AVUS vs IVV
Avantis US Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. AVUS delivered stronger 1-year returns. AVUS offers more diversification with 1293 holdings.
Side-by-Side Comparison
| Metric | AVUS | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.15% | 0.03% | |
| AUM | $13.9B | $865.2B | |
| Dividend Yield | 0.92% | 1.09% | |
| Holdings | 1,933 | 508 | |
| YTD Return | +18.16% | +14.50% | |
| 1Y Return | +26.59% | +22.02% | |
| 3Y Return (annualized) | +21.38% | +21.80% | |
| 5Y Return (annualized) | +13.16% | +13.37% | |
| Volatility (annualized) | 17.8% | 15.1% | |
| Max Drawdown | -37.0% | -56.5% | |
| Fund Family | Avantis Investors | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 24, 2019 | May 15, 2000 |
AVUS vs IVV Performance
Avantis US Equity ETF (AVUS) is a ETF from Avantis Investors and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AVUS returned +26.59% while IVV returned +22.02%. Year to date, AVUS is up 18.16% versus a gain of 14.50% for IVV.
Over three years, AVUS compounded at +21.38% per year against +21.80% for IVV; over five years the annualized figures are +13.16% and +13.37% respectively. Across the full 7-year window we track, AVUS has the edge at +16.37% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVUS has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 15.1% for IVV. 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 -37.0% for AVUS and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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
AVUS charges 0.15% per year while IVV 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, AVUS currently yields 0.92% against 1.09% for IVV.
Holdings Overlap
AVUS and IVV share 392 holdings out of 1406 unique holdings combined, representing a 68.5% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, AVUS or IVV?
AVUS has an expense ratio of 0.15% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $12 per year of difference.
Which performed better, AVUS or IVV?
Over the past year AVUS returned +26.59% vs +22.02% for IVV, so AVUS leads on 1-year performance. Over the longest common window we track (7 years), AVUS annualized +16.37% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, AVUS or IVV?
AVUS has been the more volatile fund at 17.8% annualized versus 15.1% for IVV. Worst drawdown: AVUS -37.0% vs IVV -56.5%.
Should I hold both AVUS and IVV?
AVUS and IVV have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between AVUS and IVV?
AVUS and IVV share 392 common holdings with a 68.5% weight overlap. Combined, they hold 1406 unique securities.
Which pays a higher dividend, AVUS or IVV?
AVUS yields 0.92% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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