AVSC vs VOO

AVSC vs VOO

Which is better, AVSC or VOO?

Small Cap Value against Large Cap Blend.

VOO has a lower expense ratio. AVSC led over 1Y, VOO over 3Y, 5Y and the full window. AVSC is less concentrated, with 3.5% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: AVSC

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

MetricAVSCVOO
Expense Ratio0.25%0.03%Best
AUM$3.1B$997.4B
Dividend Yield0.93%1.08%
Holdings1,522509
YTD Return+23.26%Best+12.74%
1Y Return+27.55%Best+19.43%
3Y Return (annualized)+18.36%+21.18%Best
5Y Return (annualized)+9.75%+12.76%Best
Volatility (annualized)21.1%15.2%Best
Max Drawdown-28.4%Best-34.3%
$10,000 over 5 years$15,923$18,230Best
Top 10 Weight3.5%Best36.4%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Blend
InceptionJan 11, 2022Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: May 26, 2016 to Sep 8, 2026 (10.3 years).

AVSC vs VOO 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 10.3 years both funds cover.

AVSC vs VOO Performance

Avantis US Small Cap Equity ETF (AVSC) is an ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AVSC returned +27.55% while VOO returned +19.43%. Year to date, AVSC is up 23.26% versus a gain of 12.74% for VOO.

Over three years, AVSC compounded at +18.36% per year against +21.18% for VOO; over five years the annualized figures are +9.75% and +12.76% respectively. Across the full 10-year window we track, VOO has the edge at +14.32% annualized vs +5.79%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVSC has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 15.2% for VOO. 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 -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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 VOO 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 1.08% for VOO.

Holdings Overlap

VOO already in AVSC0.1%

0.1% of VOO's money is in holdings AVSC also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 1,469 positions we hold weights for in AVSC and 504 in VOO, against full books of 1,522 and 509.

What only one of them owns

Our book lists 492 positions for VOO that do not appear in our book for AVSC (99.3% of the fund), and 1,195 for AVSC that do not appear in VOO (95.6%).

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 AVSCWeight in VOODifference
CNCCentene Corp0.01%0.05%0.04%
AOSAo Smith Corp.0.01%0.01%0.00%

You are not choosing between two funds in isolation.

Whichever of AVSC and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AVSCVOO

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Frequently Asked Questions

Which is cheaper, AVSC or VOO?

AVSC has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, AVSC or VOO?

Over the past year AVSC returned +27.55% vs +19.43% for VOO, so AVSC leads on 1-year performance. Over the longest common window we track (10 years), AVSC annualized +5.79% vs +14.32% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVSC or VOO?

AVSC has been the more volatile fund at 21.1% annualized versus 15.2% for VOO. Worst drawdown: AVSC -28.4% vs VOO -34.3%.

Should I hold both AVSC and VOO?

AVSC and VOO have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AVSC or VOO?

AVSC yields 0.93% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than AVSC?

VOO has a lower expense ratio. AVSC led over 1Y, VOO over 3Y, 5Y and the full window. AVSC is less concentrated, with 3.5% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.