AVGV vs VXUS

Quick Verdict

VXUS has a lower expense ratio. AVGV delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: AVGVMore Diversified: VXUS

Side-by-Side Comparison

MetricAVGVVXUSWinner
Expense Ratio0.26%0.05%
AUM$414M$156.5B
Dividend Yield1.64%2.60%
Holdings88,747
YTD Return+18.87%+13.40%
1Y Return+34.02%+27.42%
3Y Return (annualized)+20.26%+18.54%
5Y Return (annualized)-+9.05%
Volatility (annualized)12.8%15.1%
Max Drawdown-17.0%-39.9%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
InceptionJun 27, 2023Jan 26, 2011

AVGV vs VXUS Performance

Avantis All Equity Markets Value ETF (AVGV) is a ETF from Avantis Investors and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year AVGV returned +34.02% while VXUS returned +27.42%. Year to date, AVGV is up 18.87% versus a gain of 13.40% for VXUS.

Over three years, AVGV compounded at +20.26% per year against +18.54% for VXUS. Across the full 3-year window we track, AVGV has the edge at +21.48% annualized vs +4.79%. 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 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 -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

AVGV charges 0.26% per year while VXUS charges 0.05%. On a $10,000 position that is $26 vs $5 annually, a gap of $21 per year that compounds over a long holding period. On income, AVGV currently yields 1.64% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

AVGV and VXUS share 0 holdings out of 7868 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 VXUS?

AVGV has an expense ratio of 0.26% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, AVGV or VXUS?

Over the past year AVGV returned +34.02% vs +27.42% for VXUS, so AVGV leads on 1-year performance. Over the longest common window we track (3 years), AVGV annualized +21.48% vs +4.79% for VXUS. Past performance does not guarantee future results.

Which is riskier, AVGV or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 12.8% for AVGV. Worst drawdown: AVGV -17.0% vs VXUS -39.9%.

Should I hold both AVGV and VXUS?

AVGV 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 AVGV and VXUS?

AVGV and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7868 unique securities.

Which pays a higher dividend, AVGV or VXUS?

AVGV yields 1.64% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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