HDV vs AVUS
Comparison between ISHARES CORE HIGH DIVIDEND ETF (HDV, ETF) and AVANTIS U.S. EQUITY ETF (AVUS, ETF).
5-Year PerformanceAVUS has outperformed HDV, delivering a return of +13.1% compared to +12.1%
HDV vs AVUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HDV
$14B
Winner
AVUS
$14B
Expense Ratio
Winner
HDV
0.08%
AVUS
0.15%
Max Drawdown
HDV
37.04%
Winner
AVUS
37.04%
Sharpe Ratio
Winner
HDV
1.79
AVUS
1.72
5Y Beta
Winner
HDV
0.28
AVUS
0.97
P/E Ratio
Winner
HDV
21.36
AVUS
22.26
Forward P/E
Winner
HDV
15.93
AVUS
17.95
PEG Ratio
HDV
1.19
AVUS
N/A
5Y Dividends CAGR
HDV
4.92%
Winner
AVUS
14.46%
5Y EPS CAGR
HDV
8.56%
Winner
AVUS
23.39%
Debt to Equity
HDV
-82.08%
AVUS
N/A
P/S Ratio
HDV
2.89
Winner
AVUS
2.35
P/B Ratio
Winner
HDV
3.93
AVUS
4.08
HDV vs AVUS - Holdings Comparison
HDV and AVUS have 63 common holdings. Overlap is 9.99%
HDV's top 25 holdings weight is 81.08%. AVUS's top 25 holdings weight is 37.92%.
| Rank | HDV | AVUS |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 7.25% | NVIDIA CORP (NVDA) - 4.90% |
| #2 | ABBVIE INC (ABBV) - 6.47% | APPLE INC (AAPL) - 4.85% |
| #3 | CHEVRON CORP (CVX) - 5.42% | MICROSOFT CORP (MSFT) - 3.53% |
| #4 | VERIZON COMMUNICATIONS INC (VZ) - 5.19% | AMAZON.COM INC (AMZN) - 3.21% |
| #5 | THE HOME DEPOT INC (HD) - 4.94% | ALPHABET INC CLASS A (GOOGL) - 2.36% |
| #6 | PROCTER & GAMBLE CO (PG) - 4.84% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #7 | PHILIP MORRIS INTERNATIONAL INC (PM) - 4.34% | ALPHABET INC CLASS C (GOOG) - 1.89% |
| #8 | PFIZER INC (PFE) - 4.27% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #9 | MERCK & CO INC (MRK) - 4.03% | EXXON MOBIL CORP (XOM) - 1.33% |
| #10 | COCA-COLA CO (KO) - 3.98% | MICRON TECHNOLOGY INC (MU) - 1.09% |
| #11 | PEPSICO INC (PEP) - 3.68% | BROADCOM INC (AVGO) - 1.01% |
| #12 | ALTRIA GROUP INC (MO) - 3.36% | LAM RESEARCH CORP (LRCX) - 0.90% |
| #13 | AMGEN INC (AMGN) - 2.66% | CATERPILLAR INC (CAT) - 0.90% |
| #14 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.42% | TESLA INC (TSLA) - 0.80% |
| #15 | MCDONALD'S CORP (MCD) - 2.41% | WALMART INC (WMT) - 0.78% |
| #16 | ABBOTT LABORATORIES (ABT) - 2.10% | COSTCO WHOLESALE CORP (COST) - 0.75% |
| #17 | BLACKSTONE INC (BX) - 1.71% | ELI LILLY AND CO (LLY) - 0.73% |
| #18 | MEDTRONIC PLC (MDT) - 1.68% | JOHNSON & JOHNSON (JNJ) - 0.72% |
| #19 | SOUTHERN CO (SO) - 1.68% | MERCK & CO INC (MRK) - 0.72% |
| #20 | CONOCOPHILLIPS (COP) - 1.67% | VISA INC CLASS A (V) - 0.72% |
| #21 | DUKE ENERGY CORP (DUK) - 1.61% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% |
| #22 | STARBUCKS CORP (SBUX) - 1.44% | CHEVRON CORP (CVX) - 0.67% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.43% | APPLIED MATERIALS INC (AMAT) - 0.66% |
| #24 | LOCKHEED MARTIN CORP (LMT) - 1.28% | MASTERCARD INC CLASS A (MA) - 0.55% |
| #25 | WILLIAMS COMPANIES INC (WMB) - 1.22% | GILEAD SCIENCES INC (GILD) - 0.54% |
| Total Holdings | 80 | 1846 |
HDV vs AVUS - Historical Returns
Returns include dividend reinvestment.
1M
HDV
+2.78%
Winner
AVUS
+3.09%
3M
Winner
HDV
+8.01%
AVUS
+6.29%
6M
HDV
+6.69%
Winner
AVUS
+12.46%
1Y
HDV
+24.68%
Winner
AVUS
+28.78%
5Y(CAGR)
HDV
+12.12%
Winner
AVUS
+13.12%
10Y(CAGR)
HDV
+9.65%
AVUS
N/A
Max(CAGR)
HDV
+10.84%
Winner
AVUS
+16.57%
HDV vs AVUS - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | HDV | AVUS |
|---|---|---|
| 2026 | +19.60% | +17.12% |
| 2025 | +11.89% | +16.80% |
| 2024 | +12.43% | +21.05% |
| 2023 | +2.36% | +22.55% |
| 2022 | +6.85% | -14.25% |
| 2021 | +20.28% | +30.39% |
| 2020 | -6.68% | +16.67% |
| 2019 | +20.39% | +8.87% |
| 2018 | -3.16% | N/A |
| 2017 | +12.68% | N/A |
| 2016 | +16.96% | N/A |
| 2015 | -0.39% | N/A |
| 2014 | +13.75% | N/A |
| 2013 | +20.59% | N/A |
| 2012 | +9.73% | N/A |
| 2011 | +11.41% | N/A |
HDV vs AVUS Drawdown Comparison
The maximum drawdown for HDV was -37.04%, occurring on Mar 23, 2020. Recovery took 302 trading sessions.
The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.
The current HDV drawdown is -1.24%. The current AVUS drawdown is -0.11%.
| Rank | HDV | AVUS |
|---|---|---|
| #1 | -37.04% Dec 23, 2019 - Mar 8, 2021 | -37.04% Feb 19, 2020 - Aug 27, 2020 |
| #2 | -15.39% Apr 20, 2022 - Nov 30, 2022 | -22.20% Jan 4, 2022 - Dec 13, 2023 |
| #3 | -12.86% Dec 3, 2018 - Feb 22, 2019 | -19.74% Dec 4, 2024 - Jul 1, 2025 |
| #4 | -12.51% Apr 23, 2015 - Mar 2, 2016 | -9.15% Sep 2, 2020 - Oct 12, 2020 |
| #5 | -12.02% May 19, 2011 - Oct 27, 2011 | -8.68% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -11.86% Jan 26, 2018 - Sep 21, 2018 | -7.85% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -10.49% Mar 31, 2025 - Jul 10, 2025 | -6.89% Oct 12, 2020 - Nov 9, 2020 |
| #8 | -9.78% Nov 30, 2022 - Jan 2, 2024 | -5.56% Nov 16, 2021 - Dec 27, 2021 |
| #9 | -7.72% Nov 29, 2024 - Feb 24, 2025 | -5.49% Mar 28, 2024 - May 15, 2024 |
| #10 | -7.27% Oct 18, 2012 - Jan 25, 2013 | -4.79% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -6.41% Jul 22, 2016 - Dec 13, 2016 | -4.24% Jan 20, 2021 - Feb 4, 2021 |
| #12 | -6.17% Apr 30, 2019 - Jun 20, 2019 | -4.24% Sep 2, 2021 - Oct 19, 2021 |
| #13 | -6.04% Nov 15, 2013 - Mar 17, 2014 | -4.23% May 7, 2021 - Jun 4, 2021 |
| #14 | -5.71% Sep 19, 2014 - Oct 31, 2014 | -4.06% Jul 12, 2021 - Jul 29, 2021 |
| #15 | -5.54% Nov 11, 2011 - Nov 30, 2011 | -4.00% Feb 24, 2021 - Mar 10, 2021 |
Correlation
Correlation between HDV and AVUS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2011 - 2026)
HDV vs AVUS dividend yield comparison.
| Year | HDV | AVUS |
|---|---|---|
| 2026 | 1.53% | 0.44% |
| 2025 | 3.22% | 1.08% |
| 2024 | 3.67% | 1.27% |
| 2023 | 3.82% | 1.41% |
| 2022 | 3.56% | 1.59% |
| 2021 | 3.47% | 1.08% |
| 2020 | 4.07% | 1.19% |
| 2019 | 3.27% | 0.35% |
| 2018 | 3.67% | 0.00% |
| 2017 | 3.27% | 0.00% |
| 2016 | 3.28% | 0.00% |
| 2015 | 3.92% | 0.00% |
| 2014 | 3.20% | 0.00% |
| 2013 | 3.18% | 0.00% |
| 2012 | 3.56% | 0.00% |
| 2011 | 1.65% | 0.00% |
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