AVUV vs LQD

Avantis US Small Cap Value ETF vs iShares iBoxx Investment Grade Corporate Bond ETF

Quick take
  • LQD has the lower expense ratio at 0.14% vs 0.25% for AVUV.
  • LQD pays a higher dividend yield (4.55%).

Side-by-side metrics

MetricAVUVLQD
Expense ratio
Annual fee. Lower is better.
0.25%0.14%
Dividend yield
Trailing 12-month yield.
1.25%4.55%
AUM
Assets under management — bigger funds are typically more liquid.
$29.06B$33.11B
YTD return
20.76%-0.07%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.981.34
P/E ratio
13.5732.66
Last price
$123.50$108.00
Inception
Issuer
AvantisiShares

AVUV top holdings

Top holdings · AVUV
VSATViasat Inc1.39%
MATXMatson Inc1.02%
LNTHLantheus Holdings Inc0.86%
IRDMIridium Communications Inc0.78%
AVTAvnet Inc0.78%
MMacy's Inc0.76%
LEALear Corp0.75%
GATXGATX Corp0.74%
AROCArchrock Inc0.73%
CBTCabot Corp0.73%
Sector breakdown · AVUV
Real Estate0.7%
Consumer Cyclical18.5%
Basic Materials4.8%
Consumer Defensive4.9%
Technology7.4%
Communication Services2.9%
Financial Services27.8%
Utilities0.2%
Industrials13.5%
Energy13.9%
Healthcare5.3%

LQD top holdings

Top holdings · LQD
XTSLABlackRock Cash Funds Treasury SL Agency0.91%

About AVUV

AVUV (Avantis US Small Cap Value ETF) is US small-cap value with profitability screen. Managed by Avantis, the fund carries $29.1B in assets under management, an expense ratio of 0.25%, a dividend yield of 1.25%. Its largest holding is Viasat Inc (VSAT), which represents 1.4% of the portfolio. Real Estate is the fund's largest sector exposure at 0.7%.

About LQD

LQD (iShares iBoxx Investment Grade Corporate Bond ETF) is US investment-grade corporate bonds. Managed by iShares, the fund carries $33.1B in assets under management, an expense ratio of 0.14%, a dividend yield of 4.55%. Its largest holding is BlackRock Cash Funds Treasury SL Agency (XTSLA), which represents 0.9% of the portfolio.