EQTY vs AVES
Comparison between KOVITZ CORE EQUITY ETF (EQTY, ETF) and AVANTIS EMERGING MARKETS VALUE ETF (AVES, ETF).
EQTY vs AVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQTY
$1.30B
Winner
AVES
$1.40B
Expense Ratio
EQTY
0.99%
Winner
AVES
0.36%
Max Drawdown
Winner
EQTY
17.28%
AVES
28.22%
Sharpe Ratio
EQTY
1.02
Winner
AVES
1.79
5Y Beta
EQTY
0.85
Winner
AVES
0.68
P/E Ratio
EQTY
28.29
AVES
N/A
Forward P/E
EQTY
20.75
AVES
N/A
PEG Ratio
EQTY
0.89
AVES
N/A
5Y EPS CAGR
EQTY
14.50%
AVES
N/A
Debt to Equity
EQTY
47.64%
AVES
N/A
P/S Ratio
EQTY
3.23
AVES
N/A
P/B Ratio
EQTY
4.04
AVES
N/A
EQTY vs AVES - Holdings Comparison
EQTY and AVES have 1 common holdings. Overlap is 0.00%
EQTY's top 25 holdings weight is 77.84%. AVES's top 25 holdings weight is 20.43%.
| Rank | EQTY | AVES |
|---|---|---|
| #1 | ALPHABET INC CLASS C (GOOG) - 4.69% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.34% |
| #2 | PHILIP MORRIS INTERNATIONAL INC (PM) - 4.24% | HYUNDAI MOTOR CO (n/a) - 1.23% |
| #3 | MICROSOFT CORP (MSFT) - 4.21% | VALE SA ADR (VALE) - 1.08% |
| #4 | VISA INC CLASS A (V) - 4.20% | LG ELECTRONICS INC (n/a) - 1.02% |
| #5 | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.17% | HANA FINANCIAL GROUP INC (n/a) - 1.01% |
| #6 | AON PLC CLASS A (AON) - 3.90% | KIA CORP (n/a) - 1.00% |
| #7 | CHARLES SCHWAB CORP (SCHW) - 3.81% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.90% |
| #8 | WATERS CORP (WAT) - 3.56% | INNOLUX CORP (n/a) - 0.90% |
| #9 | AMAZON.COM INC (AMZN) - 3.53% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.78% |
| #10 | SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.50% | SHINHAN FINANCIAL GROUP CO LTD ADR (SHG) - 0.77% |
| #11 | MOTOROLA SOLUTIONS INC (MSI) - 3.06% | SK TELECOM CO LTD ADR (SKM) - 0.76% |
| #12 | BECTON DICKINSON & CO (BDX) - 3.03% | KB FINANCIAL GROUP INC ADR (KB) - 0.75% |
| #13 | ALCON INC (ALC) - 2.82% | INDIAN RUPEE (n/a) - 0.75% |
| #14 | META PLATFORMS INC CLASS A (META) - 2.75% | n/a (n/a) - 0.75% |
| #15 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.65% | GOLD CIRCUIT ELECTRONICS LTD (n/a) - 0.74% |
| #16 | JACOBS SOLUTIONS INC (J) - 2.62% | n/a (n/a) - 0.72% |
| #17 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.52% | ZHEN DING TECHNOLOGY HOLDING LTD (n/a) - 0.72% |
| #18 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.48% | n/a (n/a) - 0.71% |
| #19 | ADVANCED MICRO DEVICES INC (AMD) - 2.48% | WOORI FINANCIAL GROUP INC (n/a) - 0.71% |
| #20 | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 2.44% | CHINA HONGQIAO GROUP LTD (n/a) - 0.69% |
| #21 | SALESFORCE INC (CRM) - 2.41% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.65% |
| #22 | APPLIED MATERIALS INC (AMAT) - 2.31% | n/a (n/a) - 0.63% |
| #23 | COPART INC (CPRT) - 2.21% | LG INNOTEK CO LTD (n/a) - 0.61% |
| #24 | S&P GLOBAL INC (SPGI) - 2.18% | n/a (n/a) - 0.61% |
| #25 | PACCAR INC (PCAR) - 2.07% | ANTA SPORTS PRODUCTS LTD (n/a) - 0.60% |
| Total Holdings | 52 | 1741 |
EQTY vs AVES - Historical Returns
Returns include dividend reinvestment.
1M
EQTY
+1.63%
Winner
AVES
+5.41%
3M
EQTY
+1.28%
Winner
AVES
+5.78%
6M
EQTY
+5.44%
Winner
AVES
+21.35%
1Y
EQTY
+16.96%
Winner
AVES
+39.62%
5Y(CAGR)
EQTY
N/A
AVES
+10.66%
Max(CAGR)
Winner
EQTY
+16.79%
AVES
+10.66%
EQTY vs AVES - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | EQTY | AVES |
|---|---|---|
| 2026 | +3.07% | +16.67% |
| 2025 | +13.71% | +30.47% |
| 2024 | +20.68% | +5.94% |
| 2023 | +26.48% | +16.19% |
| 2022 | -3.83% | -16.49% |
| 2021 | N/A | +1.32% |
EQTY vs AVES Drawdown Comparison
The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.
The maximum drawdown for AVES was -27.41%, occurring on Oct 24, 2022. Recovery took 560 trading sessions.
The current EQTY drawdown is -1.19%.
| Rank | EQTY | AVES |
|---|---|---|
| #1 | -17.28% Feb 6, 2025 - Jul 2, 2025 | -27.41% Jan 12, 2022 - Apr 8, 2024 |
| #2 | -11.85% Jan 28, 2026 - Mar 27, 2026 | -18.49% Oct 2, 2024 - Jun 4, 2025 |
| #3 | -11.46% Aug 1, 2023 - Dec 13, 2023 | -12.90% Feb 25, 2026 - May 6, 2026 |
| #4 | -9.60% Feb 2, 2023 - Jun 12, 2023 | -8.51% Jul 12, 2024 - Sep 24, 2024 |
| #5 | -6.79% Jul 16, 2024 - Aug 21, 2024 | -5.43% Oct 25, 2021 - Jan 11, 2022 |
| #6 | -6.75% Dec 13, 2022 - Jan 11, 2023 | -5.24% May 8, 2026 - May 26, 2026 |
| #7 | -6.35% Oct 27, 2025 - Dec 5, 2025 | -4.76% Apr 9, 2024 - May 2, 2024 |
| #8 | -5.10% Mar 28, 2024 - Jul 10, 2024 | -4.68% May 17, 2024 - Jul 11, 2024 |
| #9 | -4.35% Dec 11, 2024 - Jan 21, 2025 | -4.55% Sep 17, 2025 - Oct 23, 2025 |
| #10 | -3.92% Aug 30, 2024 - Sep 19, 2024 | -3.87% Nov 12, 2025 - Dec 22, 2025 |
| #11 | -2.93% Jul 25, 2025 - Aug 12, 2025 | -3.72% Jul 23, 2025 - Aug 13, 2025 |
| #12 | -2.90% Nov 11, 2024 - Nov 26, 2024 | -2.63% Jun 12, 2025 - Jun 24, 2025 |
| #13 | -2.88% Sep 11, 2025 - Oct 8, 2025 | -2.40% Jan 28, 2026 - Feb 9, 2026 |
| #14 | -2.86% Oct 8, 2025 - Oct 20, 2025 | -2.21% Oct 27, 2025 - Nov 10, 2025 |
| #15 | -2.58% Jan 12, 2023 - Jan 23, 2023 | -1.92% Oct 1, 2021 - Oct 14, 2021 |
Correlation
Correlation between EQTY and AVES is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2021 - 2026)
EQTY vs AVES dividend yield comparison.
| Year | EQTY | AVES |
|---|---|---|
| 2026 | 0.00% | 0.09% |
| 2025 | 0.02% | 3.17% |
| 2024 | 0.33% | 4.09% |
| 2023 | 0.26% | 3.96% |
| 2022 | 0.08% | 3.70% |
| 2021 | 0.00% | 0.62% |
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