IWV vs AVDV
Comparison between ISHARES RUSSELL 3000 ETF (IWV, ETF) and AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV, ETF).
5-Year PerformanceAVDV has outperformed IWV, delivering a return of +14.1% compared to +11.9%
IWV vs AVDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWV
$20B
AVDV
$19B
Expense Ratio
Winner
IWV
0.20%
AVDV
0.36%
Max Drawdown
IWV
56.66%
Winner
AVDV
43.01%
Sharpe Ratio
IWV
1.23
Winner
AVDV
1.61
5Y Beta
IWV
0.98
Winner
AVDV
0.73
P/E Ratio
IWV
25.64
AVDV
N/A
Forward P/E
IWV
19.32
AVDV
N/A
5Y Dividends CAGR
IWV
6.17%
Winner
AVDV
35.62%
5Y EPS CAGR
IWV
23.79%
AVDV
N/A
Debt to Equity
IWV
29.77%
AVDV
N/A
P/S Ratio
IWV
3.03
AVDV
N/A
P/B Ratio
IWV
4.53
AVDV
N/A
IWV vs AVDV - Holdings Comparison
IWV and AVDV have 8 common holdings. Overlap is -0.14%
IWV's top 25 holdings weight is 44.15%. AVDV's top 25 holdings weight is 14.58%.
| Rank | IWV | AVDV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.90% | MITSUI KINZOKU CO LTD (n/a) - 1.28% |
| #2 | MICROSOFT CORP (MSFT) - 6.51% | n/a (n/a) - 1.18% |
| #3 | APPLE INC (AAPL) - 4.91% | SAIPEM SPA (n/a) - 0.74% |
| #4 | AMAZON.COM INC (AMZN) - 3.33% | OCEANAGOLD CORP (n/a) - 0.73% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.78% | PERSEUS MINING LTD (n/a) - 0.70% |
| #6 | BROADCOM INC (AVGO) - 2.25% | CLAL INSURANCE ENTERPRISES HOLDINGS LTD (n/a) - 0.69% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.86% | DRAX GROUP PLC (n/a) - 0.62% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.52% | WHITEHAVEN COAL LTD (n/a) - 0.61% |
| #9 | TESLA INC (TSLA) - 1.43% | COEUR MINING INC (CDE) - 0.61% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | REGIS RESOURCES LTD (n/a) - 0.59% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.34% | n/a (n/a) - 0.58% |
| #12 | ELI LILLY AND CO (LLY) - 1.01% | WHITECAP RESOURCES INC (WCPRF) - 0.58% |
| #13 | VISA INC CLASS A (V) - 0.95% | B2GOLD CORP (n/a) - 0.57% |
| #14 | NETFLIX INC (NFLX) - 0.81% | HUDBAY MINERALS INC (HBM) - 0.56% |
| #15 | MASTERCARD INC CLASS A (MA) - 0.76% | JOHNSON MATTHEY PLC (n/a) - 0.55% |
| #16 | EXXON MOBIL CORP (XOM) - 0.76% | TAMARACK VALLEY ENERGY LTD (n/a) - 0.55% |
| #17 | WALMART INC (WMT) - 0.71% | LION FINANCE GROUP PLC (n/a) - 0.54% |
| #18 | COSTCO WHOLESALE CORP (COST) - 0.70% | VALLOUREC SA (n/a) - 0.50% |
| #19 | ORACLE CORP (ORCL) - 0.69% | n/a (ZIM) - 0.45% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.67% | MITSUBISHI MATERIALS CORP (n/a) - 0.45% |
| #21 | THE HOME DEPOT INC (HD) - 0.62% | PACIFIC BASIN SHIPPING LTD (n/a) - 0.30% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.58% | UACJ CORP (n/a) - 0.30% |
| #23 | n/a (PLTR) - 0.58% | OVS SPA (n/a) - 0.30% |
| #24 | ABBVIE INC (ABBV) - 0.57% | BUCHER INDUSTRIES AG (n/a) - 0.30% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.52% | PAN AFRICAN RESOURCES PLC (n/a) - 0.30% |
| Total Holdings | 2126 | 1692 |
IWV vs AVDV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWV
+0.53%
AVDV
-2.94%
3M
Winner
IWV
+6.39%
AVDV
+0.76%
6M
Winner
IWV
+9.40%
AVDV
+6.06%
1Y
IWV
+20.31%
Winner
AVDV
+32.74%
5Y(CAGR)
IWV
+11.88%
Winner
AVDV
+14.08%
10Y(CAGR)
IWV
+14.47%
AVDV
N/A
Max(CAGR)
IWV
+8.58%
Winner
AVDV
+14.87%
IWV vs AVDV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWV | AVDV |
|---|---|---|
| 2026 | +10.30% | +11.47% |
| 2025 | +17.14% | +49.11% |
| 2024 | +24.28% | +9.81% |
| 2023 | +26.44% | +16.75% |
| 2022 | -19.74% | -11.95% |
| 2021 | +27.22% | +15.73% |
| 2020 | +19.60% | +3.99% |
| 2019 | +30.62% | +12.05% |
| 2018 | -6.12% | N/A |
| 2017 | +20.12% | N/A |
| 2016 | +14.48% | N/A |
| 2015 | +0.42% | N/A |
| 2014 | +13.32% | N/A |
| 2013 | +29.90% | N/A |
| 2012 | +14.80% | N/A |
| 2011 | -0.33% | N/A |
| 2010 | +14.92% | N/A |
| 2009 | +24.80% | N/A |
| 2008 | -36.46% | N/A |
| 2007 | +4.73% | N/A |
| 2006 | +13.92% | N/A |
| 2005 | +7.10% | N/A |
| 2004 | +12.09% | N/A |
| 2003 | +26.49% | N/A |
| 2002 | -22.00% | N/A |
| 2001 | -8.37% | N/A |
| 2000 | -3.32% | N/A |
IWV vs AVDV Drawdown Comparison
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for AVDV was -43.01%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.
The current IWV drawdown is -0.94%. The current AVDV drawdown is -4.38%.
| Rank | IWV | AVDV |
|---|---|---|
| #1 | -55.60% Oct 9, 2007 - Mar 15, 2012 | -43.01% Jan 2, 2020 - Dec 4, 2020 |
| #2 | -47.64% Sep 1, 2000 - Sep 26, 2006 | -28.10% Sep 3, 2021 - Dec 26, 2023 |
| #3 | -35.22% Feb 19, 2020 - Aug 12, 2020 | -14.17% Mar 19, 2025 - Apr 28, 2025 |
| #4 | -25.11% Dec 27, 2021 - Dec 18, 2023 | -13.19% Feb 27, 2026 - May 13, 2026 |
| #5 | -20.13% Sep 20, 2018 - Apr 23, 2019 | -8.15% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -19.27% Feb 19, 2025 - Jun 27, 2025 | -8.10% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -15.16% Jun 23, 2015 - Jun 8, 2016 | -7.37% Jun 7, 2021 - Sep 3, 2021 |
| #8 | -9.97% Mar 26, 2012 - Aug 16, 2012 | -6.27% May 26, 2026 - Jul 20, 2026 |
| #9 | -9.87% Jan 26, 2018 - Jul 25, 2018 | -4.73% Jan 14, 2021 - Feb 8, 2021 |
| #10 | -9.80% Jul 19, 2007 - Oct 5, 2007 | -4.65% Aug 27, 2024 - Sep 19, 2024 |
| #11 | -9.29% Sep 2, 2020 - Nov 9, 2020 | -4.39% Dec 27, 2023 - Mar 1, 2024 |
| #12 | -8.89% Jan 27, 2026 - Apr 14, 2026 | -4.21% Jun 3, 2024 - Jul 11, 2024 |
| #13 | -8.39% Jul 16, 2024 - Sep 19, 2024 | -4.00% Apr 9, 2024 - May 9, 2024 |
| #14 | -7.58% Sep 14, 2012 - Jan 2, 2013 | -3.83% Jul 23, 2025 - Aug 8, 2025 |
| #15 | -7.55% Sep 18, 2014 - Oct 31, 2014 | -3.75% Nov 12, 2025 - Nov 26, 2025 |
Correlation
Correlation between IWV and AVDV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2000 - 2026)
IWV vs AVDV dividend yield comparison.
| Year | IWV | AVDV |
|---|---|---|
| 2026 | 0.40% | 1.45% |
| 2025 | 0.96% | 3.05% |
| 2024 | 1.08% | 4.31% |
| 2023 | 1.30% | 3.29% |
| 2022 | 1.56% | 3.17% |
| 2021 | 1.04% | 2.39% |
| 2020 | 1.30% | 1.67% |
| 2019 | 1.69% | 0.36% |
| 2018 | 1.97% | 0.00% |
| 2017 | 1.58% | 0.00% |
| 2016 | 1.79% | 0.00% |
| 2015 | 1.99% | 0.00% |
| 2014 | 1.63% | 0.00% |
| 2013 | 1.61% | 0.00% |
| 2012 | 1.95% | 0.00% |
| 2011 | 1.81% | 0.00% |
| 2010 | 1.59% | 0.00% |
| 2009 | 1.83% | 0.00% |
| 2008 | 2.52% | 0.00% |
| 2007 | 1.66% | 0.00% |
| 2006 | 1.43% | 0.00% |
| 2005 | 1.78% | 0.00% |
| 2004 | 1.60% | 0.00% |
| 2003 | 1.40% | 0.00% |
| 2002 | 1.76% | 0.00% |
| 2001 | 1.00% | 0.00% |
| 2000 | 0.49% | 0.00% |
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