LSVD vs AVSF

Comparison between LSV DISCIPLINED VALUE ETF (LSVD, ETF) and AVANTIS SHORT-TERM FIXED INCOME ETF (AVSF, ETF).

LSVD vs AVSF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LSVD(ETF)	AVSF(ETF)
Net Assets	$649M	$649M
Expense Ratio	0.40%	0.15%
Max Drawdown	19.30%	10.15%
Sharpe Ratio	1.99	-0.52
5Y Beta	0.95	0.02
P/E Ratio	19.48	N/A
Forward P/E	15.51	N/A
PEG Ratio	0.11	N/A
5Y Dividends CAGR	N/A	65.29%
5Y EPS CAGR	25.08%	N/A
Debt to Equity	147.90%	N/A
P/S Ratio	2.17	N/A
P/B Ratio	3.82	N/A

Net Assets

LSVD

$649M

Winner

AVSF

$649M

Expense Ratio

LSVD

0.40%

Winner

AVSF

0.15%

Max Drawdown

LSVD

19.30%

Winner

AVSF

10.15%

Sharpe Ratio

Winner

LSVD

1.99

AVSF

-0.52

5Y Beta

LSVD

0.95

Winner

AVSF

0.02

P/E Ratio

LSVD

19.48

AVSF

N/A

Forward P/E

LSVD

15.51

AVSF

N/A

PEG Ratio

LSVD

0.11

AVSF

N/A

5Y Dividends CAGR

LSVD

N/A

AVSF

65.29%

5Y EPS CAGR

LSVD

25.08%

AVSF

N/A

Debt to Equity

LSVD

147.90%

AVSF

N/A

P/S Ratio

LSVD

2.17

AVSF

N/A

P/B Ratio

LSVD

3.82

AVSF

N/A

LSVD vs AVSF - Historical Returns

Returns include dividend reinvestment.

Period	LSVD	AVSF
1 month	+5.45%	+0.67%
3 months	+4.82%	+0.69%
6 months	+17.50%	+0.28%
1 year	+34.34%	+2.93%
5 years(CAGR)	N/A	+1.97%
Max(CAGR)	+26.75%	+1.71%

Winner

LSVD

+5.45%

AVSF

+0.67%

Winner

LSVD

+4.82%

AVSF

+0.69%

Winner

LSVD

+17.50%

AVSF

+0.28%

Winner

LSVD

+34.34%

AVSF

+2.93%

5Y(CAGR)

LSVD

N/A

AVSF

+1.97%

Max(CAGR)

Winner

LSVD

+26.75%

AVSF

+1.71%

LSVD vs AVSF - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	LSVD	AVSF
2026	+21.16%	+1.10%
2025	+22.17%	+6.52%
2024	+0.14%	+3.99%
2023	N/A	+5.09%
2022	N/A	-5.36%
2021	N/A	-1.16%
2020	N/A	+0.53%

LSVD vs AVSF Drawdown Comparison

The maximum drawdown for LSVD was -19.30%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The maximum drawdown for AVSF was -8.85%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

The current LSVD drawdown is -0.83%. The current AVSF drawdown is -0.05%.

Rank	LSVD	AVSF
#1	-19.30% Feb 19, 2025 - Jun 27, 2025	-8.85% Aug 3, 2021 - Jul 11, 2024
#2	-8.07% Feb 9, 2026 - Apr 14, 2026	-1.42% Feb 27, 2026 - Aug 13, 2026
#3	-4.60% Nov 12, 2025 - Nov 26, 2025	-1.26% Sep 27, 2024 - Feb 21, 2025
#4	-4.34% Jun 4, 2026 - Aug 3, 2026	-1.07% Apr 3, 2025 - Apr 25, 2025
#5	-3.61% Oct 6, 2025 - Oct 24, 2025	-0.94% Dec 30, 2020 - Aug 3, 2021
#6	-2.77% Jan 9, 2026 - Jan 27, 2026	-0.68% Apr 30, 2025 - May 30, 2025
#7	-2.67% Jul 23, 2025 - Aug 8, 2025	-0.44% Oct 28, 2025 - Nov 21, 2025
#8	-2.51% Dec 26, 2024 - Jan 17, 2025	-0.43% Sep 16, 2025 - Oct 10, 2025
#9	-2.26% Dec 11, 2025 - Dec 22, 2025	-0.39% Jun 4, 2025 - Jun 12, 2025
#10	-2.11% Feb 2, 2026 - Feb 9, 2026	-0.36% Aug 2, 2024 - Aug 14, 2024
#11	-1.79% Jan 23, 2025 - Feb 19, 2025	-0.35% Jun 30, 2025 - Jul 21, 2025
#12	-1.78% May 14, 2026 - May 21, 2026	-0.29% Dec 3, 2025 - Dec 16, 2025
#13	-1.75% Aug 13, 2026 - Aug 20, 2026	-0.28% Mar 10, 2025 - Mar 19, 2025
#14	-1.63% Oct 28, 2025 - Nov 10, 2025	-0.21% Aug 13, 2025 - Aug 22, 2025
#15	-1.60% Aug 13, 2025 - Aug 22, 2025	-0.21% Aug 14, 2024 - Aug 20, 2024