AVSE vs VOO

Quick Verdict

VOO has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 1526 holdings.

Lower Fees: VOOHigher Returns: AVSEMore Diversified: AVSE

Side-by-Side Comparison

MetricAVSEVOOWinner
Expense Ratio0.33%0.03%
AUM$210M$979.0B
Dividend Yield1.27%1.09%
Holdings4,803509
YTD Return+16.81%+13.44%
1Y Return+32.29%+22.62%
3Y Return (annualized)+22.70%+21.47%
5Y Return (annualized)-+13.27%
Volatility (annualized)18.3%14.1%
Max Drawdown-26.3%-34.3%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
InceptionMar 28, 2022Sep 7, 2010

AVSE vs VOO Performance

Avantis Responsible Emerging Markets Equity ETF (AVSE) is a ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AVSE returned +32.29% while VOO returned +22.62%. Year to date, AVSE is up 16.81% versus a gain of 13.44% for VOO.

Over three years, AVSE compounded at +22.70% per year against +21.47% for VOO. Across the full 4-year window we track, VOO has the edge at +13.55% annualized vs +13.15%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVSE has been the more volatile fund, with annualized monthly volatility of 18.3% 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 -26.3% for AVSE 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVSE charges 0.33% per year while VOO charges 0.03%. On a $10,000 position that is $33 vs $3 annually, a gap of $30 per year that compounds over a long holding period. On income, AVSE currently yields 1.27% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

AVSE and VOO share 2 holdings out of 2029 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AVSEWeight in VOODifference
UNH0.00%0.59%0.59%
HAL0.10%0.04%0.06%

Frequently Asked Questions

Which is cheaper, AVSE or VOO?

AVSE has an expense ratio of 0.33% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, AVSE or VOO?

Over the past year AVSE returned +32.29% vs +22.62% for VOO, so AVSE leads on 1-year performance. Over the longest common window we track (4 years), AVSE annualized +13.15% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, AVSE or VOO?

AVSE has been the more volatile fund at 18.3% annualized versus 14.1% for VOO. Worst drawdown: AVSE -26.3% vs VOO -34.3%.

Should I hold both AVSE and VOO?

AVSE and VOO 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 AVSE and VOO?

AVSE and VOO share 2 common holdings with a 0.0% weight overlap. Combined, they hold 2029 unique securities.

Which pays a higher dividend, AVSE or VOO?

AVSE yields 1.27% while VOO yields 1.09%, so AVSE currently pays the higher dividend yield.

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