HDV vs AVUS
Comparison between ISHARES CORE HIGH DIVIDEND ETF (HDV, ETF) and AVANTIS U.S. EQUITY ETF (AVUS, ETF).
5-Year PerformanceHDV has outperformed AVUS, delivering a return of +26.9% compared to +13.8%
HDV vs AVUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HDV
$13B
AVUS
$13B
Expense Ratio
Winner
HDV
0.08%
AVUS
0.15%
Max Drawdown
HDV
37.04%
Winner
AVUS
37.04%
Sharpe Ratio
HDV
1.49
Winner
AVUS
2.00
5Y Beta
Winner
HDV
0.31
AVUS
0.98
P/E Ratio
Winner
HDV
21.58
AVUS
23.63
Forward P/E
Winner
HDV
16.49
AVUS
17.99
5Y Dividends CAGR
HDV
2.36%
Winner
AVUS
14.46%
5Y EPS CAGR
HDV
8.49%
Winner
AVUS
22.50%
Debt to Equity
HDV
39.33%
AVUS
N/A
HDV vs AVUS - Holdings Comparison
HDV and AVUS have 63 common holdings. Overlap is 10.39%
HDV's top 25 holdings weight is 81.98%. AVUS's top 25 holdings weight is 37.92%.
| Rank | HDV | AVUS |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 8.23% | NVIDIA CORP (NVDA) - 4.90% |
| #2 | CHEVRON CORP (CVX) - 6.31% | APPLE INC (AAPL) - 4.85% |
| #3 | JOHNSON & JOHNSON (JNJ) - 5.90% | MICROSOFT CORP (MSFT) - 3.53% |
| #4 | ABBVIE INC (ABBV) - 5.79% | AMAZON.COM INC (AMZN) - 3.21% |
| #5 | PHILIP MORRIS INTERNATIONAL INC (PM) - 4.63% | ALPHABET INC CLASS A (GOOGL) - 2.36% |
| #6 | PROCTER & GAMBLE CO (PG) - 4.52% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #7 | MERCK & CO INC (MRK) - 4.11% | ALPHABET INC CLASS C (GOOG) - 1.89% |
| #8 | COCA-COLA CO (KO) - 4.10% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #9 | THE HOME DEPOT INC (HD) - 3.95% | EXXON MOBIL CORP (XOM) - 1.33% |
| #10 | PROGRESSIVE CORP (PGR) - 3.84% | MICRON TECHNOLOGY INC (MU) - 1.09% |
| #11 | ALTRIA GROUP INC (MO) - 3.72% | BROADCOM INC (AVGO) - 1.01% |
| #12 | TEXAS INSTRUMENTS INC (TXN) - 3.55% | LAM RESEARCH CORP (LRCX) - 0.90% |
| #13 | PEPSICO INC (PEP) - 3.33% | CATERPILLAR INC (CAT) - 0.90% |
| #14 | QUALCOMM INC (QCOM) - 2.52% | TESLA INC (TSLA) - 0.80% |
| #15 | BLACKSTONE INC (BX) - 2.29% | WALMART INC (WMT) - 0.78% |
| #16 | CONOCOPHILLIPS (COP) - 2.04% | COSTCO WHOLESALE CORP (COST) - 0.75% |
| #17 | U.S. BANCORP (USB) - 1.69% | ELI LILLY AND CO (LLY) - 0.73% |
| #18 | ACCENTURE PLC CLASS A (ACN) - 1.56% | JOHNSON & JOHNSON (JNJ) - 0.72% |
| #19 | MEDTRONIC PLC (MDT) - 1.53% | MERCK & CO INC (MRK) - 0.72% |
| #20 | DUKE ENERGY CORP (DUK) - 1.51% | VISA INC CLASS A (V) - 0.72% |
| #21 | SOUTHERN CO (SO) - 1.51% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% |
| #22 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.49% | CHEVRON CORP (CVX) - 0.67% |
| #23 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.37% | APPLIED MATERIALS INC (AMAT) - 0.66% |
| #24 | STARBUCKS CORP (SBUX) - 1.34% | MASTERCARD INC CLASS A (MA) - 0.55% |
| #25 | WILLIAMS COMPANIES INC (WMB) - 1.15% | GILEAD SCIENCES INC (GILD) - 0.54% |
| Total Holdings | 80 | 1846 |
HDV vs AVUS - Historical Returns
Returns include dividend reinvestment.
1M
HDV
-1.48%
Winner
AVUS
+3.01%
3M
HDV
+2.10%
Winner
AVUS
+14.64%
6M
Winner
HDV
+15.55%
AVUS
+15.53%
1Y
HDV
+31.95%
Winner
AVUS
+32.52%
5Y(CAGR)
Winner
HDV
+26.95%
AVUS
+13.78%
10Y(CAGR)
HDV
+25.77%
AVUS
N/A
Max(CAGR)
Winner
HDV
+26.49%
AVUS
+16.46%
HDV vs AVUS - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | HDV | AVUS |
|---|---|---|
| 2026 | +14.57% | +13.96% |
| 2025 | +27.12% | +16.80% |
| 2024 | +29.73% | +21.05% |
| 2023 | +19.21% | +22.55% |
| 2022 | +23.25% | -14.25% |
| 2021 | +38.56% | +30.39% |
| 2020 | +11.26% | +16.67% |
| 2019 | +37.47% | +8.87% |
| 2018 | +11.41% | N/A |
| 2017 | +28.86% | N/A |
| 2016 | +33.36% | N/A |
| 2015 | +16.04% | N/A |
| 2014 | +29.25% | N/A |
| 2013 | +37.34% | N/A |
| 2012 | +25.94% | N/A |
| 2011 | +19.33% | N/A |
HDV vs AVUS Drawdown Comparison
The maximum drawdown for HDV was -37.04%, occurring on Mar 23, 2020. Recovery took 222 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 -2.78%. The current AVUS drawdown is -0.62%.
| Rank | HDV | AVUS |
|---|---|---|
| #1 | -37.04% Dec 23, 2019 - Nov 9, 2020 | -37.04% Feb 19, 2020 - Aug 27, 2020 |
| #2 | -11.63% Jul 7, 2011 - Oct 14, 2011 | -22.20% Jan 4, 2022 - Dec 13, 2023 |
| #3 | -11.11% Apr 20, 2022 - Oct 26, 2022 | -19.74% Dec 4, 2024 - Jul 1, 2025 |
| #4 | -10.81% Jan 26, 2018 - Jul 6, 2018 | -9.15% Sep 2, 2020 - Oct 12, 2020 |
| #5 | -10.77% Jul 16, 2015 - Oct 7, 2015 | -8.68% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -10.49% Mar 31, 2025 - Jun 16, 2025 | -7.85% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -10.00% Dec 3, 2018 - Feb 1, 2019 | -6.89% Oct 12, 2020 - Nov 9, 2020 |
| #8 | -8.38% Jan 6, 2023 - Mar 31, 2023 | -5.56% Nov 16, 2021 - Dec 27, 2021 |
| #9 | -7.27% Oct 18, 2012 - Dec 19, 2012 | -5.49% Mar 28, 2024 - May 15, 2024 |
| #10 | -7.10% Dec 29, 2015 - Feb 18, 2016 | -4.79% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -6.48% Apr 13, 2023 - Jun 13, 2023 | -4.24% Jan 20, 2021 - Feb 4, 2021 |
| #12 | -6.17% Apr 30, 2019 - Jun 17, 2019 | -4.24% Sep 2, 2021 - Oct 19, 2021 |
| #13 | -5.83% Sep 26, 2023 - Nov 30, 2023 | -4.23% May 7, 2021 - Jun 4, 2021 |
| #14 | -5.79% Dec 31, 2013 - Mar 17, 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 | 3.81% | 0.45% |
| 2025 | 16.08% | 1.08% |
| 2024 | 18.33% | 1.27% |
| 2023 | 19.09% | 1.41% |
| 2022 | 17.82% | 1.59% |
| 2021 | 17.37% | 1.08% |
| 2020 | 20.35% | 1.19% |
| 2019 | 16.36% | 0.35% |
| 2018 | 18.34% | 0.00% |
| 2017 | 16.36% | 0.00% |
| 2016 | 16.41% | 0.00% |
| 2015 | 19.61% | 0.00% |
| 2014 | 16.01% | 0.00% |
| 2013 | 15.88% | 0.00% |
| 2012 | 17.81% | 0.00% |
| 2011 | 8.24% | 0.00% |
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