AVIE Among Its Peers
End-of-day Nov 13, 2026 · 1 ETFs by YTD
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Avantis[…]
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | +0.5% | +2.9% | +2.8% | +5.8% | +28.8% | +31.0% | +58.7% | — | +82.0% |
| S&P 500 · VOO | −0.4% | +2.6% | −2.3% | −2.1% | +11.5% | +11.6% | +79.3% | +72.7% | — |
$57 of every $1,000 in AVIE is Berkshire
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | BRK-BBerkshire Hathaway 0033 | Financial Services | 5.73% | $572.87 | 1,624 | $955K |
| 2 | XOMExxonmobil | Energy | 4.09% | $408.98 | 4,091 | $682K |
| 3 | LLYELI Lilly + | Healthcare | 4.07% | $406.82 | 472 | $678K |
| 4 | PGProcter + Gamble /the | Consumer Defensive | 3.78% | $378.16 | 3,761 | $631K |
| 5 | UNHUnitedhealth Group 01 | Healthcare | 3.13% | $312.67 | 1,294 | $521K |
| 6 | KOCoca Cola /the 25 | Consumer Defensive | 2.94% | $293.95 | 5,024 | $490K |
| 7 | CVXChevron 75 | Energy | 2.85% | $285.21 | 2,230 | $476K |
| 8 | JNJJohnson + Johnson Usd1.0 | Healthcare | 2.41% | $240.96 | 1,433 | $402K |
| 9 | PMPhilip Morris International | Consumer Defensive | 2.29% | $228.90 | 1,944 | $382K |
| 10 | ABBVAbbvie 01 | Healthcare | 2.06% | $205.55 | 1,162 | $343K |
| 11 | NEMNewmont Usd1.6 | Basic Materials | 1.80% | $180.45 | 2,540 | $301K |
| 12 | MRKMerck + 5 | Healthcare | 1.74% | $174.14 | 1,973 | $290K |
| 13 | PEPPepsico 017 | Consumer Defensive | 1.67% | $166.85 | 1,933 | $278K |
| 14 | COPConocophillips 01 | Energy | 1.52% | $151.70 | 1,835 | $253K |
| 15 | GILDGilead Sciences 001 | Healthcare | 1.47% | $146.97 | 1,444 | $245K |
AVIE has no close peers in our data yet: […]
No peers with a full year of prices to rank against yet.
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway 0033 | 5.73% |
| 2 | XOM | Exxonmobil | 4.09% |
| 3 | LLY | ELI Lilly + | 4.07% |
| 4 | PG | Procter + Gamble /the | 3.78% |
| 5 | UNH | Unitedhealth Group 01 | 3.13% |
| 6 | KO | Coca Cola /the 25 | 2.94% |
| 7 | CVX | Chevron 75 | 2.85% |
| 8 | JNJ | Johnson + Johnson Usd1.0 | 2.41% |
| 9 | PM | Philip Morris International | 2.29% |
| 10 | ABBV | Abbvie 01 | 2.06% |
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| AVIE | 2.84 | 4.67 | 10.4% | −5.4% | 0.14 | $25 |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 8, 2026 | Sep 10, 2026 | $0.30 |
| Jun 9, 2026 | Jun 11, 2026 | $0.31 |
| Mar 10, 2026 | Mar 12, 2026 | $0.23 |
| Dec 16, 2025 | Dec 18, 2025 | $0.34 |
| Sep 23, 2025 | Sep 25, 2025 | $0.21 |
| Jun 24, 2025 | Jun 26, 2025 | $0.30 |
| Mar 25, 2025 | Mar 27, 2025 | $0.30 |
| Dec 17, 2024 | Dec 19, 2024 | $0.34 |
| Sep 23, 2024 | Sep 25, 2024 | $0.30 |
| Jun 24, 2024 | Jun 26, 2024 | $0.29 |
| Mar 21, 2024 | Mar 25, 2024 | $0.21 |
| Dec 18, 2023 | Dec 21, 2023 | $0.40 |