IGV vs AVLV
Comparison between ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF) and AVANTIS U.S. LARGE CAP VALUE ETF (AVLV, ETF).
5-Year PerformanceAVLV has outperformed IGV, delivering a return of +14.2% compared to +5.6%
IGV vs AVLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGV
$10B
AVLV
$10B
Expense Ratio
IGV
0.39%
Winner
AVLV
0.15%
Max Drawdown
IGV
63.45%
Winner
AVLV
20.18%
Sharpe Ratio
IGV
-0.32
Winner
AVLV
2.42
5Y Beta
IGV
1.22
Winner
AVLV
0.88
P/E Ratio
IGV
59.53
Winner
AVLV
20.25
Forward P/E
IGV
16.57
Winner
AVLV
15.33
PEG Ratio
IGV
N/A
AVLV
0.27
5Y Dividends CAGR
IGV
-14.38%
AVLV
N/A
5Y EPS CAGR
Winner
IGV
23.66%
AVLV
23.56%
Debt to Equity
IGV
43.11%
AVLV
N/A
P/S Ratio
IGV
6.84
Winner
AVLV
1.75
P/B Ratio
IGV
6.19
Winner
AVLV
3.54
IGV vs AVLV - Holdings Comparison
IGV and AVLV have 8 common holdings. Overlap is 1.75%
IGV's top 25 holdings weight is 84.64%. AVLV's top 25 holdings weight is 46.81%.
| Rank | IGV | AVLV |
|---|---|---|
| #1 | ORACLE CORP (ORCL) - 9.23% | MICRON TECHNOLOGY INC (MU) - 3.51% |
| #2 | MICROSOFT CORP (MSFT) - 8.75% | AMAZON.COM INC (AMZN) - 3.10% |
| #3 | n/a (PLTR) - 8.16% | META PLATFORMS INC CLASS A (META) - 3.07% |
| #4 | SALESFORCE INC (CRM) - 6.85% | EXXON MOBIL CORP (XOM) - 3.02% |
| #5 | PALO ALTO NETWORKS INC (PANW) - 5.37% | APPLE INC (AAPL) - 2.87% |
| #6 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 5.22% | CATERPILLAR INC (CAT) - 2.64% |
| #7 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 4.33% | LAM RESEARCH CORP (LRCX) - 2.56% |
| #8 | INTUIT INC (INTU) - 4.13% | COSTCO WHOLESALE CORP (COST) - 2.22% |
| #9 | ADOBE INC (ADBE) - 4.05% | MERCK & CO INC (MRK) - 2.13% |
| #10 | SERVICENOW INC (NOW) - 3.87% | JPMORGAN CHASE & CO (JPM) - 2.11% |
| #11 | SYNOPSYS INC (SNPS) - 3.50% | GILEAD SCIENCES INC (GILD) - 1.60% |
| #12 | CADENCE DESIGN SYSTEMS INC (CDNS) - 3.44% | VERIZON COMMUNICATIONS INC (VZ) - 1.59% |
| #13 | STRATEGY INC CLASS A (MSTR) - 2.13% | TJX COMPANIES INC (TJX) - 1.59% |
| #14 | FORTINET INC (FTNT) - 2.07% | UNION PACIFIC CORP (UNP) - 1.51% |
| #15 | AUTODESK INC (ADSK) - 2.06% | CONOCOPHILLIPS (COP) - 1.43% |
| #16 | ELECTRONIC ARTS INC (EA) - 1.82% | MICROSOFT CORP (MSFT) - 1.43% |
| #17 | DATADOG INC CLASS A (DDOG) - 1.69% | WALMART INC (WMT) - 1.36% |
| #18 | ROPER TECHNOLOGIES INC (ROP) - 1.52% | APPLIED MATERIALS INC (AMAT) - 1.28% |
| #19 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.50% | KLA CORP (KLAC) - 1.22% |
| #20 | WORKDAY INC CLASS A (WDAY) - 1.08% | MORGAN STANLEY (MS) - 1.17% |
| #21 | FAIR ISAAC CORP (FICO) - 1.00% | AMERICAN EXPRESS CO (AXP) - 1.11% |
| #22 | ZOOM COMMUNICATIONS INC (ZM) - 0.95% | GENERAL MOTORS CO (GM) - 1.09% |
| #23 | PTC INC (PTC) - 0.67% | PROGRESSIVE CORP (PGR) - 1.08% |
| #24 | TRIMBLE INC (TRMB) - 0.66% | ROSS STORES INC (ROST) - 1.07% |
| #25 | TYLER TECHNOLOGIES INC (TYL) - 0.59% | CSX CORP (CSX) - 1.05% |
| Total Holdings | 116 | 260 |
IGV vs AVLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGV
+14.29%
AVLV
+5.36%
3M
Winner
IGV
+7.16%
AVLV
+5.57%
6M
IGV
-16.74%
Winner
AVLV
+21.73%
1Y
IGV
-9.22%
Winner
AVLV
+39.23%
5Y(CAGR)
IGV
+5.64%
Winner
AVLV
+14.20%
10Y(CAGR)
IGV
+16.56%
AVLV
N/A
Max(CAGR)
IGV
+9.30%
Winner
AVLV
+14.20%
IGV vs AVLV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGV | AVLV |
|---|---|---|
| 2026 | -11.18% | +14.53% |
| 2025 | +5.79% | +15.23% |
| 2024 | +26.94% | +17.75% |
| 2023 | +58.23% | +18.28% |
| 2022 | -34.91% | -5.87% |
| 2021 | +14.54% | +5.92% |
| 2020 | +50.16% | N/A |
| 2019 | +35.03% | N/A |
| 2018 | +11.20% | N/A |
| 2017 | +40.67% | N/A |
| 2016 | +8.07% | N/A |
| 2015 | +12.72% | N/A |
| 2014 | +14.13% | N/A |
| 2013 | +26.84% | N/A |
| 2012 | +15.96% | N/A |
| 2011 | -8.47% | N/A |
| 2010 | +22.65% | N/A |
| 2009 | +41.64% | N/A |
| 2008 | -37.28% | N/A |
| 2007 | +15.64% | N/A |
| 2006 | +9.59% | N/A |
| 2005 | -4.50% | N/A |
| 2004 | +12.93% | N/A |
| 2003 | +43.77% | N/A |
| 2002 | -43.69% | N/A |
| 2001 | -13.15% | N/A |
IGV vs AVLV Drawdown Comparison
The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.
The maximum drawdown for AVLV was -19.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current IGV drawdown is -22.62%. The current AVLV drawdown is -0.58%.
| Rank | IGV | AVLV |
|---|---|---|
| #1 | -63.45% Jul 13, 2001 - Oct 8, 2007 | -19.50% Nov 29, 2024 - Jul 25, 2025 |
| #2 | -49.81% Oct 31, 2007 - Oct 26, 2010 | -19.33% Mar 29, 2022 - Feb 2, 2023 |
| #3 | -45.85% Nov 9, 2021 - Sep 24, 2024 | -10.75% Feb 7, 2023 - Jul 12, 2023 |
| #4 | -36.61% Sep 22, 2025 - Apr 10, 2026 | -10.45% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -30.30% Feb 19, 2020 - May 29, 2020 | -8.47% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -27.17% Dec 6, 2024 - Jul 3, 2025 | -8.39% Jan 4, 2022 - Mar 25, 2022 |
| #7 | -26.30% Jul 7, 2011 - Mar 13, 2012 | -6.39% Feb 20, 2026 - Apr 14, 2026 |
| #8 | -22.44% Sep 14, 2018 - Feb 22, 2019 | -5.48% Mar 28, 2024 - Jul 12, 2024 |
| #9 | -21.51% Dec 1, 2015 - May 27, 2016 | -4.99% Nov 23, 2021 - Jan 3, 2022 |
| #10 | -15.31% Feb 12, 2021 - Jun 24, 2021 | -4.22% Nov 12, 2025 - Nov 26, 2025 |
| #11 | -13.64% Apr 2, 2012 - Jan 25, 2013 | -3.51% Oct 3, 2025 - Oct 24, 2025 |
| #12 | -13.00% Aug 17, 2015 - Oct 28, 2015 | -3.17% Sep 27, 2021 - Oct 15, 2021 |
| #13 | -11.55% Mar 5, 2014 - Aug 11, 2014 | -2.95% Jul 25, 2025 - Aug 12, 2025 |
| #14 | -11.41% Sep 2, 2020 - Nov 27, 2020 | -2.79% Dec 27, 2023 - Jan 25, 2024 |
| #15 | -10.78% Jul 26, 2019 - Nov 25, 2019 | -2.32% Dec 11, 2025 - Dec 24, 2025 |
Correlation
Correlation between IGV and AVLV is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2003 - 2026)
IGV vs AVLV dividend yield comparison.
| Year | IGV | AVLV |
|---|---|---|
| 2026 | 0.00% | 0.26% |
| 2025 | 0.00% | 1.33% |
| 2024 | 0.00% | 1.58% |
| 2023 | 0.01% | 1.85% |
| 2022 | 0.01% | 2.00% |
| 2021 | 0.00% | 0.29% |
| 2020 | 0.35% | 0.00% |
| 2019 | 0.02% | 0.00% |
| 2018 | 0.16% | 0.00% |
| 2017 | 0.09% | 0.00% |
| 2016 | 0.82% | 0.00% |
| 2015 | 0.22% | 0.00% |
| 2014 | 0.29% | 0.00% |
| 2013 | 0.33% | 0.00% |
| 2012 | 0.27% | 0.00% |
| 2011 | 0.04% | 0.00% |
| 2005 | 0.09% | 0.00% |
| 2004 | 0.48% | 0.00% |
| 2003 | 0.65% | 0.00% |
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