AVSC vs IVV
Avantis US Small Cap Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. AVSC delivered stronger 1-year returns. AVSC offers more diversification with 1,522 holdings.
Side-by-Side Comparison
| Metric | AVSC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.03% | |
| AUM | $3.2B | $907.0B | |
| Dividend Yield | 0.93% | 1.10% | |
| Holdings | 1,522 | 508 | |
| YTD Return | +24.91% | +12.28% | |
| 1Y Return | +35.96% | +20.94% | |
| 3Y Return (annualized) | +18.30% | +21.81% | |
| 5Y Return (annualized) | +10.18% | +13.05% | |
| Volatility (annualized) | 21.3% | 15.1% | |
| Max Drawdown | -28.4% | -56.5% | |
| Fund Family | Avantis Investors | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jan 11, 2022 | May 15, 2000 |
AVSC vs IVV Performance
Avantis US Small Cap Equity ETF (AVSC) is a ETF from Avantis Investors and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AVSC returned +35.96% while IVV returned +20.94%. Year to date, AVSC is up 24.91% versus a gain of 12.28% for IVV.
Over three years, AVSC compounded at +18.30% per year against +21.81% for IVV; over five years the annualized figures are +10.18% and +13.05% respectively. Across the full 10-year window we track, IVV has the edge at +6.98% annualized vs +5.95%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVSC has been the more volatile fund, with annualized monthly volatility of 21.3% compared with 15.1% for IVV. 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 -28.4% for AVSC and -56.5% for IVV. 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVSC charges 0.25% per year while IVV charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, AVSC currently yields 0.93% against 1.10% for IVV.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, AVSC or IVV?
AVSC has an expense ratio of 0.25% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, AVSC or IVV?
Over the past year AVSC returned +35.96% vs +20.94% for IVV, so AVSC leads on 1-year performance. Over the longest common window we track (10 years), AVSC annualized +5.95% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, AVSC or IVV?
AVSC has been the more volatile fund at 21.3% annualized versus 15.1% for IVV. Worst drawdown: AVSC -28.4% vs IVV -56.5%.
Should I hold both AVSC and IVV?
AVSC and IVV have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVSC and IVV?
AVSC and IVV share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1971 unique securities.
Which pays a higher dividend, AVSC or IVV?
AVSC yields 0.93% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.