AVUSX vs. VOO
Compare and contrast key facts about Avantis U.S. Equity Fund (AVUSX) and Vanguard S&P 500 ETF (VOO).
AVUSX is managed by Avantis Investors. It was launched on Dec 4, 2019. 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: AVUSX or VOO.
Correlation
The correlation between AVUSX and VOO is 0.96, 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
AVUSX vs. VOO - Performance Comparison
Key characteristics
AVUSX:
1.46
VOO:
1.76
AVUSX:
2.02
VOO:
2.37
AVUSX:
1.27
VOO:
1.32
AVUSX:
2.24
VOO:
2.66
AVUSX:
8.08
VOO:
11.10
AVUSX:
2.34%
VOO:
2.02%
AVUSX:
12.99%
VOO:
12.79%
AVUSX:
-36.23%
VOO:
-33.99%
AVUSX:
-2.67%
VOO:
-2.11%
Returns By Period
In the year-to-date period, AVUSX achieves a 2.11% return, which is significantly lower than VOO's 2.40% return.
AVUSX
2.11%
-2.03%
6.44%
16.86%
13.53%
N/A
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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AVUSX vs. VOO - Expense Ratio Comparison
AVUSX has a 0.15% 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
AVUSX vs. VOO — Risk-Adjusted Performance Rank
AVUSX
VOO
AVUSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity Fund (AVUSX) 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
AVUSX vs. VOO - Dividend Comparison
AVUSX's dividend yield for the trailing twelve months is around 1.34%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUSX Avantis U.S. Equity Fund | 1.34% | 1.37% | 1.19% | 1.63% | 0.67% | 0.70% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AVUSX vs. VOO - Drawdown Comparison
The maximum AVUSX drawdown since its inception was -36.23%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AVUSX and VOO. For additional features, visit the drawdowns tool.
Volatility
AVUSX vs. VOO - Volatility Comparison
Avantis U.S. Equity Fund (AVUSX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.42% and 3.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.