IHI vs AVSC
Comparison between ISHARES U.S. MEDICAL DEVICES ETF (IHI, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).
IHI vs AVSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IHI
$3B
AVSC
$3B
Expense Ratio
IHI
0.38%
Winner
AVSC
0.25%
Max Drawdown
IHI
49.70%
Winner
AVSC
28.84%
Sharpe Ratio
IHI
-1.24
Winner
AVSC
1.63
5Y Beta
Winner
IHI
0.64
AVSC
1.01
P/E Ratio
Winner
IHI
40.54
AVSC
47.60
Forward P/E
IHI
20.27
Winner
AVSC
13.67
5Y Dividends CAGR
IHI
9.76%
AVSC
N/A
5Y EPS CAGR
Winner
IHI
13.12%
AVSC
10.91%
Debt to Equity
IHI
15.98%
AVSC
N/A
P/S Ratio
IHI
3.61
Winner
AVSC
1.13
P/B Ratio
IHI
3.66
Winner
AVSC
1.87
IHI vs AVSC - Holdings Comparison
IHI and AVSC have 16 common holdings. Overlap is 1.22%
IHI's top 25 holdings weight is 96.36%. AVSC's top 25 holdings weight is 8.25%.
| Rank | IHI | AVSC |
|---|---|---|
| #1 | ABBOTT LABORATORIES (ABT) - 16.91% | MYR GROUP INC (MYRG) - 0.52% |
| #2 | INTUITIVE SURGICAL INC (ISRG) - 15.33% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.44% |
| #3 | STRYKER CORP (SYK) - 11.52% | ACM RESEARCH INC CLASS A (ACMR) - 0.43% |
| #4 | EDWARDS LIFESCIENCES CORP (EW) - 4.71% | MATERION CORP (MTRN) - 0.42% |
| #5 | RESMED INC (RMD) - 4.67% | DIODES INC (DIOD) - 0.37% |
| #6 | BECTON DICKINSON & CO (BDX) - 4.52% | FIRST BANCORP (FBNC) - 0.37% |
| #7 | MEDTRONIC PLC (MDT) - 4.46% | INTERNATIONAL SEAWAYS INC (INSW) - 0.36% |
| #8 | IDEXX LABORATORIES INC (IDXX) - 4.37% | LIGAND PHARMACEUTICALS INC (LGND) - 0.35% |
| #9 | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 4.32% | n/a (SPHR) - 0.34% |
| #10 | DEXCOM INC (DXCM) - 4.16% | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.34% |
| #11 | BOSTON SCIENTIFIC CORP (BSX) - 4.00% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.34% |
| #12 | STERIS PLC (STE) - 3.09% | LIVANOVA PLC (LIVN) - 0.33% |
| #13 | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.53% | DANA INC (DAN) - 0.33% |
| #14 | PENUMBRA INC (PEN) - 1.83% | AXCELIS TECHNOLOGIES INC (ACLS) - 0.31% |
| #15 | BAXTER INTERNATIONAL INC (BAX) - 1.73% | OPENLANE INC (OPLN) - 0.31% |
| #16 | INSULET CORP (PODD) - 1.64% | PRICESMART INC (PSMT) - 0.31% |
| #17 | GLOBUS MEDICAL INC CLASS A (GMED) - 1.31% | AAR CORP (AIR) - 0.31% |
| #18 | GLAUKOS CORP (GKOS) - 1.30% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.30% |
| #19 | TELEFLEX INC (TFX) - 0.87% | SONOCO PRODUCTS CO (SON) - 0.29% |
| #20 | LIVANOVA PLC (LIVN) - 0.67% | OCEANEERING INTERNATIONAL INC (OII) - 0.29% |
| #21 | ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 0.65% | PATTERSON-UTI ENERGY INC (PTEN) - 0.28% |
| #22 | IRHYTHM HOLDINGS INC (IRTC) - 0.60% | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 0.23% |
| #23 | INTEGER HOLDINGS CORP (ITGR) - 0.46% | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 0.23% |
| #24 | TRANSMEDICS GROUP INC (TMDX) - 0.36% | SYNAPTICS INC (SYNA) - 0.23% |
| #25 | AXOGEN INC (AXGN) - 0.35% | MDU RESOURCES GROUP INC (MDU) - 0.22% |
| Total Holdings | 50 | 1434 |
IHI vs AVSC - Historical Returns
Returns include dividend reinvestment.
1M
IHI
-0.87%
Winner
AVSC
+2.23%
3M
IHI
-9.30%
Winner
AVSC
+9.81%
6M
IHI
-21.13%
Winner
AVSC
+16.38%
1Y
IHI
-19.23%
Winner
AVSC
+36.17%
5Y(CAGR)
IHI
-3.71%
Winner
AVSC
+10.15%
10Y(CAGR)
IHI
+8.10%
AVSC
N/A
Max(CAGR)
IHI
+9.65%
Winner
AVSC
+10.15%
IHI vs AVSC - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IHI | AVSC |
|---|---|---|
| 2026 | -20.29% | +23.49% |
| 2025 | +6.94% | +9.78% |
| 2024 | +9.31% | +8.20% |
| 2023 | +3.15% | +20.32% |
| 2022 | -19.25% | -11.71% |
| 2021 | +22.15% | N/A |
| 2020 | +23.57% | N/A |
| 2019 | +36.39% | N/A |
| 2018 | +13.65% | N/A |
| 2017 | +30.37% | N/A |
| 2016 | +12.19% | N/A |
| 2015 | +9.79% | N/A |
| 2014 | +23.78% | N/A |
| 2013 | +34.84% | N/A |
| 2012 | +13.88% | N/A |
| 2011 | -1.36% | N/A |
| 2010 | +10.31% | N/A |
| 2009 | +35.04% | N/A |
| 2008 | -36.07% | N/A |
| 2007 | +19.38% | N/A |
| 2006 | +2.76% | N/A |
IHI vs AVSC Drawdown Comparison
The maximum drawdown for IHI was -49.64%, occurring on Mar 9, 2009. Recovery took 628 trading sessions.
The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current IHI drawdown is -25.04%. The current AVSC drawdown is -1.15%.
| Rank | IHI | AVSC |
|---|---|---|
| #1 | -49.64% Aug 15, 2008 - Feb 11, 2011 | -28.40% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -33.25% Jan 22, 2020 - Jul 15, 2020 | -20.42% Jan 14, 2022 - Jul 31, 2023 |
| #3 | -33.12% Sep 8, 2021 - Oct 30, 2023 | -15.92% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -21.99% May 19, 2011 - Sep 18, 2012 | -10.69% Jul 26, 2024 - Nov 6, 2024 |
| #5 | -19.23% Oct 1, 2018 - Mar 1, 2019 | -8.54% Mar 28, 2024 - Jul 12, 2024 |
| #6 | -14.16% Aug 5, 2015 - Apr 6, 2016 | -8.09% Dec 27, 2023 - Mar 27, 2024 |
| #7 | -12.54% Oct 9, 2007 - Aug 8, 2008 | -7.89% Feb 9, 2026 - Apr 9, 2026 |
| #8 | -11.61% Oct 10, 2016 - Feb 15, 2017 | -7.73% Oct 24, 2025 - Dec 3, 2025 |
| #9 | -10.85% Jan 26, 2018 - May 7, 2018 | -4.71% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -10.16% May 5, 2006 - Nov 21, 2006 | -4.17% May 6, 2026 - May 26, 2026 |
| #11 | -9.38% Feb 12, 2021 - Apr 15, 2021 | -3.45% Dec 11, 2025 - Jan 6, 2026 |
| #12 | -8.49% Mar 21, 2019 - Jun 10, 2019 | -2.78% Jan 22, 2026 - Feb 6, 2026 |
| #13 | -7.95% Sep 2, 2020 - Oct 9, 2020 | -2.67% Jun 30, 2026 - Jul 8, 2026 |
| #14 | -7.68% Apr 23, 2021 - Jun 28, 2021 | -2.64% Jul 16, 2024 - Jul 23, 2024 |
| #15 | -7.55% Feb 8, 2007 - Apr 16, 2007 | -1.98% Jul 23, 2024 - Jul 26, 2024 |
Correlation
Correlation between IHI and AVSC is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.
0.25
-101
Dividend Comparison (2006 - 2026)
IHI vs AVSC dividend yield comparison.
| Year | IHI | AVSC |
|---|---|---|
| 2026 | 0.24% | 0.42% |
| 2025 | 0.34% | 1.16% |
| 2024 | 0.46% | 1.17% |
| 2023 | 0.53% | 1.42% |
| 2022 | 0.45% | 1.10% |
| 2021 | 0.25% | 0.00% |
| 2020 | 0.25% | 0.00% |
| 2019 | 0.33% | 0.00% |
| 2018 | 0.26% | 0.00% |
| 2017 | 0.37% | 0.00% |
| 2016 | 0.55% | 0.00% |
| 2015 | 1.28% | 0.00% |
| 2014 | 0.65% | 0.00% |
| 2013 | 0.33% | 0.00% |
| 2012 | 0.64% | 0.00% |
| 2011 | 0.26% | 0.00% |
| 2010 | 0.14% | 0.00% |
| 2009 | 0.07% | 0.00% |
| 2008 | 0.10% | 0.00% |
| 2006 | 0.00% | 0.00% |
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