AVDE vs IVV
Avantis International Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. AVDE delivered stronger 1-year returns. AVDE offers more diversification with 3,289 holdings.
Side-by-Side Comparison
| Metric | AVDE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.03% | |
| AUM | $19.0B | $907.0B | |
| Dividend Yield | 2.40% | 1.10% | |
| Holdings | 3,289 | 508 | |
| YTD Return | +14.20% | +13.22% | |
| 1Y Return | +25.03% | +21.62% | |
| 3Y Return (annualized) | +21.57% | +22.17% | |
| 5Y Return (annualized) | +11.24% | +13.42% | |
| Volatility (annualized) | 17.2% | 15.1% | |
| Max Drawdown | -37.0% | -56.5% | |
| Fund Family | Avantis Investors | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 24, 2019 | May 15, 2000 |
AVDE vs IVV Performance
Avantis International Equity ETF (AVDE) is a ETF from Avantis Investors and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AVDE returned +25.03% while IVV returned +21.62%. Year to date, AVDE is up 14.20% versus a gain of 13.22% for IVV.
Over three years, AVDE compounded at +21.57% per year against +22.17% for IVV; over five years the annualized figures are +11.24% and +13.42% respectively. Across the full 7-year window we track, AVDE has the edge at +11.92% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVDE has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 15.1% for IVV. 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 -37.0% for AVDE and -56.5% for IVV. 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
AVDE charges 0.23% per year while IVV charges 0.03%. On a $10,000 position that is $23 vs $3 annually, a gap of $20 per year that compounds over a long holding period. On income, AVDE currently yields 2.40% against 1.10% for IVV.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, AVDE or IVV?
AVDE has an expense ratio of 0.23% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, AVDE or IVV?
Over the past year AVDE returned +25.03% vs +21.62% for IVV, so AVDE leads on 1-year performance. Over the longest common window we track (7 years), AVDE annualized +11.92% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, AVDE or IVV?
AVDE has been the more volatile fund at 17.2% annualized versus 15.1% for IVV. Worst drawdown: AVDE -37.0% vs IVV -56.5%.
Should I hold both AVDE and IVV?
AVDE and IVV 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 AVDE and IVV?
AVDE and IVV share 2 common holdings with a 0.0% weight overlap. Combined, they hold 1927 unique securities.
Which pays a higher dividend, AVDE or IVV?
AVDE yields 2.40% while IVV yields 1.10%, so AVDE currently pays the higher dividend yield.
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