USXF vs AVIV
Comparison between ISHARES ESG ADVANCED MSCI USA ETF (USXF, ETF) and AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF).
5-Year PerformanceUSXF has outperformed AVIV, delivering a return of +14.7% compared to +13.9%
USXF vs AVIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USXF
$1.10B
Winner
AVIV
$1.20B
Expense Ratio
Winner
USXF
0.10%
AVIV
0.25%
Max Drawdown
USXF
30.42%
Winner
AVIV
29.14%
Sharpe Ratio
USXF
1.89
Winner
AVIV
2.15
5Y Beta
USXF
1.14
Winner
AVIV
0.67
P/E Ratio
USXF
33.24
AVIV
N/A
Forward P/E
USXF
21.07
AVIV
N/A
5Y Dividends CAGR
USXF
29.56%
AVIV
N/A
5Y EPS CAGR
USXF
44.16%
AVIV
N/A
Debt to Equity
USXF
24.82%
AVIV
N/A
P/S Ratio
USXF
5.11
AVIV
N/A
P/B Ratio
USXF
7.01
AVIV
N/A
USXF vs AVIV - Holdings Comparison
USXF and AVIV have 2 common holdings. Overlap is 0.05%
USXF's top 25 holdings weight is 52.29%. AVIV's top 25 holdings weight is 28.21%.
| Rank | USXF | AVIV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 20.84% | n/a (SHEL) - 2.27% |
| #2 | BROADCOM INC (AVGO) - 7.25% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 1.96% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.28% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.72% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 2.12% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.37% |
| #5 | VISA INC CLASS A (V) - 2.10% | HSBC HOLDINGS PLC ADR (HSBC) - 1.36% |
| #6 | MASTERCARD INC CLASS A (MA) - 1.73% | BHP GROUP LTD ADR (BHP) - 1.35% |
| #7 | INTEL CORP (INTC) - 1.54% | TOTALENERGIES SE (TTE:XPAR) - 1.30% |
| #8 | THE HOME DEPOT INC (HD) - 1.32% | REPSOL SA (n/a) - 1.28% |
| #9 | LAM RESEARCH CORP (LRCX) - 1.27% | BP PLC ADR (BP) - 1.26% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.22% | GSK PLC ADR (GSK) - 1.19% |
| #11 | GE VERNOVA INC (GEV) - 1.19% | ROYAL BANK OF CANADA (RY) - 1.04% |
| #12 | ORACLE CORP (ORCL) - 1.15% | TOYOTA MOTOR CORP ADR (TM) - 0.98% |
| #13 | TEXAS INSTRUMENTS INC (TXN) - 0.97% | ASML HOLDING NV ADR (ASML) - 0.97% |
| #14 | LINDE PLC (LIN) - 0.96% | SUNCOR ENERGY INC (SU) - 0.97% |
| #15 | KLA CORP (KLAC) - 0.96% | UNICREDIT SPA (n/a) - 0.94% |
| #16 | VERIZON COMMUNICATIONS INC (VZ) - 0.80% | ENI SPA ADR (E) - 0.92% |
| #17 | ANALOG DEVICES INC (ADI) - 0.76% | VINCI SA (n/a) - 0.90% |
| #18 | AT&T INC (T) - 0.74% | ZURICH INSURANCE GROUP AG (n/a) - 0.90% |
| #19 | ARISTA NETWORKS INC (ANET) - 0.71% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.87% |
| #20 | AMERICAN EXPRESS CO (AXP) - 0.70% | ALLIANZ SE (n/a) - 0.83% |
| #21 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.35% | RWE AG CLASS A (n/a) - 0.79% |
| #22 | AMERICAN TOWER CORP (AMT) - 0.34% | SAFRAN SA (n/a) - 0.78% |
| #23 | MARSH (MRSH) - 0.34% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.77% |
| #24 | MERCADOLIBRE INC (MELI) - 0.33% | INTESA SANPAOLO (n/a) - 0.75% |
| #25 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.32% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.74% |
| Total Holdings | 256 | 634 |
USXF vs AVIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USXF
+13.36%
AVIV
+0.83%
3M
Winner
USXF
+11.90%
AVIV
+0.40%
6M
USXF
+16.12%
Winner
AVIV
+17.86%
1Y
USXF
+37.87%
Winner
AVIV
+38.61%
5Y(CAGR)
Winner
USXF
+14.66%
AVIV
+13.89%
Max(CAGR)
Winner
USXF
+18.92%
AVIV
+13.89%
USXF vs AVIV - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | USXF | AVIV |
|---|---|---|
| 2026 | +13.92% | +9.84% |
| 2025 | +16.60% | +42.08% |
| 2024 | +27.54% | +5.24% |
| 2023 | +31.58% | +18.14% |
| 2022 | -20.82% | -9.00% |
| 2021 | +28.66% | +1.92% |
| 2020 | +24.05% | N/A |
USXF vs AVIV Drawdown Comparison
The maximum drawdown for USXF was -29.54%, occurring on Oct 12, 2022. Recovery took 521 trading sessions.
The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.
The current AVIV drawdown is -1.76%.
| Rank | USXF | AVIV |
|---|---|---|
| #1 | -29.54% Nov 16, 2021 - Dec 13, 2023 | -27.72% Jan 14, 2022 - Jul 28, 2023 |
| #2 | -20.93% Jan 23, 2025 - Jun 24, 2025 | -14.13% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -10.19% Jan 28, 2026 - Apr 13, 2026 | -10.78% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -10.18% Jul 16, 2024 - Aug 23, 2024 | -9.85% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -9.72% Sep 2, 2020 - Nov 13, 2020 | -8.07% Sep 26, 2024 - Feb 13, 2025 |
| #6 | -8.11% Mar 21, 2024 - May 24, 2024 | -7.53% Jul 17, 2024 - Aug 21, 2024 |
| #7 | -7.61% Oct 29, 2025 - Jan 16, 2026 | -7.09% Nov 8, 2021 - Jan 7, 2022 |
| #8 | -6.34% Feb 12, 2021 - Apr 1, 2021 | -4.75% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -6.28% Dec 4, 2024 - Jan 23, 2025 | -4.46% May 20, 2024 - Jul 12, 2024 |
| #10 | -6.22% Sep 3, 2021 - Oct 22, 2021 | -4.35% Dec 27, 2023 - Feb 23, 2024 |
| #11 | -6.10% Aug 23, 2024 - Sep 19, 2024 | -4.21% Apr 9, 2024 - May 14, 2024 |
| #12 | -4.69% Apr 29, 2021 - Jun 4, 2021 | -3.92% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -4.06% Jan 20, 2021 - Feb 4, 2021 | -3.48% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -3.51% Oct 14, 2024 - Nov 6, 2024 | -2.97% Oct 6, 2025 - Oct 27, 2025 |
| #15 | -3.35% Oct 8, 2025 - Oct 27, 2025 | -2.34% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between USXF and AVIV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2020 - 2026)
USXF vs AVIV dividend yield comparison.
| Year | USXF | AVIV |
|---|---|---|
| 2026 | 0.19% | 0.13% |
| 2025 | 0.93% | 3.01% |
| 2024 | 1.00% | 3.46% |
| 2023 | 1.21% | 3.64% |
| 2022 | 1.39% | 2.84% |
| 2021 | 0.86% | 0.57% |
| 2020 | 0.58% | 0.00% |
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