IBTG vs AVSC
Comparison between ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).
IBTG vs AVSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTG
$2.30B
Winner
AVSC
$2.40B
Expense Ratio
Winner
IBTG
0.07%
AVSC
0.25%
Max Drawdown
Winner
IBTG
15.61%
AVSC
28.84%
Sharpe Ratio
IBTG
0.54
Winner
AVSC
1.96
5Y Beta
Winner
IBTG
-0.01
AVSC
1.03
P/E Ratio
IBTG
N/A
AVSC
58.60
Forward P/E
IBTG
N/A
AVSC
13.73
5Y Dividends CAGR
IBTG
42.17%
AVSC
N/A
5Y EPS CAGR
IBTG
N/A
AVSC
10.43%
P/S Ratio
IBTG
N/A
AVSC
1.09
P/B Ratio
IBTG
N/A
AVSC
1.79
IBTG vs AVSC - Historical Returns
Returns include dividend reinvestment.
1M
IBTG
+0.34%
Winner
AVSC
+5.20%
3M
IBTG
+0.84%
Winner
AVSC
+5.05%
6M
IBTG
+1.80%
Winner
AVSC
+21.98%
1Y
IBTG
+4.08%
Winner
AVSC
+43.13%
5Y(CAGR)
IBTG
+0.76%
Winner
AVSC
+9.09%
Max(CAGR)
IBTG
+0.97%
Winner
AVSC
+9.09%
IBTG vs AVSC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBTG | AVSC |
|---|---|---|
| 2026 | +1.21% | +16.37% |
| 2025 | +4.54% | +9.78% |
| 2024 | +4.15% | +8.20% |
| 2023 | +4.13% | +20.32% |
| 2022 | -7.85% | -11.71% |
| 2021 | -3.06% | N/A |
| 2020 | +3.99% | N/A |
IBTG vs AVSC Drawdown Comparison
The maximum drawdown for IBTG was -13.62%, occurring on Oct 20, 2022. Recovery took 1351 trading sessions.
The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current AVSC drawdown is -0.53%.
| Rank | IBTG | AVSC |
|---|---|---|
| #1 | -13.62% Aug 4, 2020 - Dec 18, 2025 | -28.40% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -2.79% Mar 9, 2020 - Mar 27, 2020 | -20.42% Jan 14, 2022 - Jul 31, 2023 |
| #3 | -1.03% May 14, 2020 - Jun 26, 2020 | -15.92% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -0.76% Apr 3, 2020 - Apr 15, 2020 | -10.69% Jul 26, 2024 - Nov 6, 2024 |
| #5 | -0.50% Apr 21, 2020 - May 7, 2020 | -8.54% Mar 28, 2024 - Jul 12, 2024 |
| #6 | -0.34% May 7, 2020 - May 14, 2020 | -8.09% Dec 27, 2023 - Mar 27, 2024 |
| #7 | -0.17% Jul 9, 2020 - Jul 21, 2020 | -7.89% Feb 9, 2026 - Apr 9, 2026 |
| #8 | -0.15% Apr 15, 2020 - Apr 21, 2020 | -7.73% Oct 24, 2025 - Dec 3, 2025 |
| #9 | -0.13% Jul 1, 2020 - Jul 9, 2020 | -4.71% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -0.11% Jul 24, 2020 - Jul 28, 2020 | -3.45% Dec 11, 2025 - Jan 6, 2026 |
| #11 | -0.09% Mar 31, 2020 - Apr 3, 2020 | -2.78% Jan 22, 2026 - Feb 6, 2026 |
| #12 | -0.04% Dec 26, 2025 - Jan 2, 2026 | -2.64% Jul 16, 2024 - Jul 23, 2024 |
| #13 | -0.04% Feb 9, 2026 - Feb 13, 2026 | -1.98% Jul 23, 2024 - Jul 26, 2024 |
| #14 | -0.03% Feb 27, 2026 - Mar 6, 2026 | -1.91% Jan 15, 2026 - Jan 21, 2026 |
| #15 | -0.02% Feb 28, 2020 - Mar 3, 2020 | -1.83% Dec 19, 2023 - Dec 22, 2023 |
Correlation
Correlation between IBTG and AVSC is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2020 - 2026)
IBTG vs AVSC dividend yield comparison.
| Year | IBTG | AVSC |
|---|---|---|
| 2026 | 1.29% | 0.13% |
| 2025 | 4.03% | 1.16% |
| 2024 | 4.08% | 1.17% |
| 2023 | 3.61% | 1.42% |
| 2022 | 2.06% | 1.10% |
| 2021 | 0.66% | 0.00% |
| 2020 | 0.53% | 0.00% |
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