EVUS vs AVGV

Comparison between ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF) and AVANTIS ALL EQUITY MARKETS VALUE ETF (AVGV, ETF).

EVUS vs AVGV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVUS(ETF)	AVGV(ETF)
Net Assets	$340M	$340M
Expense Ratio	0.18%	0.26%
Max Drawdown	16.43%	18.05%
Sharpe Ratio	1.54	2.12
5Y Beta	0.70	0.84
P/E Ratio	22.57	N/A
Forward P/E	17.42	N/A
PEG Ratio	0.42	N/A
5Y EPS CAGR	14.52%	N/A
Debt to Equity	36.64%	N/A
P/S Ratio	2.32	N/A
P/B Ratio	3.73	N/A

Net Assets

EVUS

$340M

Winner

AVGV

$340M

Expense Ratio

Winner

EVUS

0.18%

AVGV

0.26%

Max Drawdown

Winner

EVUS

16.43%

AVGV

18.05%

Sharpe Ratio

EVUS

1.54

Winner

AVGV

2.12

5Y Beta

Winner

EVUS

0.70

AVGV

0.84

P/E Ratio

EVUS

22.57

AVGV

N/A

Forward P/E

EVUS

17.42

AVGV

N/A

PEG Ratio

EVUS

0.42

AVGV

N/A

5Y EPS CAGR

EVUS

14.52%

AVGV

N/A

Debt to Equity

EVUS

36.64%

AVGV

N/A

P/S Ratio

EVUS

2.32

AVGV

N/A

P/B Ratio

EVUS

3.73

AVGV

N/A

EVUS vs AVGV - Holdings Comparison

EVUS and AVGV have 0 common holdings. Overlap is 0.00%

EVUS's top 25 holdings weight is 39.58%. AVGV's top 25 holdings weight is 99.90%.

Rank	EVUS	AVGV
#1	ALPHABET INC CLASS A (GOOGL) - 6.65%	AVANTIS US LARGE CAP VALUE ETF (AVLV) - 36.78%
#2	META PLATFORMS INC CLASS A (META) - 3.80%	AVANTIS US SMALL CAP VALUE ETF (AVUV) - 17.90%
#3	MICRON TECHNOLOGY INC (MU) - 2.51%	AVANTIS INTERNATIONAL LARGE CAP VAL ETF (AVIV) - 17.75%
#4	JPMORGAN CHASE & CO (JPM) - 2.45%	AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 10.72%
#5	INTEL CORP (INTC) - 1.77%	AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 9.59%
#6	CISCO SYSTEMS INC (CSCO) - 1.68%	AVANTIS U.S. MID CAP VALUE ETF (AVMV) - 7.16%
#7	EXXON MOBIL CORP (XOM) - 1.59%	N/A
#8	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43%	N/A
#9	APPLIED MATERIALS INC (AMAT) - 1.39%	N/A
#10	JOHNSON & JOHNSON (JNJ) - 1.39%	N/A
#11	ABBVIE INC (ABBV) - 1.32%	N/A
#12	PROCTER & GAMBLE CO (PG) - 1.18%	N/A
#13	THE GOLDMAN SACHS GROUP INC (GS) - 1.17%	N/A
#14	THE HOME DEPOT INC (HD) - 1.15%	N/A
#15	COCA-COLA CO (KO) - 1.15%	N/A
#16	MORGAN STANLEY (MS) - 0.98%	N/A
#17	CATERPILLAR INC (CAT) - 0.97%	N/A
#18	BANK OF AMERICA CORP (BAC) - 0.96%	N/A
#19	TEXAS INSTRUMENTS INC (TXN) - 0.92%	N/A
#20	MERCK & CO INC (MRK) - 0.91%	N/A
#21	UNITEDHEALTH GROUP INC (UNH) - 0.90%	N/A
#22	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.89%	N/A
#23	HONEYWELL INTERNATIONAL INC (HON) - 0.83%	N/A
#24	THE HARTFORD INSURANCE GROUP INC (HIG) - 0.81%	N/A
#25	VERIZON COMMUNICATIONS INC (VZ) - 0.78%	N/A
Total Holdings	235	6

EVUS vs AVGV - Historical Returns

Returns include dividend reinvestment.

Period	EVUS	AVGV
1 month	+2.98%	+3.97%
3 months	+9.39%	+12.11%
6 months	+11.28%	+19.11%
1 year	+21.76%	+36.45%
Max(CAGR)	+12.48%	+21.86%

EVUS

+2.98%

Winner

AVGV

+3.97%

EVUS

+9.39%

Winner

AVGV

+12.11%

EVUS

+11.28%

Winner

AVGV

+19.11%

EVUS

+21.76%

Winner

AVGV

+36.45%

Max(CAGR)

EVUS

+12.48%

Winner

AVGV

+21.86%

EVUS vs AVGV - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	EVUS	AVGV
2026	+10.24%	+16.79%
2025	+13.46%	+22.51%
2024	+13.75%	+11.94%
2023	+3.47%	+11.38%

EVUS vs AVGV Drawdown Comparison

The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.

The maximum drawdown for AVGV was -17.03%, occurring on Apr 8, 2025. Recovery took 128 trading sessions.

The current EVUS drawdown is -0.15%. The current AVGV drawdown is -0.39%.

Rank	EVUS	AVGV
#1	-15.65% Nov 29, 2024 - Aug 13, 2025	-17.03% Nov 29, 2024 - Jun 6, 2025
#2	-11.17% Jul 31, 2023 - Dec 13, 2023	-10.54% Jul 31, 2023 - Dec 13, 2023
#3	-9.40% Feb 2, 2023 - Jul 21, 2023	-8.35% Jul 16, 2024 - Sep 19, 2024
#4	-7.72% Feb 9, 2026 - Apr 17, 2026	-8.12% Feb 20, 2026 - Apr 17, 2026
#5	-5.44% Mar 28, 2024 - Jul 11, 2024	-4.77% Mar 28, 2024 - May 14, 2024
#6	-4.89% Jul 31, 2024 - Aug 19, 2024	-4.42% Nov 12, 2025 - Nov 26, 2025
#7	-4.41% Oct 27, 2025 - Dec 4, 2025	-4.32% Dec 27, 2023 - Feb 12, 2024
#8	-3.51% Oct 16, 2024 - Nov 6, 2024	-3.82% Oct 6, 2025 - Oct 24, 2025
#9	-3.11% Aug 30, 2024 - Sep 16, 2024	-3.77% May 15, 2024 - Jul 11, 2024
#10	-2.56% Oct 3, 2025 - Oct 20, 2025	-3.70% Jul 23, 2025 - Aug 12, 2025
#11	-2.30% Jun 4, 2026 - Jun 10, 2026	-2.65% Oct 18, 2024 - Nov 6, 2024
#12	-2.05% Jul 17, 2024 - Jul 30, 2024	-2.53% Jun 2, 2026 - Jun 12, 2026
#13	-1.96% Jan 8, 2024 - Jan 25, 2024	-2.43% Oct 27, 2025 - Nov 11, 2025
#14	-1.75% Jan 15, 2026 - Jan 22, 2026	-2.38% Jul 3, 2023 - Jul 11, 2023
#15	-1.72% Nov 11, 2024 - Nov 22, 2024	-2.23% Nov 7, 2024 - Nov 25, 2024