USIG vs AVDV

Comparison between ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF) and AVANTIS INTERNATIONAL SMALL CAP VALUE ETF (AVDV, ETF).

5-Year PerformanceAVDV has outperformed USIG, delivering a return of +14.0% compared to +0.8%

USIG vs AVDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USIG(ETF)	AVDV(ETF)
Net Assets	$17B	$17B
Expense Ratio	0.04%	0.36%
Max Drawdown	24.90%	43.01%
Sharpe Ratio	0.65	2.70
5Y Beta	0.10	0.70
5Y Dividends CAGR	9.69%	25.66%

Net Assets

USIG

$17B

Winner

AVDV

$17B

Expense Ratio

Winner

USIG

0.04%

AVDV

0.36%

Max Drawdown

Winner

USIG

24.90%

AVDV

43.01%

Sharpe Ratio

USIG

0.65

Winner

AVDV

2.70

5Y Beta

Winner

USIG

0.10

AVDV

0.70

5Y Dividends CAGR

USIG

9.69%

Winner

AVDV

25.66%

USIG vs AVDV - Historical Returns

Returns include dividend reinvestment.

Period	USIG	AVDV
1 month	+0.28%	+3.85%
3 months	+0.02%	+3.06%
6 months	+1.20%	+25.62%
1 year	+6.91%	+54.69%
5 years(CAGR)	+0.82%	+14.02%
10 years(CAGR)	+2.68%	N/A
Max(CAGR)	+3.96%	+16.00%

USIG

+0.28%

Winner

AVDV

+3.85%

USIG

+0.02%

Winner

AVDV

+3.06%

USIG

+1.20%

Winner

AVDV

+25.62%

USIG

+6.91%

Winner

AVDV

+54.69%

5Y(CAGR)

USIG

+0.82%

Winner

AVDV

+14.02%

10Y(CAGR)

USIG

+2.68%

AVDV

N/A

Max(CAGR)

USIG

+3.96%

Winner

AVDV

+16.00%

USIG vs AVDV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USIG	AVDV
2026	+0.70%	+15.61%
2025	+7.86%	+49.11%
2024	+3.06%	+9.81%
2023	+7.57%	+16.75%
2022	-14.62%	-11.95%
2021	-1.05%	+15.73%
2020	+9.20%	+3.99%
2019	+13.82%	+12.05%
2018	-1.91%	N/A
2017	+5.66%	N/A
2016	+5.33%	N/A
2015	-1.76%	N/A
2014	+7.98%	N/A
2013	-2.51%	N/A
2012	+7.70%	N/A
2011	+9.02%	N/A
2010	+7.81%	N/A
2009	+11.22%	N/A
2008	-0.75%	N/A
2007	+4.73%	N/A

USIG vs AVDV Drawdown Comparison

The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.

The maximum drawdown for AVDV was -43.01%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.

The current USIG drawdown is -0.84%. The current AVDV drawdown is -0.44%.

Rank	USIG	AVDV
#1	-22.21% Feb 5, 2008 - Jun 3, 2009	-43.01% Jan 2, 2020 - Dec 4, 2020
#2	-21.45% Sep 22, 2021 - Oct 14, 2025	-28.10% Sep 3, 2021 - Dec 26, 2023
#3	-18.88% Mar 6, 2020 - Jun 30, 2020	-14.17% Mar 19, 2025 - Apr 28, 2025
#4	-7.07% May 2, 2013 - May 1, 2014	-13.19% Feb 27, 2026 - Mar 20, 2026
#5	-5.24% Dec 31, 2020 - Jul 28, 2021	-8.15% Sep 26, 2024 - Mar 5, 2025
#6	-5.04% Aug 29, 2016 - Jun 14, 2017	-8.10% Jul 16, 2024 - Aug 19, 2024
#7	-4.96% Jan 30, 2015 - Apr 5, 2016	-7.37% Jun 7, 2021 - Sep 3, 2021
#8	-4.68% Oct 7, 2010 - May 5, 2011	-4.73% Jan 14, 2021 - Feb 8, 2021
#9	-4.06% Dec 15, 2017 - Feb 8, 2019	-4.65% Aug 27, 2024 - Sep 19, 2024
#10	-3.19% Mar 7, 2007 - Sep 5, 2007	-4.39% Dec 27, 2023 - Mar 1, 2024
#11	-2.79% Feb 23, 2026 - Mar 27, 2026	-4.21% Jun 3, 2024 - Jul 11, 2024
#12	-2.78% Nov 26, 2007 - Jan 7, 2008	-4.00% Apr 9, 2024 - May 9, 2024
#13	-2.50% Aug 28, 2019 - Oct 4, 2019	-3.83% Jul 23, 2025 - Aug 8, 2025
#14	-2.44% Aug 4, 2011 - Sep 2, 2011	-3.75% Nov 12, 2025 - Nov 26, 2025
#15	-2.43% Aug 6, 2020 - Nov 23, 2020	-3.44% May 7, 2021 - Jun 1, 2021

Correlation

Correlation between USIG and AVDV is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (2007 - 2026)

USIG vs AVDV dividend yield comparison.

Year	USIG	AVDV
2026	1.56%	0.11%
2025	4.62%	3.05%
2024	4.51%	4.31%
2023	3.94%	3.29%
2022	3.14%	3.17%
2021	2.33%	2.39%
2020	2.82%	1.67%
2019	3.37%	0.36%
2018	3.44%	0.00%
2017	3.03%	0.00%
2016	2.87%	0.00%
2015	3.24%	0.00%
2014	3.32%	0.00%
2013	3.53%	0.00%
2012	3.23%	0.00%
2011	4.11%	0.00%
2010	4.56%	0.00%
2009	4.95%	0.00%
2008	5.12%	0.00%
2007	5.22%	0.00%