AVIV vs VYM
Avantis International Large Cap Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. AVIV delivered stronger 1-year returns. AVIV offers more diversification with 590 holdings.
Side-by-Side Comparison
| Metric | AVIV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.04% | |
| AUM | $2.0B | $79.0B | |
| Dividend Yield | 2.58% | 2.86% | |
| Holdings | 1,220 | 568 | |
| YTD Return | +16.54% | +16.53% | |
| 1Y Return | +30.96% | +25.03% | |
| 3Y Return (annualized) | +23.02% | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 16.1% | 14.6% | |
| Max Drawdown | -27.7% | -58.8% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 29, 2021 | Nov 10, 2006 |
AVIV vs VYM Performance
Avantis International Large Cap Value ETF (AVIV) is a ETF from Avantis Investors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AVIV returned +30.96% while VYM returned +25.03%. Year to date, AVIV is up 16.54% versus a gain of 16.53% for VYM.
Over three years, AVIV compounded at +23.02% per year against +18.54% for VYM. Across the full 5-year window we track, AVIV has the edge at +14.48% annualized vs +7.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVIV has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 14.6% for VYM. 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 -27.7% for AVIV and -58.8% for VYM. 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVIV charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, AVIV currently yields 2.58% against 2.86% for VYM.
Holdings Overlap
AVIV and VYM share 1 holdings out of 1147 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AVIV | Weight in VYM | Difference |
|---|---|---|---|
| AM | 0.00% | 0.03% | 0.03% |
Frequently Asked Questions
Which is cheaper, AVIV or VYM?
AVIV has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, AVIV or VYM?
Over the past year AVIV returned +30.96% vs +25.03% for VYM, so AVIV leads on 1-year performance. Over the longest common window we track (5 years), AVIV annualized +14.48% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, AVIV or VYM?
AVIV has been the more volatile fund at 16.1% annualized versus 14.6% for VYM. Worst drawdown: AVIV -27.7% vs VYM -58.8%.
Should I hold both AVIV and VYM?
AVIV and VYM have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVIV and VYM?
AVIV and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1147 unique securities.
Which pays a higher dividend, AVIV or VYM?
AVIV yields 2.58% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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