SUB vs AVUS

Comparison between ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF) and AVANTIS U.S. EQUITY ETF (AVUS, ETF).

5-Year PerformanceAVUS has outperformed SUB, delivering a return of +12.5% compared to +1.4%

SUB vs AVUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SUB(ETF)	AVUS(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.07%	0.15%
Max Drawdown	11.72%	37.04%
Sharpe Ratio	-0.24	2.24
5Y Beta	0.00	0.98
P/E Ratio	N/A	24.45
Forward P/E	N/A	18.33
5Y Dividends CAGR	19.17%	14.19%
5Y EPS CAGR	N/A	23.68%
P/S Ratio	N/A	2.25
P/B Ratio	N/A	3.91

Net Assets

SUB

$11B

AVUS

$11B

Expense Ratio

Winner

SUB

0.07%

AVUS

0.15%

Max Drawdown

Winner

SUB

11.72%

AVUS

37.04%

Sharpe Ratio

SUB

-0.24

Winner

AVUS

2.24

5Y Beta

Winner

SUB

0.00

AVUS

0.98

P/E Ratio

SUB

N/A

AVUS

24.45

Forward P/E

SUB

N/A

AVUS

18.33

5Y Dividends CAGR

Winner

SUB

19.17%

AVUS

14.19%

5Y EPS CAGR

SUB

N/A

AVUS

23.68%

P/S Ratio

SUB

N/A

AVUS

2.25

P/B Ratio

SUB

N/A

AVUS

3.91

SUB vs AVUS - Historical Returns

Returns include dividend reinvestment.

Period	SUB	AVUS
1 month	+0.05%	+7.89%
3 months	-0.17%	+6.28%
6 months	+1.24%	+14.79%
1 year	+3.43%	+35.69%
5 years(CAGR)	+1.43%	+12.52%
10 years(CAGR)	+1.45%	N/A
Max(CAGR)	+1.58%	+16.30%

SUB

+0.05%

Winner

AVUS

+7.89%

SUB

-0.17%

Winner

AVUS

+6.28%

SUB

+1.24%

Winner

AVUS

+14.79%

SUB

+3.43%

Winner

AVUS

+35.69%

5Y(CAGR)

SUB

+1.43%

Winner

AVUS

+12.52%

10Y(CAGR)

SUB

+1.45%

AVUS

N/A

Max(CAGR)

SUB

+1.58%

Winner

AVUS

+16.30%

SUB vs AVUS - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	SUB	AVUS
2026	+0.51%	+10.98%
2025	+3.55%	+16.80%
2024	+2.26%	+21.05%
2023	+2.83%	+22.55%
2022	-2.02%	-14.25%
2021	+0.17%	+30.39%
2020	+2.58%	+16.67%
2019	+3.00%	+8.87%
2018	+1.88%	N/A
2017	+0.83%	N/A
2016	+0.01%	N/A
2015	+0.71%	N/A
2014	+0.54%	N/A
2013	+0.77%	N/A
2012	+0.41%	N/A
2011	+3.85%	N/A
2010	+0.55%	N/A
2009	+4.28%	N/A
2008	+1.68%	N/A

SUB vs AVUS Drawdown Comparison

The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.

The current SUB drawdown is -0.35%. The current AVUS drawdown is -0.02%.

Rank	SUB	AVUS
#1	-9.46% Mar 6, 2020 - May 19, 2020	-37.04% Feb 19, 2020 - Aug 27, 2020
#2	-6.40% Jan 16, 2009 - Sep 12, 2011	-22.20% Jan 4, 2022 - Dec 13, 2023
#3	-4.92% Jan 13, 2009 - Jan 16, 2009	-19.74% Dec 4, 2024 - Jul 1, 2025
#4	-4.35% Jul 22, 2021 - Dec 13, 2023	-9.15% Sep 2, 2020 - Oct 12, 2020
#5	-2.43% Mar 1, 2013 - Oct 24, 2013	-8.68% Jul 16, 2024 - Sep 19, 2024
#6	-1.71% Aug 24, 2016 - May 23, 2017	-7.85% Feb 25, 2026 - Apr 14, 2026
#7	-1.46% Jan 17, 2012 - Mar 1, 2013	-6.89% Oct 12, 2020 - Nov 9, 2020
#8	-1.25% Sep 7, 2017 - Nov 29, 2018	-5.56% Nov 16, 2021 - Dec 27, 2021
#9	-1.23% Apr 4, 2025 - May 29, 2025	-5.49% Mar 28, 2024 - May 15, 2024
#10	-0.92% Oct 2, 2024 - Jan 27, 2025	-4.79% Oct 27, 2025 - Nov 28, 2025
#11	-0.87% Jan 30, 2015 - Oct 2, 2015	-4.24% Jan 20, 2021 - Feb 4, 2021
#12	-0.80% Feb 23, 2026 - Mar 24, 2026	-4.24% Sep 2, 2021 - Oct 19, 2021
#13	-0.77% Aug 15, 2019 - Nov 27, 2019	-4.23% May 7, 2021 - Jun 4, 2021
#14	-0.75% Sep 12, 2011 - Dec 2, 2011	-4.06% Jul 12, 2021 - Jul 29, 2021
#15	-0.68% Dec 27, 2023 - May 8, 2024	-4.00% Feb 24, 2021 - Mar 10, 2021

Correlation

Correlation between SUB and AVUS is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2008 - 2026)

SUB vs AVUS dividend yield comparison.

Year	SUB	AVUS
2026	0.85%	0.20%
2025	2.42%	1.08%
2024	2.10%	1.27%
2023	1.73%	1.41%
2022	0.86%	1.59%
2021	0.72%	1.08%
2020	1.23%	1.19%
2019	1.58%	0.35%
2018	1.32%	0.00%
2017	0.95%	0.00%
2016	0.75%	0.00%
2015	0.77%	0.00%
2014	0.76%	0.00%
2013	0.84%	0.00%
2012	0.99%	0.00%
2011	1.27%	0.00%
2010	1.28%	0.00%
2009	1.44%	0.00%
2008	0.33%	0.00%