AVDV vs VPU

Avantis International Small Cap Value ETF vs Vanguard Utilities ETF

Quick take
  • VPU has the lower expense ratio at 0.09% vs 0.36% for AVDV.
  • AVDV pays a higher dividend yield (2.81%).

Side-by-side metrics

MetricAVDVVPU
Expense ratio
Annual fee. Lower is better.
0.36%0.09%
Dividend yield
Trailing 12-month yield.
2.81%2.52%
AUM
Assets under management — bigger funds are typically more liquid.
$18.92B$11.09B
YTD return
15.30%7.73%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.980.59
P/E ratio
14.2322.00
Last price
$107.79$195.44
Inception
Issuer
AvantisVanguard

AVDV top holdings

Top holdings · AVDV
5706.TMitsui Kinzoku Co Ltd1.27%
ATS.VIAT&S Austria Technologie & Systemtechnik AG1.22%
SPM.MISaipem SpA0.73%
OGC.TOOceanaGold Corp0.71%
CLIS.TAClal Insurance Enterprises Holdings Ltd0.70%
PRU.AXPerseus Mining Ltd0.70%
WHC.AXWhitehaven Coal Ltd0.62%
DRX.LDrax Group PLC0.62%
WCP.TOWhitecap Resources Inc0.60%
CDECoeur Mining Inc0.59%
Sector breakdown · AVDV
Real Estate1.4%
Consumer Cyclical14.8%
Basic Materials20.1%
Consumer Defensive3.3%
Technology5.8%
Communication Services2.0%
Financial Services14.3%
Utilities1.9%
Industrials23.1%
Energy11.1%
Healthcare2.2%

VPU top holdings

Top holdings · VPU
NEENextEra Energy Inc12.15%
SOSouthern Co6.75%
DUKDuke Energy Corp6.47%
CEGConstellation Energy Corp5.46%
AEPAmerican Electric Power Co Inc4.45%
SRESempra4.03%
DDominion Energy Inc3.35%
VSTVistra Corp3.24%
ETREntergy Corp3.19%
XELXcel Energy Inc2.98%
Sector breakdown · VPU
Utilities99.2%
Industrials0.2%
Energy0.6%

About AVDV

AVDV (Avantis International Small Cap Value ETF) is International developed small-cap value stocks. Managed by Avantis, the fund carries $18.9B in assets under management, an expense ratio of 0.36%, a dividend yield of 2.81%. Its largest holding is Mitsui Kinzoku Co Ltd (5706.T), which represents 1.3% of the portfolio. Real Estate is the fund's largest sector exposure at 1.4%.

About VPU

VPU (Vanguard Utilities ETF) is US utilities sector stocks. Managed by Vanguard, the fund carries $11.1B in assets under management, an expense ratio of 0.09%, a dividend yield of 2.52%. Its largest holding is NextEra Energy Inc (NEE), which represents 12.1% of the portfolio. Utilities is the fund's largest sector exposure at 99.2%.