AVLC vs VIG

AAVLC

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,358SPY · VIG $16,583

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common39.8%AVLC and VIG

Avantis U.S. Large Cap Equity ETF · $1.6BVanguard Dividend Appreciation ETF · $109B

+22.2%3 years · per year$18,232 · $16,696+18.6%

[…]5 years · per year[…] · $16,583+10.6%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

0.88%12-mo yield$88 · $146 on $10k1.46%

Cards for this view

AVLC

Avantis U.S. Large Cap Equity

[…]

VIG

Vanguard Dividend Appreciation

$16,583

MeasureAVLCVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield0.88%1.46%

5 years, per year[…]+10.6%

3 years, per year+22.2%+18.6%

Worst drop · 1Y−8.0%−7.9%

Volatility · 1Y14.6%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
3	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.88%	−0.3%	+14.3%	+17.1%	+22.2%	new	−8.0%	$1.6B

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
3	AAVLC	Avantis U.S. Large Cap Equity ETFRead Desk	0.15%	0.88%	−0.3%	+14.3%	+17.1%	+22.2%	new	−8.0%	$1.6B

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