AVLV vs GVLE

AVLV vs GVLE

Which is better, AVLV or GVLE?

AVLV has been ahead.

AVLV has a lower expense ratio. AVLV led over 1Y.

Lower Fees: AVLVHigher Returns (1Y): AVLV

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

MetricAVLVGVLE
Expense Ratio0.15%Best0.45%
AUM$22.3B$40M
Dividend Yield1.09%0.97%
Holdings61564
YTD Return+24.38%Best+20.93%
1Y Return+30.56%Best+26.96%
3Y Return (annualized)+23.78%-
5Y Return (annualized)+13.79%-
Volatility (annualized)11.7%Best12.7%
Fund FamilyAvantis InvestorsGoldman Sachs Asset Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionSep 21, 2021Jul 31, 2015

Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.

AVLV vs GVLE 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.

Compare AVLV against instead:AVLV vs SPYAVLV vs QQQAVLV vs VOOAVLV vs VTIGVLE against:GVLE vs VXUS

AVLV vs GVLE Performance

Avantis US Large Cap Value ETF (AVLV) is an ETF from Avantis Investors and Goldman Sachs Value Opportunities ETF (GVLE) is an ETF from Goldman Sachs Asset Management. Over the past year AVLV returned +30.56% while GVLE returned +26.96%. Year to date, AVLV is up 24.38% versus a gain of 20.93% for GVLE.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GVLE has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 11.7% for AVLV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVLV charges 0.15% per year while GVLE charges 0.45%. On a $10,000 position that is $15 vs $45 annually, a gap of $30 per year that compounds over a long holding period. On income, AVLV currently yields 1.09% against 0.97% for GVLE.

You are not choosing between two funds in isolation.

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

AVLVGVLE

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Frequently Asked Questions

Which is cheaper, AVLV or GVLE?

AVLV has an expense ratio of 0.15% while GVLE charges 0.45%. AVLV is the cheaper option, by $30 a year on a $10,000 investment.

Which performed better, AVLV or GVLE?

Over the past year AVLV returned +30.56% vs +26.96% for GVLE, so AVLV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVLV or GVLE?

GVLE has been the more volatile fund at 12.7% annualized versus 11.7% for AVLV.

Should I hold both AVLV and GVLE?

AVLV and GVLE have a monthly-return correlation of 0.80, 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, AVLV or GVLE?

AVLV yields 1.09% while GVLE yields 0.97%, so AVLV currently pays the higher dividend yield.

Is GVLE better than AVLV?

AVLV has a lower expense ratio. AVLV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.