AVLV vs VYM

AVLV vs VYM

Which is better, AVLV or VYM?

AVLV has been ahead.

VYM has a lower expense ratio. AVLV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. AVLV is less concentrated, with 25.6% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMHigher Returns: AVLVLess Concentrated: 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

MetricAVLVVYM
Expense Ratio0.15%0.04%Best
AUM$21.5B$81.6B
Dividend Yield1.04%2.22%
Holdings274613
YTD Return+20.74%Best+11.35%
1Y Return+28.51%Best+15.34%
3Y Return (annualized)+21.41%Best+17.22%
5Y Return (annualized)+14.30%Best+12.30%
Volatility (annualized)16.6%13.8%Best
Max Drawdown-19.5%-15.8%Best
$10,000 over 5 years$19,509Best$17,861
Top 10 Weight25.6%Best26.1%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionSep 21, 2021Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Sep 23, 2021 to Sep 18, 2026 (5 years).

AVLV vs VYM 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 covers the 5 years both funds cover.

AVLV vs VYM Performance

Avantis US Large Cap Value ETF (AVLV) is an ETF from Avantis Investors and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year AVLV returned +28.51% while VYM returned +15.34%. Year to date, AVLV is up 20.74% versus a gain of 11.35% for VYM.

Over three years, AVLV compounded at +21.41% per year against +17.22% for VYM; over five years the annualized figures are +14.30% and +12.30% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVLV has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 13.8% 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 -19.5% for AVLV and -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AVLV charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, AVLV currently yields 1.04% against 2.22% for VYM.

Holdings Overlap

AVLV already in VYM52.8%
VYM already in AVLV32.9%

52.8% of AVLV's money is in holdings VYM also owns. 32.9% of VYM's money is in holdings AVLV also owns.

The two portfolios partly overlap.

156 positions in common, counted across the 299 positions we hold weights for in AVLV and 557 in VYM, against full books of 274 and 613.

What only one of them owns

Our book lists 376 positions for VYM that do not appear in our book for AVLV (64.7% of the fund), and 127 for AVLV that do not appear in VYM (46.5%).

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 AVLVWeight in VYMDifference
JPMJpmorgan Chase2.71%3.82%1.11%
XOMExxon Mobil Corp.2.35%2.63%0.28%
CATCaterpillar, Inc.1.52%1.50%0.02%
VZVerizon Communic1.70%0.80%0.90%
MSMorgan Stanley1.53%0.96%0.57%
WFCWells Fargo & Co.1.36%1.07%0.29%
GSGoldman Sachs Group Inc/The1.26%1.13%0.13%
UNPUnion Pacific Corp1.56%0.70%0.86%
CVXChevron Corp0.78%1.48%0.70%
MRKMerck & Company Inc0.53%1.31%0.78%

52.8% of AVLV is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AVLVVYM

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Frequently Asked Questions

Which is cheaper, AVLV or VYM?

AVLV has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, AVLV or VYM?

Over the past year AVLV returned +28.51% vs +15.34% for VYM, 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 VYM?

AVLV has been the more volatile fund at 16.6% annualized versus 13.8% for VYM. Worst drawdown: AVLV -19.5% vs VYM -15.8%.

Should I hold both AVLV and VYM?

AVLV and VYM have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between AVLV and VYM?

52.8% of AVLV's money is in holdings VYM also owns. 32.9% of VYM's is in holdings AVLV also owns. They hold 156 positions in common, counted across the 299 positions we hold weights for in AVLV and 557 in VYM.

Which pays a higher dividend, AVLV or VYM?

AVLV yields 1.04% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than AVLV?

VYM has a lower expense ratio. AVLV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. AVLV is less concentrated, with 25.6% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.