AVMV vs SPY

AVMV vs SPY

Which is better, AVMV or SPY?

Mid Cap Value against Large Cap Blend.

SPY has a lower expense ratio. AVMV led over 1Y, SPY over the full window. AVMV is less concentrated, with 12.2% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPYHigher Returns: splitLess Concentrated: AVMV

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

MetricAVMVSPY
Expense Ratio0.20%0.09%Best
AUM$776M$804.7B
Dividend Yield1.04%0.98%
Holdings288505
YTD Return+10.83%+11.45%Best
1Y Return+16.76%Best+15.87%
3Y Return (annualized)-+20.93%
5Y Return (annualized)-+12.59%
Volatility (annualized)15.0%11.8%Best
Max Drawdown-24.2%-18.8%Best
$10,000 over 2.9 years$17,182$18,245Best
Top 10 Weight12.2%Best37.8%
Fund FamilyAvantis InvestorsState Street Investment Management
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionNov 7, 2023Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 9, 2023 to Sep 15, 2026 (2.9 years).

AVMV vs SPY 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 2.9 years both funds cover.

AVMV vs SPY Performance

Avantis US Mid Cap Value ETF (AVMV) is an ETF from Avantis Investors and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year AVMV returned +16.76% while SPY returned +15.87%. Year to date, AVMV is up 10.83% versus a gain of 11.45% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVMV has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 11.8% for SPY. 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 -24.2% for AVMV and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVMV charges 0.20% per year while SPY charges 0.09%. On a $10,000 position that is $20 vs $9 annually, a gap of $11 per year that compounds over a long holding period. On income, AVMV currently yields 1.04% against 0.98% for SPY.

Holdings Overlap

AVMV already in SPY63.3%
SPY already in AVMV4.5%

63.3% of AVMV's money is in holdings SPY also owns. 4.5% of SPY's money is in holdings AVMV also owns.

The two portfolios partly overlap.

110 positions in common, counted across the 298 positions we hold weights for in AVMV and 504 in SPY, against full books of 288 and 505.

What only one of them owns

Our book lists 387 positions for SPY that do not appear in our book for AVMV (94.8% of the fund), and 170 for AVMV that do not appear in SPY (34.5%).

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 AVMVWeight in SPYDifference
DVNDevon Energy Corporation1.63%0.09%1.54%
CMGChipotle Mexican Grill Inc. Class A1.27%0.07%1.20%
AMPAmeriprise Financial Inc1.25%0.07%1.18%
DALDl Co., Ltd.1.21%0.08%1.13%
STTState Street Corp.1.20%0.08%1.12%
NUENucor Corp.1.15%0.09%1.06%
FASTFastenal Co.1.13%0.09%1.04%
TRGPTarga Resources Corp Preferred1.10%0.10%1.00%
CNCCentene1.15%0.05%1.10%
FLEXFlex Ltd. Ordinary Shares1.13%0.06%1.07%

63.3% of AVMV is already inside SPY.

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

AVMVSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AVMV or SPY?

AVMV has an expense ratio of 0.20% while SPY charges 0.09%. SPY is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, AVMV or SPY?

Over the past year AVMV returned +16.76% vs +15.87% for SPY, so AVMV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVMV or SPY?

AVMV has been the more volatile fund at 15.0% annualized versus 11.8% for SPY. Worst drawdown: AVMV -24.2% vs SPY -18.8%.

Should I hold both AVMV and SPY?

AVMV and SPY have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between AVMV and SPY?

63.3% of AVMV's money is in holdings SPY also owns. 4.5% of SPY's is in holdings AVMV also owns. They hold 110 positions in common, counted across the 298 positions we hold weights for in AVMV and 504 in SPY.

Which pays a higher dividend, AVMV or SPY?

AVMV yields 1.04% while SPY yields 0.98%, so AVMV currently pays the higher dividend yield.

Is SPY better than AVMV?

SPY has a lower expense ratio. AVMV led over 1Y, SPY over the full window. AVMV is less concentrated, with 12.2% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.