IUSV vs AVEM
Comparison between ISHARES CORE S&P U.S. VALUE ETF (IUSV, ETF) and AVANTIS EMERGING MARKETS EQUITY ETF (AVEM, ETF).
5-Year PerformanceIUSV has outperformed AVEM, delivering a return of +11.2% compared to +10.2%
IUSV vs AVEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IUSV
$26B
AVEM
$26B
Expense Ratio
Winner
IUSV
0.04%
AVEM
0.33%
Max Drawdown
IUSV
61.95%
Winner
AVEM
36.32%
Sharpe Ratio
IUSV
1.60
Winner
AVEM
1.72
5Y Beta
Winner
IUSV
0.70
AVEM
0.85
P/E Ratio
IUSV
24.20
AVEM
N/A
Forward P/E
IUSV
18.66
AVEM
N/A
5Y Dividends CAGR
IUSV
6.15%
Winner
AVEM
20.14%
5Y EPS CAGR
IUSV
12.04%
AVEM
N/A
Debt to Equity
IUSV
42.68%
AVEM
N/A
P/S Ratio
IUSV
2.12
AVEM
N/A
P/B Ratio
IUSV
3.60
AVEM
N/A
IUSV vs AVEM - Holdings Comparison
IUSV and AVEM have 1 common holdings. Overlap is 0.00%
IUSV's top 25 holdings weight is 35.62%. AVEM's top 25 holdings weight is 36.76%.
| Rank | IUSV | AVEM |
|---|---|---|
| #1 | APPLE INC (AAPL) - 7.37% | n/a (TSM) - 9.91% |
| #2 | AMAZON.COM INC (AMZN) - 3.97% | SK HYNIX INC (n/a) - 6.49% |
| #3 | EXXON MOBIL CORP (XOM) - 2.10% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 4.99% |
| #4 | INTEL CORP (INTC) - 1.83% | TENCENT HOLDINGS LTD (n/a) - 1.68% |
| #5 | WALMART INC (WMT) - 1.71% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.08% |
| #6 | COSTCO WHOLESALE CORP (COST) - 1.48% | MEDIATEK INC (n/a) - 0.99% |
| #7 | TESLA INC (TSLA) - 1.48% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.92% |
| #8 | CHEVRON CORP (CVX) - 1.17% | PDD HOLDINGS INC ADR (PDD) - 0.82% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.14% | CHROMA ATE INC (n/a) - 0.81% |
| #10 | BANK OF AMERICA CORP (BAC) - 1.12% | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.75% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.09% | DELTA ELECTRONICS INC (n/a) - 0.72% |
| #12 | THE HOME DEPOT INC (HD) - 1.01% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 0.72% |
| #13 | MERCK & CO INC (MRK) - 0.99% | HYUNDAI MOTOR CO (n/a) - 0.67% |
| #14 | TEXAS INSTRUMENTS INC (TXN) - 0.91% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.67% |
| #15 | JPMORGAN CHASE & CO (JPM) - 0.86% | ANGLOGOLD ASHANTI PLC (AU) - 0.58% |
| #16 | QUALCOMM INC (QCOM) - 0.83% | n/a (n/a) - 0.55% |
| #17 | VISA INC CLASS A (V) - 0.81% | VALE SA ADR (VALE) - 0.54% |
| #18 | LINDE PLC (LIN) - 0.79% | BANK OF CHINA LTD CLASS H (n/a) - 0.52% |
| #19 | WELLS FARGO & CO (WFC) - 0.77% | ICICI BANK LTD ADR (IBN) - 0.51% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.75% | n/a (n/a) - 0.49% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.73% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.49% |
| #22 | CITIGROUP INC (C) - 0.71% | NETEASE INC ADR (NTES) - 0.48% |
| #23 | PEPSICO INC (PEP) - 0.67% | UNITED MICROELECTRONICS CORP (n/a) - 0.47% |
| #24 | ABBVIE INC (ABBV) - 0.67% | HDFC BANK LTD (n/a) - 0.47% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 0.66% | UNIMICRON TECHNOLOGY CORP (n/a) - 0.44% |
| Total Holdings | 747 | 2748 |
IUSV vs AVEM - Historical Returns
Returns include dividend reinvestment.
1M
IUSV
+3.10%
Winner
AVEM
+6.08%
3M
IUSV
+8.48%
Winner
AVEM
+18.04%
6M
IUSV
+9.56%
Winner
AVEM
+30.39%
1Y
IUSV
+21.83%
Winner
AVEM
+47.15%
5Y(CAGR)
Winner
IUSV
+11.16%
AVEM
+10.25%
10Y(CAGR)
IUSV
+12.29%
AVEM
N/A
Max(CAGR)
IUSV
+11.46%
Winner
AVEM
+13.23%
IUSV vs AVEM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IUSV | AVEM |
|---|---|---|
| 2026 | +8.70% | +23.65% |
| 2025 | +13.34% | +34.58% |
| 2024 | +11.50% | +8.98% |
| 2023 | +21.28% | +14.71% |
| 2022 | -5.82% | -18.66% |
| 2021 | +27.06% | +4.31% |
| 2020 | +1.23% | +12.83% |
| 2019 | +30.87% | +11.13% |
| 2018 | -9.66% | N/A |
| 2017 | +14.27% | N/A |
| 2016 | +23.15% | N/A |
| 2015 | +0.85% | N/A |
| 2014 | +18.09% | N/A |
| 2013 | +34.59% | N/A |
| 2012 | +20.94% | N/A |
| 2011 | +2.85% | N/A |
| 2010 | +18.76% | N/A |
| 2009 | +23.56% | N/A |
| 2008 | -31.56% | N/A |
| 2007 | +3.44% | N/A |
| 2006 | +25.10% | N/A |
| 2005 | +12.83% | N/A |
| 2004 | +21.73% | N/A |
| 2003 | +32.31% | N/A |
| 2002 | -12.09% | N/A |
| 2001 | +0.72% | N/A |
| 2000 | +9.53% | N/A |
IUSV vs AVEM Drawdown Comparison
The maximum drawdown for IUSV was -56.91%, occurring on Mar 9, 2009. Recovery took 840 trading sessions.
The maximum drawdown for AVEM was -36.05%, occurring on Mar 23, 2020. Recovery took 204 trading sessions.
The current AVEM drawdown is -2.12%.
| Rank | IUSV | AVEM |
|---|---|---|
| #1 | -56.91% Oct 9, 2007 - Feb 8, 2011 | -36.05% Jan 17, 2020 - Nov 6, 2020 |
| #2 | -37.54% Jan 17, 2020 - Dec 31, 2020 | -34.01% Jun 4, 2021 - Sep 24, 2024 |
| #3 | -30.83% Mar 19, 2002 - Sep 18, 2003 | -18.02% Oct 7, 2024 - May 19, 2025 |
| #4 | -20.41% Jul 7, 2011 - Feb 3, 2012 | -13.13% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -19.50% May 22, 2001 - Mar 11, 2002 | -8.39% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -18.96% Jan 26, 2018 - Apr 23, 2019 | -8.21% Feb 17, 2021 - Jun 1, 2021 |
| #7 | -17.94% Apr 20, 2022 - Feb 1, 2023 | -5.59% May 11, 2026 - May 26, 2026 |
| #8 | -17.76% Nov 29, 2024 - Aug 22, 2025 | -5.39% Jan 21, 2021 - Feb 8, 2021 |
| #9 | -13.64% Jul 16, 2015 - Apr 1, 2016 | -4.52% Oct 29, 2025 - Dec 26, 2025 |
| #10 | -12.99% Feb 12, 2001 - May 16, 2001 | -4.45% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -11.27% Jul 31, 2023 - Dec 1, 2023 | -4.05% Nov 7, 2019 - Dec 12, 2019 |
| #12 | -10.44% Jul 13, 2007 - Oct 5, 2007 | -3.55% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -10.11% Mar 26, 2012 - Aug 6, 2012 | -2.99% Jan 28, 2026 - Feb 9, 2026 |
| #14 | -9.83% Feb 2, 2023 - Jun 15, 2023 | -2.67% Sep 23, 2019 - Oct 11, 2019 |
| #15 | -7.87% May 3, 2019 - Jul 1, 2019 | -2.47% Jun 12, 2025 - Jun 24, 2025 |
Correlation
Correlation between IUSV and AVEM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2000 - 2026)
IUSV vs AVEM dividend yield comparison.
| Year | IUSV | AVEM |
|---|---|---|
| 2026 | 0.76% | 0.61% |
| 2025 | 1.78% | 2.45% |
| 2024 | 2.15% | 3.17% |
| 2023 | 1.75% | 3.06% |
| 2022 | 2.22% | 2.77% |
| 2021 | 1.87% | 2.61% |
| 2020 | 2.40% | 1.60% |
| 2019 | 2.19% | 0.35% |
| 2018 | 2.66% | 0.00% |
| 2017 | 1.93% | 0.00% |
| 2016 | 4.44% | 0.00% |
| 2015 | 7.63% | 0.00% |
| 2014 | 5.58% | 0.00% |
| 2013 | 5.85% | 0.00% |
| 2012 | 6.73% | 0.00% |
| 2011 | 6.69% | 0.00% |
| 2010 | 5.94% | 0.00% |
| 2009 | 6.89% | 0.00% |
| 2008 | 10.74% | 0.00% |
| 2007 | 7.17% | 0.00% |
| 2006 | 5.76% | 0.00% |
| 2005 | 6.74% | 0.00% |
| 2004 | 5.61% | 0.00% |
| 2003 | 5.64% | 0.00% |
| 2002 | 6.14% | 0.00% |
| 2001 | 5.05% | 0.00% |
| 2000 | 2.49% | 0.00% |
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