AVNM vs VOO

AVNM vs VOO
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Quick Verdict

VOO has a lower expense ratio. AVNM delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: AVNMMore Diversified: VOO

Side-by-Side Comparison

MetricAVNMVOOWinner
Expense Ratio0.31%0.03%
AUM$734M$997.4B
Dividend Yield2.36%1.08%
Holdings9509
YTD Return+16.39%+12.68%
1Y Return+29.08%+21.87%
3Y Return (annualized)+23.36%+22.06%
5Y Return (annualized)-+12.95%
Volatility (annualized)12.6%14.1%
Max Drawdown-14.0%-34.3%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
InceptionJun 27, 2023Sep 7, 2010

AVNM vs VOO Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AVNM returned +29.08% while VOO returned +21.87%. Year to date, AVNM is up 16.39% versus a gain of 12.68% for VOO.

Over three years, AVNM compounded at +23.36% per year against +22.06% for VOO. Across the full 3-year window we track, AVNM has the edge at +21.94% annualized vs +13.47%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.6% for AVNM. 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 -14.0% for AVNM and -34.3% for VOO. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AVNM charges 0.31% per year while VOO charges 0.03%. On a $10,000 position that is $31 vs $3 annually, a gap of $28 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

AVNM and VOO share 0 holdings out of 513 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, AVNM or VOO?

AVNM has an expense ratio of 0.31% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $28 per year of difference.

Which performed better, AVNM or VOO?

Over the past year AVNM returned +29.08% vs +21.87% for VOO, so AVNM leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +21.94% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, AVNM or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 12.6% for AVNM. Worst drawdown: AVNM -14.0% vs VOO -34.3%.

Should I hold both AVNM and VOO?

AVNM and VOO have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and VOO?

AVNM and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 513 unique securities.

Which pays a higher dividend, AVNM or VOO?

AVNM yields 2.36% while VOO yields 1.08%, so AVNM currently pays the higher dividend yield.

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