AVGE vs VXUS

Quick Verdict

VXUS has a lower expense ratio. AVGE delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: AVGEMore Diversified: VXUS

Side-by-Side Comparison

MetricAVGEVXUSWinner
Expense Ratio0.23%0.05%
AUM$1.1B$156.5B
Dividend Yield1.41%2.60%
Holdings168,747
YTD Return+17.23%+13.65%
1Y Return+30.80%+28.53%
3Y Return (annualized)+19.92%+18.64%
5Y Return (annualized)-+9.00%
Volatility (annualized)13.7%15.1%
Max Drawdown-17.1%-39.9%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
InceptionSep 27, 2022Jan 26, 2011

AVGE vs VXUS Performance

Avantis All Equity Markets ETF (AVGE) is a ETF from Avantis Investors and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year AVGE returned +30.80% while VXUS returned +28.53%. Year to date, AVGE is up 17.23% versus a gain of 13.65% for VXUS.

Over three years, AVGE compounded at +19.92% per year against +18.64% for VXUS. Across the full 4-year window we track, AVGE has the edge at +22.13% annualized vs +4.81%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -39.9% for VXUS. 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVGE charges 0.23% per year while VXUS charges 0.05%. On a $10,000 position that is $23 vs $5 annually, a gap of $18 per year that compounds over a long holding period. On income, AVGE currently yields 1.41% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

AVGE and VXUS share 0 holdings out of 7875 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 VXUS?

AVGE has an expense ratio of 0.23% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $18 per year of difference.

Which performed better, AVGE or VXUS?

Over the past year AVGE returned +30.80% vs +28.53% for VXUS, so AVGE leads on 1-year performance. Over the longest common window we track (4 years), AVGE annualized +22.13% vs +4.81% for VXUS. Past performance does not guarantee future results.

Which is riskier, AVGE or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 13.7% for AVGE. Worst drawdown: AVGE -17.1% vs VXUS -39.9%.

Should I hold both AVGE and VXUS?

AVGE and VXUS have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVGE and VXUS?

AVGE and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7875 unique securities.

Which pays a higher dividend, AVGE or VXUS?

AVGE yields 1.41% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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