IYY vs AVSC
Comparison between ISHARES DOW JONES U.S. ETF (IYY, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).
IYY vs AVSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYY
$3B
AVSC
$3B
Expense Ratio
Winner
IYY
0.20%
AVSC
0.25%
Max Drawdown
IYY
56.28%
Winner
AVSC
28.84%
Sharpe Ratio
IYY
1.30
Winner
AVSC
1.63
5Y Beta
Winner
IYY
0.98
AVSC
1.01
P/E Ratio
Winner
IYY
28.16
AVSC
47.60
Forward P/E
IYY
20.63
Winner
AVSC
13.67
5Y Dividends CAGR
IYY
5.54%
AVSC
N/A
5Y EPS CAGR
Winner
IYY
27.68%
AVSC
10.91%
Debt to Equity
IYY
40.66%
AVSC
N/A
P/S Ratio
IYY
3.40
Winner
AVSC
1.13
P/B Ratio
IYY
5.21
Winner
AVSC
1.87
IYY vs AVSC - Holdings Comparison
IYY and AVSC have 58 common holdings. Overlap is 0.39%
IYY's top 25 holdings weight is 45.88%. AVSC's top 25 holdings weight is 8.25%.
| Rank | IYY | AVSC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.15% | MYR GROUP INC (MYRG) - 0.52% |
| #2 | APPLE INC (AAPL) - 6.66% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.44% |
| #3 | MICROSOFT CORP (MSFT) - 4.12% | ACM RESEARCH INC CLASS A (ACMR) - 0.43% |
| #4 | AMAZON.COM INC (AMZN) - 3.45% | MATERION CORP (MTRN) - 0.42% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.07% | DIODES INC (DIOD) - 0.37% |
| #6 | BROADCOM INC (AVGO) - 2.66% | FIRST BANCORP (FBNC) - 0.37% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.45% | INTERNATIONAL SEAWAYS INC (INSW) - 0.36% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.92% | LIGAND PHARMACEUTICALS INC (LGND) - 0.35% |
| #9 | TESLA INC (TSLA) - 1.60% | n/a (SPHR) - 0.34% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.55% | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.34% |
| #11 | ELI LILLY AND CO (LLY) - 1.39% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.34% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% | LIVANOVA PLC (LIVN) - 0.33% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.28% | DANA INC (DAN) - 0.33% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | AXCELIS TECHNOLOGIES INC (ACLS) - 0.31% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.92% | OPENLANE INC (OPLN) - 0.31% |
| #16 | EXXON MOBIL CORP (XOM) - 0.85% | PRICESMART INC (PSMT) - 0.31% |
| #17 | VISA INC CLASS A (V) - 0.83% | AAR CORP (AIR) - 0.31% |
| #18 | INTEL CORP (INTC) - 0.75% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.30% |
| #19 | WALMART INC (WMT) - 0.72% | SONOCO PRODUCTS CO (SON) - 0.29% |
| #20 | APPLIED MATERIALS INC (AMAT) - 0.66% | OCEANEERING INTERNATIONAL INC (OII) - 0.29% |
| #21 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% | PATTERSON-UTI ENERGY INC (PTEN) - 0.28% |
| #22 | WESTERN DIGITAL CORP (WDC) - 0.27% | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 0.23% |
| #23 | VERIZON COMMUNICATIONS INC (VZ) - 0.26% | EASTERN BANKSHARES INC ORDINARY SHARES (EBC) - 0.23% |
| #24 | BOEING CO (BA) - 0.26% | SYNAPTICS INC (SYNA) - 0.23% |
| #25 | NEXTERA ENERGY INC (NEE) - 0.26% | MDU RESOURCES GROUP INC (MDU) - 0.22% |
| Total Holdings | 884 | 1434 |
IYY vs AVSC - Historical Returns
Returns include dividend reinvestment.
1M
IYY
-0.17%
Winner
AVSC
+2.23%
3M
IYY
+8.56%
Winner
AVSC
+9.81%
6M
IYY
+9.37%
Winner
AVSC
+16.38%
1Y
IYY
+21.26%
Winner
AVSC
+36.17%
5Y(CAGR)
Winner
IYY
+12.20%
AVSC
+10.15%
10Y(CAGR)
IYY
+14.67%
AVSC
N/A
Max(CAGR)
IYY
+8.38%
Winner
AVSC
+10.15%
IYY vs AVSC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYY | AVSC |
|---|---|---|
| 2026 | +10.63% | +23.49% |
| 2025 | +17.42% | +9.78% |
| 2024 | +25.12% | +8.20% |
| 2023 | +27.02% | +20.32% |
| 2022 | -19.98% | -11.71% |
| 2021 | +28.14% | N/A |
| 2020 | +19.15% | N/A |
| 2019 | +30.69% | N/A |
| 2018 | -5.87% | N/A |
| 2017 | +20.44% | N/A |
| 2016 | +13.81% | N/A |
| 2015 | +0.62% | N/A |
| 2014 | +13.91% | N/A |
| 2013 | +29.38% | N/A |
| 2012 | +14.37% | N/A |
| 2011 | +0.06% | N/A |
| 2010 | +14.63% | N/A |
| 2009 | +25.06% | N/A |
| 2008 | -36.28% | N/A |
| 2007 | +5.85% | N/A |
| 2006 | +13.57% | N/A |
| 2005 | +7.14% | N/A |
| 2004 | +12.15% | N/A |
| 2003 | +26.50% | N/A |
| 2002 | -22.31% | N/A |
| 2001 | -8.58% | N/A |
| 2000 | -9.07% | N/A |
IYY vs AVSC Drawdown Comparison
The maximum drawdown for IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current IYY drawdown is -0.72%. The current AVSC drawdown is -1.15%.
| Rank | IYY | AVSC |
|---|---|---|
| #1 | -55.16% Oct 9, 2007 - Mar 13, 2012 | -28.40% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -48.49% Sep 1, 2000 - Oct 12, 2006 | -20.42% Jan 14, 2022 - Jul 31, 2023 |
| #3 | -34.90% Feb 19, 2020 - Aug 12, 2020 | -15.92% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -25.46% Dec 27, 2021 - Dec 14, 2023 | -10.69% Jul 26, 2024 - Nov 6, 2024 |
| #5 | -19.86% Sep 20, 2018 - Apr 12, 2019 | -8.54% Mar 28, 2024 - Jul 12, 2024 |
| #6 | -19.06% Feb 19, 2025 - Jun 26, 2025 | -8.09% Dec 27, 2023 - Mar 27, 2024 |
| #7 | -14.48% Jun 23, 2015 - Jun 7, 2016 | -7.89% Feb 9, 2026 - Apr 9, 2026 |
| #8 | -10.01% Apr 2, 2012 - Aug 17, 2012 | -7.73% Oct 24, 2025 - Dec 3, 2025 |
| #9 | -9.56% Jan 26, 2018 - Jul 25, 2018 | -4.71% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -9.39% Sep 2, 2020 - Nov 11, 2020 | -4.17% May 6, 2026 - May 26, 2026 |
| #11 | -9.34% Jul 19, 2007 - Oct 5, 2007 | -3.45% Dec 11, 2025 - Jan 6, 2026 |
| #12 | -8.94% Jan 27, 2026 - Apr 14, 2026 | -2.78% Jan 22, 2026 - Feb 6, 2026 |
| #13 | -8.53% Jul 16, 2024 - Sep 19, 2024 | -2.67% Jun 30, 2026 - Jul 8, 2026 |
| #14 | -7.49% Sep 18, 2014 - Oct 31, 2014 | -2.64% Jul 16, 2024 - Jul 23, 2024 |
| #15 | -7.44% Sep 14, 2012 - Jan 2, 2013 | -1.98% Jul 23, 2024 - Jul 26, 2024 |
Correlation
Correlation between IYY and AVSC is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2000 - 2026)
IYY vs AVSC dividend yield comparison.
| Year | IYY | AVSC |
|---|---|---|
| 2026 | 0.39% | 0.42% |
| 2025 | 0.95% | 1.16% |
| 2024 | 1.05% | 1.17% |
| 2023 | 1.29% | 1.42% |
| 2022 | 1.48% | 1.10% |
| 2021 | 1.04% | 0.00% |
| 2020 | 1.31% | 0.00% |
| 2019 | 1.80% | 0.00% |
| 2018 | 1.97% | 0.00% |
| 2017 | 1.62% | 0.00% |
| 2016 | 1.81% | 0.00% |
| 2015 | 1.97% | 0.00% |
| 2014 | 1.66% | 0.00% |
| 2013 | 1.62% | 0.00% |
| 2012 | 1.99% | 0.00% |
| 2011 | 1.84% | 0.00% |
| 2010 | 1.62% | 0.00% |
| 2009 | 1.77% | 0.00% |
| 2008 | 2.63% | 0.00% |
| 2007 | 1.57% | 0.00% |
| 2006 | 1.47% | 0.00% |
| 2005 | 1.55% | 0.00% |
| 2004 | 1.59% | 0.00% |
| 2003 | 1.27% | 0.00% |
| 2002 | 1.46% | 0.00% |
| 2001 | 1.07% | 0.00% |
| 2000 | 0.41% | 0.00% |
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