AVTM vs VYM

Quick Verdict

VYM has a lower expense ratio. AVTM offers more diversification with 2312 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: AVTM

Side-by-Side Comparison

MetricAVTMVYMWinner
Expense Ratio0.22%0.04%
AUM-$79.0B
Dividend Yield-2.86%
Holdings2,312568
YTD Return+12.55%+15.80%
1Y Return-+26.12%
3Y Return (annualized)-+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)-14.6%
Max Drawdown-9.2%-58.8%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
InceptionJan 29, 2026Nov 10, 2006

AVTM vs VYM Performance

Avantis Total Equity Markets ETF (AVTM) is a ETF from Avantis Investors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, AVTM is up 12.55% versus a gain of 15.80% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -9.2% for AVTM and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $22 vs $4 annually, a gap of $18 per year that compounds over a long holding period.

Holdings Overlap

20.0%overlap

AVTM and VYM share 480 holdings out of 2390 unique holdings combined, representing a 20.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AVTMWeight in VYMDifference
AVGO0.72%6.47%5.75%
JPM:US2.38%3.36%0.98%
XOM0.50%2.83%2.33%
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Frequently Asked Questions

Which is cheaper, AVTM or VYM?

AVTM has an expense ratio of 0.22% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $18 per year of difference.

What is the holdings overlap between AVTM and VYM?

AVTM and VYM share 480 common holdings with a 20.0% weight overlap. Combined, they hold 2390 unique securities.

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