FPX vs AVIV
Comparison between FIRST TRUST US EQUITY OPPORTUNITIES ETF (FPX, ETF) and AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF).
5-Year PerformanceAVIV has outperformed FPX, delivering a return of +13.3% compared to +9.3%
FPX vs AVIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FPX
$1.30B
AVIV
$1.30B
Expense Ratio
FPX
0.57%
Winner
AVIV
0.25%
Max Drawdown
FPX
56.41%
Winner
AVIV
29.14%
Sharpe Ratio
FPX
1.18
Winner
AVIV
1.63
5Y Beta
FPX
1.41
Winner
AVIV
0.67
P/E Ratio
FPX
58.78
AVIV
N/A
Forward P/E
FPX
28.47
AVIV
N/A
5Y Dividends CAGR
FPX
17.47%
AVIV
N/A
Debt to Equity
FPX
75.08%
AVIV
N/A
P/S Ratio
FPX
2.43
AVIV
N/A
P/B Ratio
FPX
4.41
AVIV
N/A
FPX vs AVIV - Holdings Comparison
FPX and AVIV have 2 common holdings. Overlap is 0.00%
FPX's top 25 holdings weight is 68.64%. AVIV's top 25 holdings weight is 28.58%.
| Rank | FPX | AVIV |
|---|---|---|
| #1 | GE VERNOVA INC (GEV) - 11.14% | n/a (SHEL) - 2.15% |
| #2 | SANDISK CORP ORDINARY SHARES (SNDK) - 9.26% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 2.05% |
| #3 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 6.20% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.69% |
| #4 | MEDLINE INC ORDINARY SHARES CLASS A (MDLN) - 3.89% | SSC GOVERNMENT MM GVMXX (n/a) - 1.63% |
| #5 | LUMENTUM HOLDINGS INC (LITE) - 3.17% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.43% |
| #6 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 3.07% | BHP GROUP LTD ADR (BHP) - 1.41% |
| #7 | n/a (ASTS) - 2.85% | BP PLC ADR (BP) - 1.35% |
| #8 | CONSTELLATION ENERGY CORP (CEG) - 2.72% | GSK PLC ADR (GSK) - 1.12% |
| #9 | n/a (WBD) - 2.59% | ZURICH INSURANCE GROUP AG (n/a) - 1.06% |
| #10 | FEDEX CORP (FDX) - 2.55% | ALLIANZ SE (n/a) - 1.04% |
| #11 | n/a (PLTR) - 2.50% | VINCI SA (n/a) - 1.04% |
| #12 | ENTERGY CORP (ETR) - 1.80% | ENI SPA ADR (E) - 1.01% |
| #13 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.70% | THE TORONTO-DOMINION BANK (TD) - 1.01% |
| #14 | VENTAS INC (VTR) - 1.61% | DEUTSCHE TELEKOM AG (n/a) - 0.98% |
| #15 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.60% | TOYOTA MOTOR CORP ADR (TM) - 0.95% |
| #16 | UL SOLUTIONS INC CLASS A COMMON STOCK (ULS) - 1.51% | INTESA SANPAOLO (n/a) - 0.93% |
| #17 | TENET HEALTHCARE CORP (THC) - 1.42% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.92% |
| #18 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.38% | REPSOL SA (n/a) - 0.90% |
| #19 | NEXTPOWER INC CLASS A (NXT) - 1.31% | ASML HOLDING NV ADR (ASML) - 0.89% |
| #20 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.15% | TOTALENERGIES SE (TTE:XPAR) - 0.88% |
| #21 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 1.14% | SUNCOR ENERGY INC (SU) - 0.88% |
| #22 | AMRIZE LTD REGISTERED SHARE (AMRZ) - 1.04% | NATWEST GROUP PLC ADR (NWG) - 0.87% |
| #23 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.03% | SOFTBANK GROUP CORP (n/a) - 0.81% |
| #24 | LEGENCE CORP ORDINARY SHARES CLASS A (LGN) - 1.01% | HSBC HOLDINGS PLC ADR (HSBC) - 0.80% |
| #25 | n/a (AHR) - 1.00% | DBS GROUP HOLDINGS LTD (n/a) - 0.78% |
| Total Holdings | 101 | 657 |
FPX vs AVIV - Historical Returns
Returns include dividend reinvestment.
1M
FPX
-1.92%
Winner
AVIV
+0.14%
3M
Winner
FPX
+11.41%
AVIV
+2.62%
6M
FPX
+9.99%
Winner
AVIV
+12.42%
1Y
Winner
FPX
+34.26%
AVIV
+29.52%
5Y(CAGR)
FPX
+9.33%
Winner
AVIV
+13.26%
10Y(CAGR)
FPX
+14.13%
AVIV
N/A
Max(CAGR)
FPX
+12.89%
Winner
AVIV
+13.26%
FPX vs AVIV - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FPX | AVIV |
|---|---|---|
| 2026 | +12.10% | +8.12% |
| 2025 | +35.67% | +42.08% |
| 2024 | +28.64% | +5.24% |
| 2023 | +23.84% | +18.14% |
| 2022 | -34.67% | -9.00% |
| 2021 | +5.27% | +1.92% |
| 2020 | +46.85% | N/A |
| 2019 | +30.60% | N/A |
| 2018 | -8.91% | N/A |
| 2017 | +26.26% | N/A |
| 2016 | +8.74% | N/A |
| 2015 | +1.98% | N/A |
| 2014 | +12.63% | N/A |
| 2013 | +44.45% | N/A |
| 2012 | +29.08% | N/A |
| 2011 | +1.87% | N/A |
| 2010 | +16.58% | N/A |
| 2009 | +42.26% | N/A |
| 2008 | -42.62% | N/A |
| 2007 | +14.86% | N/A |
| 2006 | +17.97% | N/A |
FPX vs AVIV Drawdown Comparison
The maximum drawdown for FPX was -56.29%, occurring on Nov 20, 2008. Recovery took 789 trading sessions.
The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.
The current FPX drawdown is -5.15%. The current AVIV drawdown is -3.30%.
| Rank | FPX | AVIV |
|---|---|---|
| #1 | -56.29% Dec 26, 2007 - Feb 11, 2011 | -27.72% Jan 14, 2022 - Jul 28, 2023 |
| #2 | -43.14% Nov 9, 2021 - Feb 5, 2025 | -14.13% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -36.97% Feb 19, 2020 - Jul 8, 2020 | -10.78% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -30.88% Feb 18, 2025 - Jun 26, 2025 | -9.85% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -24.12% Jul 20, 2015 - Feb 3, 2017 | -8.07% Sep 26, 2024 - Feb 13, 2025 |
| #6 | -23.55% Aug 29, 2018 - Apr 3, 2019 | -7.53% Jul 17, 2024 - Aug 21, 2024 |
| #7 | -22.63% Jul 7, 2011 - Feb 3, 2012 | -7.09% Nov 8, 2021 - Jan 7, 2022 |
| #8 | -18.69% Feb 12, 2021 - Nov 9, 2021 | -4.75% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -14.36% Jul 13, 2007 - Dec 26, 2007 | -4.46% May 20, 2024 - Jul 12, 2024 |
| #10 | -12.28% Oct 29, 2025 - Dec 10, 2025 | -4.35% Dec 27, 2023 - Feb 23, 2024 |
| #11 | -12.07% Dec 11, 2025 - Apr 13, 2026 | -4.21% Apr 9, 2024 - May 14, 2024 |
| #12 | -12.04% Apr 2, 2012 - Sep 13, 2012 | -3.92% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -10.85% Sep 11, 2014 - Nov 21, 2014 | -3.48% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -10.23% Jan 26, 2018 - Jun 18, 2018 | -2.97% Oct 6, 2025 - Oct 27, 2025 |
| #15 | -10.22% Sep 1, 2020 - Oct 7, 2020 | -2.34% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between FPX and AVIV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2007 - 2026)
FPX vs AVIV dividend yield comparison.
| Year | FPX | AVIV |
|---|---|---|
| 2026 | 0.04% | 0.13% |
| 2025 | 0.53% | 3.01% |
| 2024 | 0.09% | 3.46% |
| 2023 | 0.27% | 3.64% |
| 2022 | 1.08% | 2.84% |
| 2021 | 0.14% | 0.57% |
| 2020 | 0.28% | 0.00% |
| 2019 | 0.67% | 0.00% |
| 2018 | 0.88% | 0.00% |
| 2017 | 0.68% | 0.00% |
| 2016 | 0.77% | 0.00% |
| 2015 | 0.62% | 0.00% |
| 2014 | 0.79% | 0.00% |
| 2013 | 0.51% | 0.00% |
| 2012 | 1.12% | 0.00% |
| 2011 | 1.06% | 0.00% |
| 2010 | 0.95% | 0.00% |
| 2009 | 1.92% | 0.00% |
| 2008 | 1.08% | 0.00% |
| 2007 | 0.25% | 0.00% |
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