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LQD vs AVUV

Comparison between ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF (LQD, ETF) and AVANTIS U.S. SMALL CAP VALUE ETF (AVUV, ETF).

5-Year PerformanceAVUV has outperformed LQD, delivering a return of +10.6% compared to -0.2%

LQD vs AVUV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
LQD
$30B
AVUV
$27B
Expense Ratio
Winner
LQD
0.14%
AVUV
0.25%
Max Drawdown
Winner
LQD
30.46%
AVUV
49.62%
Sharpe Ratio
LQD
0.26
Winner
AVUV
1.75
5Y Beta
Winner
LQD
0.14
AVUV
1.00
P/E Ratio
LQD
N/A
AVUV
23.90
Forward P/E
LQD
N/A
AVUV
12.48
5Y Dividends CAGR
LQD
7.94%
Winner
AVUV
22.52%
5Y EPS CAGR
LQD
N/A
AVUV
14.96%
P/S Ratio
LQD
N/A
AVUV
0.79
P/B Ratio
LQD
N/A
AVUV
1.57

LQD vs AVUV - Historical Returns

Returns include dividend reinvestment.

1M
LQD
-0.67%
Winner
AVUV
+0.89%
3M
LQD
-1.33%
Winner
AVUV
+11.22%
6M
LQD
-0.06%
Winner
AVUV
+18.75%
1Y
LQD
+5.41%
Winner
AVUV
+35.84%
5Y(CAGR)
LQD
-0.21%
Winner
AVUV
+10.62%
10Y(CAGR)
LQD
+2.44%
AVUV
N/A
Max(CAGR)
LQD
+4.46%
Winner
AVUV
+15.83%

LQD vs AVUV - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearLQDAVUV
2026-0.03%+17.55%
2025+7.89%+7.60%
2024+1.55%+9.70%
2023+8.65%+24.01%
2022-17.05%-6.16%
2021-1.34%+43.56%
2020+10.74%+7.01%
2019+17.00%+8.50%
2018-3.14%N/A
2017+6.96%N/A
2016+6.27%N/A
2015-1.60%N/A
2014+8.00%N/A
2013-2.22%N/A
2012+10.67%N/A
2011+9.31%N/A
2010+8.75%N/A
2009+9.58%N/A
2008+1.20%N/A
2007+3.95%N/A
2006+3.65%N/A
2005+0.51%N/A
2004+6.48%N/A
2003+8.29%N/A
2002+9.86%N/A

LQD vs AVUV Drawdown Comparison

The maximum drawdown for LQD was -24.96%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for AVUV was -49.42%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.

The current LQD drawdown is -4.23%. The current AVUV drawdown is -0.44%.

RankLQDAVUV
#1-24.96%
Sep 22, 2021 - Oct 20, 2022
-49.42%
Dec 19, 2019 - Nov 23, 2020
#2-21.76%
Mar 6, 2020 - Jun 10, 2020
-28.78%
Nov 25, 2024 - Dec 10, 2025
#3-21.54%
May 1, 2008 - Jan 9, 2009
-20.56%
Nov 8, 2021 - Jan 31, 2023
#4-10.86%
Jan 9, 2009 - Jun 25, 2009
-17.15%
Feb 2, 2023 - Jul 28, 2023
#5-8.70%
Jun 13, 2003 - Mar 5, 2004
-12.48%
Jul 31, 2023 - Dec 11, 2023
#6-8.57%
May 1, 2013 - May 1, 2014
-12.19%
Jun 8, 2021 - Oct 18, 2021
#7-7.66%
Mar 17, 2004 - Sep 16, 2004
-10.98%
Jul 31, 2024 - Nov 6, 2024
#8-6.64%
Dec 31, 2020 - Aug 3, 2021
-9.02%
Mar 15, 2021 - May 5, 2021
#9-6.03%
Feb 2, 2015 - Apr 1, 2016
-7.95%
Feb 20, 2026 - Apr 9, 2026
#10-5.86%
Sep 6, 2016 - Jun 14, 2017
-7.24%
Mar 28, 2024 - May 15, 2024
#11-5.63%
Dec 29, 2017 - Mar 12, 2019
-6.99%
Dec 26, 2023 - Mar 20, 2024
#12-5.23%
Nov 4, 2010 - May 5, 2011
-6.44%
May 15, 2024 - Jul 15, 2024
#13-4.85%
Aug 31, 2005 - Sep 19, 2006
-6.10%
Jan 14, 2021 - Feb 4, 2021
#14-4.66%
Nov 4, 2011 - Jan 17, 2012
-5.04%
May 7, 2021 - May 17, 2021
#15-4.34%
Sep 27, 2002 - Nov 7, 2002
-4.84%
Sep 26, 2019 - Oct 17, 2019

Correlation

Correlation between LQD and AVUV is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.

0.00
-101

Dividend Comparison (2002 - 2026)

LQD vs AVUV dividend yield comparison.

YearLQDAVUV
20261.92%0.23%
20254.48%1.58%
20244.45%1.61%
20233.99%1.65%
20223.30%1.74%
20212.30%1.28%
20202.66%1.21%
20193.29%0.38%
20183.67%0.00%
20173.10%0.00%
20163.34%0.00%
20153.47%0.00%
20143.39%0.00%
20133.83%0.00%
20123.83%0.00%
20114.39%0.00%
20104.87%0.00%
20095.50%0.00%
20085.37%0.00%
20075.45%0.00%
20065.04%0.00%
20054.76%0.00%
20044.66%0.00%
20034.96%0.00%
20022.26%0.00%

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