AVSD vs IVV
Avantis Responsible International Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. AVSD delivered stronger 1-year returns. AVSD offers more diversification with 1553 holdings.
Side-by-Side Comparison
| Metric | AVSD | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.03% | |
| AUM | $476M | $865.2B | |
| Dividend Yield | 2.35% | 1.09% | |
| Holdings | 4,213 | 508 | |
| YTD Return | +12.43% | +13.43% | |
| 1Y Return | +24.06% | +22.61% | |
| 3Y Return (annualized) | +20.98% | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 16.4% | 15.1% | |
| Max Drawdown | -25.6% | -56.5% | |
| Fund Family | Avantis Investors | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 15, 2022 | May 15, 2000 |
AVSD vs IVV Performance
Avantis Responsible International Equity ETF (AVSD) 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 AVSD returned +24.06% while IVV returned +22.61%. Year to date, AVSD is up 12.43% versus a gain of 13.43% for IVV.
Over three years, AVSD compounded at +20.98% per year against +21.47% for IVV. Across the full 4-year window we track, AVSD has the edge at +13.72% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVSD has been the more volatile fund, with annualized monthly volatility of 16.4% 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 -25.6% for AVSD 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVSD charges 0.23% per year while IVV charges 0.03%. On a $10,000 position that is $23 vs $3 annually, a gap of $20 per year that compounds over a long holding period. On income, AVSD currently yields 2.35% against 1.09% for IVV.
Holdings Overlap
AVSD and IVV share 1 holdings out of 2057 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AVSD | Weight in IVV | Difference |
|---|---|---|---|
| GEN | 0.00% | 0.02% | 0.02% |
Frequently Asked Questions
Which is cheaper, AVSD or IVV?
AVSD has an expense ratio of 0.23% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, AVSD or IVV?
Over the past year AVSD returned +24.06% vs +22.61% for IVV, so AVSD leads on 1-year performance. Over the longest common window we track (4 years), AVSD annualized +13.72% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, AVSD or IVV?
AVSD has been the more volatile fund at 16.4% annualized versus 15.1% for IVV. Worst drawdown: AVSD -25.6% vs IVV -56.5%.
Should I hold both AVSD and IVV?
AVSD and IVV have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVSD and IVV?
AVSD and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2057 unique securities.
Which pays a higher dividend, AVSD or IVV?
AVSD yields 2.35% while IVV yields 1.09%, so AVSD currently pays the higher dividend yield.
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