AVSU vs. AVGE

Last updated Jun 4, 2026

AVSU (Avantis Responsible U.S. Equity ETF) and AVGE (Avantis All Equity Markets ETF) are both exchange-traded funds - AVSU is a Large Cap Blend Equities fund tracking the Russell 3000 Index, while AVGE is a Global Equities fund tracking the MSCI AC World IMI. Both are passively managed. Over the past 3 years, AVSU returned 22.19%/yr vs 21.61%/yr for AVGE. Their correlation of 0.95 suggests significant overlap in exposure. AVSU charges 0.15%/yr vs 0.23%/yr for AVGE.

Performance

AVSU vs. AVGE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Responsible U.S. Equity ETF (AVSU) and Avantis All Equity Markets ETF (AVGE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with AVSU having a 14.85% return and AVGE slightly higher at 15.58%.

AVSU

• 1D: -0.43%
• 1M: 6.75%
• YTD: 14.85%
• 6M: 15.47%
• 1Y: 33.58%
• 3Y*: 22.19%
• 5Y*: —
• 10Y*: —

AVGE

• 1D: -0.58%
• 1M: 4.37%
• YTD: 15.58%
• 6M: 16.71%
• 1Y: 33.84%
• 3Y*: 21.61%
• 5Y*: —
• 10Y*: —

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

AVSU vs. AVGE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
AVSU Avantis Responsible U.S. Equity ETF	14.85%	16.69%	19.16%	24.50%	6.75%
AVGE Avantis All Equity Markets ETF	15.58%	20.84%	13.96%	19.04%	11.18%

Correlation

The correlation between AVSU and AVGE is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.95
Correlation (3Y) Calculated over the trailing 3-year period	0.94
Correlation (All Time) Calculated using the full available price history since Sep 30, 2022	0.95

The correlation between AVSU and AVGE has been stable across timeframes, ranging from 0.94 to 0.95 - a consistent structural relationship.

AVSU vs. AVGE - Sectors Allocation Comparison

Sectors	AVSU	AVGE
Technology	33.2%	19.1%
Financial Services	18.6%	18.0%
Consumer Cyclical	13.1%	11.9%
Communication Services	11.0%	6.9%
Healthcare	8.9%	6.0%
Industrials	8.6%	13.7%
Consumer Defensive	5.0%	4.7%
Basic Materials	1.1%	5.3%
Real Estate	0.3%	3.5%
Utilities	0.3%	2.1%
Energy	0.0%	8.8%

Return for Risk

AVSU vs. AVGE — Risk / Return Rank

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

AVSU

AVSU Risk / Return Rank: 75
AVSU Sharpe Ratio Rank: 77
AVSU Sortino Ratio Rank: 79
AVSU Omega Ratio Rank: 75
AVSU Calmar Ratio Rank: 68
AVSU Martin Ratio Rank: 78

AVGE

AVGE Risk / Return Rank: 81
AVGE Sharpe Ratio Rank: 82
AVGE Sortino Ratio Rank: 83
AVGE Omega Ratio Rank: 81
AVGE Calmar Ratio Rank: 77
AVGE Martin Ratio Rank: 83

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.

AVSU vs. AVGE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) and Avantis All Equity Markets ETF (AVGE). 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.

	AVSU	AVGE	Difference
Sharpe ratio: Return per unit of total volatility	2.52	2.73	-0.21
Sortino ratio: Return per unit of downside risk	3.54	3.77	-0.23
Omega ratio: Gain probability vs. loss probability	1.45	1.50	-0.05
Calmar ratio: Return relative to maximum drawdown	3.35	3.95	-0.60
Martin ratio: Return relative to average drawdown	15.23	16.91	-1.68
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AVSU vs. AVGE - Sharpe Ratio Comparison

The current AVSU Sharpe Ratio is 2.52, which is comparable to the AVGE Sharpe Ratio of 2.73. The chart below compares the historical Sharpe Ratios of AVSU and AVGE, 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

	AVSU	AVGE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.52	2.73	-0.21
Sharpe Ratio (All Time) Calculated using the full available price history	0.80	1.49	-0.68

Drawdowns

AVSU vs. AVGE - Drawdown Comparison

The maximum AVSU drawdown since its inception was -21.67%, which is greater than AVGE's maximum drawdown of -17.13%. Use the drawdown chart below to compare losses from any high point for AVSU and AVGE.

Drawdown Indicators

	AVSU	AVGE	Difference
Max Drawdown Largest peak-to-trough decline	-21.67%	-17.13%	-4.54%
Max Drawdown (1Y) Largest decline over 1 year	-10.06%	-8.60%	-1.46%
Max Drawdown (3Y) Largest decline over 3 years	-20.16%	-17.13%	-3.03%
Current Drawdown Current decline from peak	-0.43%	-0.58%	+0.15%
Average Drawdown Average peak-to-trough decline	-5.47%	-2.41%	-3.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.21%	2.01%	+0.20%

Volatility

AVSU vs. AVGE - Volatility Comparison

Avantis Responsible U.S. Equity ETF (AVSU) has a higher volatility of 3.87% compared to Avantis All Equity Markets ETF (AVGE) at 3.58%. This indicates that AVSU's price experiences larger fluctuations and is considered to be riskier than AVGE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVSU	AVGE	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.87%	3.58%	+0.29%
Volatility (6M) Calculated over the trailing 6-month period	10.32%	9.69%	+0.63%
Volatility (1Y) Calculated over the trailing 1-year period	13.39%	12.46%	+0.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.87%	15.19%	+2.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.87%	15.19%	+2.68%

AVSU vs. AVGE - Expense Ratio Comparison

AVSU has a 0.15% expense ratio, which is lower than AVGE's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

AVSU vs. AVGE - Dividend Comparison

AVSU's dividend yield for the trailing twelve months is around 0.87%, less than AVGE's 1.61% yield.

Position	TTM	2025	2024	2023	2022
AVGE Avantis All Equity Markets ETF	1.61%	1.67%	1.92%	1.93%	0.74%
AVSU Avantis Responsible U.S. Equity ETF	0.87%	1.03%	1.22%	1.22%	0.99%

Frequently Asked Questions

Can I hold both AVSU and AVGE in my portfolio?

With a correlation of 0.95, AVSU and AVGE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, AVSU or AVGE?

AVSU has higher volatility (3.87%) compared to AVGE (3.58%). In terms of maximum drawdown, AVSU dropped -21.67% vs AVGE's -17.13%.

Which ETF is better, AVSU or AVGE?

On 3-year performance, AVSU leads with 22.19% vs 21.61% for AVGE. On fees, AVSU is cheaper at 0.15% per year. On volatility, AVGE has been the lower-risk option at 3.58%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVSU or AVGE?

Over the 3-year period, AVSU has performed better with a 22.19% return vs 21.61%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVSU or AVGE?

AVSU is cheaper with a 0.15% expense ratio, compared with 0.23% for AVGE.

Which ETF pays a higher dividend yield, AVSU or AVGE?

AVGE has the higher dividend yield at 1.61%, compared with 0.87% for AVSU.

What is the main difference between AVSU and AVGE?

AVSU is categorized as Large Cap Blend Equities, while AVGE is Global Equities. AVSU tracks Russell 3000 Index, while AVGE tracks MSCI AC World IMI. Their fees differ too: 0.15% for AVSU and 0.23% for AVGE.

Which has better risk-adjusted returns?

AVGE currently has the higher Sharpe Ratio (2.73 vs 2.52), 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.