AVUS vs. AVIE

Last updated Jul 11, 2026

AVUS (Avantis U.S. Equity ETF) and AVIE (Avantis Inflation Focused Equity ETF) are both Large Cap Blend Equities funds from Avantis. Both are actively managed. Over the past 3 years, AVUS returned 20.86%/yr vs 13.01%/yr for AVIE. A 0.62 correlation means they provide meaningful diversification when combined. AVUS charges 0.15%/yr vs 0.25%/yr for AVIE.

Performance

AVUS vs. AVIE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis U.S. Equity ETF (AVUS) 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 investments are quite close, with AVUS having a 15.52% return and AVIE slightly higher at 15.72%.

AVUS

• 1D: 0.45%
• 1M: 4.10%
• 6M: 12.24%
• YTD: 15.52%
• 1Y: 26.34%
• 3Y*: 20.86%
• 5Y*: 12.93%
• 10Y*: —

AVIE

• 1D: 0.00%
• 1M: 1.36%
• 6M: 13.13%
• YTD: 15.72%
• 1Y: 24.13%
• 3Y*: 13.01%
• 5Y*: —
• 10Y*: —

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

AVUS vs. AVIE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
AVUS Avantis U.S. Equity ETF	15.52%	16.68%	20.43%	21.77%	6.17%
AVIE Avantis Inflation Focused Equity ETF	15.72%	11.37%	6.17%	4.19%	15.20%

Correlation

The correlation between AVUS and AVIE 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	0.55
Correlation (All Time) Calculated using the full available price history since Sep 29, 2022	0.62

Over the past year, the correlation between AVUS and AVIE has dropped to 0.31 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.

AVUS vs. AVIE - Sectors Allocation Comparison

Sectors	AVUS	AVIE
Technology	30.5%	0.1%
Financial Services	14.5%	15.0%
Consumer Cyclical	11.4%	0.0%
Industrials	11.2%	1.3%
Communication Services	9.3%	-
Healthcare	7.0%	26.3%
Energy	6.8%	30.0%
Consumer Defensive	4.2%	17.1%
Basic Materials	2.6%	9.8%
Utilities	2.3%	0.0%
Real Estate	0.1%	0.1%

Return for Risk

AVUS vs. AVIE — Risk / Return Rank

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

AVUS

AVUS Risk / Return Rank: 82
AVUS Sharpe Ratio Rank: 82
AVUS Sortino Ratio Rank: 81
AVUS Omega Ratio Rank: 80
AVUS Calmar Ratio Rank: 80
AVUS Martin Ratio Rank: 88

AVIE

AVIE Risk / Return Rank: 90
AVIE Sharpe Ratio Rank: 90
AVIE Sortino Ratio Rank: 91
AVIE Omega Ratio Rank: 87
AVIE Calmar Ratio Rank: 92
AVIE Martin Ratio Rank: 88

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.

AVUS vs. AVIE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity ETF (AVUS) 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.

	AVUS	AVIE	Difference
Sharpe ratio: Return per unit of total volatility	2.08	2.39	-0.30
Sortino ratio: Return per unit of downside risk	2.86	3.47	-0.61
Omega ratio: Gain probability vs. loss probability	1.37	1.42	-0.05
Calmar ratio: Return relative to maximum drawdown	3.37	4.88	-1.51
Martin ratio: Return relative to average drawdown	14.91	15.14	-0.24

AVUS vs. AVIE - Sharpe Ratio Comparison

The current AVUS Sharpe Ratio is 2.08, which is comparable to the AVIE Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of AVUS 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

AVUS vs. AVIE - Drawdown Comparison

The maximum AVUS drawdown since its inception was -37.04%, which is greater than AVIE's maximum drawdown of -12.39%. Use the drawdown chart below to compare losses from any high point for AVUS and AVIE.

Drawdown Indicators

	AVUS	AVIE	Difference
Max Drawdown Largest peak-to-trough decline	-37.04%	-12.39%	-24.65%
Max Drawdown (1Y) Largest decline over 1 year	-7.85%	-4.97%	-2.88%
Max Drawdown (3Y) Largest decline over 3 years	-19.74%	-12.39%	-7.35%
Max Drawdown (5Y) Largest decline over 5 years	-22.19%	—	—
Current Drawdown Current decline from peak	0.00%	-1.10%	+1.10%
Average Drawdown Average peak-to-trough decline	-5.03%	-2.97%	-2.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.77%	1.65%	+0.12%

Volatility

AVUS vs. AVIE - Volatility Comparison

Avantis U.S. Equity ETF (AVUS) has a higher volatility of 4.19% compared to Avantis Inflation Focused Equity ETF (AVIE) at 3.55%. This indicates that AVUS'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

	AVUS	AVIE	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.19%	3.55%	+0.64%
Volatility (6M) Calculated over the trailing 6-month period	9.81%	7.46%	+2.35%
Volatility (1Y) Calculated over the trailing 1-year period	12.70%	10.16%	+2.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.34%	12.90%	+4.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.77%	12.90%	+7.87%

AVUS vs. AVIE - Expense Ratio Comparison

AVUS 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

AVUS vs. AVIE - Dividend Comparison

AVUS's dividend yield for the trailing twelve months is around 0.92%, less than AVIE's 1.43% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AVIE Avantis Inflation Focused Equity ETF	1.43%	1.75%	1.89%	3.72%	0.39%	0.00%	0.00%	0.00%
AVUS Avantis U.S. Equity ETF	0.92%	1.08%	1.27%	1.41%	1.59%	1.08%	1.19%	0.35%

Frequently Asked Questions

Can I hold both AVUS and AVIE in my portfolio?

AVUS and AVIE 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, AVUS or AVIE?

AVUS has higher volatility (4.19%) compared to AVIE (3.55%). In terms of maximum drawdown, AVUS dropped -37.04% vs AVIE's -12.39%.

Which ETF is better, AVUS or AVIE?

On 3-year performance, AVUS leads with 20.86% vs 13.01% for AVIE. On fees, AVUS is cheaper at 0.15% per year. On volatility, AVIE has been the lower-risk option at 3.55%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVUS or AVIE?

Over the 3-year period, AVUS has performed better with a 20.86% return vs 13.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVUS or AVIE?

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

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

AVIE has the higher dividend yield at 1.43%, compared with 0.92% for AVUS.

What is the main difference between AVUS and AVIE?

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

Which has better risk-adjusted returns?

AVIE currently has the higher Sharpe Ratio (2.39 vs 2.08), 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.