PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
IVLU vs. AVLV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

IVLU vs. AVLV

Last updated May 12, 2025

Compare and contrast key facts about iShares MSCI Intl Value Factor ETF (IVLU) and Avantis U.S. Large Cap Value ETF (AVLV).

IVLU and AVLV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVLU is a passively managed fund by iShares that tracks the performance of the MSCI World ex USA Enhanced Value. It was launched on Jun 16, 2015. AVLV is a passively managed fund by American Century Investments that tracks the performance of the Russell 1000 Value Index. It was launched on Sep 21, 2021. Both IVLU and AVLV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVLU or AVLV.

Correlation

The correlation between IVLU and AVLV is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

IVLU vs. AVLV - Performance Comparison

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

Loading data...

Key characteristics

Daily Std Dev

IVLU:

6.19%

AVLV:

11.51%

Max Drawdown

IVLU:

-0.38%

AVLV:

-0.61%

Current Drawdown

IVLU:

0.00%

AVLV:

-0.06%

Returns By Period

IVLU

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

AVLV

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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

IVLU vs. AVLV - Expense Ratio Comparison

IVLU has a 0.30% expense ratio, which is higher than AVLV's 0.15% expense ratio.

IVLU
iShares MSCI Intl Value Factor ETF
AVLV
Avantis U.S. Large Cap Value ETF

Risk-Adjusted Performance

IVLU vs. AVLV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IVLU
The Risk-Adjusted Performance Rank of IVLU is 8080
Overall Rank
The Sharpe Ratio Rank of IVLU is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of IVLU is 7979
Sortino Ratio Rank
The Omega Ratio Rank of IVLU is 7979
Omega Ratio Rank
The Calmar Ratio Rank of IVLU is 8383
Calmar Ratio Rank
The Martin Ratio Rank of IVLU is 7979
Martin Ratio Rank
AVLV
The Risk-Adjusted Performance Rank of AVLV is 3333
Overall Rank
The Sharpe Ratio Rank of AVLV is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of AVLV is 3232
Sortino Ratio Rank
The Omega Ratio Rank of AVLV is 3333
Omega Ratio Rank
The Calmar Ratio Rank of AVLV is 3535
Calmar Ratio Rank
The Martin Ratio Rank of AVLV is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IVLU vs. AVLV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Intl Value Factor ETF (IVLU) 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.

No data
No data
No data
No data
No data

Loading data...

Dividends

IVLU vs. AVLV - Dividend Comparison

IVLU's dividend yield for the trailing twelve months is around 3.82%, while AVLV has not paid dividends to shareholders.

TTM2024202320222021202020192018201720162015
IVLU
iShares MSCI Intl Value Factor ETF		3.82%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AVLV
Avantis U.S. Large Cap Value ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IVLU vs. AVLV - Drawdown Comparison

The maximum IVLU drawdown since its inception was -0.38%, smaller than the maximum AVLV drawdown of -0.61%. Use the drawdown chart below to compare losses from any high point for IVLU and AVLV. For additional features, visit the drawdowns tool.

Loading data...

Volatility

IVLU vs. AVLV - Volatility Comparison

Loading data...