AVUS vs VOO

AVUS vs VOO

Which is better, AVUS or VOO?

Nearly the same fund. VOO costs less.

VOO has a lower expense ratio. AVUS led over 1Y, 5Y and the full window, VOO over 3Y. The two have moved almost in lockstep, correlation 0.97. AVUS is less concentrated, with 28.3% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: splitLess Concentrated: AVUS

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

MetricAVUSVOO
Expense Ratio0.15%0.03%Best
AUM$14.5B$997.4B
Dividend Yield0.93%1.08%
Holdings1,875509
YTD Return+17.21%Best+13.37%
1Y Return+24.04%Best+20.08%
3Y Return (annualized)+21.23%+21.29%Best
5Y Return (annualized)+12.91%Best+12.89%
Volatility (annualized)17.7%16.6%Best
Max Drawdown-37.0%-34.3%Best
$10,000 over 5 years$18,351Best$18,335
Top 10 Weight28.3%Best36.4%
Fund FamilyAvantis InvestorsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 24, 2019Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Sep 26, 2019 to Sep 4, 2026 (6.9 years).

AVUS vs VOO 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 6.9 years both funds cover.

AVUS vs VOO Performance

Avantis US Equity ETF (AVUS) is an ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AVUS returned +24.04% while VOO returned +20.08%. Year to date, AVUS is up 17.21% versus a gain of 13.37% for VOO.

Over three years, AVUS compounded at +21.23% per year against +21.29% for VOO; over five years the annualized figures are +12.91% and +12.89% respectively. Across the full 7-year window we track, AVUS has the edge at +16.08% annualized vs +16.02%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVUS has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 16.6% for VOO. 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 -34.3% for VOO. 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

AVUS charges 0.15% per year while VOO 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 0.93% against 1.08% for VOO.

Holdings Overlap

AVUS already in VOO82.7%
VOO already in AVUS94.3%

82.7% of AVUS's money is in holdings VOO also owns. 94.3% of VOO's money is in holdings AVUS also owns.

Most of VOO is already inside AVUS. Owning both mostly buys the same companies twice.

394 positions in common, counted across the 1,293 positions we hold weights for in AVUS and 505 in VOO, against full books of 1,875 and 509.

What only one of them owns

Our book lists 108 positions for VOO that do not appear in our book for AVUS (5.6% of the fund), and 520 for AVUS that do not appear in VOO (12.4%).

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 AVUSWeight in VOODifference
NVDANvidia Corp.5.43%7.51%2.08%
AAPLApple, Inc5.62%6.59%0.97%
MSFTMicrosoft Corp 4.100 Feb 06 373.34%4.30%0.96%
AMZNAmazon.Com Inc3.19%3.62%0.43%
GOOGLAlphabet Inc.Class A1.95%3.25%1.30%
MUMicron Technology, Inc.2.41%2.02%0.39%
GOOGAlphabet Inc. C1.59%2.59%1.00%
METAMeta Platform Inc 2.15%1.92%0.23%
AVGOBroadcom Inc1.15%2.77%1.62%
JPMJpmorgan Chase1.42%1.26%0.16%

94.3% of VOO is already inside AVUS.

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

AVUSVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AVUS or VOO?

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

Which performed better, AVUS or VOO?

Over the past year AVUS returned +24.04% vs +20.08% for VOO, so AVUS leads on 1-year performance. Over the longest common window we track (7 years), AVUS annualized +16.08% vs +16.02% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AVUS or VOO?

AVUS has been the more volatile fund at 17.7% annualized versus 16.6% for VOO. Worst drawdown: AVUS -37.0% vs VOO -34.3%.

Should I hold both AVUS and VOO?

AVUS and VOO 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 AVUS and VOO?

94.3% of VOO's money is in holdings AVUS also owns. 94.3% of VOO's is in holdings AVUS also owns. They hold 394 positions in common, counted across the 1,293 positions we hold weights for in AVUS and 505 in VOO.

Which pays a higher dividend, AVUS or VOO?

AVUS yields 0.93% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than AVUS?

VOO has a lower expense ratio. AVUS led over 1Y, 5Y and the full window, VOO over 3Y. The two have moved almost in lockstep, correlation 0.97. AVUS is less concentrated, with 28.3% 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.