AVIE vs VFMV
Avantis Inflation Focused Equity ETF vs Vanguard US Minimum Volatility ETF
Which is better, AVIE or VFMV?
Each has led over a different period.
VFMV has a lower expense ratio. AVIE led over 1Y and the full window, VFMV over 3Y. VFMV is less concentrated, with 15.7% of the fund in its ten largest positions against 31.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVIE | VFMV |
|---|---|---|
| Expense Ratio | 0.25% | 0.13%Best |
| AUM | $13M | $460M |
| Dividend Yield | 1.52% | 1.63% |
| Holdings | 364 | 204 |
| YTD Return | +24.36%Best | +11.27% |
| 1Y Return | +30.92%Best | +11.99% |
| 3Y Return (annualized) | +14.43% | +15.36%Best |
| 5Y Return (annualized) | - | +9.45% |
| Volatility (annualized) | 13.8% | 10.7%Best |
| Max Drawdown | -12.4% | -10.3%Best |
| $10,000 over 4 years | $17,575Best | $16,931 |
| Top 10 Weight | 31.2% | 15.7%Best |
| Fund Family | Avantis Investors | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Sep 27, 2022 | Feb 13, 2018 |
Volatility and max drawdown, and the $10,000 over 4 years row, are measured over the window both funds cover: Sep 29, 2022 to Oct 14, 2026 (4 years).
AVIE vs VFMV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4 years both funds cover.
AVIE vs VFMV Performance
Avantis Inflation Focused Equity ETF (AVIE) is an ETF from Avantis Investors and Vanguard US Minimum Volatility ETF (VFMV) is an ETF from Vanguard (US). Over the past year AVIE returned +30.92% while VFMV returned +11.99%. Year to date, AVIE is up 24.36% versus a gain of 11.27% for VFMV.
Over three years, AVIE compounded at +14.43% per year against +15.36% for VFMV. Across the full 4-year window we track, AVIE has the edge at +15.14% annualized vs +14.07%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVIE has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 10.7% for VFMV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -12.4% for AVIE and -10.3% for VFMV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVIE charges 0.25% per year while VFMV charges 0.13%. On a $10,000 position that is $25 vs $13 annually, a gap of $12 per year that compounds over a long holding period. On income, AVIE currently yields 1.52% against 1.63% for VFMV.
Holdings Overlap
39.0% of AVIE's money is in holdings VFMV also owns. 23.9% of VFMV's money is in holdings AVIE also owns.
The two portfolios partly overlap.
43 positions in common, counted across the 357 positions we hold weights for in AVIE and 218 in VFMV, against full books of 364 and 204.
What only one of them owns
Our book lists 173 positions for VFMV that do not appear in our book for AVIE (75.2% of the fund), and 281 for AVIE that do not appear in VFMV (57.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AVIE | Weight in VFMV | Difference |
|---|---|---|---|
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 5.17% | 1.47% | 3.70% |
| XOMExxonmobil Corp. | 5.01% | 1.58% | 3.43% |
| CVXChevron Corp | 3.08% | 1.56% | 1.52% |
| PGProcter & Gamble Company | 3.41% | 0.68% | 2.73% |
| JNJJohnson & Johnson - Common | 2.37% | 1.50% | 0.87% |
| KOCoca Cola Co. | 2.22% | 1.47% | 0.75% |
| MRKMerck & Company Inc | 1.77% | 1.26% | 0.51% |
| ABBVAbbvie Inc. | 1.86% | 0.25% | 1.61% |
| CAHCardinal Health Inc. | 0.81% | 1.24% | 0.43% |
| CBChubb Ltd Common Stock Usd 24.15 | 0.70% | 1.16% | 0.46% |
39.0% of AVIE is already inside VFMV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVIE or VFMV?
AVIE has an expense ratio of 0.25% while VFMV charges 0.13%. VFMV is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, AVIE or VFMV?
Over the past year AVIE returned +30.92% vs +11.99% for VFMV, so AVIE leads on 1-year performance. Over the longest common window we track (4 years), AVIE annualized +15.14% vs +14.07% for VFMV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVIE or VFMV?
AVIE has been the more volatile fund at 13.8% annualized versus 10.7% for VFMV. Worst drawdown: AVIE -12.4% vs VFMV -10.3%.
Should I hold both AVIE and VFMV?
AVIE and VFMV have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AVIE and VFMV?
39.0% of AVIE's money is in holdings VFMV also owns. 23.9% of VFMV's is in holdings AVIE also owns. They hold 43 positions in common, counted across the 357 positions we hold weights for in AVIE and 218 in VFMV.
Which pays a higher dividend, AVIE or VFMV?
AVIE yields 1.52% while VFMV yields 1.63%, so VFMV currently pays the higher dividend yield.
Is VFMV better than AVIE?
VFMV has a lower expense ratio. AVIE led over 1Y and the full window, VFMV over 3Y. VFMV is less concentrated, with 15.7% of the fund in its ten largest positions against 31.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.