IVOG vs AVIG

Comparison between VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND ETF SHARES (IVOG, ETF) and AVANTIS CORE FIXED INCOME ETF (AVIG, ETF).

5-Year PerformanceIVOG has outperformed AVIG, delivering a return of +7.6% compared to +0.3%

IVOG vs AVIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVOG(ETF)	AVIG(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.10%	0.15%
Max Drawdown	39.32%	23.45%
Sharpe Ratio	1.51	0.54
5Y Beta	1.07	0.06
P/E Ratio	30.16	N/A
Forward P/E	20.22	N/A
5Y Dividends CAGR	20.28%	46.85%
5Y EPS CAGR	18.27%	N/A
Debt to Equity	53.49%	N/A
P/S Ratio	3.11	N/A
P/B Ratio	4.48	N/A

Net Assets

IVOG

$1.60B

Winner

AVIG

$1.70B

Expense Ratio

Winner

IVOG

0.10%

AVIG

0.15%

Max Drawdown

IVOG

39.32%

Winner

AVIG

23.45%

Sharpe Ratio

Winner

IVOG

1.51

AVIG

0.54

5Y Beta

IVOG

1.07

Winner

AVIG

0.06

P/E Ratio

IVOG

30.16

AVIG

N/A

Forward P/E

IVOG

20.22

AVIG

N/A

5Y Dividends CAGR

IVOG

20.28%

Winner

AVIG

46.85%

5Y EPS CAGR

IVOG

18.27%

AVIG

N/A

Debt to Equity

IVOG

53.49%

AVIG

N/A

P/S Ratio

IVOG

3.11

AVIG

N/A

P/B Ratio

IVOG

4.48

AVIG

N/A

IVOG vs AVIG - Historical Returns

Returns include dividend reinvestment.

Period	IVOG	AVIG
1 month	+6.44%	+0.18%
3 months	+6.82%	-0.03%
6 months	+17.90%	+1.16%
1 year	+31.31%	+6.27%
5 years(CAGR)	+7.60%	+0.26%
10 years(CAGR)	+11.66%	N/A
Max(CAGR)	+12.50%	-0.04%

Winner

IVOG

+6.44%

AVIG

+0.18%

Winner

IVOG

+6.82%

AVIG

-0.03%

Winner

IVOG

+17.90%

AVIG

+1.16%

Winner

IVOG

+31.31%

AVIG

+6.27%

5Y(CAGR)

Winner

IVOG

+7.60%

AVIG

+0.26%

10Y(CAGR)

IVOG

+11.66%

AVIG

N/A

Max(CAGR)

Winner

IVOG

+12.50%

AVIG

-0.04%

IVOG vs AVIG - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IVOG	AVIG
2026	+14.69%	+0.61%
2025	+7.11%	+7.93%
2024	+16.46%	+2.00%
2023	+18.27%	+5.87%
2022	-18.88%	-13.37%
2021	+20.53%	-2.02%
2020	+22.12%	+0.96%
2019	+27.38%	N/A
2018	-11.40%	N/A
2017	+19.41%	N/A
2016	+16.53%	N/A
2015	+1.88%	N/A
2014	+8.55%	N/A
2013	+29.01%	N/A
2012	+16.10%	N/A
2011	-2.34%	N/A
2010	+21.95%	N/A

IVOG vs AVIG Drawdown Comparison

The maximum drawdown for IVOG was -39.32%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IVOG drawdown is -0.88%. The current AVIG drawdown is -1.20%.

Rank	IVOG	AVIG
#1	-39.32% Feb 20, 2020 - Aug 12, 2020	-19.64% Dec 31, 2020 - Oct 20, 2022
#2	-29.32% Nov 16, 2021 - Feb 29, 2024	-0.82% Nov 5, 2020 - Nov 20, 2020
#3	-25.89% Jul 7, 2011 - Sep 13, 2012	-0.64% Oct 15, 2020 - Nov 4, 2020
#4	-25.61% Nov 25, 2024 - Dec 10, 2025	-0.42% Nov 30, 2020 - Dec 22, 2020
#5	-23.78% Sep 14, 2018 - Nov 27, 2019	-0.10% Nov 20, 2020 - Nov 27, 2020
#6	-18.22% Aug 17, 2015 - Jul 8, 2016	-0.04% Dec 22, 2020 - Dec 24, 2020
#7	-11.00% Jul 1, 2014 - Nov 12, 2014	N/A
#8	-9.73% Jan 26, 2018 - Jun 6, 2018	N/A
#9	-9.69% Mar 2, 2026 - Apr 17, 2026	N/A
#10	-9.31% Jul 16, 2024 - Oct 14, 2024	N/A
#11	-8.40% Apr 29, 2011 - Jul 7, 2011	N/A
#12	-8.23% Sep 2, 2020 - Oct 7, 2020	N/A
#13	-8.17% May 21, 2013 - Jul 18, 2013	N/A
#14	-8.02% Feb 12, 2021 - Mar 15, 2021	N/A
#15	-7.86% Sep 7, 2016 - Nov 22, 2016	N/A

Correlation

Correlation between IVOG and AVIG is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2010 - 2026)

IVOG vs AVIG dividend yield comparison.

Year	IVOG	AVIG
2026	0.00%	1.44%
2025	0.64%	4.36%
2024	0.79%	4.66%
2023	1.15%	4.06%
2022	1.05%	2.53%
2021	0.47%	1.12%
2020	0.74%	0.22%
2019	1.17%	0.00%
2018	1.01%	0.00%
2017	0.93%	0.00%
2016	1.11%	0.00%
2015	1.04%	0.00%
2014	0.81%	0.00%
2013	0.66%	0.00%
2012	0.70%	0.00%
2011	0.55%	0.00%
2010	0.33%	0.00%