AVGV vs VOO
AVGV vs VOO
Avantis All Equity Markets Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. AVGV delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AVGV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.26% | 0.03% | |
| AUM | $414M | $979.0B | |
| Dividend Yield | 1.64% | 1.09% | |
| Holdings | 8 | 509 | |
| YTD Return | +19.38% | +13.80% | |
| 1Y Return | +34.39% | +23.71% | |
| 3Y Return (annualized) | +20.65% | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 12.8% | 14.1% | |
| Max Drawdown | -17.0% | -34.3% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 27, 2023 | Sep 7, 2010 |
AVGV vs VOO Performance
Avantis All Equity Markets Value ETF (AVGV) is a ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AVGV returned +34.39% while VOO returned +23.71%. Year to date, AVGV is up 19.38% versus a gain of 13.80% for VOO.
Over three years, AVGV compounded at +20.65% per year against +21.50% for VOO. Across the full 3-year window we track, AVGV has the edge at +21.62% annualized vs +13.58%. 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 12.8% for AVGV. 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 -17.0% for AVGV 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVGV charges 0.26% per year while VOO charges 0.03%. On a $10,000 position that is $26 vs $3 annually, a gap of $23 per year that compounds over a long holding period. On income, AVGV currently yields 1.64% against 1.09% for VOO.
Holdings Overlap
AVGV and VOO share 0 holdings out of 512 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, AVGV or VOO?
AVGV has an expense ratio of 0.26% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $23 per year of difference.
Which performed better, AVGV or VOO?
Over the past year AVGV returned +34.39% vs +23.71% for VOO, so AVGV leads on 1-year performance. Over the longest common window we track (3 years), AVGV annualized +21.62% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, AVGV or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.8% for AVGV. Worst drawdown: AVGV -17.0% vs VOO -34.3%.
Should I hold both AVGV and VOO?
AVGV and VOO have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVGV and VOO?
AVGV and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, AVGV or VOO?
AVGV yields 1.64% while VOO yields 1.09%, so AVGV currently pays the higher dividend yield.
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