IBMR vs AVSU
Comparison between ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF) and AVANTIS RESPONSIBLE U.S. EQUITY ETF (AVSU, ETF).
IBMR vs AVSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMR
$440M
AVSU
$440M
Expense Ratio
IBMR
0.18%
Winner
AVSU
0.15%
Max Drawdown
Winner
IBMR
5.58%
AVSU
22.13%
Sharpe Ratio
IBMR
0.09
Winner
AVSU
1.77
5Y Beta
Winner
IBMR
0.02
AVSU
1.00
P/E Ratio
IBMR
N/A
AVSU
25.21
Forward P/E
IBMR
N/A
AVSU
18.84
5Y EPS CAGR
IBMR
N/A
AVSU
24.72%
Debt to Equity
IBMR
N/A
AVSU
49.34%
P/S Ratio
IBMR
N/A
AVSU
2.46
P/B Ratio
IBMR
N/A
AVSU
4.35
IBMR vs AVSU - Holdings Comparison
IBMR and AVSU have 1 common holdings. Overlap is -0.40%
IBMR's top 25 holdings weight is 19.28%. AVSU's top 25 holdings weight is 44.93%.
| Rank | IBMR | AVSU |
|---|---|---|
| #1 | CALIFORNIA ST 5% (n/a) - 1.63% | NVIDIA CORP (NVDA) - 5.91% |
| #2 | ILLINOIS ST 5% (n/a) - 1.30% | APPLE INC (AAPL) - 5.87% |
| #3 | NEW YORK N Y 5% (n/a) - 1.17% | MICROSOFT CORP (MSFT) - 4.16% |
| #4 | NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5% (n/a) - 1.14% | AMAZON.COM INC (AMZN) - 3.57% |
| #5 | LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 1.00% | ALPHABET INC CLASS A (GOOGL) - 3.18% |
| #6 | PENNSYLVANIA ST 5% (n/a) - 0.87% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #7 | n/a (n/a) - 0.87% | MICRON TECHNOLOGY INC (MU) - 2.38% |
| #8 | n/a (n/a) - 0.84% | META PLATFORMS INC CLASS A (META) - 2.38% |
| #9 | n/a (n/a) - 0.82% | BROADCOM INC (AVGO) - 1.59% |
| #10 | CONNECTICUT ST 5% (n/a) - 0.81% | JPMORGAN CHASE & CO (JPM) - 1.39% |
| #11 | MASSACHUSETTS ST 5% (n/a) - 0.77% | LAM RESEARCH CORP (LRCX) - 1.21% |
| #12 | MARYLAND ST 5% (n/a) - 0.69% | WALMART INC (WMT) - 1.05% |
| #13 | CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 0.66% | APPLIED MATERIALS INC (AMAT) - 0.99% |
| #14 | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.64% | COSTCO WHOLESALE CORP (COST) - 0.89% |
| #15 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.63% | ADVANCED MICRO DEVICES INC (AMD) - 0.88% |
| #16 | MASSACHUSETTS ST CLEAN WTR TR 5% (n/a) - 0.60% | VISA INC CLASS A (V) - 0.80% |
| #17 | UNIVERSITY CALIF REVS 5% (n/a) - 0.60% | KLA CORP (KLAC) - 0.77% |
| #18 | INDIANA ST FIN AUTH REV 5% (n/a) - 0.58% | ELI LILLY AND CO (LLY) - 0.77% |
| #19 | NEW JERSEY ST 5% (n/a) - 0.56% | JOHNSON & JOHNSON (JNJ) - 0.75% |
| #20 | HONOLULU HAWAII CITY & CNTY 5% (n/a) - 0.55% | THE GOLDMAN SACHS GROUP INC (GS) - 0.74% |
| #21 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.54% | INTEL CORP (INTC) - 0.68% |
| #22 | INDIANAPOLIS IND LOC PUB IMPT BD BK 5% (n/a) - 0.53% | MERCK & CO INC (MRK) - 0.67% |
| #23 | n/a (n/a) - 0.51% | GILEAD SCIENCES INC (GILD) - 0.61% |
| #24 | OHIO ST 5% (n/a) - 0.49% | TJX COMPANIES INC (TJX) - 0.59% |
| #25 | NORTH CAROLINA ST GRANT ANTIC REV 5% (n/a) - 0.48% | VERIZON COMMUNICATIONS INC (VZ) - 0.57% |
| Total Holdings | 659 | 1262 |
IBMR vs AVSU - Historical Returns
Returns include dividend reinvestment.
1M
IBMR
+0.25%
Winner
AVSU
+2.99%
3M
IBMR
-0.20%
Winner
AVSU
+10.80%
6M
IBMR
+1.05%
Winner
AVSU
+12.41%
1Y
IBMR
+3.76%
Winner
AVSU
+31.08%
5Y(CAGR)
IBMR
N/A
AVSU
+13.64%
Max(CAGR)
IBMR
+2.81%
Winner
AVSU
+13.64%
IBMR vs AVSU - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IBMR | AVSU |
|---|---|---|
| 2026 | +0.55% | +11.58% |
| 2025 | +4.28% | +16.97% |
| 2024 | +0.26% | +19.95% |
| 2023 | +3.46% | +24.62% |
| 2022 | N/A | -11.70% |
IBMR vs AVSU Drawdown Comparison
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The maximum drawdown for AVSU was -21.67%, occurring on Sep 30, 2022. Recovery took 427 trading sessions.
The current IBMR drawdown is -0.70%. The current AVSU drawdown is -2.74%.
| Rank | IBMR | AVSU |
|---|---|---|
| #1 | -4.83% May 11, 2023 - Nov 29, 2023 | -21.67% Mar 29, 2022 - Dec 8, 2023 |
| #2 | -3.25% Dec 27, 2023 - Aug 6, 2024 | -20.16% Dec 4, 2024 - Jul 2, 2025 |
| #3 | -2.44% Feb 26, 2025 - Jun 26, 2025 | -10.06% Feb 9, 2026 - Apr 14, 2026 |
| #4 | -2.11% Oct 2, 2024 - Feb 26, 2025 | -9.03% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -1.55% Feb 24, 2026 - Mar 24, 2026 | -6.57% Mar 28, 2024 - May 15, 2024 |
| #6 | -0.88% Sep 17, 2025 - Dec 24, 2025 | -4.90% Oct 28, 2025 - Nov 26, 2025 |
| #7 | -0.57% Aug 6, 2024 - Aug 21, 2024 | -3.39% Oct 6, 2025 - Oct 21, 2025 |
| #8 | -0.43% Jul 23, 2025 - Jul 28, 2025 | -2.74% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -0.35% Aug 23, 2024 - Sep 6, 2024 | -2.72% Oct 18, 2024 - Nov 6, 2024 |
| #10 | -0.23% Jan 9, 2026 - Jan 15, 2026 | -2.63% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -0.20% Aug 7, 2025 - Aug 11, 2025 | -2.58% Dec 28, 2023 - Jan 19, 2024 |
| #12 | -0.18% Dec 24, 2025 - Jan 6, 2026 | -2.57% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -0.18% Aug 19, 2025 - Aug 26, 2025 | -2.51% May 14, 2026 - May 22, 2026 |
| #14 | -0.16% Sep 6, 2024 - Sep 10, 2024 | -2.45% Nov 11, 2024 - Nov 25, 2024 |
| #15 | -0.16% Sep 10, 2024 - Sep 16, 2024 | -2.14% Jan 12, 2026 - Jan 27, 2026 |
Correlation
Correlation between IBMR and AVSU is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2022 - 2026)
IBMR vs AVSU dividend yield comparison.
| Year | IBMR | AVSU |
|---|---|---|
| 2026 | 1.04% | 0.19% |
| 2025 | 2.55% | 1.03% |
| 2024 | 2.53% | 1.22% |
| 2023 | 1.27% | 1.22% |
| 2022 | 0.00% | 0.99% |
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