IWP vs AVDV
Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV, ETF).
5-Year PerformanceAVDV has outperformed IWP, delivering a return of +14.0% compared to +5.2%
IWP vs AVDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWP
$21B
AVDV
$20B
Expense Ratio
Winner
IWP
0.23%
AVDV
0.36%
Max Drawdown
IWP
57.34%
Winner
AVDV
43.01%
Sharpe Ratio
IWP
0.13
Winner
AVDV
1.97
5Y Beta
IWP
1.15
Winner
AVDV
0.72
P/E Ratio
IWP
42.53
AVDV
N/A
Forward P/E
IWP
24.16
AVDV
N/A
5Y Dividends CAGR
IWP
9.93%
Winner
AVDV
35.62%
5Y EPS CAGR
IWP
18.56%
AVDV
N/A
Debt to Equity
IWP
118.69%
AVDV
N/A
P/S Ratio
IWP
2.23
AVDV
N/A
P/B Ratio
IWP
9.93
AVDV
N/A
IWP vs AVDV - Holdings Comparison
IWP and AVDV have 2 common holdings. Overlap is -0.07%
IWP's top 25 holdings weight is 46.34%. AVDV's top 25 holdings weight is 14.58%.
| Rank | IWP | AVDV |
|---|---|---|
| #1 | VERTIV HOLDINGS CO CLASS A (VRT) - 3.97% | MITSUI KINZOKU CO LTD (n/a) - 1.28% |
| #2 | HOWMET AEROSPACE INC (HWM) - 3.73% | n/a (n/a) - 1.18% |
| #3 | QUANTA SERVICES INC (PWR) - 2.68% | SAIPEM SPA (n/a) - 0.74% |
| #4 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.62% | OCEANAGOLD CORP (n/a) - 0.73% |
| #5 | ROYAL CARIBBEAN GROUP (RCL) - 2.51% | PERSEUS MINING LTD (n/a) - 0.70% |
| #6 | CLOUDFLARE INC (NET) - 2.34% | CLAL INSURANCE ENTERPRISES HOLDINGS LTD (n/a) - 0.69% |
| #7 | DATADOG INC CLASS A (DDOG) - 2.33% | DRAX GROUP PLC (n/a) - 0.62% |
| #8 | COMFORT SYSTEMS USA INC (FIX) - 2.21% | WHITEHAVEN COAL LTD (n/a) - 0.61% |
| #9 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.20% | COEUR MINING INC (CDE) - 0.61% |
| #10 | TARGA RESOURCES CORP (TRGP) - 1.82% | REGIS RESOURCES LTD (n/a) - 0.59% |
| #11 | VISTRA CORP (VST) - 1.77% | n/a (n/a) - 0.58% |
| #12 | ROCKET LAB CORP (RKLB) - 1.74% | WHITECAP RESOURCES INC (WCPRF) - 0.58% |
| #13 | CENCORA INC (COR) - 1.67% | B2GOLD CORP (n/a) - 0.57% |
| #14 | W.W. GRAINGER INC (GWW) - 1.61% | HUDBAY MINERALS INC (HBM) - 0.56% |
| #15 | ASTERA LABS INC (ALAB) - 1.59% | JOHNSON MATTHEY PLC (n/a) - 0.55% |
| #16 | IDEXX LABORATORIES INC (IDXX) - 1.43% | TAMARACK VALLEY ENERGY LTD (n/a) - 0.55% |
| #17 | CARVANA CO CLASS A (CVNA) - 1.40% | LION FINANCE GROUP PLC (n/a) - 0.54% |
| #18 | FASTENAL CO (FAST) - 1.39% | VALLOUREC SA (n/a) - 0.50% |
| #19 | AMERIPRISE FINANCIAL INC (AMP) - 1.29% | n/a (ZIM) - 0.45% |
| #20 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.18% | MITSUBISHI MATERIALS CORP (n/a) - 0.45% |
| #21 | AXON ENTERPRISE INC (AXON) - 1.05% | PACIFIC BASIN SHIPPING LTD (n/a) - 0.30% |
| #22 | NATERA INC (NTRA) - 0.98% | UACJ CORP (n/a) - 0.30% |
| #23 | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.98% | OVS SPA (n/a) - 0.30% |
| #24 | FTAI AVIATION LTD (FTAI) - 0.93% | BUCHER INDUSTRIES AG (n/a) - 0.30% |
| #25 | DEXCOM INC (DXCM) - 0.92% | PAN AFRICAN RESOURCES PLC (n/a) - 0.30% |
| Total Holdings | 276 | 1692 |
IWP vs AVDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWP
+0.47%
AVDV
-1.83%
3M
IWP
+7.74%
Winner
AVDV
+8.95%
6M
IWP
+0.42%
Winner
AVDV
+12.70%
1Y
IWP
+3.69%
Winner
AVDV
+40.80%
5Y(CAGR)
IWP
+5.19%
Winner
AVDV
+14.00%
10Y(CAGR)
IWP
+12.57%
AVDV
N/A
Max(CAGR)
IWP
+10.13%
Winner
AVDV
+15.17%
IWP vs AVDV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWP | AVDV |
|---|---|---|
| 2026 | +1.40% | +12.23% |
| 2025 | +7.84% | +49.11% |
| 2024 | +23.83% | +9.81% |
| 2023 | +26.60% | +16.75% |
| 2022 | -26.14% | -11.95% |
| 2021 | +14.23% | +15.73% |
| 2020 | +34.44% | +3.99% |
| 2019 | +36.59% | +12.05% |
| 2018 | -4.81% | N/A |
| 2017 | +25.18% | N/A |
| 2016 | +10.16% | N/A |
| 2015 | +0.63% | N/A |
| 2014 | +13.97% | N/A |
| 2013 | +33.37% | N/A |
| 2012 | +15.69% | N/A |
| 2011 | -2.10% | N/A |
| 2010 | +25.49% | N/A |
| 2009 | +41.66% | N/A |
| 2008 | -42.83% | N/A |
| 2007 | +13.43% | N/A |
| 2006 | +11.11% | N/A |
| 2005 | +15.23% | N/A |
| 2004 | +16.75% | N/A |
| 2003 | +38.47% | N/A |
| 2002 | -27.50% | N/A |
| 2001 | -2.70% | N/A |
IWP vs AVDV Drawdown Comparison
The maximum drawdown for IWP was -56.10%, occurring on Nov 20, 2008. Recovery took 800 trading sessions.
The maximum drawdown for AVDV was -43.01%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.
The current IWP drawdown is -3.44%. The current AVDV drawdown is -3.73%.
| Rank | IWP | AVDV |
|---|---|---|
| #1 | -56.10% Oct 9, 2007 - Dec 10, 2010 | -43.01% Jan 2, 2020 - Dec 4, 2020 |
| #2 | -39.55% Aug 1, 2001 - Dec 1, 2003 | -28.10% Sep 3, 2021 - Dec 26, 2023 |
| #3 | -38.62% Nov 16, 2021 - Oct 11, 2024 | -14.17% Mar 19, 2025 - Apr 28, 2025 |
| #4 | -35.87% Feb 19, 2020 - Jul 6, 2020 | -13.19% Feb 27, 2026 - May 13, 2026 |
| #5 | -25.20% Feb 18, 2025 - Jul 3, 2025 | -8.15% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -24.88% Jul 7, 2011 - Mar 19, 2012 | -8.10% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -22.11% Sep 14, 2018 - Mar 21, 2019 | -7.37% Jun 7, 2021 - Sep 3, 2021 |
| #8 | -19.65% Apr 23, 2015 - Jul 26, 2016 | -5.77% May 26, 2026 - Jun 10, 2026 |
| #9 | -14.79% Oct 27, 2025 - Mar 30, 2026 | -4.73% Jan 14, 2021 - Feb 8, 2021 |
| #10 | -13.98% Apr 5, 2004 - Nov 11, 2004 | -4.65% Aug 27, 2024 - Sep 19, 2024 |
| #11 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -4.39% Dec 27, 2023 - Mar 1, 2024 |
| #12 | -12.91% May 8, 2006 - Nov 8, 2006 | -4.21% Jun 3, 2024 - Jul 11, 2024 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -4.00% Apr 9, 2024 - May 9, 2024 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -3.83% Jul 23, 2025 - Aug 8, 2025 |
| #15 | -9.99% Sep 5, 2014 - Nov 6, 2014 | -3.75% Nov 12, 2025 - Nov 26, 2025 |
Correlation
Correlation between IWP and AVDV is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2001 - 2026)
IWP vs AVDV dividend yield comparison.
| Year | IWP | AVDV |
|---|---|---|
| 2026 | 0.15% | 1.44% |
| 2025 | 0.37% | 3.05% |
| 2024 | 0.40% | 4.31% |
| 2023 | 0.54% | 3.29% |
| 2022 | 0.77% | 3.17% |
| 2021 | 0.30% | 2.39% |
| 2020 | 0.68% | 1.67% |
| 2019 | 1.19% | 0.36% |
| 2018 | 2.04% | 0.00% |
| 2017 | 1.56% | 0.00% |
| 2016 | 2.33% | 0.00% |
| 2015 | 1.97% | 0.00% |
| 2014 | 2.05% | 0.00% |
| 2013 | 1.59% | 0.00% |
| 2012 | 2.63% | 0.00% |
| 2011 | 1.86% | 0.00% |
| 2010 | 1.69% | 0.00% |
| 2009 | 1.75% | 0.00% |
| 2008 | 3.74% | 0.00% |
| 2007 | 2.53% | 0.00% |
| 2006 | 2.78% | 0.00% |
| 2005 | 1.87% | 0.00% |
| 2004 | 1.11% | 0.00% |
| 2003 | 0.73% | 0.00% |
| 2002 | 0.50% | 0.00% |
| 2001 | 0.12% | 0.00% |
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