AVMA vs VOO
AVMA vs VOO
Avantis Moderate Allocation ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AVMA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.21% | 0.03% | |
| AUM | $81M | $979.0B | |
| Dividend Yield | 2.02% | 1.09% | |
| Holdings | 19 | 509 | |
| YTD Return | +11.78% | +13.31% | |
| 1Y Return | +21.17% | +24.01% | |
| 3Y Return (annualized) | +14.99% | +21.17% | |
| 5Y Return (annualized) | - | +13.34% | |
| Volatility (annualized) | 9.4% | 14.1% | |
| Max Drawdown | -11.8% | -34.3% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 27, 2023 | Sep 7, 2010 |
AVMA vs VOO Performance
Avantis Moderate Allocation ETF (AVMA) is a ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AVMA returned +21.17% while VOO returned +24.01%. Year to date, AVMA is up 11.78% versus a gain of 13.31% for VOO.
Over three years, AVMA compounded at +14.99% per year against +21.17% for VOO. Across the full 3-year window we track, AVMA has the edge at +15.46% annualized vs +13.55%. 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 9.4% for AVMA. 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 -11.8% for AVMA 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVMA charges 0.21% per year while VOO charges 0.03%. On a $10,000 position that is $21 vs $3 annually, a gap of $18 per year that compounds over a long holding period. On income, AVMA currently yields 2.02% against 1.09% for VOO.
Holdings Overlap
AVMA and VOO share 0 holdings out of 523 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, AVMA or VOO?
AVMA has an expense ratio of 0.21% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $18 per year of difference.
Which performed better, AVMA or VOO?
Over the past year AVMA returned +21.17% vs +24.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), AVMA annualized +15.46% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, AVMA or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 9.4% for AVMA. Worst drawdown: AVMA -11.8% vs VOO -34.3%.
Should I hold both AVMA and VOO?
AVMA and VOO have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVMA and VOO?
AVMA and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 523 unique securities.
Which pays a higher dividend, AVMA or VOO?
AVMA yields 2.02% while VOO yields 1.09%, so AVMA currently pays the higher dividend yield.
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