AVSU vs TCAL
Avantis Responsible US Equity ETF vs T. Rowe Price Capital Appreciation Premium Income ETF
Which is better, AVSU or TCAL?
AVSU has been ahead.
AVSU has a lower expense ratio. AVSU led over 1Y and the full window. TCAL is less concentrated, with 17.0% of the fund in its ten largest positions against 32.3%.
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 | AVSU | TCAL |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.34% |
| AUM | $491M | $311M |
| Dividend Yield | 0.89% | 11.81% |
| Holdings | 1,356 | 488 |
| YTD Return | +15.56%Best | +2.64% |
| 1Y Return | +21.64%Best | +1.67% |
| 3Y Return (annualized) | +22.00% | - |
| Volatility (annualized) | 12.4% | 7.9%Best |
| Max Drawdown | -12.9% | -7.2%Best |
| $10,000 over 1.5 years | $13,944Best | $10,443 |
| Top 10 Weight | 32.3% | 17.0%Best |
| Fund Family | Avantis Investors | T.Rowe Price |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 15, 2022 | Mar 26, 2025 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 27, 2025 to Oct 14, 2026 (1.5 years).
AVSU vs TCAL 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 1.5 years both funds cover.
AVSU vs TCAL Performance
Avantis Responsible US Equity ETF (AVSU) is an ETF from Avantis Investors and T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) is an ETF from T.Rowe Price. Over the past year AVSU returned +21.64% while TCAL returned +1.67%. Year to date, AVSU is up 15.56% versus a gain of 2.64% for TCAL.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVSU has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 7.9% for TCAL. 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 -12.9% for AVSU and -7.2% for TCAL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.38. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AVSU charges 0.15% per year while TCAL charges 0.34%. On a $10,000 position that is $15 vs $34 annually, a gap of $19 per year that compounds over a long holding period. On income, AVSU currently yields 0.89% against 11.81% for TCAL.
Holdings Overlap
31.1% of AVSU's money is in holdings TCAL also owns. 62.5% of TCAL's money is in holdings AVSU also owns.
The two portfolios partly overlap.
64 positions in common, counted across the 999 positions we hold weights for in AVSU and 103 in TCAL, against full books of 1,356 and 488.
What only one of them owns
Our book lists 34 positions for TCAL that do not appear in our book for AVSU (32.6% of the fund), and 669 for AVSU that do not appear in TCAL (64.8%).
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 AVSU | Weight in TCAL | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.66% | 1.28% | 4.38% |
| MSFTMicrosoft Corp | 4.69% | 1.94% | 2.75% |
| AMZNAmazon.Com Inc | 3.54% | 1.67% | 1.87% |
| METAMeta Platforms Inc | 2.42% | 1.44% | 0.98% |
| JPMJpmorgan Chase | 1.60% | 0.86% | 0.74% |
| MAMastercard Inc | 0.59% | 1.79% | 1.20% |
| AMDAdvanced Micro Devices Inc | 0.90% | 1.18% | 0.28% |
| VVisa Inc Class A | 0.83% | 1.19% | 0.36% |
| GILDGilead Sciences | 0.60% | 1.32% | 0.72% |
| DHRDanaher Corporation | 0.08% | 1.77% | 1.69% |
62.5% of TCAL is already inside AVSU.
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, AVSU or TCAL?
AVSU has an expense ratio of 0.15% while TCAL charges 0.34%. AVSU is the cheaper option, by $19 a year on a $10,000 investment.
Which performed better, AVSU or TCAL?
Over the past year AVSU returned +21.64% vs +1.67% for TCAL, so AVSU leads on 1-year performance. Over the longest common window we track (2 years), AVSU annualized +24.81% vs +2.93% for TCAL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVSU or TCAL?
AVSU has been the more volatile fund at 12.4% annualized versus 7.9% for TCAL. Worst drawdown: AVSU -12.9% vs TCAL -7.2%.
Should I hold both AVSU and TCAL?
AVSU and TCAL have a monthly-return correlation of 0.38, 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 AVSU and TCAL?
62.5% of TCAL's money is in holdings AVSU also owns. 62.5% of TCAL's is in holdings AVSU also owns. They hold 64 positions in common, counted across the 999 positions we hold weights for in AVSU and 103 in TCAL.
Which pays a higher dividend, AVSU or TCAL?
AVSU yields 0.89% while TCAL yields 11.81%, so TCAL currently pays the higher dividend yield.
Is TCAL better than AVSU?
AVSU has a lower expense ratio. AVSU led over 1Y and the full window. TCAL is less concentrated, with 17.0% of the fund in its ten largest positions against 32.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.