AVUQ vs SPY

AVUQ vs SPY

Which is better, AVUQ or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 51.8%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: SPY

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

MetricAVUQSPY
Expense Ratio0.15%0.09%Best
AUM$334M$804.7B
Dividend Yield0.30%0.98%
Holdings556505
YTD Return+10.12%+11.97%Best
1Y Return+12.41%+16.40%Best
3Y Return (annualized)-+21.10%
5Y Return (annualized)-+12.88%
Volatility (annualized)14.3%12.1%Best
Max Drawdown-11.9%Best-12.4%
$10,000 over 1.5 years$13,623$13,700Best
Top 10 Weight51.8%37.8%Best
Fund FamilyAvantis InvestorsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 25, 2025Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 27, 2025 to Sep 14, 2026 (1.5 years).

AVUQ vs SPY 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 1.5 years both funds cover.

AVUQ vs SPY Performance

Avantis US Quality ETF (AVUQ) is an ETF from Avantis Investors and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year AVUQ returned +12.41% while SPY returned +16.40%. Year to date, AVUQ is up 10.12% versus a gain of 11.97% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVUQ has been the more volatile fund, with annualized monthly volatility of 14.3% compared with 12.1% for SPY. 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 -11.9% for AVUQ and -12.4% for SPY. 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

AVUQ charges 0.15% per year while SPY charges 0.09%. On a $10,000 position that is $15 vs $9 annually, a gap of $6 per year that compounds over a long holding period. On income, AVUQ currently yields 0.30% against 0.98% for SPY.

Holdings Overlap

AVUQ already in SPY87.9%
SPY already in AVUQ66.8%

87.9% of AVUQ's money is in holdings SPY also owns. 66.8% of SPY's money is in holdings AVUQ also owns.

Most of AVUQ is already inside SPY. Owning both mostly buys the same companies twice.

175 positions in common, counted across the 496 positions we hold weights for in AVUQ and 504 in SPY, against full books of 556 and 505.

What only one of them owns

Our book lists 322 positions for SPY that do not appear in our book for AVUQ (32.5% of the fund), and 243 for AVUQ that do not appear in SPY (10.5%).

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 AVUQWeight in SPYDifference
NVDANvidia Corp10.40%8.01%2.39%
AAPLApple, Inc10.07%7.26%2.81%
MSFTMicrosoft Corp5.63%5.66%0.03%
AMZNAmazon.Com Inc6.01%3.79%2.22%
GOOGLAlphabet Inc,class A3.58%2.99%0.59%
AVGOBroadcom Inc3.72%2.66%1.06%
METAMeta Platforms Inc3.58%1.93%1.65%
GOOGAlphabet Inc2.91%2.39%0.52%
MUMicron Technology, Inc.3.66%1.60%2.06%
LLYEli Lilly & Co.2.28%1.40%0.88%

87.9% of AVUQ is already inside SPY.

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

AVUQSPY

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Frequently Asked Questions

Which is cheaper, AVUQ or SPY?

AVUQ has an expense ratio of 0.15% while SPY charges 0.09%. SPY is the cheaper option, by $6 a year on a $10,000 investment.

Which performed better, AVUQ or SPY?

Over the past year AVUQ returned +12.41% vs +16.40% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), AVUQ annualized +22.89% vs +23.35% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVUQ or SPY?

AVUQ has been the more volatile fund at 14.3% annualized versus 12.1% for SPY. Worst drawdown: AVUQ -11.9% vs SPY -12.4%.

Should I hold both AVUQ and SPY?

AVUQ and SPY 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 AVUQ and SPY?

87.9% of AVUQ's money is in holdings SPY also owns. 66.8% of SPY's is in holdings AVUQ also owns. They hold 175 positions in common, counted across the 496 positions we hold weights for in AVUQ and 504 in SPY.

Which pays a higher dividend, AVUQ or SPY?

AVUQ yields 0.30% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than AVUQ?

SPY has a lower expense ratio. SPY led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 51.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.