BEEX vs. AVIE

Last updated Jun 6, 2026

BEEX (The BeeHive ETF) and AVIE (Avantis Inflation Focused Equity ETF) are both Large Cap Blend Equities funds. Both are actively managed. Over the past year, BEEX returned 16.45% vs 25.64% for AVIE. At a 0.50 correlation, their price movements are largely independent. BEEX charges 0.84%/yr vs 0.25%/yr for AVIE.

Performance

BEEX vs. AVIE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The BeeHive ETF (BEEX) and Avantis Inflation Focused Equity ETF (AVIE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BEEX achieves a 3.90% return, which is significantly lower than AVIE's 13.51% return.

BEEX

• 1D: -1.90%
• 1M: -0.85%
• YTD: 3.90%
• 6M: 3.79%
• 1Y: 16.45%
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVIE

• 1D: -0.28%
• 1M: 1.20%
• YTD: 13.51%
• 6M: 14.59%
• 1Y: 25.64%
• 3Y*: 13.34%
• 5Y*: —
• 10Y*: —

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

BEEX vs. AVIE - Yearly Performance Comparison

	2026 (YTD)	2025	2024
BEEX The BeeHive ETF	3.90%	14.48%	-2.67%
AVIE Avantis Inflation Focused Equity ETF	13.51%	11.37%	-1.60%

Correlation

The correlation between BEEX and AVIE is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.39
Correlation (All Time) Calculated using the full available price history since Dec 17, 2024	0.50

The correlation between BEEX and AVIE shifts across timeframes, from 0.39 (1 year) to 0.50 (all time), reflecting how their relationship changes across market environments.

Return for Risk

BEEX vs. AVIE — Risk / Return Rank

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

BEEX

BEEX Risk / Return Rank: 41
BEEX Sharpe Ratio Rank: 46
BEEX Sortino Ratio Rank: 45
BEEX Omega Ratio Rank: 43
BEEX Calmar Ratio Rank: 32
BEEX Martin Ratio Rank: 38

AVIE

AVIE Risk / Return Rank: 85
AVIE Sharpe Ratio Rank: 84
AVIE Sortino Ratio Rank: 87
AVIE Omega Ratio Rank: 81
AVIE Calmar Ratio Rank: 89
AVIE Martin Ratio Rank: 83

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.

BEEX vs. AVIE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The BeeHive ETF (BEEX) and Avantis Inflation Focused Equity ETF (AVIE). 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.

	BEEX	AVIE	Difference
Sharpe ratio: Return per unit of total volatility	1.48	2.61	-1.13
Sortino ratio: Return per unit of downside risk	2.09	3.75	-1.65
Omega ratio: Gain probability vs. loss probability	1.26	1.46	-0.21
Calmar ratio: Return relative to maximum drawdown	1.47	5.18	-3.71
Martin ratio: Return relative to average drawdown	5.45	15.91	-10.46
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BEEX vs. AVIE - Sharpe Ratio Comparison

The current BEEX Sharpe Ratio is 1.48, which is lower than the AVIE Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of BEEX and AVIE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BEEX	AVIE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.48	2.61	-1.13
Sharpe Ratio (All Time) Calculated using the full available price history	0.70	1.06	-0.36

Drawdowns

BEEX vs. AVIE - Drawdown Comparison

The maximum BEEX drawdown since its inception was -15.13%, which is greater than AVIE's maximum drawdown of -12.39%. Use the drawdown chart below to compare losses from any high point for BEEX and AVIE.

Drawdown Indicators

	BEEX	AVIE	Difference
Max Drawdown Largest peak-to-trough decline	-15.13%	-12.39%	-2.74%
Max Drawdown (1Y) Largest decline over 1 year	-11.24%	-4.97%	-6.27%
Max Drawdown (3Y) Largest decline over 3 years	—	-12.39%	—
Current Drawdown Current decline from peak	-2.02%	-0.74%	-1.28%
Average Drawdown Average peak-to-trough decline	-2.40%	-3.03%	+0.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.02%	1.62%	+1.40%

Volatility

BEEX vs. AVIE - Volatility Comparison

The BeeHive ETF (BEEX) and Avantis Inflation Focused Equity ETF (AVIE) have volatilities of 3.10% and 3.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BEEX	AVIE	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.10%	3.07%	+0.03%
Volatility (6M) Calculated over the trailing 6-month period	8.46%	7.18%	+1.28%
Volatility (1Y) Calculated over the trailing 1-year period	11.20%	9.89%	+1.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.07%	12.94%	+2.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.07%	12.94%	+2.13%

BEEX vs. AVIE - Expense Ratio Comparison

BEEX has a 0.84% expense ratio, which is higher than AVIE's 0.25% expense ratio.

Dividends

BEEX vs. AVIE - Dividend Comparison

BEEX's dividend yield for the trailing twelve months is around 0.33%, less than AVIE's 1.44% yield.

Position	TTM	2025	2024	2023	2022
AVIE Avantis Inflation Focused Equity ETF	1.44%	1.75%	1.89%	3.72%	0.39%
BEEX The BeeHive ETF	0.33%	0.35%	0.27%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BEEX and AVIE in my portfolio?

BEEX and AVIE have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BEEX or AVIE?

BEEX has higher volatility (3.10%) compared to AVIE (3.07%). In terms of maximum drawdown, BEEX dropped -15.13% vs AVIE's -12.39%.

Which ETF is better, BEEX or AVIE?

On 1-year performance, AVIE leads with 25.64% vs 16.45% for BEEX. On fees, AVIE is cheaper at 0.25% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BEEX or AVIE?

Over the 1-year period, AVIE has performed better with a 25.64% return vs 16.45%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BEEX or AVIE?

AVIE is cheaper with a 0.25% expense ratio, compared with 0.84% for BEEX.

Which ETF pays a higher dividend yield, BEEX or AVIE?

AVIE has the higher dividend yield at 1.44%, compared with 0.33% for BEEX.

What is the main difference between BEEX and AVIE?

They also come from different issuers: BeeHive and Avantis. Their fees differ too: 0.84% for BEEX and 0.25% for AVIE.

Which has better risk-adjusted returns?

AVIE currently has the higher Sharpe Ratio (2.61 vs 1.48), 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.