AVTM vs IVV
Avantis Total Equity Markets ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. AVTM offers more diversification with 2312 holdings.
Side-by-Side Comparison
| Metric | AVTM | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.22% | 0.03% | |
| AUM | - | $865.2B | |
| Dividend Yield | - | 1.09% | |
| Holdings | 2,312 | 508 | |
| YTD Return | +12.63% | +13.80% | |
| 1Y Return | - | +23.01% | |
| 3Y Return (annualized) | - | +21.77% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -9.2% | -56.5% | |
| Fund Family | Avantis Investors | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jan 29, 2026 | May 15, 2000 |
AVTM vs IVV Performance
Avantis Total Equity Markets ETF (AVTM) is a ETF from Avantis Investors and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, AVTM is up 12.63% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.2% for AVTM and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
AVTM charges 0.22% per year while IVV charges 0.03%. On a $10,000 position that is $22 vs $3 annually, a gap of $19 per year that compounds over a long holding period.
Holdings Overlap
AVTM and IVV share 477 holdings out of 2340 unique holdings combined, representing a 44.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AVTM or IVV?
AVTM has an expense ratio of 0.22% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
What is the holdings overlap between AVTM and IVV?
AVTM and IVV share 477 common holdings with a 44.8% weight overlap. Combined, they hold 2340 unique securities.
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