AVIG vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. AVIG offers more diversification with 772 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: AVIG

Side-by-Side Comparison

MetricAVIGVOOWinner
Expense Ratio0.15%0.03%
AUM$1.9B$979.0B
Dividend Yield4.34%1.09%
Holdings782509
YTD Return-0.68%+13.72%
1Y Return+1.86%+21.63%
3Y Return (annualized)+4.68%+21.55%
5Y Return (annualized)-0.25%+13.26%
Volatility (annualized)6.5%14.1%
Max Drawdown-19.7%-34.3%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryFixed IncomeEquity
InceptionOct 13, 2020Sep 7, 2010

AVIG vs VOO Performance

Avantis Core Fixed Income ETF (AVIG) is a ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AVIG returned +1.86% while VOO returned +21.63%. Year to date, AVIG is down 0.68% versus a gain of 13.72% for VOO.

Over three years, AVIG compounded at +4.68% per year against +21.55% for VOO; over five years the annualized figures are -0.25% and +13.26% respectively. Across the full 6-year window we track, VOO has the edge at +13.56% annualized vs -0.31%. 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 6.5% for AVIG. 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 -19.7% for AVIG 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVIG charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, AVIG currently yields 4.34% against 1.09% for VOO.

Holdings Overlap

0.2%overlap

AVIG and VOO share 3 holdings out of 1274 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AVIGWeight in VOODifference
GE0.04%0.60%0.56%
MMC 4.75 03/15/390.21%0.12%0.09%
AON0.07%0.11%0.04%

Frequently Asked Questions

Which is cheaper, AVIG or VOO?

AVIG has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $12 per year of difference.

Which performed better, AVIG or VOO?

Over the past year AVIG returned +1.86% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), AVIG annualized -0.31% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, AVIG or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 6.5% for AVIG. Worst drawdown: AVIG -19.7% vs VOO -34.3%.

Should I hold both AVIG and VOO?

AVIG and VOO have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVIG and VOO?

AVIG and VOO share 3 common holdings with a 0.2% weight overlap. Combined, they hold 1274 unique securities.

Which pays a higher dividend, AVIG or VOO?

AVIG yields 4.34% while VOO yields 1.09%, so AVIG currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.