AVUV vs VIOV
Avantis US Small Cap Value ETF vs Vanguard S&P Small Cap 600 Value ETF
Quick Verdict
VIOV has a lower expense ratio. AVUV delivered stronger 1-year returns. AVUV offers more diversification with 789 holdings.
Side-by-Side Comparison
| Metric | AVUV | VIOV | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.10% | |
| AUM | $31.9B | $2.0B | |
| Dividend Yield | 1.25% | 1.68% | |
| Holdings | 789 | 468 | |
| YTD Return | +23.39% | +21.63% | |
| 1Y Return | +34.70% | +33.54% | |
| 3Y Return (annualized) | +18.87% | +16.25% | |
| 5Y Return (annualized) | +13.34% | +8.56% | |
| Volatility (annualized) | 25.6% | 20.1% | |
| Max Drawdown | -49.6% | -48.9% | |
| Fund Family | Avantis Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 24, 2019 | Sep 7, 2010 |
AVUV vs VIOV Performance
Avantis US Small Cap Value ETF (AVUV) is a ETF from Avantis Investors and Vanguard S&P Small Cap 600 Value ETF (VIOV) is a ETF from Vanguard (US). Over the past year AVUV returned +34.70% while VIOV returned +33.54%. Year to date, AVUV is up 23.39% versus a gain of 21.63% for VIOV.
Over three years, AVUV compounded at +18.87% per year against +16.25% for VIOV; over five years the annualized figures are +13.34% and +8.56% respectively. Across the full 7-year window we track, AVUV has the edge at +15.81% annualized vs +10.99%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVUV has been the more volatile fund, with annualized monthly volatility of 25.6% compared with 20.1% 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 -48.9% for VIOV. 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 0.98. 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 1.25% against 1.68% for VIOV.
Holdings Overlap
AVUV and VIOV share 196 holdings out of 992 unique holdings combined, representing a 28.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $15 per year of difference.
Which performed better, AVUV or VIOV?
Over the past year AVUV returned +34.70% vs +33.54% for VIOV, so AVUV leads on 1-year performance. Over the longest common window we track (7 years), AVUV annualized +15.81% vs +10.99% for VIOV. Past performance does not guarantee future results.
Which is riskier, AVUV or VIOV?
AVUV has been the more volatile fund at 25.6% annualized versus 20.1% for VIOV. Worst drawdown: AVUV -49.6% vs VIOV -48.9%.
Should I hold both AVUV and VIOV?
AVUV and VIOV have a monthly-return correlation of 0.98, 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 AVUV and VIOV?
AVUV and VIOV share 196 common holdings with a 28.9% weight overlap. Combined, they hold 992 unique securities.
Which pays a higher dividend, AVUV or VIOV?
AVUV yields 1.25% while VIOV yields 1.68%, so VIOV currently pays the higher dividend yield.
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