AVLV vs REVS
Avantis US Large Cap Value ETF vs Columbia Research Enhanced Value ETF
Which is better, AVLV or REVS?
Nearly the same fund. AVLV costs less.
AVLV has a lower expense ratio. AVLV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. AVLV is less concentrated, with 27.2% of the fund in its ten largest positions against 33.6%.
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 | AVLV | REVS |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.19% |
| AUM | $22.1B | $370M |
| Dividend Yield | 1.14% | 1.84% |
| Holdings | 601 | 611 |
| YTD Return | +21.50%Best | +18.22% |
| 1Y Return | +30.84%Best | +23.33% |
| 3Y Return (annualized) | +22.16%Best | +20.60% |
| 5Y Return (annualized) | +14.42%Best | +12.45% |
| Volatility (annualized) | 16.5% | 14.4%Best |
| Max Drawdown | -19.5% | -18.0%Best |
| $10,000 over 5 years | $19,611Best | $17,980 |
| Top 10 Weight | 27.2%Best | 33.6% |
| Fund Family | Avantis Investors | Columbia Threadneedle Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Sep 21, 2021 | Sep 25, 2019 |
Volatility and max drawdown are measured over the window both funds cover: Sep 23, 2021 to Oct 14, 2026 (5.1 years).
AVLV vs REVS 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 5.1 years both funds cover.
AVLV vs REVS Performance
Avantis US Large Cap Value ETF (AVLV) is an ETF from Avantis Investors and Columbia Research Enhanced Value ETF (REVS) is an ETF from Columbia Threadneedle Investments. Over the past year AVLV returned +30.84% while REVS returned +23.33%. Year to date, AVLV is up 21.50% versus a gain of 18.22% for REVS.
Over three years, AVLV compounded at +22.16% per year against +20.60% for REVS; over five years the annualized figures are +14.42% and +12.45% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVLV has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 14.4% for REVS. 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 -19.5% for AVLV and -18.0% for REVS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AVLV charges 0.15% per year while REVS charges 0.19%. On a $10,000 position that is $15 vs $19 annually, a gap of $4 per year that compounds over a long holding period. On income, AVLV currently yields 1.14% against 1.84% for REVS.
Holdings Overlap
36.4% of AVLV's money is in holdings REVS also owns. 48.1% of REVS's money is in holdings AVLV also owns.
The two portfolios partly overlap.
101 positions in common, counted across the 304 positions we hold weights for in AVLV and 298 in REVS, against full books of 601 and 611.
What only one of them owns
Our book lists 185 positions for REVS that do not appear in our book for AVLV (50.0% of the fund), and 182 for AVLV that do not appear in REVS (62.8%).
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 AVLV | Weight in REVS | Difference |
|---|---|---|---|
| AAPLApple, Inc | 2.75% | 8.48% | 5.73% |
| MSFTMicrosoft Corp | 3.45% | 7.16% | 3.71% |
| METAMeta Platforms Inc | 3.48% | 2.05% | 1.43% |
| CVXChevron Corp | 0.87% | 2.92% | 2.05% |
| SCHWSchwab Strategic T | 1.03% | 1.64% | 0.61% |
| TJXTjx Cos., Inc. | 1.25% | 1.37% | 0.12% |
| PGRProgressive Corporation | 1.13% | 1.32% | 0.19% |
| GMGeneral Motors Co | 0.96% | 1.47% | 0.51% |
| COPConocophillips Common Stock USD 0.01 | 1.13% | 1.23% | 0.10% |
| TGTTARGET CORP | 1.08% | 1.23% | 0.15% |
48.1% of REVS is already inside AVLV.
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, AVLV or REVS?
AVLV has an expense ratio of 0.15% while REVS charges 0.19%. AVLV is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, AVLV or REVS?
Over the past year AVLV returned +30.84% vs +23.33% for REVS, so AVLV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVLV or REVS?
AVLV has been the more volatile fund at 16.5% annualized versus 14.4% for REVS. Worst drawdown: AVLV -19.5% vs REVS -18.0%.
Should I hold both AVLV and REVS?
AVLV and REVS have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between AVLV and REVS?
48.1% of REVS's money is in holdings AVLV also owns. 48.1% of REVS's is in holdings AVLV also owns. They hold 101 positions in common, counted across the 304 positions we hold weights for in AVLV and 298 in REVS.
Which pays a higher dividend, AVLV or REVS?
AVLV yields 1.14% while REVS yields 1.84%, so REVS currently pays the higher dividend yield.
Is REVS better than AVLV?
AVLV has a lower expense ratio. AVLV led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. AVLV is less concentrated, with 27.2% of the fund in its ten largest positions against 33.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.