AVUV vs XLP

Avantis US Small Cap Value ETF vs Consumer Staples Select Sector SPDR

Quick take
  • XLP has the lower expense ratio at 0.08% vs 0.25% for AVUV.
  • XLP pays a higher dividend yield (2.58%).

Side-by-side metrics

MetricAVUVXLP
Expense ratio
Annual fee. Lower is better.
0.25%0.08%
Dividend yield
Trailing 12-month yield.
1.29%2.58%
AUM
Assets under management — bigger funds are typically more liquid.
$26.16B$14.55B
YTD return
18.36%9.05%
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.
1.100.60
P/E ratio
13.4425.47
Last price
$119.18$83.98
Inception
Issuer
AvantisState Street

AVUV top holdings

Top holdings · AVUV
VSATViasat Inc1.09%
SMSM Energy Co0.94%
MATXMatson Inc0.92%
AVTAvnet Inc0.88%
FIVEFive Below Inc0.81%
GATXGATX Corp0.80%
LEALear Corp0.79%
SNEXStoneX Group Inc0.76%
AROCArchrock Inc0.75%
PLXSPlexus Corp0.75%
Sector breakdown · AVUV
Real Estate0.7%
Consumer Cyclical18.0%
Basic Materials4.9%
Consumer Defensive4.5%
Technology7.0%
Communication Services2.8%
Financial Services25.8%
Utilities0.1%
Industrials13.9%
Energy18.2%
Healthcare4.2%

XLP top holdings

Top holdings · XLP
WMTWalmart Inc12.14%
COSTCostco Wholesale Corp9.45%
PGProcter & Gamble Co7.18%
KOCoca-Cola Co6.40%
PMPhilip Morris International Inc5.39%
MDLZMondelez International Inc Class A4.93%
MOAltria Group Inc4.87%
PEPPepsiCo Inc4.55%
CLColgate-Palmolive Co4.23%
TGTTarget Corp3.83%
Sector breakdown · XLP
Consumer Cyclical1.0%
Consumer Defensive99.0%

About AVUV

AVUV (Avantis US Small Cap Value ETF) is US small-cap value with profitability screen. Managed by Avantis, the fund carries $26.2B in assets under management, an expense ratio of 0.25%, a dividend yield of 1.29%. Its largest holding is Viasat Inc (VSAT), which represents 1.1% of the portfolio. Real Estate is the fund's largest sector exposure at 0.7%.

About XLP

XLP (Consumer Staples Select Sector SPDR) is S&P 500 consumer staples sector. Managed by State Street, the fund carries $14.5B in assets under management, an expense ratio of 0.08%, a dividend yield of 2.58%. Its largest holding is Walmart Inc (WMT), which represents 12.1% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 1.0%.