AVLC vs VYM
AVLC vs VYM
Avantis US Large Cap Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. AVLC delivered stronger 1-year returns. AVLC offers more diversification with 809 holdings.
Side-by-Side Comparison
| Metric | AVLC | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.04% | |
| AUM | $1.4B | $79.0B | |
| Dividend Yield | 0.82% | 2.86% | |
| Holdings | 865 | 568 | |
| YTD Return | +14.75% | +13.82% | |
| 1Y Return | +25.71% | +24.08% | |
| 3Y Return (annualized) | - | +17.72% | |
| 5Y Return (annualized) | - | +12.13% | |
| Volatility (annualized) | 12.9% | 14.6% | |
| Max Drawdown | -19.6% | -58.8% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 26, 2023 | Nov 10, 2006 |
AVLC vs VYM Performance
Avantis US Large Cap Equity ETF (AVLC) is a ETF from Avantis Investors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AVLC returned +25.71% while VYM returned +24.08%. Year to date, AVLC is up 14.75% versus a gain of 13.82% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.9% for AVLC. 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 -19.6% for AVLC and -58.8% for VYM. 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVLC charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, AVLC currently yields 0.82% against 2.86% for VYM.
Holdings Overlap
AVLC and VYM share 299 holdings out of 1068 unique holdings combined, representing a 36.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AVLC | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 1.91% | 6.47% | 4.56% |
| JPM | 1.35% | 3.36% | 2.01% |
| XOM | 1.16% | 2.83% | 1.67% |
| JNJ | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
See all 10 holdings AVLC shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, AVLC or VYM?
AVLC has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.
Which performed better, AVLC or VYM?
Over the past year AVLC returned +25.71% vs +24.08% for VYM, so AVLC leads on 1-year performance. Over the longest common window we track (3 years), AVLC annualized +24.57% vs +6.98% for VYM. Past performance does not guarantee future results.
Which is riskier, AVLC or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.9% for AVLC. Worst drawdown: AVLC -19.6% vs VYM -58.8%.
Should I hold both AVLC and VYM?
AVLC and VYM have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVLC and VYM?
AVLC and VYM share 299 common holdings with a 36.0% weight overlap. Combined, they hold 1068 unique securities.
Which pays a higher dividend, AVLC or VYM?
AVLC yields 0.82% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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