AVUS vs BAGX
Avantis US Equity ETF vs EA Bridgeway Aggressive Investors ETF
Which is better, AVUS or BAGX?
BAGX has been ahead.
AVUS has a lower expense ratio. BAGX led over 1Y. AVUS is less concentrated, with 29.7% of the fund in its ten largest positions against 30.1%.
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 | AVUS | BAGX |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.73% |
| AUM | $14.9B | $202M |
| Dividend Yield | 0.94% | 0.00% |
| Holdings | 1,917 | 94 |
| YTD Return | +15.65%Best | +4.87% |
| 1Y Return | +20.98% | - |
| 3Y Return (annualized) | +21.87% | - |
| 5Y Return (annualized) | +12.65% | - |
| Top 10 Weight | 29.7%Best | 30.1% |
| Fund Family | Avantis Investors | Bridgeway Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 24, 2019 | Jul 24, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
AVUS vs BAGX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AVUS vs BAGX Performance
Avantis US Equity ETF (AVUS) is an ETF from Avantis Investors and EA Bridgeway Aggressive Investors ETF (BAGX) is an ETF from Bridgeway Funds. Year to date, AVUS is up 15.65% versus a gain of 4.87% for BAGX.
Past performance does not guarantee future results.
Fees and Cost Over Time
AVUS charges 0.15% per year while BAGX charges 0.73%. On a $10,000 position that is $15 vs $73 annually, a gap of $58 per year that compounds over a long holding period. On income, AVUS currently yields 0.94% against 0.00% for BAGX.
Holdings Overlap
35.4% of AVUS's money is in holdings BAGX also owns. 88.8% of BAGX's money is in holdings AVUS also owns.
Most of BAGX is already inside AVUS. Owning both mostly buys the same companies twice.
78 positions in common, counted across the 1,309 positions we hold weights for in AVUS and 94 in BAGX, against full books of 1,917 and 94.
What only one of them owns
Our book lists 12 positions for BAGX that do not appear in our book for AVUS (8.0% of the fund), and 810 for AVUS that do not appear in BAGX (58.7%).
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 AVUS | Weight in BAGX | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.54% | 5.56% | 0.02% |
| AAPLApple, Inc | 5.63% | 4.73% | 0.90% |
| MSFTMicrosoft Corp | 4.28% | 3.70% | 0.58% |
| GOOGLAlphabet Inc | 2.00% | 4.06% | 2.06% |
| AMZNAmazon.Com Inc | 3.43% | 1.61% | 1.82% |
| MUMicron Technology, Inc. | 2.31% | 2.39% | 0.08% |
| LRCXLrcx Uw Equity | 0.82% | 2.05% | 1.23% |
| AMDAdvanced Micro Devices Inc | 0.66% | 2.01% | 1.35% |
| AMATApplied Materials, Inc. | 0.46% | 1.79% | 1.33% |
| ILMNIllumina, Inc. | 0.04% | 2.13% | 2.09% |
88.8% of BAGX is already inside AVUS.
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, AVUS or BAGX?
AVUS has an expense ratio of 0.15% while BAGX charges 0.73%. AVUS is the cheaper option, by $58 a year on a $10,000 investment.
What is the holdings overlap between AVUS and BAGX?
88.8% of BAGX's money is in holdings AVUS also owns. 88.8% of BAGX's is in holdings AVUS also owns. They hold 78 positions in common, counted across the 1,309 positions we hold weights for in AVUS and 94 in BAGX.
Which pays a higher dividend, AVUS or BAGX?
AVUS yields 0.94% while BAGX yields 0.00%, so AVUS currently pays the higher dividend yield.
Is BAGX better than AVUS?
AVUS has a lower expense ratio. BAGX led over 1Y. AVUS is less concentrated, with 29.7% of the fund in its ten largest positions against 30.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.