AVGB vs VYM

AVGB vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricAVGBVYMWinner
Expense Ratio0.19%0.04%
AUM$20M$81.6B
Dividend Yield3.25%2.24%
Holdings160616
YTD Return+0.91%+14.66%
1Y Return+2.89%+22.16%
3Y Return (annualized)-+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)2.4%14.6%
Max Drawdown-2.1%-58.8%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 15, 2025Nov 10, 2006

AVGB vs VYM Performance

Avantis Credit ETF (AVGB) is a ETF from Avantis Investors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AVGB returned +2.89% while VYM returned +22.16%. Year to date, AVGB is up 0.91% versus a gain of 14.66% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 2.4% for AVGB. 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 -2.1% for AVGB and -58.8% for VYM. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVGB charges 0.19% per year while VYM charges 0.04%. On a $10,000 position that is $19 vs $4 annually, a gap of $15 per year that compounds over a long holding period. On income, AVGB currently yields 3.25% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

AVGB and VYM share 0 holdings out of 695 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, AVGB or VYM?

AVGB has an expense ratio of 0.19% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, AVGB or VYM?

Over the past year AVGB returned +2.89% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), AVGB annualized +4.89% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, AVGB or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 2.4% for AVGB. Worst drawdown: AVGB -2.1% vs VYM -58.8%.

Should I hold both AVGB and VYM?

AVGB and VYM have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVGB and VYM?

AVGB and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 695 unique securities.

Which pays a higher dividend, AVGB or VYM?

AVGB yields 3.25% while VYM yields 2.24%, so AVGB currently pays the higher dividend yield.

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