FDIS vs AVIG

Comparison between FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF (FDIS, ETF) and AVANTIS CORE FIXED INCOME ETF (AVIG, ETF).

5-Year PerformanceFDIS has outperformed AVIG, delivering a return of +6.0% compared to +0.3%

FDIS vs AVIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDIS(ETF)	AVIG(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.08%	0.15%
Max Drawdown	39.81%	23.45%
Sharpe Ratio	0.94	0.54
5Y Beta	1.19	0.06
P/E Ratio	34.23	N/A
Forward P/E	23.97	N/A
5Y Dividends CAGR	12.64%	46.85%
5Y EPS CAGR	22.44%	N/A
Debt to Equity	-89.13%	N/A
P/S Ratio	1.65	N/A
P/B Ratio	5.64	N/A

Net Assets

FDIS

$1.60B

Winner

AVIG

$1.70B

Expense Ratio

Winner

FDIS

0.08%

AVIG

0.15%

Max Drawdown

FDIS

39.81%

Winner

AVIG

23.45%

Sharpe Ratio

Winner

FDIS

0.94

AVIG

0.54

5Y Beta

FDIS

1.19

Winner

AVIG

0.06

P/E Ratio

FDIS

34.23

AVIG

N/A

Forward P/E

FDIS

23.97

AVIG

N/A

5Y Dividends CAGR

FDIS

12.64%

Winner

AVIG

46.85%

5Y EPS CAGR

FDIS

22.44%

AVIG

N/A

Debt to Equity

FDIS

-89.13%

AVIG

N/A

P/S Ratio

FDIS

1.65

AVIG

N/A

P/B Ratio

FDIS

5.64

AVIG

N/A

FDIS vs AVIG - Historical Returns

Returns include dividend reinvestment.

Period	FDIS	AVIG
1 month	+8.65%	+0.18%
3 months	+2.46%	-0.03%
6 months	+2.93%	+1.16%
1 year	+19.96%	+6.27%
5 years(CAGR)	+5.96%	+0.26%
10 years(CAGR)	+13.91%	N/A
Max(CAGR)	+13.00%	-0.04%

Winner

FDIS

+8.65%

AVIG

+0.18%

Winner

FDIS

+2.46%

AVIG

-0.03%

Winner

FDIS

+2.93%

AVIG

+1.16%

Winner

FDIS

+19.96%

AVIG

+6.27%

5Y(CAGR)

Winner

FDIS

+5.96%

AVIG

+0.26%

10Y(CAGR)

FDIS

+13.91%

AVIG

N/A

Max(CAGR)

Winner

FDIS

+13.00%

AVIG

-0.04%

FDIS vs AVIG - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FDIS	AVIG
2026	+2.09%	+0.61%
2025	+6.93%	+7.93%
2024	+25.52%	+2.00%
2023	+41.21%	+5.87%
2022	-36.65%	-13.37%
2021	+25.74%	-2.02%
2020	+47.69%	+0.96%
2019	+26.42%	N/A
2018	-2.24%	N/A
2017	+22.33%	N/A
2016	+8.50%	N/A
2015	+7.38%	N/A
2014	+10.00%	N/A
2013	+6.47%	N/A

FDIS vs AVIG Drawdown Comparison

The maximum drawdown for FDIS was -39.16%, occurring on Dec 28, 2022. Recovery took 754 trading sessions.

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current FDIS drawdown is -3.16%. The current AVIG drawdown is -1.20%.

Rank	FDIS	AVIG
#1	-39.16% Nov 5, 2021 - Nov 6, 2024	-19.64% Dec 31, 2020 - Oct 20, 2022
#2	-36.29% Feb 20, 2020 - Jun 8, 2020	-0.82% Nov 5, 2020 - Nov 20, 2020
#3	-27.43% Dec 17, 2024 - Sep 15, 2025	-0.64% Oct 15, 2020 - Nov 4, 2020
#4	-21.81% Sep 27, 2018 - Apr 8, 2019	-0.42% Nov 30, 2020 - Dec 22, 2020
#5	-16.68% Nov 3, 2015 - Jul 12, 2016	-0.10% Nov 20, 2020 - Nov 27, 2020
#6	-15.50% Jan 9, 2026 - Mar 30, 2026	-0.04% Dec 22, 2020 - Dec 24, 2020
#7	-11.37% Jul 31, 2015 - Nov 2, 2015	N/A
#8	-9.71% Jan 26, 2018 - Jun 6, 2018	N/A
#9	-9.41% Sep 2, 2020 - Oct 12, 2020	N/A
#10	-9.30% Sep 16, 2025 - Dec 15, 2025	N/A
#11	-9.21% Apr 26, 2019 - Jul 3, 2019	N/A
#12	-9.01% Oct 13, 2020 - Nov 23, 2020	N/A
#13	-8.68% Feb 8, 2021 - Apr 5, 2021	N/A
#14	-8.55% Sep 5, 2014 - Nov 12, 2014	N/A
#15	-8.30% Dec 31, 2013 - Feb 27, 2014	N/A

Correlation

Correlation between FDIS and AVIG is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2013 - 2026)

FDIS vs AVIG dividend yield comparison.

Year	FDIS	AVIG
2026	0.18%	1.44%
2025	0.75%	4.36%
2024	0.69%	4.66%
2023	0.78%	4.06%
2022	1.00%	2.53%
2021	0.58%	1.12%
2020	0.59%	0.22%
2019	1.14%	0.00%
2018	1.29%	0.00%
2017	1.00%	0.00%
2016	1.62%	0.00%
2015	1.25%	0.00%
2014	1.01%	0.00%
2013	0.28%	0.00%