AVUC vs BAGX
Avantis US Core Equity ETF vs EA Bridgeway Aggressive Investors ETF
Which is better, AVUC or BAGX?
AVUC costs less.
AVUC has a lower expense ratio. BAGX is less concentrated, with 27.5% of the fund in its ten largest positions against 36.4%.
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 | AVUC | BAGX |
|---|---|---|
| Expense Ratio | 0.17%Best | 0.73% |
| AUM | - | $188M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 1,568 | 97 |
| YTD Return | -0.65% | -0.49%Best |
| Top 10 Weight | 36.4% | 27.5%Best |
| Fund Family | Avantis Investors | Bridgeway Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 13, 2026 | Jul 24, 2026 |
Not shown on this pair: 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
AVUC vs BAGX 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.
AVUC vs BAGX Performance
Avantis US Core Equity ETF (AVUC) is an ETF from Avantis Investors and EA Bridgeway Aggressive Investors ETF (BAGX) is an ETF from Bridgeway Funds. Year to date, AVUC is down 0.65% versus a loss of 0.49% for BAGX.
Past performance does not guarantee future results.
Fees and Cost Over Time
AVUC charges 0.17% per year while BAGX charges 0.73%. On a $10,000 position that is $17 vs $73 annually, a gap of $56 per year that compounds over a long holding period. On income, AVUC currently yields 0.00% against 0.00% for BAGX.
Holdings Overlap
27.6% of AVUC's money is in holdings BAGX also owns. 99.2% of BAGX's money is in holdings AVUC also owns.
Most of BAGX is already inside AVUC. Owning both mostly buys the same companies twice.
93 positions in common, counted across the 1,568 positions we hold weights for in AVUC and 96 in BAGX, against full books of 1,568 and 97.
What only one of them owns
Our book lists 2 positions for BAGX that do not appear in our book for AVUC (0.4% of the fund), and 485 for AVUC that do not appear in BAGX (66.8%).
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 AVUC | Weight in BAGX | Difference |
|---|---|---|---|
| AAPLApple, Inc | 5.32% | 4.91% | 0.41% |
| NVDANvidia Corp. | 3.91% | 5.10% | 1.19% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 3.97% | 3.84% | 0.13% |
| GOOGLAlphabet Inc | 1.05% | 3.51% | 2.46% |
| AMZNAmazon.Com Inc | 1.69% | 1.67% | 0.02% |
| MAMastercard Inc | 1.44% | 1.20% | 0.24% |
| LLYEli Lilly & Co. | 1.24% | 1.19% | 0.05% |
| AMDAdvanced Micro Devices Inc. | 0.76% | 1.60% | 0.84% |
| MUMicron Technology, Inc. | 0.45% | 1.91% | 1.46% |
| VVisa Inc | 1.10% | 1.17% | 0.07% |
99.2% of BAGX is already inside AVUC.
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, AVUC or BAGX?
AVUC has an expense ratio of 0.17% while BAGX charges 0.73%. AVUC is the cheaper option, by $56 a year on a $10,000 investment.
What is the holdings overlap between AVUC and BAGX?
99.2% of BAGX's money is in holdings AVUC also owns. 99.2% of BAGX's is in holdings AVUC also owns. They hold 93 positions in common, counted across the 1,568 positions we hold weights for in AVUC and 96 in BAGX.
Which pays a higher dividend, AVUC or BAGX?
AVUC yields 0.00% while BAGX yields 0.00%, so BAGX currently pays the higher dividend yield.
Is BAGX better than AVUC?
AVUC has a lower expense ratio. BAGX is less concentrated, with 27.5% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.