AVSD vs VOO

AVSD vs VOO
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Quick Verdict

VOO has a lower expense ratio. AVSD delivered stronger 1-year returns. AVSD offers more diversification with 2,096 holdings.

Lower Fees: VOOHigher Returns: AVSDMore Diversified: AVSD

Side-by-Side Comparison

MetricAVSDVOOWinner
Expense Ratio0.23%0.03%
AUM$359M$997.4B
Dividend Yield2.29%1.08%
Holdings2,096509
YTD Return+11.12%+12.63%
1Y Return+21.92%+20.89%
3Y Return (annualized)+21.07%+21.06%
5Y Return (annualized)-+12.62%
Volatility (annualized)16.3%14.1%
Max Drawdown-25.6%-34.3%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
InceptionMar 15, 2022Sep 7, 2010

AVSD vs VOO Performance

Avantis Responsible International Equity ETF (AVSD) is a ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AVSD returned +21.92% while VOO returned +20.89%. Year to date, AVSD is up 11.12% versus a gain of 12.63% for VOO.

Over three years, AVSD compounded at +21.07% per year against +21.06% for VOO. Across the full 5-year window we track, VOO has the edge at +13.44% annualized vs +13.23%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVSD has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 14.1% 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 -25.6% for AVSD 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVSD charges 0.23% per year while VOO 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 2.29% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

AVSD and VOO share 0 holdings out of 1912 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, AVSD or VOO?

AVSD has an expense ratio of 0.23% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $20 per year of difference.

Which performed better, AVSD or VOO?

Over the past year AVSD returned +21.92% vs +20.89% for VOO, so AVSD leads on 1-year performance. Over the longest common window we track (5 years), AVSD annualized +13.23% vs +13.44% for VOO. Past performance does not guarantee future results.

Which is riskier, AVSD or VOO?

AVSD has been the more volatile fund at 16.3% annualized versus 14.1% for VOO. Worst drawdown: AVSD -25.6% vs VOO -34.3%.

Should I hold both AVSD and VOO?

AVSD and VOO 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 VOO?

AVSD and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1912 unique securities.

Which pays a higher dividend, AVSD or VOO?

AVSD yields 2.29% while VOO yields 1.08%, so AVSD currently pays the higher dividend yield.

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