TAFM vs AVMV
Comparison between AB TAX-AWARE INTERMEDIATE MUNICIPAL ETF (TAFM, ETF) and AVANTIS U.S. MID CAP VALUE ETF (AVMV, ETF).
TAFM vs AVMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TAFM
$673M
AVMV
$673M
Expense Ratio
TAFM
0.28%
Winner
AVMV
0.20%
Max Drawdown
Winner
TAFM
6.06%
AVMV
24.83%
Sharpe Ratio
TAFM
1.01
Winner
AVMV
1.30
5Y Beta
Winner
TAFM
0.01
AVMV
0.93
P/E Ratio
TAFM
N/A
AVMV
21.41
Forward P/E
TAFM
N/A
AVMV
14.10
PEG Ratio
TAFM
N/A
AVMV
0.37
5Y EPS CAGR
TAFM
N/A
AVMV
13.64%
P/S Ratio
TAFM
N/A
AVMV
1.24
P/B Ratio
TAFM
N/A
AVMV
2.63
TAFM vs AVMV - Historical Returns
Returns include dividend reinvestment.
1M
TAFM
-0.57%
Winner
AVMV
+0.77%
3M
TAFM
+0.19%
Winner
AVMV
+3.94%
6M
TAFM
+1.12%
Winner
AVMV
+8.36%
1Y
TAFM
+6.61%
Winner
AVMV
+23.76%
Max(CAGR)
TAFM
+3.80%
Winner
AVMV
+22.50%
TAFM vs AVMV - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | TAFM | AVMV |
|---|---|---|
| 2026 | +1.48% | +12.56% |
| 2025 | +4.26% | +10.52% |
| 2024 | +2.74% | +18.73% |
| 2023 | +1.51% | +15.56% |
TAFM vs AVMV Drawdown Comparison
The maximum drawdown for TAFM was -4.74%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.
The maximum drawdown for AVMV was -24.24%, occurring on Apr 8, 2025. Recovery took 252 trading sessions.
The current TAFM drawdown is -0.96%. The current AVMV drawdown is -0.31%.
| Rank | TAFM | AVMV |
|---|---|---|
| #1 | -4.74% Feb 28, 2025 - Sep 8, 2025 | -24.24% Nov 25, 2024 - Nov 28, 2025 |
| #2 | -2.73% Dec 6, 2024 - Feb 28, 2025 | -8.56% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -2.69% Feb 27, 2026 - Jun 25, 2026 | -7.62% Feb 20, 2026 - Apr 20, 2026 |
| #4 | -2.50% Oct 2, 2024 - Dec 3, 2024 | -7.18% Mar 28, 2024 - Jul 16, 2024 |
| #5 | -1.60% Feb 1, 2024 - May 15, 2024 | -4.27% Dec 26, 2023 - Feb 12, 2024 |
| #6 | -1.28% May 15, 2024 - Jun 6, 2024 | -2.90% Oct 16, 2024 - Nov 6, 2024 |
| #7 | -1.19% Dec 27, 2023 - Jan 31, 2024 | -2.78% May 6, 2026 - Jun 2, 2026 |
| #8 | -0.96% Jul 6, 2026 - Jul 21, 2026 | -2.20% Jun 12, 2026 - Jul 16, 2026 |
| #9 | -0.85% Jun 14, 2024 - Jul 9, 2024 | -2.14% Feb 12, 2024 - Feb 15, 2024 |
| #10 | -0.74% Dec 1, 2025 - Jan 5, 2026 | -2.01% Jan 15, 2026 - Jan 21, 2026 |
| #11 | -0.66% Nov 11, 2025 - Dec 1, 2025 | -1.92% Nov 11, 2024 - Nov 21, 2024 |
| #12 | -0.57% Aug 5, 2024 - Sep 3, 2024 | -1.78% Dec 11, 2025 - Jan 5, 2026 |
| #13 | -0.53% Jun 6, 2024 - Jun 12, 2024 | -1.66% Dec 19, 2023 - Dec 26, 2023 |
| #14 | -0.48% Oct 27, 2025 - Nov 11, 2025 | -1.64% Feb 11, 2026 - Feb 18, 2026 |
| #15 | -0.47% Sep 17, 2025 - Oct 3, 2025 | -1.50% Dec 4, 2023 - Dec 11, 2023 |
Correlation
Correlation between TAFM and AVMV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2023 - 2026)
TAFM vs AVMV dividend yield comparison.
| Year | TAFM | AVMV |
|---|---|---|
| 2026 | 1.80% | 0.53% |
| 2025 | 3.51% | 1.20% |
| 2024 | 3.35% | 1.30% |
| 2023 | 0.18% | 0.25% |
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