AVMA vs VYM
AVMA vs VYM
Avantis Moderate Allocation ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | AVMA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.21% | 0.04% | |
| AUM | $81M | $79.0B | |
| Dividend Yield | 2.02% | 2.86% | |
| Holdings | 19 | 568 | |
| YTD Return | +11.78% | +15.45% | |
| 1Y Return | +21.17% | +26.05% | |
| 3Y Return (annualized) | +14.99% | +17.96% | |
| 5Y Return (annualized) | - | +12.54% | |
| Volatility (annualized) | 9.4% | 14.6% | |
| Max Drawdown | -11.8% | -58.8% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 27, 2023 | Nov 10, 2006 |
AVMA vs VYM Performance
Avantis Moderate Allocation ETF (AVMA) is a ETF from Avantis Investors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AVMA returned +21.17% while VYM returned +26.05%. Year to date, AVMA is up 11.78% versus a gain of 15.45% for VYM.
Over three years, AVMA compounded at +14.99% per year against +17.96% for VYM. Across the full 3-year window we track, AVMA has the edge at +15.46% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AVMA charges 0.21% per year while VYM charges 0.04%. On a $10,000 position that is $21 vs $4 annually, a gap of $17 per year that compounds over a long holding period. On income, AVMA currently yields 2.02% against 2.86% for VYM.
Holdings Overlap
AVMA and VYM share 0 holdings out of 576 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 VYM?
AVMA has an expense ratio of 0.21% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, AVMA or VYM?
Over the past year AVMA returned +21.17% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), AVMA annualized +15.46% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, AVMA or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 9.4% for AVMA. Worst drawdown: AVMA -11.8% vs VYM -58.8%.
Should I hold both AVMA and VYM?
AVMA and VYM have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between AVMA and VYM?
AVMA and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 576 unique securities.
Which pays a higher dividend, AVMA or VYM?
AVMA yields 2.02% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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