AVUS vs. VTV

Last updated Jul 11, 2026

AVUS (Avantis U.S. Equity ETF) and VTV (Vanguard Value ETF) are both exchange-traded funds - AVUS is a Large Cap Blend Equities fund actively managed by Avantis, while VTV is a Large Cap Value Equities fund tracking the CRSP US Large Cap Value Index. AVUS is actively managed, while VTV is passively managed. Over the past 5 years, AVUS returned 12.93%/yr vs 12.27%/yr for VTV. Their correlation of 0.88 suggests significant overlap in exposure. AVUS charges 0.15%/yr vs 0.04%/yr for VTV.

Performance

AVUS vs. VTV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis U.S. Equity ETF (AVUS) and Vanguard Value ETF (VTV). 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 VTV slightly higher at 15.97%.

AVUS

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

VTV

• 1D: 0.29%
• 1M: 4.13%
• 6M: 12.54%
• YTD: 15.97%
• 1Y: 24.74%
• 3Y*: 18.09%
• 5Y*: 12.27%
• 10Y*: 12.50%

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

AVUS vs. VTV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
AVUS Avantis U.S. Equity ETF	15.52%	16.68%	20.43%	21.77%	-13.82%	28.73%	17.58%	8.55%
VTV Vanguard Value ETF	15.97%	15.27%	15.95%	9.32%	-2.09%	26.53%	2.33%	8.17%

Correlation

The correlation between AVUS and VTV is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.77
Correlation (3Y) Calculated over the trailing 3-year period	0.83
Correlation (5Y) Calculated over the trailing 5-year period	0.87
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019	0.88

The correlation between AVUS and VTV shifts across timeframes, from 0.77 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.

AVUS vs. VTV - Sectors Allocation Comparison

Sectors	AVUS	VTV
Technology	30.5%	16.5%
Financial Services	14.5%	21.5%
Consumer Cyclical	11.4%	4.0%
Industrials	11.2%	13.6%
Communication Services	9.3%	2.9%
Healthcare	7.0%	14.1%
Energy	6.8%	7.4%
Consumer Defensive	4.2%	8.9%
Basic Materials	2.6%	3.3%
Utilities	2.3%	4.8%
Real Estate	0.1%	2.7%

Return for Risk

AVUS vs. VTV — 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

VTV

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

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. VTV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity ETF (AVUS) and Vanguard Value ETF (VTV). 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	VTV	Difference
Sharpe ratio: Return per unit of total volatility	2.08	2.39	-0.31
Sortino ratio: Return per unit of downside risk	2.86	3.45	-0.59
Omega ratio: Gain probability vs. loss probability	1.37	1.43	-0.06
Calmar ratio: Return relative to maximum drawdown	3.37	3.91	-0.54
Martin ratio: Return relative to average drawdown	14.91	14.82	+0.09

AVUS vs. VTV - Sharpe Ratio Comparison

The current AVUS Sharpe Ratio is 2.08, which is comparable to the VTV Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of AVUS and VTV, 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. VTV - Drawdown Comparison

The maximum AVUS drawdown since its inception was -37.04%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for AVUS and VTV.

Drawdown Indicators

	AVUS	VTV	Difference
Max Drawdown Largest peak-to-trough decline	-37.04%	-59.27%	+22.23%
Max Drawdown (1Y) Largest decline over 1 year	-7.85%	-6.35%	-1.50%
Max Drawdown (3Y) Largest decline over 3 years	-19.74%	-14.52%	-5.22%
Max Drawdown (5Y) Largest decline over 5 years	-22.19%	-17.04%	-5.15%
Max Drawdown (10Y) Largest decline over 10 years	—	-36.78%	—
Current Drawdown Current decline from peak	0.00%	-0.17%	+0.17%
Average Drawdown Average peak-to-trough decline	-5.03%	-7.84%	+2.81%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.77%	1.68%	+0.09%

Volatility

AVUS vs. VTV - Volatility Comparison

Avantis U.S. Equity ETF (AVUS) has a higher volatility of 4.19% compared to Vanguard Value ETF (VTV) at 3.32%. This indicates that AVUS's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVUS	VTV	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.19%	3.32%	+0.87%
Volatility (6M) Calculated over the trailing 6-month period	9.81%	7.77%	+2.04%
Volatility (1Y) Calculated over the trailing 1-year period	12.70%	10.40%	+2.30%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.34%	13.86%	+3.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.77%	16.60%	+4.17%

AVUS vs. VTV - Expense Ratio Comparison

AVUS has a 0.15% expense ratio, which is higher than VTV's 0.04% 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

AVUS vs. VTV - Dividend Comparison

AVUS's dividend yield for the trailing twelve months is around 0.92%, less than VTV's 1.87% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AVUS Avantis U.S. Equity ETF	0.92%	1.08%	1.27%	1.41%	1.59%	1.08%	1.19%	0.35%	0.00%	0.00%	0.00%	0.00%
VTV Vanguard Value ETF	1.87%	2.05%	2.31%	2.46%	2.52%	2.15%	2.56%	2.50%	2.73%	2.29%	2.44%	2.60%

Frequently Asked Questions

Can I hold both AVUS and VTV in my portfolio?

AVUS and VTV have a correlation of 0.77, 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 VTV?

AVUS has higher volatility (4.19%) compared to VTV (3.32%). In terms of maximum drawdown, AVUS dropped -37.04% vs VTV's -59.27%.

Which ETF is better, AVUS or VTV?

On 5-year performance, AVUS leads with 12.93% vs 12.27% for VTV. On fees, VTV is cheaper at 0.04% per year. On volatility, VTV has been the lower-risk option at 3.32%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVUS or VTV?

Over the 5-year period, AVUS has performed better with a 12.93% return vs 12.27%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVUS or VTV?

VTV is cheaper with a 0.04% expense ratio, compared with 0.15% for AVUS.

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

VTV has the higher dividend yield at 1.87%, compared with 0.92% for AVUS.

What is the main difference between AVUS and VTV?

AVUS is categorized as Large Cap Blend Equities, while VTV is Large Cap Value Equities. They also come from different issuers: Avantis and Vanguard. Their fees differ too: 0.15% for AVUS and 0.04% for VTV.

Which has better risk-adjusted returns?

VTV 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.