IUSG vs. AVDV

Last updated Jun 9, 2026

IUSG (iShares Core S&P U.S. Growth ETF) and AVDV (Avantis International Small Cap Value ETF) are both exchange-traded funds - IUSG is a Large Cap Growth Equities fund tracking the S&P 900 Growth Index, while AVDV is a Foreign Small & Mid Cap Equities fund actively managed by Avantis. IUSG is passively managed, while AVDV is actively managed. Over the past 5 years, IUSG returned 14.85%/yr vs 13.33%/yr for AVDV. A 0.62 correlation means they provide meaningful diversification when combined. IUSG charges 0.04%/yr vs 0.36%/yr for AVDV.

Performance

IUSG vs. AVDV - Performance Comparison

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

Returns By Period

In the year-to-date period, IUSG achieves a 10.45% return, which is significantly lower than AVDV's 13.22% return.

IUSG

• 1D: 0.63%
• 1M: -0.22%
• YTD: 10.45%
• 6M: 9.87%
• 1Y: 28.98%
• 3Y*: 26.13%
• 5Y*: 14.85%
• 10Y*: 17.55%

AVDV

• 1D: 0.26%
• 1M: -2.93%
• YTD: 13.22%
• 6M: 16.29%
• 1Y: 40.16%
• 3Y*: 26.61%
• 5Y*: 13.33%
• 10Y*: —

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

IUSG vs. AVDV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
IUSG iShares Core S&P U.S. Growth ETF	10.45%	21.23%	34.70%	29.28%	-28.81%	31.26%	32.65%	7.89%
AVDV Avantis International Small Cap Value ETF	13.22%	49.37%	8.67%	16.85%	-11.47%	15.80%	5.01%	12.05%

Correlation

The correlation between IUSG and AVDV is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.58
Correlation (3Y) Calculated over the trailing 3-year period	0.53
Correlation (5Y) Calculated over the trailing 5-year period	0.61
Correlation (All Time) Calculated using the full available price history since Sep 27, 2019	0.62

The correlation between IUSG and AVDV has been stable across timeframes, ranging from 0.53 to 0.62 - a consistent structural relationship.

IUSG vs. AVDV - Sectors Allocation Comparison

Sectors	IUSG	AVDV
Technology	48.0%	6.4%
Communication Services	17.1%	2.0%
Consumer Cyclical	9.3%	14.4%
Financial Services	8.8%	13.7%
Industrials	7.5%	21.3%
Healthcare	6.2%	2.1%
Consumer Defensive	1.0%	3.4%
Real Estate	0.9%	1.1%
Basic Materials	0.5%	22.5%
Utilities	0.5%	1.7%
Energy	0.2%	10.8%

Return for Risk

IUSG vs. AVDV — Risk / Return Rank

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

IUSG

IUSG Risk / Return Rank: 56
IUSG Sharpe Ratio Rank: 59
IUSG Sortino Ratio Rank: 56
IUSG Omega Ratio Rank: 57
IUSG Calmar Ratio Rank: 50
IUSG Martin Ratio Rank: 58

AVDV

AVDV Risk / Return Rank: 79
AVDV Sharpe Ratio Rank: 86
AVDV Sortino Ratio Rank: 83
AVDV Omega Ratio Rank: 84
AVDV Calmar Ratio Rank: 67
AVDV Martin Ratio Rank: 73

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.

IUSG vs. AVDV - Risk-Adjusted Trends Comparison

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

	IUSG	AVDV	Difference
Sharpe ratio: Return per unit of total volatility	1.80	2.54	-0.73
Sortino ratio: Return per unit of downside risk	2.43	3.35	-0.92
Omega ratio: Gain probability vs. loss probability	1.32	1.46	-0.14
Calmar ratio: Return relative to maximum drawdown	2.23	3.06	-0.83
Martin ratio: Return relative to average drawdown	9.40	12.34	-2.94
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IUSG vs. AVDV - Sharpe Ratio Comparison

The current IUSG Sharpe Ratio is 1.80, which is comparable to the AVDV Sharpe Ratio of 2.54. The chart below compares the historical Sharpe Ratios of IUSG and AVDV, 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

	IUSG	AVDV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.80	2.54	-0.73
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.71	0.77	-0.06
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.86	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.78	-0.40

Drawdowns

IUSG vs. AVDV - Drawdown Comparison

The maximum IUSG drawdown since its inception was -63.41%, which is greater than AVDV's maximum drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for IUSG and AVDV.

Drawdown Indicators

	IUSG	AVDV	Difference
Max Drawdown Largest peak-to-trough decline	-63.41%	-43.01%	-20.40%
Max Drawdown (1Y) Largest decline over 1 year	-13.07%	-13.19%	+0.12%
Max Drawdown (3Y) Largest decline over 3 years	-22.28%	-14.17%	-8.11%
Max Drawdown (5Y) Largest decline over 5 years	-32.21%	-28.08%	-4.13%
Max Drawdown (10Y) Largest decline over 10 years	-32.35%	—	—
Current Drawdown Current decline from peak	-4.13%	-3.74%	-0.39%
Average Drawdown Average peak-to-trough decline	-21.43%	-6.77%	-14.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.09%	3.26%	-0.17%

Volatility

IUSG vs. AVDV - Volatility Comparison

iShares Core S&P U.S. Growth ETF (IUSG) and Avantis International Small Cap Value ETF (AVDV) have volatilities of 5.48% and 5.49%, 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

	IUSG	AVDV	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.48%	5.49%	-0.01%
Volatility (6M) Calculated over the trailing 6-month period	12.85%	13.49%	-0.64%
Volatility (1Y) Calculated over the trailing 1-year period	16.17%	15.92%	+0.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.93%	17.35%	+3.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.44%	19.75%	+0.69%

IUSG vs. AVDV - Expense Ratio Comparison

IUSG has a 0.04% expense ratio, which is lower than AVDV's 0.36% expense ratio.

Dividends

IUSG vs. AVDV - Dividend Comparison

IUSG's dividend yield for the trailing twelve months is around 0.48%, less than AVDV's 2.81% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVDV Avantis International Small Cap Value ETF	2.81%	3.05%	4.31%	3.29%	3.17%	2.39%	1.67%	0.36%	0.00%	0.00%	0.00%	0.00%
IUSG iShares Core S&P U.S. Growth ETF	0.48%	0.53%	0.59%	1.12%	1.07%	0.59%	0.93%	1.64%	1.32%	1.28%	1.48%	1.29%

Frequently Asked Questions

Can I hold both IUSG and AVDV in my portfolio?

IUSG and AVDV have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IUSG or AVDV?

AVDV has higher volatility (5.49%) compared to IUSG (5.48%). In terms of maximum drawdown, IUSG dropped -63.41% vs AVDV's -43.01%.

Which ETF is better, IUSG or AVDV?

On 5-year performance, IUSG leads with 14.85% vs 13.33% for AVDV. On fees, IUSG is cheaper at 0.04% 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, IUSG or AVDV?

Over the 5-year period, IUSG has performed better with a 14.85% return vs 13.33%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IUSG or AVDV?

IUSG is cheaper with a 0.04% expense ratio, compared with 0.36% for AVDV.

Which ETF pays a higher dividend yield, IUSG or AVDV?

AVDV has the higher dividend yield at 2.81%, compared with 0.48% for IUSG.

What is the main difference between IUSG and AVDV?

IUSG is categorized as Large Cap Growth Equities, while AVDV is Foreign Small & Mid Cap Equities. They also come from different issuers: iShares and Avantis. Their fees differ too: 0.04% for IUSG and 0.36% for AVDV.

Which has better risk-adjusted returns?

AVDV currently has the higher Sharpe Ratio (2.54 vs 1.80), 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.