AVXC vs IVV
Avantis Emerging Markets ex-China Equity ETF vs iShares Core S&P 500 ETF
Which is better, AVXC or IVV?
AVXC has been ahead.
IVV has a lower expense ratio. AVXC led over 1Y and the full window.
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 | AVXC | IVV |
|---|---|---|
| Expense Ratio | 0.33% | 0.03%Best |
| AUM | $472M | $882.6B |
| Dividend Yield | 1.63% | 1.06% |
| Holdings | 2,809 | 508 |
| YTD Return | +27.79%Best | +12.76% |
| 1Y Return | +39.43%Best | +15.57% |
| 3Y Return (annualized) | - | +22.95% |
| 5Y Return (annualized) | - | +13.54% |
| Volatility (annualized) | 17.9% | 11.9%Best |
| Max Drawdown | -19.8% | -18.8%Best |
| $10,000 over 2.5 years | $17,019Best | $15,020 |
| Fund Family | Avantis Investors | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 19, 2024 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 21, 2024 to Oct 1, 2026 (2.5 years).
AVXC vs IVV 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 2.5 years both funds cover.
AVXC vs IVV Performance
Avantis Emerging Markets ex-China Equity ETF (AVXC) is an ETF from Avantis Investors and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year AVXC returned +39.43% while IVV returned +15.57%. Year to date, AVXC is up 27.79% versus a gain of 12.76% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVXC has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 11.9% 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 -19.8% for AVXC and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AVXC charges 0.33% per year while IVV charges 0.03%. On a $10,000 position that is $33 vs $3 annually, a gap of $30 per year that compounds over a long holding period. On income, AVXC currently yields 1.63% against 1.06% for IVV.
Holdings Overlap
At least 0.1% of IVV's money is in holdings AVXC also owns.
Stated as a floor: for AVXC, our book for it covers 91.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 1,751 positions we hold weights for in AVXC and 505 in IVV, against full books of 2,809 and 508.
Top Shared Holdings
| Stock | Weight in AVXC | Weight in IVV | Difference |
|---|---|---|---|
| HALHalliburton Co. | 0.09% | 0.05% | 0.04% |
You are not choosing between two funds in isolation.
Whichever of AVXC and IVV 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, AVXC or IVV?
AVXC has an expense ratio of 0.33% while IVV charges 0.03%. IVV is the cheaper option, by $30 a year on a $10,000 investment.
Which performed better, AVXC or IVV?
Over the past year AVXC returned +39.43% vs +15.57% for IVV, so AVXC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVXC or IVV?
AVXC has been the more volatile fund at 17.9% annualized versus 11.9% for IVV. Worst drawdown: AVXC -19.8% vs IVV -18.8%.
Should I hold both AVXC and IVV?
AVXC and IVV have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AVXC or IVV?
AVXC yields 1.63% while IVV yields 1.06%, so AVXC currently pays the higher dividend yield.
Is IVV better than AVXC?
IVV has a lower expense ratio. AVXC led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.