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IUSV vs. AVLV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IUSV vs. AVLV

Last updated Jun 23, 2026

IUSV (iShares Core S&P U.S. Value ETF) and AVLV (Avantis U.S. Large Cap Value ETF) are both Large Cap Value Equities funds. IUSV is passively managed, while AVLV is actively managed. Over the past 3 years, IUSV returned 15.27%/yr vs 23.10%/yr for AVLV. Their correlation of 0.91 suggests significant overlap in exposure. IUSV charges 0.04%/yr vs 0.15%/yr for AVLV.

Performance

IUSV vs. AVLV - Performance Comparison

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

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Returns By Period

In the year-to-date period, IUSV achieves a 8.10% return, which is significantly lower than AVLV's 21.82% return.

IUSV

1D
0.25%
1M
0.07%
YTD
8.10%
6M
7.41%
1Y
21.39%
3Y*
15.27%
5Y*
11.26%
10Y*
12.35%

AVLV

1D
0.88%
1M
3.04%
YTD
21.82%
6M
20.76%
1Y
39.57%
3Y*
23.10%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

IUSV vs. AVLV - Yearly Performance Comparison

2026 (YTD)20252024202320222021
IUSV
iShares Core S&P U.S. Value ETF		8.10%12.85%12.18%21.73%-5.40%7.73%
AVLV
Avantis U.S. Large Cap Value ETF		21.82%15.12%17.49%17.43%-5.53%6.27%

Correlation

The correlation between IUSV and AVLV is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

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

0.87

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

0.89

Correlation (All Time)
Calculated using the full available price history since Sep 23, 2021

0.91

The correlation between IUSV and AVLV has been stable across timeframes, ranging from 0.87 to 0.91 - a consistent structural relationship.

IUSV vs. AVLV - Sectors Allocation Comparison

Sectors
IUSV
AVLV

Technology

21.7%
17.2%

Financial Services

14.9%
16.3%

Consumer Cyclical

11.2%
14.1%

Healthcare

11.1%
5.6%

Industrials

10.9%
15.4%

Consumer Defensive

8.7%
7.7%

Energy

7.0%
14.4%

Utilities

4.3%
0.3%

Real Estate

3.7%
0.1%

Basic Materials

3.5%
2.0%

Communication Services

3.0%
6.9%

Technology

IUSV
21.7%
AVLV
17.2%

Financial Services

IUSV
14.9%
AVLV
16.3%

Consumer Cyclical

IUSV
11.2%
AVLV
14.1%

Healthcare

IUSV
11.1%
AVLV
5.6%

Industrials

IUSV
10.9%
AVLV
15.4%

Consumer Defensive

IUSV
8.7%
AVLV
7.7%

Energy

IUSV
7.0%
AVLV
14.4%

Utilities

IUSV
4.3%
AVLV
0.3%

Real Estate

IUSV
3.7%
AVLV
0.1%

Basic Materials

IUSV
3.5%
AVLV
2.0%

Communication Services

IUSV
3.0%
AVLV
6.9%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core S&P U.S. Value ETF

Avantis U.S. Large Cap Value ETF

Often compared with IUSV:
IUSV vs. IUSGIUSV vs. VTVIUSV vs. SPYIUSV vs. SCHDIUSV vs. VOOIUSV vs. VLUEIUSV vs. DGRO
Often compared with AVLV:
AVLV vs. VOOAVLV vs. VTVAVLV vs. AVUSAVLV vs. SCHVAVLV vs. DFLVAVLV vs. SPYVAVLV vs. VLUE

Return for Risk

IUSV vs. AVLV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IUSV
IUSV Risk / Return Rank: 6868
Overall Rank
IUSV Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
IUSV Sortino Ratio Rank: 6868
Sortino Ratio Rank
IUSV Omega Ratio Rank: 6666
Omega Ratio Rank
IUSV Calmar Ratio Rank: 6969
Calmar Ratio Rank
IUSV Martin Ratio Rank: 7171
Martin Ratio Rank
AVLV
AVLV Risk / Return Rank: 9393
Overall Rank
AVLV Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
AVLV Sortino Ratio Rank: 9393
Sortino Ratio Rank
AVLV Omega Ratio Rank: 9191
Omega Ratio Rank
AVLV Calmar Ratio Rank: 9393
Calmar Ratio Rank
AVLV Martin Ratio Rank: 9494
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.

IUSV vs. AVLV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Value ETF (IUSV) and Avantis U.S. Large Cap Value ETF (AVLV). 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.

IUSVAVLVDifference
Sharpe ratioReturn per unit of total volatility
2.13
3.17

-1.04

Sortino ratioReturn per unit of downside risk
2.97
4.33

-1.36

Omega ratioGain probability vs. loss probability

1.38

1.57

-0.19

Calmar ratioReturn relative to maximum drawdown

3.38

6.22

-2.84

Martin ratioReturn relative to average drawdown

12.86

24.66

-11.80

IUSV vs. AVLV - Sharpe Ratio Comparison

The current IUSV Sharpe Ratio is 2.13, which is lower than the AVLV Sharpe Ratio of 3.17. The chart below compares the historical Sharpe Ratios of IUSV and AVLV, 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

IUSV vs. AVLV - Drawdown Comparison

The maximum IUSV drawdown since its inception was -56.88%, which is greater than AVLV's maximum drawdown of -19.50%. Use the drawdown chart below to compare losses from any high point for IUSV and AVLV.

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Drawdown Indicators

IUSVAVLVDifference

Max Drawdown

Largest peak-to-trough decline

-56.88%

-19.50%

-37.38%

Max Drawdown (1Y)

Largest decline over 1 year

-6.36%

-6.39%

+0.03%

Max Drawdown (3Y)

Largest decline over 3 years

-17.76%

-19.50%

+1.74%

Max Drawdown (5Y)

Largest decline over 5 years

-17.95%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-37.54%

—

—

Current Drawdown

Current decline from peak

-0.95%

-0.28%

-0.67%

Average Drawdown

Average peak-to-trough decline

-6.28%

-3.90%

-2.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.67%

1.61%

+0.06%

Volatility

IUSV vs. AVLV - Volatility Comparison

The current volatility for iShares Core S&P U.S. Value ETF (IUSV) is 3.00%, while Avantis U.S. Large Cap Value ETF (AVLV) has a volatility of 3.80%. This indicates that IUSV experiences smaller price fluctuations and is considered to be less risky than AVLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IUSVAVLVDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.00%

3.80%

-0.80%

Volatility (6M)

Calculated over the trailing 6-month period

7.45%

9.35%

-1.90%

Volatility (1Y)

Calculated over the trailing 1-year period

10.12%

12.57%

-2.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.53%

17.33%

-2.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.08%

17.33%

-0.25%

IUSV vs. AVLV - Expense Ratio Comparison

IUSV has a 0.04% expense ratio, which is lower than AVLV's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

IUSV vs. AVLV - Dividend Comparison

IUSV's dividend yield for the trailing twelve months is around 1.70%, more than AVLV's 1.37% yield.

PositionTTM20252024202320222021202020192018201720162015
AVLV
Avantis U.S. Large Cap Value ETF		1.37%1.33%1.58%1.85%2.00%0.29%0.00%0.00%0.00%0.00%0.00%0.00%
IUSV
iShares Core S&P U.S. Value ETF		1.70%1.78%2.15%1.75%2.22%1.87%2.40%2.19%2.67%1.93%4.44%7.63%

Frequently Asked Questions

IUSV and AVLV have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AVLV has higher volatility (3.80%) compared to IUSV (3.00%). In terms of maximum drawdown, IUSV dropped -56.88% vs AVLV's -19.50%.

On 3-year performance, AVLV leads with 23.10% vs 15.27% for IUSV. On fees, IUSV is cheaper at 0.04% per year. On volatility, IUSV has been the lower-risk option at 3.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, AVLV has performed better with a 23.10% return vs 15.27%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IUSV is cheaper with a 0.04% expense ratio, compared with 0.15% for AVLV.

IUSV has the higher dividend yield at 1.70%, compared with 1.37% for AVLV.

They also come from different issuers: iShares and Avantis. Their fees differ too: 0.04% for IUSV and 0.15% for AVLV.

AVLV currently has the higher Sharpe Ratio (3.17 vs 2.13), 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.

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Find the right allocation for IUSV and AVLV

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