IDU vs AVIG

Comparison between ISHARES U.S. UTILITIES ETF (IDU, ETF) and AVANTIS CORE FIXED INCOME ETF (AVIG, ETF).

5-Year PerformanceIDU has outperformed AVIG, delivering a return of +9.3% compared to +0.3%

IDU vs AVIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDU(ETF)	AVIG(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.38%	0.15%
Max Drawdown	56.36%	23.45%
Sharpe Ratio	0.58	0.54
5Y Beta	0.34	0.06
P/E Ratio	23.19	N/A
Forward P/E	19.58	N/A
PEG Ratio	-0.26	N/A
5Y Dividends CAGR	5.89%	46.85%
5Y EPS CAGR	12.88%	N/A
Debt to Equity	123.89%	N/A
P/S Ratio	2.99	N/A
P/B Ratio	2.60	N/A

Net Assets

IDU

$1.60B

Winner

AVIG

$1.70B

Expense Ratio

IDU

0.38%

Winner

AVIG

0.15%

Max Drawdown

IDU

56.36%

Winner

AVIG

23.45%

Sharpe Ratio

Winner

IDU

0.58

AVIG

0.54

5Y Beta

IDU

0.34

Winner

AVIG

0.06

P/E Ratio

IDU

23.19

AVIG

N/A

Forward P/E

IDU

19.58

AVIG

N/A

PEG Ratio

IDU

-0.26

AVIG

N/A

5Y Dividends CAGR

IDU

5.89%

Winner

AVIG

46.85%

5Y EPS CAGR

IDU

12.88%

AVIG

N/A

Debt to Equity

IDU

123.89%

AVIG

N/A

P/S Ratio

IDU

2.99

AVIG

N/A

P/B Ratio

IDU

2.60

AVIG

N/A

IDU vs AVIG - Historical Returns

Returns include dividend reinvestment.

Period	IDU	AVIG
1 month	-4.58%	+0.18%
3 months	+2.45%	-0.03%
6 months	+1.43%	+1.16%
1 year	+12.00%	+6.27%
5 years(CAGR)	+9.26%	+0.26%
10 years(CAGR)	+9.17%	N/A
Max(CAGR)	+7.95%	-0.04%

IDU

-4.58%

Winner

AVIG

+0.18%

Winner

IDU

+2.45%

AVIG

-0.03%

Winner

IDU

+1.43%

AVIG

+1.16%

Winner

IDU

+12.00%

AVIG

+6.27%

5Y(CAGR)

Winner

IDU

+9.26%

AVIG

+0.26%

10Y(CAGR)

IDU

+9.17%

AVIG

N/A

Max(CAGR)

Winner

IDU

+7.95%

AVIG

-0.04%

IDU vs AVIG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IDU	AVIG
2026	+3.57%	+0.61%
2025	+14.69%	+7.93%
2024	+21.91%	+2.00%
2023	-4.94%	+5.87%
2022	+1.28%	-13.37%
2021	+19.75%	-2.02%
2020	+0.17%	+0.96%
2019	+26.63%	N/A
2018	+4.76%	N/A
2017	+12.31%	N/A
2016	+16.86%	N/A
2015	-5.49%	N/A
2014	+29.35%	N/A
2013	+12.69%	N/A
2012	+2.77%	N/A
2011	+18.02%	N/A
2010	+6.84%	N/A
2009	+10.11%	N/A
2008	-29.56%	N/A
2007	+16.31%	N/A
2006	+18.57%	N/A
2005	+16.42%	N/A
2004	+23.20%	N/A
2003	+21.48%	N/A
2002	-22.70%	N/A
2001	-23.37%	N/A
2000	+31.20%	N/A

IDU vs AVIG Drawdown Comparison

The maximum drawdown for IDU was -53.88%, occurring on Oct 9, 2002. Recovery took 1128 trading sessions.

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IDU drawdown is -6.02%. The current AVIG drawdown is -1.20%.

Rank	IDU	AVIG
#1	-53.88% Dec 28, 2000 - Jun 28, 2005	-19.64% Dec 31, 2020 - Oct 20, 2022
#2	-47.78% Dec 10, 2007 - Jun 18, 2012	-0.82% Nov 5, 2020 - Nov 20, 2020
#3	-36.18% Feb 18, 2020 - Aug 13, 2021	-0.64% Oct 15, 2020 - Nov 4, 2020
#4	-24.08% Sep 12, 2022 - May 15, 2024	-0.42% Nov 30, 2020 - Dec 22, 2020
#5	-16.19% Jan 29, 2015 - Mar 8, 2016	-0.10% Nov 20, 2020 - Nov 27, 2020
#6	-15.63% Apr 8, 2022 - Aug 12, 2022	-0.04% Dec 22, 2020 - Dec 24, 2020
#7	-15.29% Nov 14, 2017 - Oct 19, 2018	N/A
#8	-12.08% Jul 6, 2016 - Mar 22, 2017	N/A
#9	-12.07% Oct 3, 2005 - Jul 20, 2006	N/A
#10	-11.38% May 21, 2007 - Dec 3, 2007	N/A
#11	-10.77% Apr 30, 2013 - Feb 13, 2014	N/A
#12	-10.03% Dec 31, 2021 - Mar 25, 2022	N/A
#13	-9.85% Nov 29, 2024 - May 16, 2025	N/A
#14	-9.57% Jul 30, 2012 - Feb 12, 2013	N/A
#15	-9.33% Jun 30, 2014 - Oct 23, 2014	N/A

Correlation

Correlation between IDU and AVIG is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31

-101

Dividend Comparison (2000 - 2026)

IDU vs AVIG dividend yield comparison.

Year	IDU	AVIG
2026	0.55%	1.44%
2025	2.23%	4.36%
2024	2.29%	4.66%
2023	2.79%	4.06%
2022	2.39%	2.53%
2021	2.39%	1.12%
2020	2.94%	0.22%
2019	2.71%	0.00%
2018	2.80%	0.00%
2017	2.62%	0.00%
2016	3.18%	0.00%
2015	4.22%	0.00%
2014	2.88%	0.00%
2013	3.36%	0.00%
2012	3.47%	0.00%
2011	3.28%	0.00%
2010	3.76%	0.00%
2009	3.72%	0.00%
2008	3.68%	0.00%
2007	2.31%	0.00%
2006	2.48%	0.00%
2005	2.86%	0.00%
2004	2.83%	0.00%
2003	3.13%	0.00%
2002	4.32%	0.00%
2001	3.20%	0.00%
2000	1.42%	0.00%