AVMA vs. VOO
Compare and contrast key facts about Avantis Moderate Allocation ETF (AVMA) and Vanguard S&P 500 ETF (VOO).
AVMA and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVMA is an actively managed fund by Avantis. It was launched on Jun 27, 2023. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVMA or VOO.
Correlation
The correlation between AVMA and VOO is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AVMA vs. VOO - Performance Comparison
Key characteristics
AVMA:
1.49
VOO:
1.89
AVMA:
2.09
VOO:
2.54
AVMA:
1.27
VOO:
1.35
AVMA:
2.49
VOO:
2.83
AVMA:
7.67
VOO:
11.83
AVMA:
1.68%
VOO:
2.02%
AVMA:
8.65%
VOO:
12.66%
AVMA:
-8.51%
VOO:
-33.99%
AVMA:
-0.36%
VOO:
-0.42%
Returns By Period
In the year-to-date period, AVMA achieves a 3.45% return, which is significantly lower than VOO's 4.17% return.
AVMA
3.45%
0.85%
5.18%
13.01%
N/A
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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AVMA vs. VOO - Expense Ratio Comparison
AVMA has a 0.21% expense ratio, which is higher than VOO'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%.
Risk-Adjusted Performance
AVMA vs. VOO — Risk-Adjusted Performance Rank
AVMA
VOO
AVMA vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Moderate Allocation ETF (AVMA) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
AVMA vs. VOO - Dividend Comparison
AVMA's dividend yield for the trailing twelve months is around 2.20%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVMA Avantis Moderate Allocation ETF | 2.20% | 2.28% | 1.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AVMA vs. VOO - Drawdown Comparison
The maximum AVMA drawdown since its inception was -8.51%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AVMA and VOO. For additional features, visit the drawdowns tool.
Volatility
AVMA vs. VOO - Volatility Comparison
The current volatility for Avantis Moderate Allocation ETF (AVMA) is 1.88%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that AVMA experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.