AVGE vs VTI
AVGE vs VTI
Avantis All Equity Markets ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. AVGE delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | AVGE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.03% | |
| AUM | $1.1B | $663.5B | |
| Dividend Yield | 1.41% | 1.07% | |
| Holdings | 16 | 3,543 | |
| YTD Return | +17.53% | +13.92% | |
| 1Y Return | +31.13% | +24.07% | |
| 3Y Return (annualized) | +20.04% | +20.88% | |
| 5Y Return (annualized) | - | +12.47% | |
| Volatility (annualized) | 13.7% | 15.3% | |
| Max Drawdown | -17.1% | -56.6% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 27, 2022 | May 24, 2001 |
AVGE vs VTI Performance
Avantis All Equity Markets ETF (AVGE) is a ETF from Avantis Investors and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AVGE returned +31.13% while VTI returned +24.07%. Year to date, AVGE is up 17.53% versus a gain of 13.92% for VTI.
Over three years, AVGE compounded at +20.04% per year against +20.88% for VTI. Across the full 4-year window we track, AVGE has the edge at +22.23% annualized vs +8.13%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.92. 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 VTI 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 1.07% for VTI.
Holdings Overlap
AVGE and VTI share 0 holdings out of 2798 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 VTI?
AVGE has an expense ratio of 0.23% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, AVGE or VTI?
Over the past year AVGE returned +31.13% vs +24.07% for VTI, so AVGE leads on 1-year performance. Over the longest common window we track (4 years), AVGE annualized +22.23% vs +8.13% for VTI. Past performance does not guarantee future results.
Which is riskier, AVGE or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 13.7% for AVGE. Worst drawdown: AVGE -17.1% vs VTI -56.6%.
Should I hold both AVGE and VTI?
AVGE and VTI have a monthly-return correlation of 0.92, 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 VTI?
AVGE and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2798 unique securities.
Which pays a higher dividend, AVGE or VTI?
AVGE yields 1.41% while VTI yields 1.07%, so AVGE currently pays the higher dividend yield.
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