AVMA vs VXUS

Quick Verdict

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

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricAVMAVXUSWinner
Expense Ratio0.21%0.05%
AUM$81M$156.5B
Dividend Yield2.02%2.60%
Holdings198,747
YTD Return+11.78%+13.65%
1Y Return+21.17%+28.53%
3Y Return (annualized)+14.99%+18.64%
5Y Return (annualized)-+9.00%
Volatility (annualized)9.4%15.1%
Max Drawdown-11.8%-39.9%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryAllocation/BalancedEquity
InceptionJun 27, 2023Jan 26, 2011

AVMA vs VXUS Performance

Avantis Moderate Allocation ETF (AVMA) is a ETF from Avantis Investors and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year AVMA returned +21.17% while VXUS returned +28.53%. Year to date, AVMA is up 11.78% versus a gain of 13.65% for VXUS.

Over three years, AVMA compounded at +14.99% per year against +18.64% for VXUS. Across the full 3-year window we track, AVMA has the edge at +15.46% 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 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 -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 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVMA charges 0.21% per year while VXUS charges 0.05%. On a $10,000 position that is $21 vs $5 annually, a gap of $16 per year that compounds over a long holding period. On income, AVMA currently yields 2.02% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

AVMA and VXUS share 0 holdings out of 7878 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 VXUS?

AVMA has an expense ratio of 0.21% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, AVMA or VXUS?

Over the past year AVMA returned +21.17% vs +28.53% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), AVMA annualized +15.46% vs +4.81% for VXUS. Past performance does not guarantee future results.

Which is riskier, AVMA or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 9.4% for AVMA. Worst drawdown: AVMA -11.8% vs VXUS -39.9%.

Should I hold both AVMA and VXUS?

AVMA and VXUS 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 VXUS?

AVMA and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7878 unique securities.

Which pays a higher dividend, AVMA or VXUS?

AVMA yields 2.02% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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