AVIE vs. VTI

Last updated Jun 4, 2026

AVIE (Avantis Inflation Focused Equity ETF) and VTI (Vanguard Total Stock Market ETF) are both Large Cap Blend Equities funds. AVIE is actively managed, while VTI is passively managed. Over the past 3 years, AVIE returned 13.07%/yr vs 22.07%/yr for VTI. A 0.56 correlation means they provide meaningful diversification when combined. AVIE charges 0.25%/yr vs 0.03%/yr for VTI.

Performance

AVIE vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Inflation Focused Equity ETF (AVIE) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AVIE achieves a 12.80% return, which is significantly higher than VTI's 11.20% return.

AVIE

• 1D: 0.43%
• 1M: 0.22%
• YTD: 12.80%
• 6M: 12.98%
• 1Y: 23.46%
• 3Y*: 13.07%
• 5Y*: —
• 10Y*: —

VTI

• 1D: -0.72%
• 1M: 4.99%
• YTD: 11.20%
• 6M: 11.09%
• 1Y: 28.18%
• 3Y*: 22.07%
• 5Y*: 12.69%
• 10Y*: 15.05%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AVIE vs. VTI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
AVIE Avantis Inflation Focused Equity ETF	12.80%	11.37%	6.17%	4.19%	14.70%
VTI Vanguard Total Stock Market ETF	11.20%	17.10%	23.81%	26.05%	5.59%

Correlation

The correlation between AVIE and VTI is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.49
Correlation (All Time) Calculated using the full available price history since Sep 30, 2022	0.56

Over the past year, the correlation between AVIE and VTI has dropped to 0.31 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.

AVIE vs. VTI - Sectors Allocation Comparison

Sectors	AVIE	VTI
Energy	30.1%	3.7%
Healthcare	26.3%	9.2%
Consumer Defensive	17.1%	4.7%
Financial Services	15.0%	12.0%
Basic Materials	9.8%	2.0%
Industrials	1.1%	9.8%
Real Estate	0.1%	2.4%
Utilities	0.1%	2.3%
Consumer Cyclical	0.1%	10.0%
Technology	0.1%	33.5%
Communication Services	-	10.3%

Return for Risk

AVIE vs. VTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVIE

AVIE Risk / Return Rank: 76
AVIE Sharpe Ratio Rank: 73
AVIE Sortino Ratio Rank: 76
AVIE Omega Ratio Rank: 70
AVIE Calmar Ratio Rank: 86
AVIE Martin Ratio Rank: 76

VTI

VTI Risk / Return Rank: 68
VTI Sharpe Ratio Rank: 69
VTI Sortino Ratio Rank: 68
VTI Omega Ratio Rank: 67
VTI Calmar Ratio Rank: 62
VTI Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVIE vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Inflation Focused Equity ETF (AVIE) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AVIE	VTI	Difference
Sharpe ratio Return per unit of total volatility	2.39	2.33	+0.06
Sortino ratio Return per unit of downside risk	3.44	3.18	+0.26
Omega ratio Gain probability vs. loss probability	1.42	1.42	0.00
Calmar ratio Return relative to maximum drawdown	4.74	3.17	+1.57
Martin ratio Return relative to average drawdown	14.57	14.62	-0.06
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVIE vs. VTI - Sharpe Ratio Comparison

The current AVIE Sharpe Ratio is 2.39, which is comparable to the VTI Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of AVIE and VTI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AVIE	VTI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.39	2.33	+0.06
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.73	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.05	0.51	+0.54

Drawdowns

AVIE vs. VTI - Drawdown Comparison

The maximum AVIE drawdown since its inception was -12.39%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AVIE and VTI.

Drawdown Indicators

	AVIE	VTI	Difference
Max Drawdown Largest peak-to-trough decline	-12.39%	-55.45%	+43.06%
Max Drawdown (1Y) Largest decline over 1 year	-4.97%	-8.92%	+3.95%
Max Drawdown (3Y) Largest decline over 3 years	-12.39%	-19.30%	+6.91%
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	-1.36%	-0.72%	-0.64%
Average Drawdown Average peak-to-trough decline	-3.03%	-8.03%	+5.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.62%	1.93%	-0.31%

Volatility

AVIE vs. VTI - Volatility Comparison

Avantis Inflation Focused Equity ETF (AVIE) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.06% and 2.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVIE	VTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.06%	2.96%	+0.10%
Volatility (6M) Calculated over the trailing 6-month period	7.19%	9.13%	-1.94%
Volatility (1Y) Calculated over the trailing 1-year period	9.88%	12.17%	-2.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.94%	17.40%	-4.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.94%	18.30%	-5.36%

AVIE vs. VTI - Expense Ratio Comparison

AVIE has a 0.25% expense ratio, which is higher than VTI's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

AVIE vs. VTI - Dividend Comparison

AVIE's dividend yield for the trailing twelve months is around 1.45%, more than VTI's 1.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVIE Avantis Inflation Focused Equity ETF	1.45%	1.75%	1.89%	3.72%	0.39%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VTI Vanguard Total Stock Market ETF	1.01%	1.12%	1.27%	1.44%	1.66%	1.21%	1.42%	1.78%	2.04%	1.71%	1.92%	1.98%

Frequently Asked Questions

Can I hold both AVIE and VTI in my portfolio?

AVIE and VTI have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AVIE or VTI?

AVIE has higher volatility (3.06%) compared to VTI (2.96%). In terms of maximum drawdown, AVIE dropped -12.39% vs VTI's -55.45%.

Which ETF is better, AVIE or VTI?

On 3-year performance, VTI leads with 22.07% vs 13.07% for AVIE. On fees, VTI is cheaper at 0.03% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVIE or VTI?

Over the 3-year period, VTI has performed better with a 22.07% return vs 13.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVIE or VTI?

VTI is cheaper with a 0.03% expense ratio, compared with 0.25% for AVIE.

Which ETF pays a higher dividend yield, AVIE or VTI?

AVIE has the higher dividend yield at 1.45%, compared with 1.01% for VTI.

What is the main difference between AVIE and VTI?

They also come from different issuers: Avantis and Vanguard. Their fees differ too: 0.25% for AVIE and 0.03% for VTI.

Which has better risk-adjusted returns?

AVIE currently has the higher Sharpe Ratio (2.39 vs 2.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.