AVDV vs. STIP
AVDV (Avantis International Small Cap Value ETF) and STIP (iShares 0-5 Year TIPS Bond ETF) are both exchange-traded funds - AVDV is a Foreign Small & Mid Cap Equities fund actively managed by Avantis, while STIP is a Inflation-Protected Bonds fund tracking the Bloomberg US Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). AVDV is actively managed, while STIP is passively managed. Over the past 5 years, AVDV returned 13.63%/yr vs 3.38%/yr for STIP. At a 0.23 correlation, their price movements are largely independent. AVDV charges 0.36%/yr vs 0.06%/yr for STIP.
Performance
AVDV vs. STIP - Performance Comparison
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Returns By Period
In the year-to-date period, AVDV achieves a 14.99% return, which is significantly higher than STIP's 1.87% return.
AVDV
- 1D
- 0.89%
- 1M
- -1.99%
- YTD
- 14.99%
- 6M
- 17.18%
- 1Y
- 41.91%
- 3Y*
- 26.72%
- 5Y*
- 13.63%
- 10Y*
- —
STIP
- 1D
- -0.02%
- 1M
- -0.09%
- YTD
- 1.87%
- 6M
- 1.97%
- 1Y
- 4.54%
- 3Y*
- 5.26%
- 5Y*
- 3.38%
- 10Y*
- 3.14%
AVDV vs. STIP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 14.99% | 49.37% | 8.67% | 16.85% | -11.47% | 15.80% | 5.01% | 11.78% |
STIP iShares 0-5 Year TIPS Bond ETF | 1.87% | 6.03% | 4.77% | 4.63% | -3.02% | 5.68% | 5.18% | 1.06% |
Correlation
The correlation between AVDV and STIP is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.23 |
The correlation between AVDV and STIP shifts across timeframes, from 0.08 (1 year) to 0.24 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
AVDV vs. STIP — Risk / Return Rank
AVDV
STIP
AVDV vs. STIP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value ETF (AVDV) and iShares 0-5 Year TIPS Bond ETF (STIP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVDV | STIP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -2.12 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.68 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 6.63 | -3.51 |
| Martin ratioReturn relative to average drawdown | 12.44 | 25.91 | -13.46 |
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Drawdowns
AVDV vs. STIP - Drawdown Comparison
The maximum AVDV drawdown since its inception was -43.01%, which is greater than STIP's maximum drawdown of -5.50%. Use the drawdown chart below to compare losses from any high point for AVDV and STIP.
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Drawdown Indicators
| AVDV | STIP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.01% | -5.50% | -37.51% |
Max Drawdown (1Y)Largest decline over 1 year | -13.19% | -0.69% | -12.50% |
Max Drawdown (3Y)Largest decline over 3 years | -14.17% | -0.95% | -13.22% |
Max Drawdown (5Y)Largest decline over 5 years | -28.08% | -5.50% | -22.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -5.50% | — |
Current DrawdownCurrent decline from peak | -2.24% | -0.20% | -2.04% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -0.99% | -5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 0.18% | +3.12% |
Volatility
AVDV vs. STIP - Volatility Comparison
Avantis International Small Cap Value ETF (AVDV) has a higher volatility of 6.26% compared to iShares 0-5 Year TIPS Bond ETF (STIP) at 0.41%. This indicates that AVDV's price experiences larger fluctuations and is considered to be riskier than STIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVDV | STIP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.26% | 0.41% | +5.85% |
Volatility (6M)Calculated over the trailing 6-month period | 13.88% | 1.01% | +12.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.25% | 1.45% | +14.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 2.74% | +14.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.77% | 2.45% | +17.32% |
AVDV vs. STIP - Expense Ratio Comparison
AVDV has a 0.36% expense ratio, which is higher than STIP's 0.06% expense ratio.
Dividends
AVDV vs. STIP - Dividend Comparison
AVDV's dividend yield for the trailing twelve months is around 4.11%, less than STIP's 4.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVDV Avantis International Small Cap Value ETF | 4.11% | 3.05% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% | 0.00% | 0.00% | 0.00% |
STIP iShares 0-5 Year TIPS Bond ETF | 4.31% | 4.11% | 2.62% | 2.84% | 6.04% | 4.15% | 1.40% | 2.06% | 2.44% | 1.59% | 0.89% |
Frequently Asked Questions
AVDV and STIP have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVDV has higher volatility (6.26%) compared to STIP (0.41%). In terms of maximum drawdown, AVDV dropped -43.01% vs STIP's -5.50%.
On 5-year performance, AVDV leads with 13.63% vs 3.38% for STIP. On fees, STIP is cheaper at 0.06% per year. On volatility, STIP has been the lower-risk option at 0.41%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, AVDV has performed better with a 13.63% return vs 3.38%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
STIP is cheaper with a 0.06% expense ratio, compared with 0.36% for AVDV.
STIP has the higher dividend yield at 4.31%, compared with 4.11% for AVDV.
AVDV is categorized as Foreign Small & Mid Cap Equities, while STIP is Inflation-Protected Bonds. They also come from different issuers: Avantis and iShares. Their fees differ too: 0.36% for AVDV and 0.06% for STIP.
STIP currently has the higher Sharpe Ratio (3.17 vs 2.53), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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