AVGV vs. ITDC

Last updated Apr 1, 2026

Compare and contrast key facts about Avantis ALL Equity Markets Value ETF (AVGV) and Ishares Lifepath Target Date 2035 ETF (ITDC).

AVGV and ITDC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVGV is an actively managed fund by Avantis. It was launched on Jun 27, 2023. ITDC is an actively managed fund by iShares. It was launched on Oct 17, 2023.

Performance

AVGV vs. ITDC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis ALL Equity Markets Value ETF (AVGV) and Ishares Lifepath Target Date 2035 ETF (ITDC). The values are adjusted to include any dividend payments, if applicable.

AVGV vs. ITDC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
AVGV Avantis ALL Equity Markets Value ETF	6.18%	22.57%	11.26%	13.21%
ITDC Ishares Lifepath Target Date 2035 ETF	-0.62%	16.10%	11.41%	12.40%

Returns By Period

In the year-to-date period, AVGV achieves a 6.18% return, which is significantly higher than ITDC's -0.62% return.

AVGV

• 1D: 2.53%
• 1M: -5.12%
• YTD: 6.18%
• 6M: 11.59%
• 1Y: 30.60%
• 3Y*: —
• 5Y*: —
• 10Y*: —

ITDC

• 1D: 1.90%
• 1M: -4.52%
• YTD: -0.62%
• 6M: 1.48%
• 1Y: 14.84%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVGV vs. ITDC - Expense Ratio Comparison

AVGV has a 0.26% expense ratio, which is higher than ITDC's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

AVGV

Avantis ALL Equity Markets Value ETF

ITDC

Ishares Lifepath Target Date 2035 ETF

Return for Risk

AVGV vs. ITDC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVGV

AVGV Risk / Return Rank: 88
AVGV Sharpe Ratio Rank: 87
AVGV Sortino Ratio Rank: 88
AVGV Omega Ratio Rank: 89
AVGV Calmar Ratio Rank: 84
AVGV Martin Ratio Rank: 90

ITDC

ITDC Risk / Return Rank: 76
ITDC Sharpe Ratio Rank: 73
ITDC Sortino Ratio Rank: 76
ITDC Omega Ratio Rank: 76
ITDC Calmar Ratio Rank: 73
ITDC Martin Ratio Rank: 80

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.

AVGV vs. ITDC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis ALL Equity Markets Value ETF (AVGV) and Ishares Lifepath Target Date 2035 ETF (ITDC). 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.

	AVGV	ITDC	Difference
Sharpe ratio Return per unit of total volatility	1.74	1.29	+0.45
Sortino ratio Return per unit of downside risk	2.38	1.89	+0.49
Omega ratio Gain probability vs. loss probability	1.36	1.28	+0.08
Calmar ratio Return relative to maximum drawdown	2.35	1.85	+0.50
Martin ratio Return relative to average drawdown	11.21	8.46	+2.75
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVGV vs. ITDC - Sharpe Ratio Comparison

The current AVGV Sharpe Ratio is 1.74, which is higher than the ITDC Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of AVGV and ITDC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AVGV	ITDC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.74	1.29	+0.45
Sharpe Ratio (All Time) Calculated using the full available price history	1.26	1.63	-0.36

Correlation

The correlation between AVGV and ITDC is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

AVGV vs. ITDC - Dividend Comparison

AVGV's dividend yield for the trailing twelve months is around 2.08%, more than ITDC's 2.04% yield.

	TTM	2025	2024	2023
AVGV Avantis ALL Equity Markets Value ETF	2.08%	1.98%	2.32%	1.14%
ITDC Ishares Lifepath Target Date 2035 ETF	2.04%	2.02%	1.93%	0.84%

Drawdowns

AVGV vs. ITDC - Drawdown Comparison

The maximum AVGV drawdown since its inception was -17.03%, which is greater than ITDC's maximum drawdown of -10.39%. Use the drawdown chart below to compare losses from any high point for AVGV and ITDC.

Drawdown Indicators

	AVGV	ITDC	Difference
Max Drawdown Largest peak-to-trough decline	-17.03%	-10.39%	-6.64%
Max Drawdown (1Y) Largest decline over 1 year	-13.09%	-8.11%	-4.98%
Current Drawdown Current decline from peak	-5.55%	-4.71%	-0.84%
Average Drawdown Average peak-to-trough decline	-2.38%	-1.09%	-1.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.74%	1.77%	+0.97%

Volatility

AVGV vs. ITDC - Volatility Comparison

Avantis ALL Equity Markets Value ETF (AVGV) has a higher volatility of 5.87% compared to Ishares Lifepath Target Date 2035 ETF (ITDC) at 4.42%. This indicates that AVGV's price experiences larger fluctuations and is considered to be riskier than ITDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVGV	ITDC	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.87%	4.42%	+1.45%
Volatility (6M) Calculated over the trailing 6-month period	10.16%	6.56%	+3.60%
Volatility (1Y) Calculated over the trailing 1-year period	17.71%	11.58%	+6.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.10%	10.07%	+5.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.10%	10.07%	+5.03%