AVIG vs VOO

AVIG vs VOO

Which is better, AVIG or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. AVIG is less concentrated, with 13.3% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: AVIG

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

MetricAVIGVOO
Expense Ratio0.15%0.03%Best
AUM$2.0B$997.4B
Dividend Yield4.40%1.04%
Holdings866509
YTD Return-2.11%+12.50%Best
1Y Return-1.57%+17.58%Best
3Y Return (annualized)+4.18%+21.27%Best
5Y Return (annualized)-0.65%+12.95%Best
Volatility (annualized)6.5%Best15.4%
Max Drawdown-19.7%Best-24.5%
$10,000 over 5 years$9,679$18,384Best
Top 10 Weight13.3%Best36.4%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionOct 13, 2020Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Oct 15, 2020 to Sep 11, 2026 (5.9 years).

AVIG vs VOO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

AVIG vs VOO Performance

Avantis Core Fixed Income ETF (AVIG) is an ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AVIG returned -1.57% while VOO returned +17.58%. Year to date, AVIG is down 2.11% versus a gain of 12.50% for VOO.

Over three years, AVIG compounded at +4.18% per year against +21.27% for VOO; over five years the annualized figures are -0.65% and +12.95% respectively. Across the full 6-year window we track, VOO has the edge at +15.80% annualized vs -0.55%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.

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 4.40% against 1.04% for VOO.

Holdings Overlap

AVIG already in VOO0.3%
VOO already in AVIG0.2%

0.3% of AVIG's money is in holdings VOO also owns. 0.2% of VOO's money is in holdings AVIG also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 759 positions we hold weights for in AVIG and 505 in VOO, against full books of 866 and 509.

What only one of them owns

Our book lists 483 positions for VOO that do not appear in our book for AVIG (99.2% of the fund), and 737 for AVIG that do not appear in VOO (102.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in AVIGWeight in VOODifference
MMC 4.75 03/15/39Marsh & Mclennan Cos Inc0.22%0.12%0.10%
AONAon Plc-Class A0.07%0.11%0.04%

You are not choosing between two funds in isolation.

Whichever of AVIG and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AVIGVOO

Free for up to 10 holdings. No account needed.

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, by $12 a year on a $10,000 investment.

Which performed better, AVIG or VOO?

Over the past year AVIG returned -1.57% vs +17.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), AVIG annualized -0.55% vs +15.80% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVIG or VOO?

VOO has been the more volatile fund at 15.4% annualized versus 6.5% for AVIG. Worst drawdown: AVIG -19.7% vs VOO -24.5%.

Should I hold both AVIG and VOO?

AVIG and VOO have a monthly-return correlation of 0.62, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AVIG or VOO?

AVIG yields 4.40% while VOO yields 1.04%, so AVIG currently pays the higher dividend yield.

Is VOO better than AVIG?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. AVIG is less concentrated, with 13.3% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.