StockComparison Logo
vs

IBTL vs AVSF

Comparison between ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF) and AVANTIS SHORT-TERM FIXED INCOME ETF (AVSF, ETF).

5-Year PerformanceAVSF has outperformed IBTL, delivering a return of +2.0% compared to -1.4%

IBTL vs AVSF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IBTL
$651M
AVSF
$649M
Expense Ratio
Winner
IBTL
0.07%
AVSF
0.15%
Max Drawdown
IBTL
24.74%
Winner
AVSF
10.15%
Sharpe Ratio
IBTL
-0.63
Winner
AVSF
-0.52
5Y Beta
Winner
IBTL
-0.01
AVSF
0.02
5Y Dividends CAGR
IBTL
N/A
AVSF
65.29%

IBTL vs AVSF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBTL
+0.73%
AVSF
+0.67%
3M
IBTL
+0.41%
Winner
AVSF
+0.69%
6M
IBTL
-1.21%
Winner
AVSF
+0.28%
1Y
IBTL
+1.79%
Winner
AVSF
+2.93%
5Y(CAGR)
IBTL
-1.39%
Winner
AVSF
+1.97%
Max(CAGR)
IBTL
-1.39%
Winner
AVSF
+1.71%

IBTL vs AVSF - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearIBTLAVSF
2026-0.01%+1.10%
2025+7.90%+6.52%
2024+0.67%+3.99%
2023+2.84%+5.09%
2022-15.60%-5.36%
2021-1.38%-1.16%
2020N/A+0.53%

IBTL vs AVSF Drawdown Comparison

The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for AVSF was -8.85%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

The current IBTL drawdown is -6.87%. The current AVSF drawdown is -0.05%.

RankIBTLAVSF
#1-20.93%
Sep 1, 2021 - Oct 19, 2023
-8.85%
Aug 3, 2021 - Jul 11, 2024
#2N/A-1.42%
Feb 27, 2026 - Aug 13, 2026
#3N/A-1.26%
Sep 27, 2024 - Feb 21, 2025
#4N/A-1.07%
Apr 3, 2025 - Apr 25, 2025
#5N/A-0.94%
Dec 30, 2020 - Aug 3, 2021
#6N/A-0.68%
Apr 30, 2025 - May 30, 2025
#7N/A-0.44%
Oct 28, 2025 - Nov 21, 2025
#8N/A-0.43%
Sep 16, 2025 - Oct 10, 2025
#9N/A-0.39%
Jun 4, 2025 - Jun 12, 2025
#10N/A-0.36%
Aug 2, 2024 - Aug 14, 2024
#11N/A-0.35%
Jun 30, 2025 - Jul 21, 2025
#12N/A-0.29%
Dec 3, 2025 - Dec 16, 2025
#13N/A-0.28%
Mar 10, 2025 - Mar 19, 2025
#14N/A-0.21%
Aug 13, 2025 - Aug 22, 2025
#15N/A-0.21%
Aug 14, 2024 - Aug 20, 2024

Correlation

Correlation between IBTL and AVSF is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

Dividend Comparison (2020 - 2026)

IBTL vs AVSF dividend yield comparison.

YearIBTLAVSF
20262.26%2.53%
20253.93%4.31%
20244.07%4.34%
20233.04%3.93%
20222.36%1.78%
20210.70%0.48%
20200.00%0.10%

Select Stocks to Compare