 3.23% | 0.00% |
| 2009 | 2.97% | 0.00% |
| 2008 | 4.70% | 0.00% |
| 2007 | 4.51% | 0.00% |
| 2006 | 1.65% | 0.00% |
| 2005 | 0.45% | 0.00% |
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