AVGE vs VOO
AVGE vs VOO
Avantis All Equity Markets ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. AVGE delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AVGE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.03% | |
| AUM | $1.1B | $979.0B | |
| Dividend Yield | 1.41% | 1.09% | |
| Holdings | 16 | 509 | |
| YTD Return | +17.10% | +13.11% | |
| 1Y Return | +30.02% | +22.88% | |
| 3Y Return (annualized) | +19.86% | +21.08% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 13.7% | 14.1% | |
| Max Drawdown | -17.1% | -34.3% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 27, 2022 | Sep 7, 2010 |
AVGE vs VOO Performance
Avantis All Equity Markets ETF (AVGE) is a ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AVGE returned +30.02% while VOO returned +22.88%. Year to date, AVGE is up 17.10% versus a gain of 13.11% for VOO.
Over three years, AVGE compounded at +19.86% per year against +21.08% for VOO. Across the full 4-year window we track, AVGE has the edge at +22.08% annualized vs +13.54%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.7% for AVGE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -17.1% for AVGE and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AVGE charges 0.23% per year while VOO charges 0.03%. On a $10,000 position that is $23 vs $3 annually, a gap of $20 per year that compounds over a long holding period. On income, AVGE currently yields 1.41% against 1.09% for VOO.
Holdings Overlap
AVGE and VOO share 0 holdings out of 520 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AVGE or VOO?
AVGE has an expense ratio of 0.23% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, AVGE or VOO?
Over the past year AVGE returned +30.02% vs +22.88% for VOO, so AVGE leads on 1-year performance. Over the longest common window we track (4 years), AVGE annualized +22.08% vs +13.54% for VOO. Past performance does not guarantee future results.
Which is riskier, AVGE or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.7% for AVGE. Worst drawdown: AVGE -17.1% vs VOO -34.3%.
Should I hold both AVGE and VOO?
AVGE and VOO have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between AVGE and VOO?
AVGE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 520 unique securities.
Which pays a higher dividend, AVGE or VOO?
AVGE yields 1.41% while VOO yields 1.09%, so AVGE currently pays the higher dividend yield.
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