IGV vs AVUS
Comparison between ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF (IGV, ETF) and AVANTIS U.S. EQUITY ETF (AVUS, ETF).
5-Year PerformanceAVUS has outperformed IGV, delivering a return of +13.5% compared to +6.0%
IGV vs AVUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGV
$12B
Winner
AVUS
$12B
Expense Ratio
IGV
0.39%
Winner
AVUS
0.15%
Max Drawdown
IGV
63.45%
Winner
AVUS
37.04%
Sharpe Ratio
IGV
-0.43
Winner
AVUS
2.16
5Y Beta
IGV
1.23
Winner
AVUS
0.98
P/E Ratio
IGV
59.53
Winner
AVUS
24.45
Forward P/E
Winner
IGV
16.67
AVUS
18.27
5Y Dividends CAGR
IGV
-14.38%
Winner
AVUS
14.19%
5Y EPS CAGR
IGV
23.66%
Winner
AVUS
23.68%
Debt to Equity
IGV
43.11%
AVUS
N/A
P/S Ratio
IGV
6.84
Winner
AVUS
2.30
P/B Ratio
IGV
6.19
Winner
AVUS
4.00
IGV vs AVUS - Holdings Comparison
IGV and AVUS have 53 common holdings. Overlap is 5.39%
IGV's top 25 holdings weight is 84.64%. AVUS's top 25 holdings weight is 37.92%.
| Rank | IGV | AVUS |
|---|---|---|
| #1 | ORACLE CORP (ORCL) - 9.23% | NVIDIA CORP (NVDA) - 4.90% |
| #2 | MICROSOFT CORP (MSFT) - 8.75% | APPLE INC (AAPL) - 4.85% |
| #3 | n/a (PLTR) - 8.16% | MICROSOFT CORP (MSFT) - 3.53% |
| #4 | SALESFORCE INC (CRM) - 6.85% | AMAZON.COM INC (AMZN) - 3.21% |
| #5 | PALO ALTO NETWORKS INC (PANW) - 5.37% | ALPHABET INC CLASS A (GOOGL) - 2.36% |
| #6 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 5.22% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #7 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 4.33% | ALPHABET INC CLASS C (GOOG) - 1.89% |
| #8 | INTUIT INC (INTU) - 4.13% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #9 | ADOBE INC (ADBE) - 4.05% | EXXON MOBIL CORP (XOM) - 1.33% |
| #10 | SERVICENOW INC (NOW) - 3.87% | MICRON TECHNOLOGY INC (MU) - 1.09% |
| #11 | SYNOPSYS INC (SNPS) - 3.50% | BROADCOM INC (AVGO) - 1.01% |
| #12 | CADENCE DESIGN SYSTEMS INC (CDNS) - 3.44% | LAM RESEARCH CORP (LRCX) - 0.90% |
| #13 | STRATEGY INC CLASS A (MSTR) - 2.13% | CATERPILLAR INC (CAT) - 0.90% |
| #14 | FORTINET INC (FTNT) - 2.07% | TESLA INC (TSLA) - 0.80% |
| #15 | AUTODESK INC (ADSK) - 2.06% | WALMART INC (WMT) - 0.78% |
| #16 | ELECTRONIC ARTS INC (EA) - 1.82% | COSTCO WHOLESALE CORP (COST) - 0.75% |
| #17 | DATADOG INC CLASS A (DDOG) - 1.69% | ELI LILLY AND CO (LLY) - 0.73% |
| #18 | ROPER TECHNOLOGIES INC (ROP) - 1.52% | JOHNSON & JOHNSON (JNJ) - 0.72% |
| #19 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.50% | MERCK & CO INC (MRK) - 0.72% |
| #20 | WORKDAY INC CLASS A (WDAY) - 1.08% | VISA INC CLASS A (V) - 0.72% |
| #21 | FAIR ISAAC CORP (FICO) - 1.00% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% |
| #22 | ZOOM COMMUNICATIONS INC (ZM) - 0.95% | CHEVRON CORP (CVX) - 0.67% |
| #23 | PTC INC (PTC) - 0.67% | APPLIED MATERIALS INC (AMAT) - 0.66% |
| #24 | TRIMBLE INC (TRMB) - 0.66% | MASTERCARD INC CLASS A (MA) - 0.55% |
| #25 | TYLER TECHNOLOGIES INC (TYL) - 0.59% | GILEAD SCIENCES INC (GILD) - 0.54% |
| Total Holdings | 116 | 1846 |
IGV vs AVUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGV
+13.65%
AVUS
+6.25%
3M
Winner
IGV
+10.47%
AVUS
+7.87%
6M
IGV
-18.58%
Winner
AVUS
+12.77%
1Y
IGV
-12.98%
Winner
AVUS
+31.05%
5Y(CAGR)
IGV
+6.04%
Winner
AVUS
+13.48%
10Y(CAGR)
IGV
+16.11%
AVUS
N/A
Max(CAGR)
IGV
+9.21%
Winner
AVUS
+16.25%
IGV vs AVUS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGV | AVUS |
|---|---|---|
| 2026 | -12.84% | +10.85% |
| 2025 | +5.79% | +16.80% |
| 2024 | +26.94% | +21.05% |
| 2023 | +58.23% | +22.55% |
| 2022 | -34.91% | -14.25% |
| 2021 | +14.54% | +30.39% |
| 2020 | +50.16% | +16.67% |
| 2019 | +35.03% | +8.87% |
| 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 AVUS Drawdown Comparison
The maximum drawdown for IGV was -63.45%, occurring on Oct 7, 2002. Recovery took 1566 trading sessions.
The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.
The current IGV drawdown is -24.07%. The current AVUS drawdown is -0.28%.
| Rank | IGV | AVUS |
|---|---|---|
| #1 | -63.45% Jul 13, 2001 - Oct 8, 2007 | -37.04% Feb 19, 2020 - Aug 27, 2020 |
| #2 | -49.81% Oct 31, 2007 - Oct 26, 2010 | -22.20% Jan 4, 2022 - Dec 13, 2023 |
| #3 | -45.85% Nov 9, 2021 - Sep 24, 2024 | -19.74% Dec 4, 2024 - Jul 1, 2025 |
| #4 | -36.61% Sep 22, 2025 - Apr 10, 2026 | -9.15% Sep 2, 2020 - Oct 12, 2020 |
| #5 | -30.30% Feb 19, 2020 - May 29, 2020 | -8.68% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -27.17% Dec 6, 2024 - Jul 3, 2025 | -7.85% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -26.30% Jul 7, 2011 - Mar 13, 2012 | -6.89% Oct 12, 2020 - Nov 9, 2020 |
| #8 | -22.44% Sep 14, 2018 - Feb 22, 2019 | -5.56% Nov 16, 2021 - Dec 27, 2021 |
| #9 | -21.51% Dec 1, 2015 - May 27, 2016 | -5.49% Mar 28, 2024 - May 15, 2024 |
| #10 | -15.31% Feb 12, 2021 - Jun 24, 2021 | -4.79% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -13.64% Apr 2, 2012 - Jan 25, 2013 | -4.24% Jan 20, 2021 - Feb 4, 2021 |
| #12 | -13.00% Aug 17, 2015 - Oct 28, 2015 | -4.24% Sep 2, 2021 - Oct 19, 2021 |
| #13 | -11.55% Mar 5, 2014 - Aug 11, 2014 | -4.23% May 7, 2021 - Jun 4, 2021 |
| #14 | -11.41% Sep 2, 2020 - Nov 27, 2020 | -4.06% Jul 12, 2021 - Jul 29, 2021 |
| #15 | -10.78% Jul 26, 2019 - Nov 25, 2019 | -4.00% Feb 24, 2021 - Mar 10, 2021 |
Correlation
Correlation between IGV and AVUS is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2003 - 2026)
IGV vs AVUS dividend yield comparison.
| Year | IGV | AVUS |
|---|---|---|
| 2026 | 0.00% | 0.20% |
| 2025 | 0.00% | 1.08% |
| 2024 | 0.00% | 1.27% |
| 2023 | 0.01% | 1.41% |
| 2022 | 0.01% | 1.59% |
| 2021 | 0.00% | 1.08% |
| 2020 | 0.35% | 1.19% |
| 2019 | 0.02% | 0.35% |
| 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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