HIS vs. AVIE
HIS (Humilis US Focused Opportunities ETF) and AVIE (Avantis Inflation Focused Equity ETF) are both Large Cap Blend Equities funds. Both are actively managed. Their -0.23 correlation means they have often moved in opposite directions in the past. HIS charges 0.54%/yr vs 0.25%/yr for AVIE.
Performance
HIS vs. AVIE - Performance Comparison
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Returns By Period
HIS
- 1D
- 0.30%
- 1M
- 1.45%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
AVIE
- 1D
- -0.37%
- 1M
- 3.18%
- 6M
- 11.97%
- YTD
- 18.46%
- 1Y
- 27.90%
- 3Y*
- 12.60%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 14.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $92.20K | $109.84K | $98.72K | |
| $222.84K | $293.04K | $1.05M |
HIS vs. AVIE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
HIS Humilis US Focused Opportunities ETF | 0.24% |
AVIE Avantis Inflation Focused Equity ETF | 3.89% |
Correlation
The correlation between HIS and AVIE is -0.23, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 19, 2026 | -0.23 |
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Return for Risk
HIS vs. AVIE — Risk / Return Rank
HIS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AVIE
HIS vs. AVIE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Humilis US Focused Opportunities ETF (HIS) 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.
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.
| HIS | AVIE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.49 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.64 | — |
| Martin ratioReturn relative to average drawdown | — | 18.49 | — |
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Drawdowns
HIS vs. AVIE - Drawdown Comparison
The maximum HIS drawdown since its inception was -6.38%, smaller than the maximum AVIE drawdown of -12.39%. Use the drawdown chart below to compare losses from any high point for HIS and AVIE.
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Drawdown Indicators
| HIS | AVIE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.38% | -12.39% | +6.01% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.97% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.39% | — |
Current DrawdownCurrent decline from peak | -4.14% | -0.37% | -3.77% |
Average DrawdownAverage peak-to-trough decline | -2.79% | -2.94% | +0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.56% | — |
Volatility
HIS vs. AVIE - Volatility Comparison
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Volatility by Period
| HIS | AVIE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.39% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.43% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.11% | 10.09% | +4.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 12.87% | +1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.11% | 12.87% | +1.24% |
HIS vs. AVIE - Expense Ratio Comparison
HIS has a 0.54% expense ratio, which is higher than AVIE's 0.25% expense ratio.
Dividends
HIS vs. AVIE - Dividend Comparison
HIS has not paid dividends to shareholders, while AVIE's dividend yield for the trailing twelve months is around 1.40%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AVIE Avantis Inflation Focused Equity ETF | 1.40% | 1.75% | 1.89% | 3.72% | 0.39% |
HIS Humilis US Focused Opportunities ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HIS and AVIE have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AVIE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AVIE is cheaper with a 0.25% expense ratio, compared with 0.54% for HIS.
AVIE has the higher dividend yield at 1.40%, compared with 0.00% for HIS.
They also come from different issuers: Humilis Investment Strategies and Avantis. Their fees differ too: 0.54% for HIS and 0.25% for AVIE.
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