AVTM vs VYM

AVTM vs VYM

Which is better, AVTM or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 39.6%.

Lower Fees: VYMLess Concentrated: VYM

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

MetricAVTMVYM
Expense Ratio0.22%0.04%Best
AUM-$81.6B
Dividend Yield-2.22%
Holdings1,663613
YTD Return+10.28%+11.35%Best
1Y Return-+15.34%
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Top 10 Weight39.6%26.1%Best
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJan 29, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

AVTM vs VYM 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

AVTM vs VYM Performance

Avantis Total Equity Markets ETF (AVTM) is an ETF from Avantis Investors and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, AVTM is up 10.28% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

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

AVTM already in VYM27.5%
VYM already in AVTM86.9%

27.5% of AVTM's money is in holdings VYM also owns. 86.9% of VYM's money is in holdings AVTM also owns.

Most of VYM is already inside AVTM. Owning both mostly buys the same companies twice.

400 positions in common, counted across the 1,214 positions we hold weights for in AVTM and 557 in VYM, against full books of 1,663 and 613.

What only one of them owns

Our book lists 140 positions for VYM that do not appear in our book for AVTM (11.0% of the fund), and 390 for AVTM that do not appear in VYM (68.4%).

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 AVTMWeight in VYMDifference
AVGOBroadcom Inc1.00%7.35%6.35%
JPMJpmorgan Chase1.95%3.82%1.87%
XOMExxon Mobil Corp.0.61%2.63%2.02%
JNJJohnson & Johnson - Common0.61%2.51%1.90%
GSGoldman Sachs Group Inc/The1.59%1.13%0.46%
CSCOCisco Systems Inc. - Ordinary Shares0.64%1.86%1.22%
BACBank of America Corp.: Financials0.67%1.66%0.99%
ABBVAbbvie Inc.0.40%1.80%1.40%
CATCaterpillar, Inc.0.36%1.50%1.14%
CVXChevron Corp0.27%1.48%1.21%

86.9% of VYM is already inside AVTM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

AVTMVYM

Free for up to 10 holdings. No account needed.

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, by $18 a year on a $10,000 investment.

What is the holdings overlap between AVTM and VYM?

86.9% of VYM's money is in holdings AVTM also owns. 86.9% of VYM's is in holdings AVTM also owns. They hold 400 positions in common, counted across the 1,214 positions we hold weights for in AVTM and 557 in VYM.

Is VYM better than AVTM?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 39.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.