IYM vs AVES
Comparison between ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF) and AVANTIS EMERGING MARKETS VALUE ETF (AVES, ETF).
5-Year PerformanceAVES has outperformed IYM, delivering a return of +10.7% compared to +8.8%
IYM vs AVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYM
$1.40B
Winner
AVES
$1.50B
Expense Ratio
IYM
0.38%
Winner
AVES
0.36%
Max Drawdown
IYM
68.13%
Winner
AVES
28.22%
Sharpe Ratio
Winner
IYM
1.55
AVES
1.34
5Y Beta
IYM
0.87
Winner
AVES
0.70
P/E Ratio
IYM
33.44
AVES
N/A
Forward P/E
IYM
17.95
AVES
N/A
PEG Ratio
IYM
0.27
AVES
N/A
5Y Dividends CAGR
IYM
6.04%
AVES
N/A
5Y EPS CAGR
IYM
22.87%
AVES
N/A
Debt to Equity
IYM
33.75%
AVES
N/A
P/S Ratio
IYM
2.54
AVES
N/A
P/B Ratio
IYM
3.43
AVES
N/A
IYM vs AVES - Holdings Comparison
IYM and AVES have 1 common holdings. Overlap is 0.00%
IYM's top 25 holdings weight is 92.75%. AVES's top 25 holdings weight is 20.43%.
| Rank | IYM | AVES |
|---|---|---|
| #1 | LINDE PLC (LIN) - 19.08% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.34% |
| #2 | NEWMONT CORP (NEM) - 10.04% | HYUNDAI MOTOR CO (n/a) - 1.23% |
| #3 | FREEPORT-MCMORAN INC (FCX) - 8.72% | VALE SA ADR (VALE) - 1.08% |
| #4 | ECOLAB INC (ECL) - 5.53% | LG ELECTRONICS INC (n/a) - 1.02% |
| #5 | NUCOR CORP (NUE) - 4.92% | HANA FINANCIAL GROUP INC (n/a) - 1.01% |
| #6 | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.29% | KIA CORP (n/a) - 1.00% |
| #7 | STEEL DYNAMICS INC (STLD) - 3.89% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.90% |
| #8 | FASTENAL CO (FAST) - 3.74% | INNOLUX CORP (n/a) - 0.90% |
| #9 | ANGLOGOLD ASHANTI PLC (AU) - 3.37% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.78% |
| #10 | CARPENTER TECHNOLOGY CORP (CRS) - 2.53% | SHINHAN FINANCIAL GROUP CO LTD ADR (SHG) - 0.77% |
| #11 | ALCOA CORP (AA) - 2.34% | SK TELECOM CO LTD ADR (SKM) - 0.76% |
| #12 | RELIANCE INC (RS) - 2.20% | KB FINANCIAL GROUP INC ADR (KB) - 0.75% |
| #13 | ALBEMARLE CORP (ALB) - 2.18% | INDIAN RUPEE (n/a) - 0.75% |
| #14 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.02% | n/a (n/a) - 0.75% |
| #15 | ROYAL GOLD INC (RGLD) - 1.99% | GOLD CIRCUIT ELECTRONICS LTD (n/a) - 0.74% |
| #16 | RBC BEARINGS INC (RBC) - 1.93% | n/a (n/a) - 0.72% |
| #17 | INTERNATIONAL PAPER CO (IP) - 1.91% | ZHEN DING TECHNOLOGY HOLDING LTD (n/a) - 0.72% |
| #18 | CF INDUSTRIES HOLDINGS INC (CF) - 1.90% | n/a (n/a) - 0.71% |
| #19 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.86% | WOORI FINANCIAL GROUP INC (n/a) - 0.71% |
| #20 | SOUTHERN COPPER CORP (SCCO) - 1.84% | CHINA HONGQIAO GROUP LTD (n/a) - 0.69% |
| #21 | MUELLER INDUSTRIES INC (MLI) - 1.53% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.65% |
| #22 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.50% | n/a (n/a) - 0.63% |
| #23 | AVERY DENNISON CORP (AVY) - 1.29% | LG INNOTEK CO LTD (n/a) - 0.61% |
| #24 | MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 1.11% | n/a (n/a) - 0.61% |
| #25 | ELEMENT SOLUTIONS INC (ESI) - 1.04% | ANTA SPORTS PRODUCTS LTD (n/a) - 0.60% |
| Total Holdings | 41 | 1741 |
IYM vs AVES - Historical Returns
Returns include dividend reinvestment.
1M
IYM
+5.16%
Winner
AVES
+5.96%
3M
IYM
+8.89%
Winner
AVES
+13.27%
6M
Winner
IYM
+25.12%
AVES
+21.11%
1Y
Winner
IYM
+38.12%
AVES
+33.64%
5Y(CAGR)
IYM
+8.82%
Winner
AVES
+10.66%
10Y(CAGR)
IYM
+11.27%
AVES
N/A
Max(CAGR)
IYM
+8.62%
Winner
AVES
+10.66%
IYM vs AVES - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYM | AVES |
|---|---|---|
| 2026 | +21.30% | +17.11% |
| 2025 | +21.73% | +30.47% |
| 2024 | -4.30% | +5.94% |
| 2023 | +13.12% | +16.19% |
| 2022 | -8.41% | -16.49% |
| 2021 | +26.40% | +1.32% |
| 2020 | +19.04% | N/A |
| 2019 | +18.37% | N/A |
| 2018 | -17.86% | N/A |
| 2017 | +24.09% | N/A |
| 2016 | +21.77% | N/A |
| 2015 | -12.86% | N/A |
| 2014 | +3.69% | N/A |
| 2013 | +16.86% | N/A |
| 2012 | +6.37% | N/A |
| 2011 | -16.01% | N/A |
| 2010 | +26.82% | N/A |
| 2009 | +57.70% | N/A |
| 2008 | -50.42% | N/A |
| 2007 | +33.32% | N/A |
| 2006 | +14.42% | N/A |
| 2005 | +5.52% | N/A |
| 2004 | +13.16% | N/A |
| 2003 | +31.73% | N/A |
| 2002 | -8.54% | N/A |
| 2001 | +4.38% | N/A |
| 2000 | +13.62% | N/A |
IYM vs AVES Drawdown Comparison
The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.
The maximum drawdown for AVES was -27.41%, occurring on Oct 24, 2022. Recovery took 560 trading sessions.
| Rank | IYM | AVES |
|---|---|---|
| #1 | -67.78% Jun 18, 2008 - Dec 24, 2013 | -27.41% Jan 12, 2022 - Apr 8, 2024 |
| #2 | -42.75% Jan 26, 2018 - Sep 2, 2020 | -18.49% Oct 2, 2024 - Jun 4, 2025 |
| #3 | -31.03% Mar 19, 2002 - Nov 28, 2003 | -12.90% Feb 25, 2026 - May 6, 2026 |
| #4 | -29.92% Apr 19, 2022 - Apr 3, 2024 | -8.51% Jul 12, 2024 - Sep 24, 2024 |
| #5 | -29.86% Sep 18, 2014 - Dec 7, 2016 | -6.73% Jun 1, 2026 - Jun 15, 2026 |
| #6 | -28.52% May 21, 2001 - Mar 19, 2002 | -5.43% Oct 25, 2021 - Jan 11, 2022 |
| #7 | -23.61% Oct 18, 2024 - Oct 8, 2025 | -5.24% May 8, 2026 - May 26, 2026 |
| #8 | -17.68% May 9, 2006 - Jan 24, 2007 | -4.76% Apr 9, 2024 - May 2, 2024 |
| #9 | -17.36% Sep 6, 2000 - Dec 4, 2000 | -4.68% May 17, 2024 - Jul 11, 2024 |
| #10 | -16.78% Jul 19, 2007 - Oct 1, 2007 | -4.55% Sep 17, 2025 - Oct 23, 2025 |
| #11 | -15.98% Mar 4, 2005 - Jan 6, 2006 | -3.87% Nov 12, 2025 - Dec 22, 2025 |
| #12 | -14.93% Dec 26, 2007 - Feb 25, 2008 | -3.72% Jul 23, 2025 - Aug 13, 2025 |
| #13 | -14.15% Mar 8, 2001 - May 10, 2001 | -2.63% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -13.61% Mar 2, 2026 - Jun 15, 2026 | -2.40% Jan 28, 2026 - Feb 9, 2026 |
| #15 | -12.99% Mar 1, 2004 - Sep 7, 2004 | -2.21% Oct 27, 2025 - Nov 10, 2025 |
Correlation
Correlation between IYM and AVES is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2000 - 2026)
IYM vs AVES dividend yield comparison.
| Year | IYM | AVES |
|---|---|---|
| 2026 | 0.51% | 0.74% |
| 2025 | 1.51% | 3.17% |
| 2024 | 1.65% | 4.09% |
| 2023 | 1.77% | 3.96% |
| 2022 | 2.14% | 3.70% |
| 2021 | 1.48% | 0.62% |
| 2020 | 1.39% | 0.00% |
| 2019 | 2.09% | 0.00% |
| 2018 | 1.68% | 0.00% |
| 2017 | 1.43% | 0.00% |
| 2016 | 1.47% | 0.00% |
| 2015 | 2.04% | 0.00% |
| 2014 | 1.77% | 0.00% |
| 2013 | 1.79% | 0.00% |
| 2012 | 1.94% | 0.00% |
| 2011 | 2.22% | 0.00% |
| 2010 | 1.12% | 0.00% |
| 2009 | 1.43% | 0.00% |
| 2008 | 3.18% | 0.00% |
| 2007 | 1.36% | 0.00% |
| 2006 | 1.99% | 0.00% |
| 2005 | 1.68% | 0.00% |
| 2004 | 1.47% | 0.00% |
| 2003 | 1.49% | 0.00% |
| 2002 | 1.77% | 0.00% |
| 2001 | 1.60% | 0.00% |
| 2000 | 1.17% | 0.00% |
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