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AVDV vs. XUU.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AVDV vs. XUU.TO

Last updated Jun 13, 2026

AVDV (Avantis International Small Cap Value ETF) and XUU.TO (iShares Core S&P U.S. Total Market Index ETF) are both exchange-traded funds - AVDV is a Foreign Small & Mid Cap Equities fund actively managed by Avantis, while XUU.TO is a Large Cap Blend Equities fund tracking the S&P Total Market Index. AVDV is actively managed, while XUU.TO is passively managed. Over the past 5 years, AVDV returned 13.63%/yr vs 12.03%/yr for XUU.TO. At a 0.50 correlation, their price movements are largely independent. AVDV charges 0.36%/yr vs 0.07%/yr for XUU.TO.

Performance

AVDV vs. XUU.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis International Small Cap Value ETF (AVDV) and iShares Core S&P U.S. Total Market Index ETF (XUU.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

AVDV is traded in USD, while XUU.TO is traded in CAD. To make them comparable, the XUU.TO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, AVDV achieves a 14.99% return, which is significantly higher than XUU.TO's 9.12% return.

AVDV

1D
0.89%
1M
-1.99%
YTD
14.99%
6M
17.18%
1Y
41.91%
3Y*
26.72%
5Y*
13.63%
10Y*
—

XUU.TO

1D
0.34%
1M
0.34%
YTD
9.12%
6M
9.54%
1Y
24.53%
3Y*
20.37%
5Y*
12.03%
10Y*
14.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AVDV vs. XUU.TO - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
AVDV
Avantis International Small Cap Value ETF		14.99%49.37%8.67%16.85%-11.47%15.80%5.01%11.78%
XUU.TO
iShares Core S&P U.S. Total Market Index ETF		9.23%16.57%23.61%26.11%-18.69%26.00%19.09%7.57%

Correlation

The correlation between AVDV and XUU.TO is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.48

Correlation (3Y)
Calculated over the trailing 3-year period

0.41

Correlation (5Y)
Calculated over the trailing 5-year period

0.47

Correlation (All Time)
Calculated using the full available price history since Sep 26, 2019

0.50

AVDV vs. XUU.TO - Sectors Allocation Comparison

Sectors
AVDV
XUU.TO

Basic Materials

22.5%
1.9%

Industrials

21.3%
8.8%

Consumer Cyclical

14.4%
9.8%

Financial Services

13.7%
11.2%

Energy

10.8%
3.4%

Technology

6.4%
37.3%

Consumer Defensive

3.4%
4.4%

Healthcare

2.1%
8.4%

Communication Services

2.0%
9.8%

Utilities

1.7%
2.5%

Real Estate

1.1%
2.2%

Basic Materials

AVDV
22.5%
XUU.TO
1.9%

Industrials

AVDV
21.3%
XUU.TO
8.8%

Consumer Cyclical

AVDV
14.4%
XUU.TO
9.8%

Financial Services

AVDV
13.7%
XUU.TO
11.2%

Energy

AVDV
10.8%
XUU.TO
3.4%

Technology

AVDV
6.4%
XUU.TO
37.3%

Consumer Defensive

AVDV
3.4%
XUU.TO
4.4%

Healthcare

AVDV
2.1%
XUU.TO
8.4%

Communication Services

AVDV
2.0%
XUU.TO
9.8%

Utilities

AVDV
1.7%
XUU.TO
2.5%

Real Estate

AVDV
1.1%
XUU.TO
2.2%

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Avantis International Small Cap Value ETF

iShares Core S&P U.S. Total Market Index ETF

Often compared with AVDV:
AVDV vs. VXUSAVDV vs. AVDEAVDV vs. VSSAVDV vs. DISVXAVDV vs. AVDVXAVDV vs. ISVLAVDV vs. AVIV
Often compared with XUU.TO:
XUU.TO vs. XUS.TOXUU.TO vs. VUN.TOXUU.TO vs. XAW.TOXUU.TO vs. XUU-U.TOXUU.TO vs. XIC.TOXUU.TO vs. VTIXUU.TO vs. VOO

Return for Risk

AVDV vs. XUU.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AVDV
AVDV Risk / Return Rank: 8181
Overall Rank
AVDV Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
AVDV Sortino Ratio Rank: 8686
Sortino Ratio Rank
AVDV Omega Ratio Rank: 8686
Omega Ratio Rank
AVDV Calmar Ratio Rank: 7171
Calmar Ratio Rank
AVDV Martin Ratio Rank: 7676
Martin Ratio Rank
XUU.TO
XUU.TO Risk / Return Rank: 7676
Overall Rank
XUU.TO Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
XUU.TO Sortino Ratio Rank: 7878
Sortino Ratio Rank
XUU.TO Omega Ratio Rank: 8080
Omega Ratio Rank
XUU.TO Calmar Ratio Rank: 7171
Calmar Ratio Rank
XUU.TO Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVDV vs. XUU.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis International Small Cap Value ETF (AVDV) and iShares Core S&P U.S. Total Market Index ETF (XUU.TO). 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.

AVDVXUU.TODifference
Sharpe ratioReturn per unit of total volatility
2.53
1.86

+0.68

Sortino ratioReturn per unit of downside risk
3.36
2.53

+0.83

Omega ratioGain probability vs. loss probability

1.46

1.34

+0.11

Calmar ratioReturn relative to maximum drawdown

3.12

2.73

+0.39

Martin ratioReturn relative to average drawdown

12.44

12.03

+0.41

AVDV vs. XUU.TO - Sharpe Ratio Comparison

The current AVDV Sharpe Ratio is 2.53, which is higher than the XUU.TO Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of AVDV and XUU.TO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

AVDV vs. XUU.TO - Drawdown Comparison

The maximum AVDV drawdown since its inception was -43.01%, which is greater than XUU.TO's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for AVDV and XUU.TO.

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Drawdown Indicators

AVDVXUU.TODifference

Max Drawdown

Largest peak-to-trough decline

-43.01%

-34.33%

-8.68%

Max Drawdown (1Y)

Largest decline over 1 year

-13.19%

-9.04%

-4.15%

Max Drawdown (3Y)

Largest decline over 3 years

-14.17%

-19.43%

+5.26%

Max Drawdown (5Y)

Largest decline over 5 years

-28.08%

-24.87%

-3.21%

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.33%

—

Current Drawdown

Current decline from peak

-2.24%

-2.30%

+0.06%

Average Drawdown

Average peak-to-trough decline

-6.76%

-4.70%

-2.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.30%

2.04%

+1.26%

Volatility

AVDV vs. XUU.TO - Volatility Comparison

Avantis International Small Cap Value ETF (AVDV) has a higher volatility of 6.26% compared to iShares Core S&P U.S. Total Market Index ETF (XUU.TO) at 4.58%. This indicates that AVDV's price experiences larger fluctuations and is considered to be riskier than XUU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

AVDVXUU.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.26%

4.58%

+1.68%

Volatility (6M)

Calculated over the trailing 6-month period

13.88%

10.16%

+3.72%

Volatility (1Y)

Calculated over the trailing 1-year period

16.25%

13.27%

+2.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.41%

16.55%

+0.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.77%

17.76%

+2.01%

AVDV vs. XUU.TO - Expense Ratio Comparison

AVDV has a 0.36% expense ratio, which is higher than XUU.TO's 0.07% expense ratio.

Dividends

AVDV vs. XUU.TO - Dividend Comparison

AVDV's dividend yield for the trailing twelve months is around 4.11%, more than XUU.TO's 1.02% yield.

PositionTTM20252024202320222021202020192018201720162015
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%0.00%
XUU.TO
iShares Core S&P U.S. Total Market Index ETF		1.02%1.16%1.02%1.22%1.38%1.01%1.33%1.68%1.74%1.49%1.65%1.53%

Frequently Asked Questions

AVDV and XUU.TO have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XUU.TO is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XUU.TO is cheaper with a 0.07% expense ratio, compared with 0.36% for AVDV.

AVDV is categorized as Foreign Small & Mid Cap Equities, while XUU.TO is Large Cap Blend Equities. They also come from different issuers: Avantis and iShares. Their fees differ too: 0.36% for AVDV and 0.07% for XUU.TO.

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