AVGX vs VOO

AVGX vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricAVGXVOOWinner
Expense Ratio1.30%0.03%
AUM$202M$997.4B
Dividend Yield1.60%1.08%
Holdings10509
YTD Return-11.98%+12.25%
1Y Return+9.00%+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)108.1%14.1%
Max Drawdown-70.7%-34.3%
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryAlternativeEquity
InceptionAug 21, 2024Sep 7, 2010

AVGX vs VOO Performance

Defiance Daily Target 2X Long AVGO ETF (AVGX) is a ETF from Defiance ETFs, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AVGX returned +9.00% while VOO returned +20.92%. Year to date, AVGX is down 11.98% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

AVGX has been the more volatile fund, with annualized monthly volatility of 108.1% compared with 14.1% 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 -70.7% for AVGX 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVGX charges 1.30% per year while VOO charges 0.03%. On a $10,000 position that is $130 vs $3 annually, a gap of $127 per year that compounds over a long holding period. On income, AVGX currently yields 1.60% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

AVGX and VOO share 0 holdings out of 506 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, AVGX or VOO?

AVGX has an expense ratio of 1.30% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $127 per year of difference.

Which performed better, AVGX or VOO?

Over the past year AVGX returned +9.00% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), AVGX annualized +49.50% vs +13.45% for VOO. Past performance does not guarantee future results.

Which is riskier, AVGX or VOO?

AVGX has been the more volatile fund at 108.1% annualized versus 14.1% for VOO. Worst drawdown: AVGX -70.7% vs VOO -34.3%.

Should I hold both AVGX and VOO?

AVGX and VOO have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVGX and VOO?

AVGX and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, AVGX or VOO?

AVGX yields 1.60% while VOO yields 1.08%, so AVGX currently pays the higher dividend yield.

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