AVSU vs. AVIE

Last updated Jul 16, 2026

AVSU (Avantis Responsible U.S. Equity ETF) and AVIE (Avantis Inflation Focused Equity ETF) are both Large Cap Blend Equities funds from Avantis. AVSU is passively managed, while AVIE is actively managed. Over the past 3 years, AVSU returned 20.47%/yr vs 13.08%/yr for AVIE. A 0.55 correlation means they provide meaningful diversification when combined. AVSU charges 0.15%/yr vs 0.25%/yr for AVIE.

Performance

AVSU vs. AVIE - Performance Comparison

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

Returns By Period

The year-to-date returns for both stocks are quite close, with AVSU having a 16.31% return and AVIE slightly lower at 15.52%.

AVSU

• 1D: 0.18%
• 1M: 0.00%
• 6M: 13.75%
• YTD: 16.31%
• 1Y: 29.46%
• 3Y*: 20.47%
• 5Y*: —
• 10Y*: —

AVIE

• 1D: -0.66%
• 1M: 1.37%
• 6M: 11.05%
• YTD: 15.52%
• 1Y: 26.60%
• 3Y*: 13.08%
• 5Y*: —
• 10Y*: —

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

AVSU vs. AVIE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
AVSU Avantis Responsible U.S. Equity ETF	16.31%	16.69%	19.16%	24.50%	4.58%
AVIE Avantis Inflation Focused Equity ETF	15.52%	11.37%	6.17%	4.19%	15.20%

Correlation

The correlation between AVSU and AVIE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.23
Correlation (3Y) Calculated over the trailing 3-year period	0.48
Correlation (All Time) Calculated using the full available price history since Sep 29, 2022	0.55

Over the past year, the correlation between AVSU and AVIE has dropped to 0.23 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.

AVSU vs. AVIE - Sectors Allocation Comparison

Sectors	AVSU	AVIE
Technology	34.9%	0.1%
Financial Services	17.9%	15.0%
Consumer Cyclical	12.0%	0.0%
Communication Services	10.9%	-
Healthcare	8.7%	26.3%
Industrials	8.2%	1.3%
Consumer Defensive	5.1%	17.1%
Basic Materials	1.4%	9.8%
Utilities	0.4%	0.0%
Energy	0.3%	30.0%
Real Estate	0.2%	0.1%

Return for Risk

AVSU vs. AVIE — Risk / Return Rank

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

AVSU

AVSU Risk / Return Rank: 80
AVSU Sharpe Ratio Rank: 83
AVSU Sortino Ratio Rank: 83
AVSU Omega Ratio Rank: 80
AVSU Calmar Ratio Rank: 72
AVSU Martin Ratio Rank: 83

AVIE

AVIE Risk / Return Rank: 92
AVIE Sharpe Ratio Rank: 93
AVIE Sortino Ratio Rank: 94
AVIE Omega Ratio Rank: 91
AVIE Calmar Ratio Rank: 94
AVIE Martin Ratio Rank: 91

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. AVIE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) and Avantis Inflation Focused Equity ETF (AVIE). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AVSU	AVIE	Difference
Sharpe ratio: Return per unit of total volatility	2.11	2.64	-0.53
Sortino ratio: Return per unit of downside risk	2.98	3.86	-0.89
Omega ratio: Gain probability vs. loss probability	1.37	1.47	-0.09
Calmar ratio: Return relative to maximum drawdown	2.94	5.38	-2.43
Martin ratio: Return relative to average drawdown	13.13	16.97	-3.84

AVSU vs. AVIE - Sharpe Ratio Comparison

The current AVSU Sharpe Ratio is 2.11, which is comparable to the AVIE Sharpe Ratio of 2.64. The chart below compares the historical Sharpe Ratios of AVSU and AVIE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AVSU vs. AVIE - Drawdown Comparison

The maximum AVSU drawdown since its inception was -21.67%, which is greater than AVIE's maximum drawdown of -12.39%. Use the drawdown chart below to compare losses from any high point for AVSU and AVIE.

Drawdown Indicators

	AVSU	AVIE	Difference
Max Drawdown Largest peak-to-trough decline	-21.67%	-12.39%	-9.28%
Max Drawdown (1Y) Largest decline over 1 year	-10.06%	-4.97%	-5.09%
Max Drawdown (3Y) Largest decline over 3 years	-20.16%	-12.39%	-7.77%
Current Drawdown Current decline from peak	-0.21%	-1.28%	+1.07%
Average Drawdown Average peak-to-trough decline	-5.35%	-2.96%	-2.39%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.25%	1.57%	+0.68%

Volatility

AVSU vs. AVIE - Volatility Comparison

Avantis Responsible U.S. Equity ETF (AVSU) has a higher volatility of 4.08% compared to Avantis Inflation Focused Equity ETF (AVIE) at 3.75%. This indicates that AVSU's price experiences larger fluctuations and is considered to be riskier than AVIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVSU	AVIE	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.08%	3.75%	+0.33%
Volatility (6M) Calculated over the trailing 6-month period	11.33%	7.54%	+3.79%
Volatility (1Y) Calculated over the trailing 1-year period	14.05%	10.23%	+3.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.84%	12.90%	+4.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.84%	12.90%	+4.94%

AVSU vs. AVIE - Expense Ratio Comparison

AVSU has a 0.15% expense ratio, which is lower than AVIE's 0.25% 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. AVIE - Dividend Comparison

AVSU's dividend yield for the trailing twelve months is around 0.89%, less than AVIE's 1.43% yield.

Position	TTM	2025	2024	2023	2022
AVIE Avantis Inflation Focused Equity ETF	1.43%	1.75%	1.89%	3.72%	0.39%
AVSU Avantis Responsible U.S. Equity ETF	0.89%	1.03%	1.22%	1.22%	0.99%

Frequently Asked Questions

Can I hold both AVSU and AVIE in my portfolio?

AVSU and AVIE have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AVSU or AVIE?

AVSU has higher volatility (4.08%) compared to AVIE (3.75%). In terms of maximum drawdown, AVSU dropped -21.67% vs AVIE's -12.39%.

Which ETF is better, AVSU or AVIE?

On 3-year performance, AVSU leads with 20.47% vs 13.08% for AVIE. On fees, AVSU is cheaper at 0.15% per year. On volatility, AVIE has been the lower-risk option at 3.75%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVSU or AVIE?

Over the 3-year period, AVSU has performed better with a 20.47% return vs 13.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVSU or AVIE?

AVSU is cheaper with a 0.15% expense ratio, compared with 0.25% for AVIE.

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

AVIE has the higher dividend yield at 1.43%, compared with 0.89% for AVSU.

What is the main difference between AVSU and AVIE?

Their fees differ too: 0.15% for AVSU and 0.25% for AVIE.

Which has better risk-adjusted returns?

AVIE currently has the higher Sharpe Ratio (2.64 vs 2.11), 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.