AVUQ vs VTI

AVUQ vs VTI

Which is better, AVUQ or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 51.8%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: VTI

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

MetricAVUQVTI
Expense Ratio0.15%0.03%Best
AUM$334M$666.9B
Dividend Yield0.30%1.03%
Holdings5563,543
YTD Return+10.12%+12.08%Best
1Y Return+12.41%+16.31%Best
3Y Return (annualized)-+20.83%
5Y Return (annualized)-+11.89%
Volatility (annualized)14.3%11.9%Best
Max Drawdown-11.9%Best-12.6%
$10,000 over 1.5 years$13,623$13,721Best
Top 10 Weight51.8%33.3%Best
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionMar 25, 2025May 24, 2001

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 VTI 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 VTI Performance

Avantis US Quality ETF (AVUQ) is an ETF from Avantis Investors and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year AVUQ returned +12.41% while VTI returned +16.31%. Year to date, AVUQ is up 10.12% versus a gain of 12.08% for VTI.

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 11.9% for VTI. 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 -12.6% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.97. 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 VTI charges 0.03%. On a $10,000 position that is $15 vs $3 annually, a gap of $12 per year that compounds over a long holding period. On income, AVUQ currently yields 0.30% against 1.03% for VTI.

Holdings Overlap

AVUQ already in VTI98.2%
VTI already in AVUQ61.7%

98.2% of AVUQ's money is in holdings VTI also owns. 61.7% of VTI's money is in holdings AVUQ also owns.

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

473 positions in common, counted across the 496 positions we hold weights for in AVUQ and 3,463 in VTI, against full books of 556 and 3,543.

What only one of them owns

Our book lists 815 positions for VTI that do not appear in our book for AVUQ (35.8% of the fund), and 11 for AVUQ that do not appear in VTI (0.3%).

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 VTIDifference
NVDANvidia Corp10.40%6.40%4.00%
AAPLApple, Inc10.07%6.29%3.78%
MSFTMicrosoft Corp5.63%4.79%0.84%
AMZNAmazon.Com Inc6.01%3.65%2.36%
GOOGLAlphabet Inc,class A3.58%2.90%0.68%
AVGOBroadcom Inc3.72%2.56%1.16%
METAMeta Platforms Inc3.58%1.70%1.88%
GOOGAlphabet Inc2.91%2.31%0.60%
MUMicron Technology, Inc.3.66%1.29%2.37%
LLYEli Lilly & Co.2.28%1.35%0.93%

98.2% of AVUQ is already inside VTI.

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

AVUQVTI

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Frequently Asked Questions

Which is cheaper, AVUQ or VTI?

AVUQ has an expense ratio of 0.15% while VTI charges 0.03%. VTI is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, AVUQ or VTI?

Over the past year AVUQ returned +12.41% vs +16.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), AVUQ annualized +22.89% vs +23.48% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVUQ or VTI?

AVUQ has been the more volatile fund at 14.3% annualized versus 11.9% for VTI. Worst drawdown: AVUQ -11.9% vs VTI -12.6%.

Should I hold both AVUQ and VTI?

AVUQ and VTI have a monthly-return correlation of 0.97, 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 VTI?

98.2% of AVUQ's money is in holdings VTI also owns. 61.7% of VTI's is in holdings AVUQ also owns. They hold 473 positions in common, counted across the 496 positions we hold weights for in AVUQ and 3,463 in VTI.

Which pays a higher dividend, AVUQ or VTI?

AVUQ yields 0.30% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than AVUQ?

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. VTI is less concentrated, with 33.3% 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.