AVSU vs VOO
Avantis Responsible US Equity ETF vs Vanguard S&P 500 ETF
Which is better, AVSU or VOO?
Nearly the same fund. VOO costs less.
VOO has a lower expense ratio. AVSU led over 1Y and 3Y, VOO over the full window. The two have moved almost in lockstep, correlation 0.98. AVSU is less concentrated, with 31.6% of the fund in its ten largest positions against 37.6%.
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
| Metric | AVSU | VOO |
|---|---|---|
| Expense Ratio | 0.15% | 0.03%Best |
| AUM | $481M | $997.4B |
| Dividend Yield | 0.89% | 1.04% |
| Holdings | 1,324 | 509 |
| YTD Return | +14.81%Best | +11.48% |
| 1Y Return | +20.73%Best | +15.94% |
| 3Y Return (annualized) | +21.12%Best | +21.01% |
| 5Y Return (annualized) | - | +12.66% |
| Volatility (annualized) | 16.8% | 15.8%Best |
| Max Drawdown | -21.7%Best | -22.1% |
| $10,000 over 4.5 years | $17,652 | $18,312Best |
| Top 10 Weight | 31.6%Best | 37.6% |
| Fund Family | Avantis Investors | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 15, 2022 | Sep 7, 2010 |
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 15, 2026 (4.5 years).
AVSU 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 4.5 years both funds cover.
AVSU vs VOO Performance
Avantis Responsible US Equity ETF (AVSU) is an ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AVSU returned +20.73% while VOO returned +15.94%. Year to date, AVSU is up 14.81% versus a gain of 11.48% for VOO.
Over three years, AVSU compounded at +21.12% per year against +21.01% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVSU has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 15.8% 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 -21.7% for AVSU and -22.1% 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AVSU charges 0.15% per year while VOO charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, AVSU currently yields 0.89% against 1.04% for VOO.
Holdings Overlap
82.0% of AVSU's money is in holdings VOO also owns. 83.5% of VOO's money is in holdings AVSU also owns.
Most of VOO is already inside AVSU. Owning both mostly buys the same companies twice.
318 positions in common, counted across the 1,056 positions we hold weights for in AVSU and 494 in VOO, against full books of 1,324 and 509.
What only one of them owns
Our book lists 173 positions for VOO that do not appear in our book for AVSU (15.9% of the fund), and 430 for AVSU that do not appear in VOO (14.1%).
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
| Stock | Weight in AVSU | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.64% | 7.55% | 1.91% |
| AAPLApple, Inc | 5.46% | 7.05% | 1.59% |
| MSFTMicrosoft Corp | 4.53% | 5.36% | 0.83% |
| AMZNAmazon.Com Inc | 3.44% | 4.13% | 0.69% |
| GOOGLAlphabet Inc,class A | 2.55% | 3.24% | 0.69% |
| GOOGAlphabet Inc | 2.04% | 2.62% | 0.58% |
| AVGOBroadcom Inc | 1.46% | 2.86% | 1.40% |
| MUMicron Technology, Inc. | 2.82% | 1.44% | 1.38% |
| METAMeta Platforms Inc | 2.11% | 1.90% | 0.21% |
| JPMJpmorgan Chase | 1.58% | 1.46% | 0.12% |
83.5% of VOO is already inside AVSU.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVSU or VOO?
AVSU has an expense ratio of 0.15% while VOO charges 0.03%. VOO is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, AVSU or VOO?
Over the past year AVSU returned +20.73% vs +15.94% for VOO, so AVSU leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVSU or VOO?
AVSU has been the more volatile fund at 16.8% annualized versus 15.8% for VOO. Worst drawdown: AVSU -21.7% vs VOO -22.1%.
Should I hold both AVSU and VOO?
AVSU and VOO have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between AVSU and VOO?
83.5% of VOO's money is in holdings AVSU also owns. 83.5% of VOO's is in holdings AVSU also owns. They hold 318 positions in common, counted across the 1,056 positions we hold weights for in AVSU and 494 in VOO.
Which pays a higher dividend, AVSU or VOO?
AVSU yields 0.89% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than AVSU?
VOO has a lower expense ratio. AVSU led over 1Y and 3Y, VOO over the full window. The two have moved almost in lockstep, correlation 0.98. AVSU is less concentrated, with 31.6% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.