AVIE vs VOO
Avantis Inflation Focused Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. AVIE delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | AVIE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $13M | $997.4B | |
| Dividend Yield | 1.40% | 1.08% | |
| Holdings | 367 | 509 | |
| YTD Return | +23.59% | +12.68% | |
| 1Y Return | +33.63% | +21.87% | |
| 3Y Return (annualized) | +14.60% | +22.06% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | 13.8% | 14.1% | |
| Max Drawdown | -12.4% | -34.3% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 27, 2022 | Sep 7, 2010 |
AVIE vs VOO Performance
Avantis Inflation Focused Equity ETF (AVIE) is a ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AVIE returned +33.63% while VOO returned +21.87%. Year to date, AVIE is up 23.59% versus a gain of 12.68% for VOO.
Over three years, AVIE compounded at +14.60% per year against +22.06% for VOO. Across the full 4-year window we track, AVIE has the edge at +15.58% annualized vs +13.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.8% for AVIE. 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 -12.4% for AVIE 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AVIE charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, AVIE currently yields 1.40% against 1.08% for VOO.
Holdings Overlap
AVIE and VOO share 88 holdings out of 777 unique holdings combined, representing a 14.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AVIE or VOO?
AVIE has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, AVIE or VOO?
Over the past year AVIE returned +33.63% vs +21.87% for VOO, so AVIE leads on 1-year performance. Over the longest common window we track (4 years), AVIE annualized +15.58% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, AVIE or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.8% for AVIE. Worst drawdown: AVIE -12.4% vs VOO -34.3%.
Should I hold both AVIE and VOO?
AVIE and VOO have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVIE and VOO?
AVIE and VOO share 88 common holdings with a 14.8% weight overlap. Combined, they hold 777 unique securities.
Which pays a higher dividend, AVIE or VOO?
AVIE yields 1.40% while VOO yields 1.08%, so AVIE currently pays the higher dividend yield.
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