AVDE vs VOO

AVDE vs VOO

Which is better, AVDE or VOO?

Each has led over a different period.

VOO has a lower expense ratio. AVDE led over 1Y, VOO over 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAVDEVOO
Expense Ratio0.23%0.03%Best
AUM$19.1B$997.4B
Dividend Yield2.40%1.08%
Holdings3,289509
YTD Return+14.27%Best+12.74%
1Y Return+23.17%Best+19.43%
3Y Return (annualized)+20.95%+21.18%Best
5Y Return (annualized)+10.55%+12.76%Best
Volatility (annualized)17.1%16.6%Best
Max Drawdown-37.0%-34.3%Best
$10,000 over 5 years$16,512$18,230Best
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 24, 2019Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 26, 2019 to Sep 8, 2026 (7 years).

AVDE vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7 years both funds cover.

AVDE vs VOO Performance

Avantis International Equity ETF (AVDE) is an ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AVDE returned +23.17% while VOO returned +19.43%. Year to date, AVDE is up 14.27% versus a gain of 12.74% for VOO.

Over three years, AVDE compounded at +20.95% per year against +21.18% for VOO; over five years the annualized figures are +10.55% and +12.76% respectively. Across the full 7-year window we track, VOO has the edge at +15.90% annualized vs +11.83%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVDE has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 16.6% 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 -37.0% for AVDE and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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 VOO 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 1.08% for VOO.

Holdings Overlap

VOO already in AVDE0.6%

At least 0.6% of VOO's money is in holdings AVDE also owns.

Stated as a floor: for AVDE, our book for it covers 91.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

4 positions in common, counted across the 2,123 positions we hold weights for in AVDE and 504 in VOO, against full books of 3,289 and 509.

Top Shared Holdings

StockWeight in AVDEWeight in VOODifference
PANWPalo Alto Networks Inc - Common0.01%0.43%0.42%
UMG:ASUniversal Music Group N.V. Universal Music Group N V0.04%0.06%0.02%
CCLCarnival Corporation Common Stock0.02%0.06%0.04%
PNR:LNPentair Plc0.01%0.02%0.01%

You are not choosing between two funds in isolation.

Whichever of AVDE and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AVDEVOO

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Frequently Asked Questions

Which is cheaper, AVDE or VOO?

AVDE has an expense ratio of 0.23% while VOO charges 0.03%. VOO is the cheaper option, by $20 a year on a $10,000 investment.

Which performed better, AVDE or VOO?

Over the past year AVDE returned +23.17% vs +19.43% for VOO, so AVDE leads on 1-year performance. Over the longest common window we track (7 years), AVDE annualized +11.83% vs +15.90% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVDE or VOO?

AVDE has been the more volatile fund at 17.1% annualized versus 16.6% for VOO. Worst drawdown: AVDE -37.0% vs VOO -34.3%.

Should I hold both AVDE and VOO?

AVDE and VOO have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AVDE or VOO?

AVDE yields 2.40% while VOO yields 1.08%, so AVDE currently pays the higher dividend yield.

Is VOO better than AVDE?

VOO has a lower expense ratio. AVDE led over 1Y, VOO over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.