PRFZ vs AVSC
Comparison between INVESCO FTSE RAFI US 1500 SMALL-MID ETF (PRFZ, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).
PRFZ vs AVSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PRFZ
$2.70B
Winner
AVSC
$2.80B
Expense Ratio
PRFZ
0.34%
Winner
AVSC
0.25%
Max Drawdown
PRFZ
63.04%
Winner
AVSC
28.84%
Sharpe Ratio
PRFZ
1.42
Winner
AVSC
1.77
5Y Beta
PRFZ
1.05
Winner
AVSC
1.02
P/E Ratio
Winner
PRFZ
-22.59
AVSC
56.98
Forward P/E
PRFZ
14.15
Winner
AVSC
13.37
5Y Dividends CAGR
PRFZ
6.33%
AVSC
N/A
5Y EPS CAGR
Winner
PRFZ
11.08%
AVSC
7.00%
Debt to Equity
PRFZ
23.58%
AVSC
N/A
P/S Ratio
PRFZ
1.14
Winner
AVSC
1.11
P/B Ratio
PRFZ
2.04
Winner
AVSC
1.76
PRFZ vs AVSC - Holdings Comparison
PRFZ and AVSC have 918 common holdings. Overlap is 35.92%
PRFZ's top 25 holdings weight is 8.24%. AVSC's top 25 holdings weight is 8.89%.
| Rank | PRFZ | AVSC |
|---|---|---|
| #1 | n/a (OPEN) - 1.08% | MYR GROUP INC (MYRG) - 0.59% |
| #2 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.60% | VIAVI SOLUTIONS INC (VIAV) - 0.51% |
| #3 | PRIMORIS SERVICES CORP (PRIM) - 0.42% | VIASAT INC (VSAT) - 0.47% |
| #4 | IONIS PHARMACEUTICALS INC (IONS) - 0.37% | DANA INC (DAN) - 0.47% |
| #5 | PITNEY BOWES INC (PBI) - 0.34% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.43% |
| #6 | ADTALEM GLOBAL EDUCATION INC (ATGE) - 0.34% | FORMFACTOR INC (FORM) - 0.40% |
| #7 | MANHATTAN ASSOCIATES INC (MANH) - 0.34% | INTERNATIONAL SEAWAYS INC (INSW) - 0.39% |
| #8 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.31% | DIODES INC (DIOD) - 0.38% |
| #9 | HECLA MINING CO (HL) - 0.30% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.38% |
| #10 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.30% | PATTERSON-UTI ENERGY INC (PTEN) - 0.37% |
| #11 | CARPENTER TECHNOLOGY CORP (CRS) - 0.30% | OCEANEERING INTERNATIONAL INC (OII) - 0.34% |
| #12 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.29% | n/a (SPHR) - 0.34% |
| #13 | GRANITE CONSTRUCTION INC (GVA) - 0.29% | TUTOR PERINI CORP (TPC) - 0.34% |
| #14 | FTAI AVIATION LTD (FTAI) - 0.28% | MATERION CORP (MTRN) - 0.33% |
| #15 | INTERDIGITAL INC (IDCC) - 0.28% | FIRST BANCORP (FBNC) - 0.33% |
| #16 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.27% | LIGAND PHARMACEUTICALS INC (LGND) - 0.33% |
| #17 | COEUR MINING INC (CDE) - 0.26% | PLUG POWER INC (PLUG) - 0.32% |
| #18 | COMMSCOPE HOLDING CO INC (COMM) - 0.26% | ADEIA INC (ADEA) - 0.32% |
| #19 | ITRON INC (ITRI) - 0.26% | VICTORIA'S SECRET & CO (VSCO) - 0.31% |
| #20 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.26% | PAR PACIFIC HOLDINGS INC (PARR) - 0.31% |
| #21 | PLUG POWER INC (PLUG) - 0.26% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.31% |
| #22 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.25% | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.23% |
| #23 | UMB FINANCIAL CORP (UMBF) - 0.20% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.23% |
| #24 | ONTO INNOVATION INC (ONTO) - 0.19% | POWELL INDUSTRIES INC (POWL) - 0.23% |
| #25 | TTM TECHNOLOGIES INC (TTMI) - 0.19% | KNOWLES CORP (KN) - 0.23% |
| Total Holdings | 1580 | 1449 |
PRFZ vs AVSC - Historical Returns
Returns include dividend reinvestment.
1M
PRFZ
+4.60%
Winner
AVSC
+6.06%
3M
PRFZ
+16.15%
Winner
AVSC
+17.33%
6M
PRFZ
+12.58%
Winner
AVSC
+18.80%
1Y
PRFZ
+33.03%
Winner
AVSC
+41.57%
5Y(CAGR)
PRFZ
+8.16%
Winner
AVSC
+9.91%
10Y(CAGR)
PRFZ
+11.92%
AVSC
N/A
Max(CAGR)
Winner
PRFZ
+10.02%
AVSC
+9.91%
PRFZ vs AVSC - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PRFZ | AVSC |
|---|---|---|
| 2026 | +14.84% | +21.31% |
| 2025 | +11.06% | +9.78% |
| 2024 | +13.71% | +8.20% |
| 2023 | +20.63% | +20.32% |
| 2022 | -16.92% | -11.71% |
| 2021 | +29.77% | N/A |
| 2020 | +11.69% | N/A |
| 2019 | +21.04% | N/A |
| 2018 | -12.17% | N/A |
| 2017 | +12.95% | N/A |
| 2016 | +27.40% | N/A |
| 2015 | -5.03% | N/A |
| 2014 | +5.29% | N/A |
| 2013 | +37.93% | N/A |
| 2012 | +16.23% | N/A |
| 2011 | -7.67% | N/A |
| 2010 | +26.22% | N/A |
| 2009 | +55.38% | N/A |
| 2008 | -38.15% | N/A |
| 2007 | -0.59% | N/A |
| 2006 | +8.00% | N/A |
PRFZ vs AVSC Drawdown Comparison
The maximum drawdown for PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 693 trading sessions.
The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
| Rank | PRFZ | AVSC |
|---|---|---|
| #1 | -62.42% Jul 13, 2007 - Apr 14, 2010 | -28.40% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -44.27% Aug 31, 2018 - Nov 24, 2020 | -20.42% Jan 14, 2022 - Jul 31, 2023 |
| #3 | -29.36% Apr 29, 2011 - Sep 14, 2012 | -15.92% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -26.58% Nov 8, 2021 - Mar 27, 2024 | -10.69% Jul 26, 2024 - Nov 6, 2024 |
| #5 | -26.54% Nov 25, 2024 - Sep 5, 2025 | -8.54% Mar 28, 2024 - Jul 12, 2024 |
| #6 | -24.05% Jun 23, 2015 - Sep 2, 2016 | -8.09% Dec 27, 2023 - Mar 27, 2024 |
| #7 | -22.45% Apr 23, 2010 - Dec 3, 2010 | -7.89% Feb 9, 2026 - Apr 9, 2026 |
| #8 | -12.72% Jul 3, 2014 - Dec 29, 2014 | -7.73% Oct 24, 2025 - Dec 3, 2025 |
| #9 | -10.39% Jan 22, 2026 - Apr 17, 2026 | -4.71% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -9.52% Sep 14, 2012 - Dec 20, 2012 | -4.17% May 6, 2026 - May 26, 2026 |
| #11 | -9.44% Jun 8, 2021 - Oct 22, 2021 | -3.45% Dec 11, 2025 - Jan 6, 2026 |
| #12 | -9.42% Jul 31, 2024 - Sep 19, 2024 | -2.78% Jan 22, 2026 - Feb 6, 2026 |
| #13 | -9.27% Jan 23, 2018 - May 17, 2018 | -2.64% Jul 16, 2024 - Jul 23, 2024 |
| #14 | -8.51% Mar 15, 2021 - May 27, 2021 | -1.98% Jul 23, 2024 - Jul 26, 2024 |
| #15 | -8.15% Oct 27, 2025 - Dec 4, 2025 | -1.91% Jan 15, 2026 - Jan 21, 2026 |
Correlation
Correlation between PRFZ and AVSC is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2006 - 2026)
PRFZ vs AVSC dividend yield comparison.
| Year | PRFZ | AVSC |
|---|---|---|
| 2026 | 0.19% | 0.43% |
| 2025 | 0.82% | 1.16% |
| 2024 | 1.45% | 1.17% |
| 2023 | 1.42% | 1.42% |
| 2022 | 1.33% | 1.10% |
| 2021 | 0.93% | 0.00% |
| 2020 | 0.91% | 0.00% |
| 2019 | 1.29% | 0.00% |
| 2018 | 1.37% | 0.00% |
| 2017 | 0.97% | 0.00% |
| 2016 | 1.31% | 0.00% |
| 2015 | 1.39% | 0.00% |
| 2014 | 1.14% | 0.00% |
| 2013 | 0.93% | 0.00% |
| 2012 | 1.73% | 0.00% |
| 2011 | 0.98% | 0.00% |
| 2010 | 0.70% | 0.00% |
| 2009 | 0.71% | 0.00% |
| 2008 | 1.51% | 0.00% |
| 2007 | 0.77% | 0.00% |
| 2006 | 0.26% | 0.00% |
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