AVUV vs VIOV
Avantis US Small Cap Value ETF vs Vanguard S&P Small Cap 600 Value ETF
Which is better, AVUV or VIOV?
Nearly the same fund. VIOV costs less.
VIOV has a lower expense ratio. AVUV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98.
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 | AVUV | VIOV |
|---|---|---|
| Expense Ratio | 0.25% | 0.10%Best |
| AUM | $31.8B | $1.9B |
| Dividend Yield | 1.22% | 1.63% |
| Holdings | 1,591 | 473 |
| YTD Return | +19.61%Best | +17.83% |
| 1Y Return | +25.68%Best | +21.36% |
| 3Y Return (annualized) | +19.12%Best | +17.95% |
| 5Y Return (annualized) | +10.01%Best | +5.93% |
| Volatility (annualized) | 25.3% | 23.5%Best |
| Max Drawdown | -49.6% | -45.5%Best |
| $10,000 over 5 years | $16,112Best | $13,338 |
| Fund Family | Avantis Investors | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Small Cap Value |
| Inception | Sep 24, 2019 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 26, 2019 to Nov 10, 2026 (7.1 years).
AVUV vs VIOV 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 7.1 years both funds cover.
AVUV vs VIOV Performance
Avantis US Small Cap Value ETF (AVUV) is an ETF from Avantis Investors and Vanguard S&P Small Cap 600 Value ETF (VIOV) is an ETF from Vanguard (US). Over the past year AVUV returned +25.68% while VIOV returned +21.36%. Year to date, AVUV is up 19.61% versus a gain of 17.83% for VIOV.
Over three years, AVUV compounded at +19.12% per year against +17.95% for VIOV; over five years the annualized figures are +10.01% and +5.93% respectively. Across the full 7-year window we track, AVUV has the edge at +14.78% annualized vs +9.90%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVUV has been the more volatile fund, with annualized monthly volatility of 25.3% compared with 23.5% for VIOV. 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 -49.6% for AVUV and -45.5% for VIOV. 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
AVUV charges 0.25% per year while VIOV charges 0.10%. On a $10,000 position that is $25 vs $10 annually, a gap of $15 per year that compounds over a long holding period. On income, AVUV currently yields 1.22% against 1.63% for VIOV.
You are not choosing between two funds in isolation.
Whichever of AVUV and VIOV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVUV or VIOV?
AVUV has an expense ratio of 0.25% while VIOV charges 0.10%. VIOV is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, AVUV or VIOV?
Over the past year AVUV returned +25.68% vs +21.36% for VIOV, so AVUV leads on 1-year performance. Over the longest common window we track (7 years), AVUV annualized +14.78% vs +9.90% for VIOV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVUV or VIOV?
AVUV has been the more volatile fund at 25.3% annualized versus 23.5% for VIOV. Worst drawdown: AVUV -49.6% vs VIOV -45.5%.
Should I hold both AVUV and VIOV?
AVUV and VIOV 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.
Which pays a higher dividend, AVUV or VIOV?
AVUV yields 1.22% while VIOV yields 1.63%, so VIOV currently pays the higher dividend yield.
Is VIOV better than AVUV?
VIOV has a lower expense ratio. AVUV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.