AVGE vs VT
AVGE vs VT
Avantis All Equity Markets ETF vs Vanguard Total World Stock ETF
Quick Verdict
VT has a lower expense ratio. AVGE delivered stronger 1-year returns. VT offers more diversification with 8926 holdings.
Side-by-Side Comparison
| Metric | AVGE | VT | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.06% | |
| AUM | $1.1B | $77.6B | |
| Dividend Yield | 1.41% | 1.61% | |
| Holdings | 16 | 10,133 | |
| YTD Return | +14.61% | +10.34% | |
| 1Y Return | +27.79% | +22.06% | |
| 3Y Return (annualized) | +18.60% | +18.21% | |
| 5Y Return (annualized) | - | +10.58% | |
| Volatility (annualized) | 13.9% | 16.6% | |
| Max Drawdown | -17.1% | -50.6% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 27, 2022 | Jun 24, 2008 |
AVGE vs VT Performance
Avantis All Equity Markets ETF (AVGE) is a ETF from Avantis Investors and Vanguard Total World Stock ETF (VT) is a ETF from Vanguard (US). Over the past year AVGE returned +27.79% while VT returned +22.06%. Year to date, AVGE is up 14.61% versus a gain of 10.34% for VT.
Over three years, AVGE compounded at +18.60% per year against +18.21% for VT. Across the full 4-year window we track, AVGE has the edge at +21.50% annualized vs +7.17%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VT has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 13.9% 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 -50.6% for VT. 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 0.96. 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 VT charges 0.06%. On a $10,000 position that is $23 vs $6 annually, a gap of $17 per year that compounds over a long holding period. On income, AVGE currently yields 1.41% against 1.61% for VT.
Holdings Overlap
AVGE and VT share 0 holdings out of 8941 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 VT?
AVGE has an expense ratio of 0.23% while VT charges 0.06%. VT is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, AVGE or VT?
Over the past year AVGE returned +27.79% vs +22.06% for VT, so AVGE leads on 1-year performance. Over the longest common window we track (4 years), AVGE annualized +21.50% vs +7.17% for VT. Past performance does not guarantee future results.
Which is riskier, AVGE or VT?
VT has been the more volatile fund at 16.6% annualized versus 13.9% for AVGE. Worst drawdown: AVGE -17.1% vs VT -50.6%.
Should I hold both AVGE and VT?
AVGE and VT have a monthly-return correlation of 0.96, 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 VT?
AVGE and VT share 0 common holdings with a 0.0% weight overlap. Combined, they hold 8941 unique securities.
Which pays a higher dividend, AVGE or VT?
AVGE yields 1.41% while VT yields 1.61%, so VT currently pays the higher dividend yield.
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