AVSD vs VTI

AVSD vs VTI

Which is better, AVSD or VTI?

VTI has been ahead.

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. AVSD is less concentrated, with 8.6% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: AVSD

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

MetricAVSDVTI
Expense Ratio0.23%0.03%Best
AUM$355M$666.9B
Dividend Yield2.27%1.03%
Holdings2,0963,543
YTD Return+9.10%+13.14%Best
1Y Return+15.78%+16.63%Best
3Y Return (annualized)+21.03%+22.30%Best
5Y Return (annualized)-+12.01%
Volatility (annualized)16.4%16.0%Best
Max Drawdown-25.6%-22.4%Best
$10,000 over 4.5 years$17,051$18,055Best
Top 10 Weight8.6%Best33.3%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 15, 2022May 24, 2001

Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Mar 17, 2022 to Sep 23, 2026 (4.5 years).

AVSD vs VTI 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 4.5 years both funds cover.

AVSD vs VTI Performance

Avantis Responsible International Equity ETF (AVSD) is an ETF from Avantis Investors and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year AVSD returned +15.78% while VTI returned +16.63%. Year to date, AVSD is up 9.10% versus a gain of 13.14% for VTI.

Over three years, AVSD compounded at +21.03% per year against +22.30% for VTI.

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 16.0% for VTI. 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 -22.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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 VTI 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 2.27% against 1.03% for VTI.

Holdings Overlap

AVSD already in VTI0.5%
VTI already in AVSD0.1%

0.5% of AVSD's money is in holdings VTI also owns. 0.1% of VTI's money is in holdings AVSD also owns.

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

11 positions in common, counted across the 1,524 positions we hold weights for in AVSD and 3,463 in VTI, against full books of 2,096 and 3,543.

What only one of them owns

Our book lists 1,146 positions for VTI that do not appear in our book for AVSD (97.4% of the fund), and 24 for AVSD that do not appear in VTI (4.7%).

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 AVSDWeight in VTIDifference
SUNBSunbelt Rentals0.19%0.04%0.15%
FBKFb Financial Corp0.11%0.00%0.11%
CCCSCcc Intelligent Solutions Hold0.08%0.00%0.08%
RBA:CARb Global, Inc0.04%0.03%0.01%
SIG:LNSignet Jewelers Limited Common Shares0.04%0.01%0.03%
SRGSeritage Growth Properties0.03%0.00%0.03%
SHENShenandoah Telecommunications Co0.03%0.00%0.03%
GENGen Digital Inc0.00%0.02%0.02%
KEELKeel Infrastructure Corp.0.01%0.00%0.01%
THGThg Holdings Plc0.00%0.01%0.01%

You are not choosing between two funds in isolation.

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

AVSDVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AVSD or VTI?

AVSD has an expense ratio of 0.23% while VTI charges 0.03%. VTI is the cheaper option, by $20 a year on a $10,000 investment.

Which performed better, AVSD or VTI?

Over the past year AVSD returned +15.78% vs +16.63% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVSD or VTI?

AVSD has been the more volatile fund at 16.4% annualized versus 16.0% for VTI. Worst drawdown: AVSD -25.6% vs VTI -22.4%.

Should I hold both AVSD and VTI?

AVSD and VTI have a monthly-return correlation of 0.80, 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, AVSD or VTI?

AVSD yields 2.27% while VTI yields 1.03%, so AVSD currently pays the higher dividend yield.

Is VTI better than AVSD?

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. AVSD is less concentrated, with 8.6% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.