AVEE vs VOO
Avantis Emerging Markets Small Cap Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. AVEE offers more diversification with 2,833 holdings.
Side-by-Side Comparison
| Metric | AVEE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.42% | 0.03% | |
| AUM | $123M | $997.4B | |
| Dividend Yield | 2.44% | 1.08% | |
| Holdings | 2,833 | 509 | |
| YTD Return | +8.93% | +14.27% | |
| 1Y Return | +13.61% | +21.79% | |
| 3Y Return (annualized) | - | +22.19% | |
| 5Y Return (annualized) | - | +13.28% | |
| Volatility (annualized) | 14.8% | 14.2% | |
| Max Drawdown | -20.2% | -34.3% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 7, 2023 | Sep 7, 2010 |
AVEE vs VOO Performance
Avantis Emerging Markets Small Cap Equity ETF (AVEE) is a ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AVEE returned +13.61% while VOO returned +21.79%. Year to date, AVEE is up 8.93% versus a gain of 14.27% for VOO.
Risk: Volatility and Drawdowns
AVEE has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 14.2% 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 -20.2% for AVEE 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AVEE charges 0.42% per year while VOO charges 0.03%. On a $10,000 position that is $42 vs $3 annually, a gap of $39 per year that compounds over a long holding period. On income, AVEE currently yields 2.44% against 1.08% for VOO.
Holdings Overlap
AVEE and VOO share 0 holdings out of 2182 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, AVEE or VOO?
AVEE has an expense ratio of 0.42% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $39 per year of difference.
Which performed better, AVEE or VOO?
Over the past year AVEE returned +13.61% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), AVEE annualized +14.69% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, AVEE or VOO?
AVEE has been the more volatile fund at 14.8% annualized versus 14.2% for VOO. Worst drawdown: AVEE -20.2% vs VOO -34.3%.
Should I hold both AVEE and VOO?
AVEE and VOO have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVEE and VOO?
AVEE and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2182 unique securities.
Which pays a higher dividend, AVEE or VOO?
AVEE yields 2.44% while VOO yields 1.08%, so AVEE currently pays the higher dividend yield.
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