PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
AVUSX vs. VTSAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

AVUSX vs. VTSAX

Last updated May 12, 2025

Compare and contrast key facts about Avantis U.S. Equity Fund (AVUSX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).

AVUSX is managed by Avantis Investors. It was launched on Dec 4, 2019. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AVUSX or VTSAX.

Correlation

The correlation between AVUSX and VTSAX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

AVUSX vs. VTSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis U.S. Equity Fund (AVUSX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period

AVUSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VTSAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

AVUSX vs. VTSAX - Expense Ratio Comparison

AVUSX has a 0.15% expense ratio, which is higher than VTSAX'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%.

AVUSX
Avantis U.S. Equity Fund
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares

Risk-Adjusted Performance

AVUSX vs. VTSAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AVUSX
The Risk-Adjusted Performance Rank of AVUSX is 4747
Overall Rank
The Sharpe Ratio Rank of AVUSX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of AVUSX is 4545
Sortino Ratio Rank
The Omega Ratio Rank of AVUSX is 4747
Omega Ratio Rank
The Calmar Ratio Rank of AVUSX is 5151
Calmar Ratio Rank
The Martin Ratio Rank of AVUSX is 4747
Martin Ratio Rank
VTSAX
The Risk-Adjusted Performance Rank of VTSAX is 6161
Overall Rank
The Sharpe Ratio Rank of VTSAX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of VTSAX is 5959
Sortino Ratio Rank
The Omega Ratio Rank of VTSAX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VTSAX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of VTSAX is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AVUSX vs. VTSAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Equity Fund (AVUSX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.

No data
No data
No data
No data
No data

Loading data...

Dividends

AVUSX vs. VTSAX - Dividend Comparison

AVUSX's dividend yield for the trailing twelve months is around 1.42%, while VTSAX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
AVUSX
Avantis U.S. Equity Fund		1.42%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

AVUSX vs. VTSAX - Drawdown Comparison

Loading data...

Volatility

AVUSX vs. VTSAX - Volatility Comparison

Loading data...