IBDW vs AVSC
Comparison between ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).
IBDW vs AVSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDW
$2.30B
Winner
AVSC
$2.40B
Expense Ratio
Winner
IBDW
0.10%
AVSC
0.25%
Max Drawdown
Winner
IBDW
26.72%
AVSC
28.84%
Sharpe Ratio
IBDW
0.67
Winner
AVSC
1.96
5Y Beta
Winner
IBDW
0.06
AVSC
1.03
P/E Ratio
IBDW
N/A
AVSC
58.60
Forward P/E
IBDW
N/A
AVSC
13.73
5Y EPS CAGR
IBDW
N/A
AVSC
10.43%
P/S Ratio
IBDW
N/A
AVSC
1.09
P/B Ratio
IBDW
N/A
AVSC
1.79
IBDW vs AVSC - Historical Returns
Returns include dividend reinvestment.
1M
IBDW
+0.16%
Winner
AVSC
+5.20%
3M
IBDW
-0.11%
Winner
AVSC
+5.05%
6M
IBDW
+1.27%
Winner
AVSC
+21.98%
1Y
IBDW
+6.58%
Winner
AVSC
+43.13%
5Y(CAGR)
IBDW
+0.52%
Winner
AVSC
+9.09%
Max(CAGR)
IBDW
+0.52%
Winner
AVSC
+9.09%
IBDW vs AVSC - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBDW | AVSC |
|---|---|---|
| 2026 | +0.44% | +16.37% |
| 2025 | +8.86% | +9.78% |
| 2024 | +3.60% | +8.20% |
| 2023 | +8.47% | +20.32% |
| 2022 | -16.41% | -11.71% |
| 2021 | +0.36% | N/A |
IBDW vs AVSC Drawdown Comparison
The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.
The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current IBDW drawdown is -0.86%. The current AVSC drawdown is -0.53%.
| Rank | IBDW | AVSC |
|---|---|---|
| #1 | -23.88% Aug 3, 2021 - Feb 5, 2026 | -28.40% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -2.42% Feb 23, 2026 - Mar 26, 2026 | -20.42% Jan 14, 2022 - Jul 31, 2023 |
| #3 | -0.79% Jul 8, 2021 - Jul 19, 2021 | -15.92% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -0.59% Jul 19, 2021 - Jul 28, 2021 | -10.69% Jul 26, 2024 - Nov 6, 2024 |
| #5 | -0.19% Jul 28, 2021 - Aug 2, 2021 | -8.54% Mar 28, 2024 - Jul 12, 2024 |
| #6 | -0.19% Jun 30, 2021 - Jul 2, 2021 | -8.09% Dec 27, 2023 - Mar 27, 2024 |
| #7 | -0.17% Jun 24, 2021 - Jun 28, 2021 | -7.89% Feb 9, 2026 - Apr 9, 2026 |
| #8 | -0.12% Feb 10, 2026 - Feb 12, 2026 | -7.73% Oct 24, 2025 - Dec 3, 2025 |
| #9 | -0.07% Feb 17, 2026 - Feb 23, 2026 | -4.71% Nov 11, 2024 - Nov 25, 2024 |
| #10 | N/A | -3.45% Dec 11, 2025 - Jan 6, 2026 |
| #11 | N/A | -2.78% Jan 22, 2026 - Feb 6, 2026 |
| #12 | N/A | -2.64% Jul 16, 2024 - Jul 23, 2024 |
| #13 | N/A | -1.98% Jul 23, 2024 - Jul 26, 2024 |
| #14 | N/A | -1.91% Jan 15, 2026 - Jan 21, 2026 |
| #15 | N/A | -1.83% Dec 19, 2023 - Dec 22, 2023 |
Correlation
Correlation between IBDW and AVSC is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2021 - 2026)
IBDW vs AVSC dividend yield comparison.
| Year | IBDW | AVSC |
|---|---|---|
| 2026 | 1.57% | 0.13% |
| 2025 | 4.78% | 1.16% |
| 2024 | 5.00% | 1.17% |
| 2023 | 4.50% | 1.42% |
| 2022 | 3.70% | 1.10% |
| 2021 | 1.10% | 0.00% |
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