AVXC vs IVV
Avantis Emerging Markets ex-China Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. AVXC delivered stronger 1-year returns. AVXC offers more diversification with 1290 holdings.
Side-by-Side Comparison
| Metric | AVXC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.33% | 0.03% | |
| AUM | $391M | $865.2B | |
| Dividend Yield | 1.59% | 1.09% | |
| Holdings | 2,763 | 508 | |
| YTD Return | +26.60% | +14.50% | |
| 1Y Return | +44.50% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 18.4% | 15.1% | |
| Max Drawdown | -19.8% | -56.5% | |
| Fund Family | Avantis Investors | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 19, 2024 | May 15, 2000 |
AVXC vs IVV Performance
Avantis Emerging Markets ex-China Equity ETF (AVXC) 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 AVXC returned +44.50% while IVV returned +22.02%. Year to date, AVXC is up 26.60% versus a gain of 14.50% for IVV.
Risk: Volatility and Drawdowns
AVXC has been the more volatile fund, with annualized monthly volatility of 18.4% 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 -19.8% for AVXC 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.59% against 1.09% for IVV.
Holdings Overlap
AVXC and IVV share 1 holdings out of 1794 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AVXC | Weight in IVV | Difference |
|---|---|---|---|
| HAL | 0.10% | 0.04% | 0.06% |
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. On a $10,000 investment, that is $30 per year of difference.
Which performed better, AVXC or IVV?
Over the past year AVXC returned +44.50% vs +22.02% for IVV, so AVXC leads on 1-year performance. Over the longest common window we track (2 years), AVXC annualized +24.69% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, AVXC or IVV?
AVXC has been the more volatile fund at 18.4% annualized versus 15.1% for IVV. Worst drawdown: AVXC -19.8% vs IVV -56.5%.
Should I hold both AVXC and IVV?
AVXC and IVV have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AVXC and IVV?
AVXC and IVV share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1794 unique securities.
Which pays a higher dividend, AVXC or IVV?
AVXC yields 1.59% while IVV yields 1.09%, so AVXC currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.