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IUSG vs AVUV

Comparison between ISHARES CORE S&P U.S. GROWTH ETF (IUSG, ETF) and AVANTIS U.S. SMALL CAP VALUE ETF (AVUV, ETF).

5-Year PerformanceAVUV has outperformed IUSG, delivering a return of +13.6% compared to +13.2%

IUSG vs AVUV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IUSG
$32B
AVUV
$30B
Expense Ratio
Winner
IUSG
0.04%
AVUV
0.25%
Max Drawdown
IUSG
65.79%
Winner
AVUV
49.62%
Sharpe Ratio
IUSG
1.04
Winner
AVUV
1.70
5Y Beta
IUSG
1.20
Winner
AVUV
0.96
P/E Ratio
IUSG
27.42
Winner
AVUV
26.61
Forward P/E
IUSG
21.31
Winner
AVUV
12.73
PEG Ratio
IUSG
0.20
AVUV
N/A
5Y Dividends CAGR
IUSG
3.88%
Winner
AVUV
18.93%
5Y EPS CAGR
Winner
IUSG
39.58%
AVUV
14.44%
Debt to Equity
IUSG
34.20%
AVUV
N/A
P/S Ratio
IUSG
7.53
Winner
AVUV
0.89
P/B Ratio
IUSG
8.32
Winner
AVUV
1.56

IUSG vs AVUV - Holdings Comparison

IUSG and AVUV have 19 common holdings. Overlap is 0.21%

IUSG's top 25 holdings weight is 70.87%. AVUV's top 25 holdings weight is 16.72%.

RankIUSGAVUV
#1
NVIDIA CORP (NVDA) - 14.13%
VIASAT INC (VSAT) - 1.09%
#2
MICROSOFT CORP (MSFT) - 9.52%
MATSON INC (MATX) - 1.05%
#3
APPLE INC (AAPL) - 5.78%
LANTHEUS HOLDINGS INC (LNTH) - 0.94%
#4
ALPHABET INC CLASS A (GOOGL) - 5.24%
MACY'S INC (M) - 0.81%
#5
BROADCOM INC (AVGO) - 5.13%
GATX CORP (GATX) - 0.77%
#6
ALPHABET INC CLASS C (GOOG) - 4.21%
SM ENERGY CO (SM) - 0.76%
#7
AMAZON.COM INC (AMZN) - 3.61%
AVNET INC (AVT) - 0.75%
#8
META PLATFORMS INC CLASS A (META) - 3.31%
SKYWEST INC (SKYW) - 0.73%
#9
MICRON TECHNOLOGY INC (MU) - 2.68%
RUSH ENTERPRISES INC CLASS A (RUSHA) - 0.70%
#10
ELI LILLY AND CO (LLY) - 2.51%
CABOT CORP (CBT) - 0.70%
#11
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.43%
ALASKA AIR GROUP INC (ALK) - 0.68%
#12
ADVANCED MICRO DEVICES INC (AMD) - 2.05%
ABERCROMBIE & FITCH CO CLASS A (ANF) - 0.67%
#13
JPMORGAN CHASE & CO (JPM) - 1.73%
TUTOR PERINI CORP (TPC) - 0.64%
#14
TESLA INC (TSLA) - 1.49%
IRIDIUM COMMUNICATIONS INC (IRDM) - 0.64%
#15
APPLIED MATERIALS INC (AMAT) - 1.13%
LEAR CORP (LEA) - 0.63%
#16
LAM RESEARCH CORP (LRCX) - 1.06%
CAL-MAINE FOODS INC (CALM) - 0.63%
#17
CATERPILLAR INC (CAT) - 1.03%
THE CHEESECAKE FACTORY INC (CAKE) - 0.62%
#18
n/a (PLTR) - 1.02%
OSCAR HEALTH INC CLASS A (OSCR) - 0.61%
#19
JOHNSON & JOHNSON (JNJ) - 0.96%
URBAN OUTFITTERS INC (URBN) - 0.59%
#20
VISA INC CLASS A (V) - 0.85%
ARCHROCK INC (AROC) - 0.59%
#21
SERVICENOW INC (NOW) - 0.20%
TRANSOCEAN LTD (RIG) - 0.43%
#22
PARKER HANNIFIN CORP (PH) - 0.20%
n/a (BHF) - 0.43%
#23
ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.20%
FULTON FINANCIAL CORP (FULT) - 0.42%
#24
ROYAL CARIBBEAN GROUP (RCL) - 0.20%
MOHAWK INDUSTRIES INC (MHK) - 0.42%
#25
O'REILLY AUTOMOTIVE INC (ORLY) - 0.20%
PAR PACIFIC HOLDINGS INC (PARR) - 0.42%
Total Holdings357750

IUSG vs AVUV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IUSG
+1.85%
AVUV
+0.31%
3M
IUSG
+1.86%
Winner
AVUV
+6.43%
6M
Winner
IUSG
+14.56%
AVUV
+10.13%
1Y
IUSG
+23.50%
Winner
AVUV
+34.70%
5Y(CAGR)
IUSG
+13.22%
Winner
AVUV
+13.64%
10Y(CAGR)
IUSG
+17.27%
AVUV
N/A
Max(CAGR)
IUSG
+8.19%
Winner
AVUV
+16.14%

IUSG vs AVUV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIUSGAVUV
2026+13.15%+23.39%
2025+21.33%+7.60%
2024+36.86%+9.70%
2023+30.83%+24.01%
2022-29.33%-6.16%
2021+33.12%+43.56%
2020+31.02%+7.01%
2019+30.94%+8.50%
2018-1.58%N/A
2017+25.94%N/A
2016+9.35%N/A
2015+5.40%N/A
2014+13.35%N/A
2013+30.64%N/A
2012+13.49%N/A
2011+0.87%N/A
2010+15.79%N/A
2009+32.45%N/A
2008-37.63%N/A
2007+11.12%N/A
2006+7.90%N/A
2005+5.85%N/A
2004+6.64%N/A
2003+26.11%N/A
2002-28.32%N/A
2001-14.40%N/A
2000-19.48%N/A

IUSG vs AVUV Drawdown Comparison

The maximum drawdown for IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 3246 trading sessions.

The maximum drawdown for AVUV was -49.42%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.

The current IUSG drawdown is -2.63%. The current AVUV drawdown is -1.78%.

RankIUSGAVUV
#1-63.40%
Sep 1, 2000 - Aug 1, 2013		-49.42%
Dec 19, 2019 - Nov 23, 2020
#2-32.35%
Feb 19, 2020 - Jul 6, 2020		-28.78%
Nov 25, 2024 - Dec 10, 2025
#3-32.21%
Dec 27, 2021 - Feb 29, 2024		-20.56%
Nov 8, 2021 - Jan 31, 2023
#4-22.28%
Jan 23, 2025 - Jun 24, 2025		-17.15%
Feb 2, 2023 - Jul 28, 2023
#5-20.69%
Oct 1, 2018 - Apr 23, 2019		-12.48%
Jul 31, 2023 - Dec 11, 2023
#6-14.84%
Jul 20, 2015 - Jul 11, 2016		-12.19%
Jun 8, 2021 - Oct 18, 2021
#7-13.07%
Oct 29, 2025 - Apr 15, 2026		-10.98%
Jul 31, 2024 - Nov 6, 2024
#8-12.54%
Jul 10, 2024 - Oct 11, 2024		-9.02%
Mar 15, 2021 - May 5, 2021
#9-10.96%
Sep 2, 2020 - Dec 1, 2020		-7.95%
Feb 20, 2026 - Apr 9, 2026
#10-9.87%
Jan 26, 2018 - Jun 5, 2018		-7.24%
Mar 28, 2024 - May 15, 2024
#11-8.61%
Feb 12, 2021 - Apr 5, 2021		-6.99%
Dec 26, 2023 - Mar 20, 2024
#12-8.34%
Jun 1, 2026 - Aug 4, 2026		-6.44%
May 15, 2024 - Jul 15, 2024
#13-7.30%
Sep 2, 2014 - Oct 31, 2014		-6.10%
Jan 14, 2021 - Feb 4, 2021
#14-7.18%
Sep 3, 2021 - Oct 26, 2021		-5.04%
May 7, 2021 - May 17, 2021
#15-6.73%
Mar 22, 2024 - May 14, 2024		-4.84%
Sep 26, 2019 - Oct 17, 2019

Correlation

Correlation between IUSG and AVUV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2000 - 2026)

IUSG vs AVUV dividend yield comparison.

YearIUSGAVUV
20260.22%0.57%
20250.54%1.58%
20240.59%1.61%
20231.12%1.65%
20221.07%1.74%
20210.59%1.28%
20200.93%1.21%
20191.64%0.38%
20181.32%0.00%
20171.28%0.00%
20161.48%0.00%
20151.29%0.00%
20141.21%0.00%
20131.22%0.00%
20121.56%0.00%
20111.31%0.00%
20101.17%0.00%
20091.30%0.00%
20081.49%0.00%
20070.85%0.00%
20060.82%0.00%
20050.84%0.00%
20041.03%0.00%
20030.66%0.00%
20020.81%0.00%
20010.36%0.00%
20000.06%0.00%

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