AVLV vs VYM
Avantis US Large Cap Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. AVLV delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | AVLV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.04% | |
| AUM | $18.8B | $81.6B | |
| Dividend Yield | 1.06% | 2.24% | |
| Holdings | 274 | 616 | |
| YTD Return | +23.56% | +15.25% | |
| 1Y Return | +33.96% | +22.18% | |
| 3Y Return (annualized) | +22.57% | +18.83% | |
| 5Y Return (annualized) | +15.04% | +12.09% | |
| Volatility (annualized) | 16.6% | 14.6% | |
| Max Drawdown | -19.5% | -58.8% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 21, 2021 | Nov 10, 2006 |
AVLV vs VYM Performance
Avantis US Large Cap Value ETF (AVLV) is a ETF from Avantis Investors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AVLV returned +33.96% while VYM returned +22.18%. Year to date, AVLV is up 23.56% versus a gain of 15.25% for VYM.
Over three years, AVLV compounded at +22.57% per year against +18.83% for VYM; over five years the annualized figures are +15.04% and +12.09% respectively. Across the full 5-year window we track, AVLV has the edge at +15.04% annualized vs +7.03%. 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 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 -19.5% for AVLV 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 0.94. 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 1.06% against 2.24% for VYM.
Holdings Overlap
AVLV and VYM share 141 holdings out of 731 unique holdings combined, representing a 24.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $11 per year of difference.
Which performed better, AVLV or VYM?
Over the past year AVLV returned +33.96% vs +22.18% for VYM, so AVLV leads on 1-year performance. Over the longest common window we track (5 years), AVLV annualized +15.04% vs +7.03% for VYM. Past performance does not guarantee future results.
Which is riskier, AVLV or VYM?
AVLV has been the more volatile fund at 16.6% annualized versus 14.6% for VYM. Worst drawdown: AVLV -19.5% vs VYM -58.8%.
Should I hold both AVLV and VYM?
AVLV and VYM have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between AVLV and VYM?
AVLV and VYM share 141 common holdings with a 24.4% weight overlap. Combined, they hold 731 unique securities.
Which pays a higher dividend, AVLV or VYM?
AVLV yields 1.06% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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