AVOS vs VYM
AVOS vs VYM
Avos Global Equities ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | AVOS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.64% | 0.04% | |
| AUM | $107M | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 174 | 568 | |
| YTD Return | +12.33% | +15.80% | |
| 1Y Return | - | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -4.7% | -58.8% | |
| Fund Family | Avos Capital Management, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2026 | Nov 10, 2006 |
AVOS vs VYM Performance
Avos Global Equities ETF (AVOS) is a ETF from Avos Capital Management, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, AVOS is up 12.33% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -4.7% for AVOS and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
AVOS charges 0.64% per year while VYM charges 0.04%. On a $10,000 position that is $64 vs $4 annually, a gap of $60 per year that compounds over a long holding period. On income, AVOS currently yields 0.00% against 2.86% for VYM.
Holdings Overlap
AVOS and VYM share 23 holdings out of 709 unique holdings combined, representing a 12.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AVOS | Weight in VYM | Difference |
|---|---|---|---|
| JNJ | 1.95% | 2.62% | 0.67% |
| WMT | 1.80% | 2.44% | 0.64% |
| XOM | 1.22% | 2.83% | 1.61% |
| CAT | Pro | Pro | Pro |
| UNH | Pro | Pro | Pro |
| NEE | Pro | Pro | Pro |
| SLB:CW | Pro | Pro | Pro |
| RRC | Pro | Pro | Pro |
| CVS | Pro | Pro | Pro |
| CME | Pro | Pro | Pro |
See all 10 holdings AVOS shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, AVOS or VYM?
AVOS has an expense ratio of 0.64% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $60 per year of difference.
What is the holdings overlap between AVOS and VYM?
AVOS and VYM share 23 common holdings with a 12.1% weight overlap. Combined, they hold 709 unique securities.
Which pays a higher dividend, AVOS or VYM?
AVOS yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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