IEI vs AVDV

Comparison between ISHARES 3-7 YEAR TREASURY BOND ETF (IEI, ETF) and AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV, ETF).

5-Year PerformanceAVDV has outperformed IEI, delivering a return of +14.8% compared to +0.3%

IEI vs AVDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEI(ETF)	AVDV(ETF)
Net Assets	$19B	$19B
Expense Ratio	0.15%	0.36%
Max Drawdown	16.77%	43.01%
Sharpe Ratio	-0.07	2.65
5Y Beta	-0.02	0.70
5Y Dividends CAGR	30.98%	25.66%

Net Assets

IEI

$19B

Winner

AVDV

$19B

Expense Ratio

Winner

IEI

0.15%

AVDV

0.36%

Max Drawdown

Winner

IEI

16.77%

AVDV

43.01%

Sharpe Ratio

IEI

-0.07

Winner

AVDV

2.65

5Y Beta

Winner

IEI

-0.02

AVDV

0.70

5Y Dividends CAGR

Winner

IEI

30.98%

AVDV

25.66%

IEI vs AVDV - Historical Returns

Returns include dividend reinvestment.

Period	IEI	AVDV
1 month	-0.57%	+3.17%
3 months	-1.04%	+2.18%
6 months	-0.03%	+22.47%
1 year	+3.92%	+53.07%
5 years(CAGR)	+0.35%	+14.84%
10 years(CAGR)	+1.30%	N/A
Max(CAGR)	+2.87%	+15.98%

IEI

-0.57%

Winner

AVDV

+3.17%

IEI

-1.04%

Winner

AVDV

+2.18%

IEI

-0.03%

Winner

AVDV

+22.47%

IEI

+3.92%

Winner

AVDV

+53.07%

5Y(CAGR)

IEI

+0.35%

Winner

AVDV

+14.84%

10Y(CAGR)

IEI

+1.30%

AVDV

N/A

Max(CAGR)

IEI

+2.87%

Winner

AVDV

+15.98%

IEI vs AVDV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IEI	AVDV
2026	-0.32%	+15.66%
2025	+6.97%	+49.11%
2024	+2.11%	+9.81%
2023	+4.11%	+16.75%
2022	-9.13%	-11.95%
2021	-2.57%	+15.73%
2020	+6.76%	+3.99%
2019	+5.56%	+12.05%
2018	+1.50%	N/A
2017	+1.24%	N/A
2016	+1.02%	N/A
2015	+1.41%	N/A
2014	+3.07%	N/A
2013	-1.78%	N/A
2012	+2.15%	N/A
2011	+8.25%	N/A
2010	+6.24%	N/A
2009	-1.06%	N/A
2008	+12.21%	N/A
2007	+10.13%	N/A

IEI vs AVDV Drawdown Comparison

The maximum drawdown for IEI was -14.60%, occurring on Oct 20, 2022. Recovery took 1335 trading sessions.

The maximum drawdown for AVDV was -43.01%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.

The current IEI drawdown is -1.78%. The current AVDV drawdown is -0.39%.

Rank	IEI	AVDV
#1	-14.60% Aug 4, 2020 - Nov 25, 2025	-43.01% Jan 2, 2020 - Dec 4, 2020
#2	-5.97% Dec 16, 2008 - May 5, 2010	-28.10% Sep 3, 2021 - Dec 26, 2023
#3	-5.25% Mar 17, 2008 - Sep 15, 2008	-14.17% Mar 19, 2025 - Apr 28, 2025
#4	-4.92% Nov 4, 2010 - Jun 8, 2011	-13.19% Feb 27, 2026 - Mar 20, 2026
#5	-4.49% Jul 5, 2016 - Mar 15, 2019	-8.15% Sep 26, 2024 - Mar 5, 2025
#6	-4.16% May 2, 2013 - Oct 8, 2014	-8.10% Jul 16, 2024 - Aug 19, 2024
#7	-2.89% Oct 7, 2008 - Nov 4, 2008	-7.37% Jun 7, 2021 - Sep 3, 2021
#8	-2.21% Sep 17, 2008 - Oct 6, 2008	-4.73% Jan 14, 2021 - Feb 8, 2021
#9	-2.20% Feb 27, 2026 - Mar 26, 2026	-4.65% Aug 27, 2024 - Sep 19, 2024
#10	-2.16% Jan 30, 2015 - Aug 24, 2015	-4.39% Dec 27, 2023 - Mar 1, 2024
#11	-2.00% Jan 31, 2012 - May 4, 2012	-4.21% Jun 3, 2024 - Jul 11, 2024
#12	-1.97% May 8, 2007 - Jul 24, 2007	-4.00% Apr 9, 2024 - May 9, 2024
#13	-1.96% Oct 14, 2015 - Jan 28, 2016	-3.83% Jul 23, 2025 - Aug 8, 2025
#14	-1.95% Sep 4, 2019 - Jan 27, 2020	-3.75% Nov 12, 2025 - Nov 26, 2025
#15	-1.84% Mar 9, 2020 - Mar 23, 2020	-3.44% May 7, 2021 - Jun 1, 2021

Correlation

Correlation between IEI and AVDV is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101

Dividend Comparison (2007 - 2026)

IEI vs AVDV dividend yield comparison.

Year	IEI	AVDV
2026	1.21%	0.11%
2025	3.48%	3.05%
2024	3.18%	4.31%
2023	2.36%	3.29%
2022	1.37%	3.17%
2021	0.73%	2.39%
2020	1.12%	1.67%
2019	2.01%	0.36%
2018	1.95%	0.00%
2017	1.51%	0.00%
2016	1.33%	0.00%
2015	1.39%	0.00%
2014	1.23%	0.00%
2013	0.77%	0.00%
2012	0.87%	0.00%
2011	1.67%	0.00%
2010	2.13%	0.00%
2009	3.14%	0.00%
2008	2.80%	0.00%
2007	4.04%	0.00%