AVSU vs VOO

Quick Verdict

VOO has a lower expense ratio. AVSU delivered stronger 1-year returns. AVSU offers more diversification with 1045 holdings.

Lower Fees: VOOHigher Returns: AVSUMore Diversified: AVSU

Side-by-Side Comparison

MetricAVSUVOOWinner
Expense Ratio0.15%0.03%
AUM$467M$979.0B
Dividend Yield0.90%1.09%
Holdings1,328509
YTD Return+18.20%+13.31%
1Y Return+31.05%+24.01%
3Y Return (annualized)+21.03%+21.17%
5Y Return (annualized)-+13.34%
Volatility (annualized)17.0%14.1%
Max Drawdown-21.7%-34.3%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
InceptionMar 15, 2022Sep 7, 2010

AVSU vs VOO Performance

Avantis Responsible US Equity ETF (AVSU) is a ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AVSU returned +31.05% while VOO returned +24.01%. Year to date, AVSU is up 18.20% versus a gain of 13.31% for VOO.

Over three years, AVSU compounded at +21.03% per year against +21.17% for VOO. Across the full 4-year window we track, AVSU has the edge at +14.58% annualized vs +13.55%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVSU has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 14.1% for VOO. 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 -21.7% for AVSU 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AVSU charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, AVSU currently yields 0.90% against 1.09% for VOO.

Holdings Overlap

63.5%overlap

AVSU and VOO share 335 holdings out of 1215 unique holdings combined, representing a 63.5% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in AVSUWeight in VOODifference
NVDA5.45%7.51%2.06%
AAPL6.07%6.59%0.52%
MSFT3.65%4.30%0.65%
AMZNProProPro
GOOGLProProPro
MUProProPro
GOOGProProPro
METAProProPro
AVGOProProPro
JPMProProPro
See all 10 holdings AVSU shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, AVSU or VOO?

AVSU has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, AVSU or VOO?

Over the past year AVSU returned +31.05% vs +24.01% for VOO, so AVSU leads on 1-year performance. Over the longest common window we track (4 years), AVSU annualized +14.58% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, AVSU or VOO?

AVSU has been the more volatile fund at 17.0% annualized versus 14.1% for VOO. Worst drawdown: AVSU -21.7% vs VOO -34.3%.

Should I hold both AVSU and VOO?

AVSU and VOO have a monthly-return correlation of 0.98, 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 AVSU and VOO?

AVSU and VOO share 335 common holdings with a 63.5% weight overlap. Combined, they hold 1215 unique securities.

Which pays a higher dividend, AVSU or VOO?

AVSU yields 0.90% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

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