AVDV vs VTI

AVDV vs VTI
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Quick Verdict

VTI has a lower expense ratio. AVDV delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: AVDVMore Diversified: VTI

Side-by-Side Comparison

MetricAVDVVTIWinner
Expense Ratio0.36%0.03%
AUM$19.9B$666.9B
Dividend Yield2.77%1.07%
Holdings1,7043,543
YTD Return+18.45%+13.67%
1Y Return+35.16%+22.17%
3Y Return (annualized)+28.82%+21.93%
5Y Return (annualized)+15.51%+12.51%
Volatility (annualized)20.1%15.3%
Max Drawdown-43.0%-56.6%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
InceptionSep 24, 2019May 24, 2001

AVDV vs VTI Performance

Avantis International Small Cap Value ETF (AVDV) is a ETF from Avantis Investors and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AVDV returned +35.16% while VTI returned +22.17%. Year to date, AVDV is up 18.45% versus a gain of 13.67% for VTI.

Over three years, AVDV compounded at +28.82% per year against +21.93% for VTI; over five years the annualized figures are +15.51% and +12.51% respectively. Across the full 7-year window we track, AVDV has the edge at +15.34% annualized vs +8.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVDV has been the more volatile fund, with annualized monthly volatility of 20.1% compared with 15.3% for VTI. 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 -43.0% for AVDV and -56.6% for VTI. 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVDV charges 0.36% per year while VTI charges 0.03%. On a $10,000 position that is $36 vs $3 annually, a gap of $33 per year that compounds over a long holding period. On income, AVDV currently yields 2.77% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

AVDV and VTI share 5 holdings out of 4028 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AVDVWeight in VTIDifference
CDE0.51%0.02%0.49%
CCCS0.40%0.00%0.40%
OVV0.17%0.02%0.15%
UUUUProProPro
VCTRProProPro
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Frequently Asked Questions

Which is cheaper, AVDV or VTI?

AVDV has an expense ratio of 0.36% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $33 per year of difference.

Which performed better, AVDV or VTI?

Over the past year AVDV returned +35.16% vs +22.17% for VTI, so AVDV leads on 1-year performance. Over the longest common window we track (7 years), AVDV annualized +15.34% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, AVDV or VTI?

AVDV has been the more volatile fund at 20.1% annualized versus 15.3% for VTI. Worst drawdown: AVDV -43.0% vs VTI -56.6%.

Should I hold both AVDV and VTI?

AVDV and VTI have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVDV and VTI?

AVDV and VTI share 5 common holdings with a 0.0% weight overlap. Combined, they hold 4028 unique securities.

Which pays a higher dividend, AVDV or VTI?

AVDV yields 2.77% while VTI yields 1.07%, so AVDV currently pays the higher dividend yield.

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