AVEM vs VOO

AVEM vs VOO

Which is better, AVEM or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. AVEM led over 1Y and 3Y, VOO over 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

MetricAVEMVOO
Expense Ratio0.33%0.03%Best
AUM$28.1B$997.4B
Dividend Yield1.98%1.08%
Holdings3,967509
YTD Return+23.52%Best+13.37%
1Y Return+39.06%Best+20.08%
3Y Return (annualized)+24.66%Best+21.29%
5Y Return (annualized)+10.48%+12.89%Best
Volatility (annualized)18.7%16.6%Best
Max Drawdown-36.0%-34.3%Best
$10,000 over 5 years$16,460$18,335Best
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionSep 17, 2019Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 19, 2019 to Sep 4, 2026 (7 years).

AVEM 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.

AVEM vs VOO Performance

Avantis Emerging Markets Equity ETF (AVEM) is an ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AVEM returned +39.06% while VOO returned +20.08%. Year to date, AVEM is up 23.52% versus a gain of 13.37% for VOO.

Over three years, AVEM compounded at +24.66% per year against +21.29% for VOO; over five years the annualized figures are +10.48% and +12.89% respectively. Across the full 7-year window we track, VOO has the edge at +15.75% annualized vs +12.42%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVEM has been the more volatile fund, with annualized monthly volatility of 18.7% 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 -36.0% for AVEM 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVEM charges 0.33% per year while VOO charges 0.03%. On a $10,000 position that is $33 vs $3 annually, a gap of $30 per year that compounds over a long holding period. On income, AVEM currently yields 1.98% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 1,199 holdings in AVEM and 505 in VOO, totalling 91.1% and 99.9% of the two funds. That is not enough of AVEM to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 1,199 positions we hold weights for in AVEM and 505 in VOO, against full books of 3,967 and 509.

Top Shared Holdings

StockWeight in AVEMWeight in VOODifference
HALHalliburton Co.0.03%0.04%0.01%

You are not choosing between two funds in isolation.

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

AVEMVOO

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Frequently Asked Questions

Which is cheaper, AVEM or VOO?

AVEM has an expense ratio of 0.33% while VOO charges 0.03%. VOO is the cheaper option, by $30 a year on a $10,000 investment.

Which performed better, AVEM or VOO?

Over the past year AVEM returned +39.06% vs +20.08% for VOO, so AVEM leads on 1-year performance. Over the longest common window we track (7 years), AVEM annualized +12.42% vs +15.75% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVEM or VOO?

AVEM has been the more volatile fund at 18.7% annualized versus 16.6% for VOO. Worst drawdown: AVEM -36.0% vs VOO -34.3%.

Should I hold both AVEM and VOO?

AVEM and VOO have a monthly-return correlation of 0.72, 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, AVEM or VOO?

AVEM yields 1.98% while VOO yields 1.08%, so AVEM currently pays the higher dividend yield.

Is VOO better than AVEM?

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