AVMA vs VOO
Avantis Moderate Allocation ETF vs Vanguard S&P 500 ETF
Which is better, AVMA or VOO?
Allocation/Balanced against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 92.3%.
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 | AVMA | VOO |
|---|---|---|
| Expense Ratio | 0.21% | 0.03%Best |
| AUM | $94M | $1.0T |
| Dividend Yield | 2.48% | 1.06% |
| Holdings | 19 | 506 |
| YTD Return | +9.54% | +13.57%Best |
| 1Y Return | +13.80% | +17.55%Best |
| 3Y Return (annualized) | +15.69% | +22.46%Best |
| 5Y Return (annualized) | - | +13.28% |
| Volatility (annualized) | 9.4%Best | 12.5% |
| Max Drawdown | -11.8%Best | -18.7% |
| $10,000 over 3.3 years | $15,320 | $18,347Best |
| Top 10 Weight | 92.3% | 37.9%Best |
| Fund Family | Avantis Investors | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Allocation/Balanced | Large Cap Blend |
| Inception | Jun 27, 2023 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 29, 2023 to Oct 14, 2026 (3.3 years).
AVMA vs VOO 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 3.3 years both funds cover.
AVMA vs VOO Performance
Avantis Moderate Allocation ETF (AVMA) is an ETF from Avantis Investors and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year AVMA returned +13.80% while VOO returned +17.55%. Year to date, AVMA is up 9.54% versus a gain of 13.57% for VOO.
Over three years, AVMA compounded at +15.69% per year against +22.46% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.5% compared with 9.4% for AVMA. 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 -11.8% for AVMA and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVMA charges 0.21% per year while VOO charges 0.03%. On a $10,000 position that is $21 vs $3 annually, a gap of $18 per year that compounds over a long holding period. On income, AVMA currently yields 2.48% against 1.06% for VOO.
Holdings Overlap
We hold position weights for 18 holdings in AVMA and 504 in VOO, totalling 100.0% and 100.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 18 positions we hold weights for in AVMA and 504 in VOO, against full books of 19 and 506.
What only one of them owns
Measured across the 18 and 504 positions we hold weights for.
VOO holds 499 positions AVMA does not, 99.7% of the fund.
Largest: NVDA 8.09%, AAPL 7.04%, MSFT 5.70%, AMZN 3.85%, GOOGL 3.01%
You are not choosing between two funds in isolation.
Whichever of AVMA and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVMA or VOO?
AVMA has an expense ratio of 0.21% while VOO charges 0.03%. VOO is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, AVMA or VOO?
Over the past year AVMA returned +13.80% vs +17.55% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVMA or VOO?
VOO has been the more volatile fund at 12.5% annualized versus 9.4% for AVMA. Worst drawdown: AVMA -11.8% vs VOO -18.7%.
Should I hold both AVMA and VOO?
AVMA and VOO have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AVMA or VOO?
AVMA yields 2.48% while VOO yields 1.06%, so AVMA currently pays the higher dividend yield.
Is VOO better than AVMA?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 92.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.