AVIG vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricAVIGVTIWinner
Expense Ratio0.15%0.03%
AUM$1.9B$663.5B
Dividend Yield4.34%1.07%
Holdings7823,543
YTD Return-0.36%+14.96%
1Y Return+1.89%+22.39%
3Y Return (annualized)+4.78%+21.51%
5Y Return (annualized)-0.27%+12.36%
Volatility (annualized)6.5%15.4%
Max Drawdown-19.7%-56.6%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryFixed IncomeEquity
InceptionOct 13, 2020May 24, 2001

AVIG vs VTI Performance

Avantis Core Fixed Income ETF (AVIG) is a ETF from Avantis Investors and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AVIG returned +1.89% while VTI returned +22.39%. Year to date, AVIG is down 0.36% versus a gain of 14.96% for VTI.

Over three years, AVIG compounded at +4.78% per year against +21.51% for VTI; over five years the annualized figures are -0.27% and +12.36% respectively. Across the full 6-year window we track, VTI has the edge at +8.16% annualized vs -0.26%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI 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 -56.6% for VTI. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVIG charges 0.15% per year while VTI 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 1.07% for VTI.

Holdings Overlap

0.1%overlap

AVIG and VTI share 2 holdings out of 3553 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AVIGWeight in VTIDifference
GE0.04%0.54%0.50%
AON0.07%0.09%0.02%

Frequently Asked Questions

Which is cheaper, AVIG or VTI?

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

Which performed better, AVIG or VTI?

Over the past year AVIG returned +1.89% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), AVIG annualized -0.26% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, AVIG or VTI?

VTI has been the more volatile fund at 15.4% annualized versus 6.5% for AVIG. Worst drawdown: AVIG -19.7% vs VTI -56.6%.

Should I hold both AVIG and VTI?

AVIG and VTI have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVIG and VTI?

AVIG and VTI share 2 common holdings with a 0.1% weight overlap. Combined, they hold 3553 unique securities.

Which pays a higher dividend, AVIG or VTI?

AVIG yields 4.34% while VTI yields 1.07%, so AVIG currently pays the higher dividend yield.

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