AVGE vs VT
Avantis All Equity Markets ETF vs Vanguard Total World Stock ETF
Which is better, AVGE or VT?
Nearly the same fund. VT costs less.
VT has a lower expense ratio. AVGE led over 1Y and 3Y, VT over the full window. The two have moved almost in lockstep, correlation 0.96.
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
| Metric | AVGE | VT |
|---|---|---|
| Expense Ratio | 0.23% | 0.06%Best |
| AUM | $1.2B | $97.9B |
| Dividend Yield | 1.37% | 1.55% |
| Holdings | 16 | 10,133 |
| YTD Return | +16.10%Best | +12.72% |
| 1Y Return | +22.54%Best | +18.16% |
| 3Y Return (annualized) | +20.53%Best | +20.32% |
| 5Y Return (annualized) | - | +10.87% |
| Volatility (annualized) | 13.7% | 12.8%Best |
| Max Drawdown | -17.1% | -16.5%Best |
| $10,000 over 4 years | $21,514 | $21,664Best |
| Fund Family | Avantis Investors | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 27, 2022 | Jun 24, 2008 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 29, 2022 to Sep 17, 2026 (4 years).
AVGE vs VT 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 4 years both funds cover.
AVGE vs VT Performance
Avantis All Equity Markets ETF (AVGE) is an ETF from Avantis Investors and Vanguard Total World Stock ETF (VT) is an ETF from Vanguard (US). Over the past year AVGE returned +22.54% while VT returned +18.16%. Year to date, AVGE is up 16.10% versus a gain of 12.72% for VT.
Over three years, AVGE compounded at +20.53% per year against +20.32% for VT. Across the full 4-year window we track, VT has the edge at +21.32% annualized vs +21.11%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVGE has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 12.8% for VT. 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 -17.1% for AVGE and -16.5% for VT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AVGE charges 0.23% per year while VT charges 0.06%. On a $10,000 position that is $23 vs $6 annually, a gap of $17 per year that compounds over a long holding period. On income, AVGE currently yields 1.37% against 1.55% for VT.
Holdings Overlap
We hold position weights for 15 holdings in AVGE and 9,272 in VT, totalling 100.0% and 90.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 15 positions we hold weights for in AVGE and 9,272 in VT, against full books of 16 and 10,133.
You are not choosing between two funds in isolation.
Whichever of AVGE and VT you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVGE or VT?
AVGE has an expense ratio of 0.23% while VT charges 0.06%. VT is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, AVGE or VT?
Over the past year AVGE returned +22.54% vs +18.16% for VT, so AVGE leads on 1-year performance. Over the longest common window we track (4 years), AVGE annualized +21.11% vs +21.32% for VT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVGE or VT?
AVGE has been the more volatile fund at 13.7% annualized versus 12.8% for VT. Worst drawdown: AVGE -17.1% vs VT -16.5%.
Should I hold both AVGE and VT?
AVGE and VT have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, AVGE or VT?
AVGE yields 1.37% while VT yields 1.55%, so VT currently pays the higher dividend yield.
Is VT better than AVGE?
VT has a lower expense ratio. AVGE led over 1Y and 3Y, VT over the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.