USHY vs AVUV

Comparison between ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY, ETF) and AVANTIS U.S. SMALL CAP VALUE ETF (AVUV, ETF).

5-Year PerformanceAVUV has outperformed USHY, delivering a return of +10.9% compared to +4.3%

USHY vs AVUV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USHY(ETF)	AVUV(ETF)
Net Assets	$24B	$23B
Expense Ratio	0.08%	0.25%
Max Drawdown	23.61%	49.62%
Sharpe Ratio	1.25	1.90
5Y Beta	0.23	1.01
P/E Ratio	N/A	25.24
Forward P/E	N/A	12.82
5Y Dividends CAGR	4.95%	22.52%
5Y EPS CAGR	N/A	15.03%
P/S Ratio	N/A	0.80
P/B Ratio	N/A	1.57

Net Assets

Winner

USHY

$24B

AVUV

$23B

Expense Ratio

Winner

USHY

0.08%

AVUV

0.25%

Max Drawdown

Winner

USHY

23.61%

AVUV

49.62%

Sharpe Ratio

USHY

1.25

Winner

AVUV

1.90

5Y Beta

Winner

USHY

0.23

AVUV

1.01

P/E Ratio

USHY

N/A

AVUV

25.24

Forward P/E

USHY

N/A

AVUV

12.82

5Y Dividends CAGR

USHY

4.95%

Winner

AVUV

22.52%

5Y EPS CAGR

USHY

N/A

AVUV

15.03%

P/S Ratio

USHY

N/A

AVUV

0.80

P/B Ratio

USHY

N/A

AVUV

1.57

USHY vs AVUV - Historical Returns

Returns include dividend reinvestment.

Period	USHY	AVUV
1 month	+0.44%	+4.44%
3 months	+0.53%	+4.29%
6 months	+2.77%	+23.38%
1 year	+8.72%	+40.85%
5 years(CAGR)	+4.31%	+10.86%
10 years(CAGR)	+4.80%	N/A
Max(CAGR)	+4.80%	+15.89%

USHY

+0.44%

Winner

AVUV

+4.44%

USHY

+0.53%

Winner

AVUV

+4.29%

USHY

+2.77%

Winner

AVUV

+23.38%

USHY

+8.72%

Winner

AVUV

+40.85%

5Y(CAGR)

USHY

+4.31%

Winner

AVUV

+10.86%

10Y(CAGR)

USHY

+4.80%

AVUV

N/A

Max(CAGR)

USHY

+4.80%

Winner

AVUV

+15.89%

USHY vs AVUV - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	USHY	AVUV
2026	+1.36%	+16.51%
2025	+8.61%	+7.60%
2024	+8.79%	+9.70%
2023	+12.52%	+24.01%
2022	-11.13%	-6.16%
2021	+5.27%	+43.56%
2020	+5.77%	+7.01%
2019	+14.58%	+8.50%
2018	-2.55%	N/A
2017	+0.16%	N/A

USHY vs AVUV Drawdown Comparison

The maximum drawdown for USHY was -22.44%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

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

The current USHY drawdown is -0.08%. The current AVUV drawdown is -0.46%.

Rank	USHY	AVUV
#1	-22.44% Feb 14, 2020 - Oct 12, 2020	-49.42% Dec 19, 2019 - Nov 23, 2020
#2	-15.57% Dec 27, 2021 - Dec 21, 2023	-28.78% Nov 25, 2024 - Dec 10, 2025
#3	-6.11% Oct 1, 2018 - Jan 31, 2019	-20.56% Nov 8, 2021 - Jan 31, 2023
#4	-4.66% Feb 28, 2025 - May 12, 2025	-17.15% Feb 2, 2023 - Jul 28, 2023
#5	-2.66% Jan 8, 2018 - Aug 1, 2018	-12.48% Jul 31, 2023 - Dec 11, 2023
#6	-2.43% Feb 20, 2026 - Apr 9, 2026	-12.19% Jun 8, 2021 - Oct 18, 2021
#7	-2.31% Nov 5, 2021 - Dec 22, 2021	-10.98% Jul 31, 2024 - Nov 6, 2024
#8	-2.31% Mar 27, 2024 - May 6, 2024	-9.02% Mar 15, 2021 - May 5, 2021
#9	-2.06% Feb 12, 2021 - Apr 6, 2021	-7.95% Feb 20, 2026 - Apr 9, 2026
#10	-1.92% Oct 12, 2020 - Nov 4, 2020	-7.24% Mar 28, 2024 - May 15, 2024
#11	-1.82% May 3, 2019 - Jun 11, 2019	-6.99% Dec 26, 2023 - Mar 20, 2024
#12	-1.70% Dec 6, 2024 - Jan 17, 2025	-6.44% May 15, 2024 - Jul 15, 2024
#13	-1.61% Dec 27, 2023 - Feb 1, 2024	-6.10% Jan 14, 2021 - Feb 4, 2021
#14	-1.48% Sep 16, 2021 - Nov 5, 2021	-5.04% May 7, 2021 - May 17, 2021
#15	-1.36% Nov 3, 2017 - Dec 1, 2017	-4.84% Sep 26, 2019 - Oct 17, 2019