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 (2.64%).

Side-by-side metrics

MetricAVUVXLP
Expense ratio
Annual fee. Lower is better.
0.25%0.08%
Dividend yield
Trailing 12-month yield.
1.25%2.64%
AUM
Assets under management — bigger funds are typically more liquid.
$29.06B$13.65B
YTD return
20.76%10.01%
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.
0.980.53
P/E ratio
13.5425.31
Last price
$123.22$83.20
Inception
Issuer
AvantisState Street

AVUV top holdings

Top holdings · AVUV
VSATViasat Inc1.39%
MATXMatson Inc1.02%
LNTHLantheus Holdings Inc0.86%
IRDMIridium Communications Inc0.78%
AVTAvnet Inc0.78%
MMacy's Inc0.76%
LEALear Corp0.75%
GATXGATX Corp0.74%
AROCArchrock Inc0.73%
CBTCabot Corp0.73%
Sector breakdown · AVUV
Real Estate0.7%
Consumer Cyclical18.5%
Basic Materials4.8%
Consumer Defensive4.9%
Technology7.4%
Communication Services2.9%
Financial Services27.8%
Utilities0.2%
Industrials13.5%
Energy13.9%
Healthcare5.3%

XLP top holdings

Top holdings · XLP
WMTWalmart Inc10.79%
COSTCostco Wholesale Corp9.02%
PGProcter & Gamble Co7.42%
KOCoca-Cola Co6.84%
PMPhilip Morris International Inc6.13%
CLColgate-Palmolive Co4.69%
MOAltria Group Inc4.53%
MNSTMonster Beverage Corp4.45%
PEPPepsiCo Inc4.32%
MDLZMondelez International Inc Class A4.15%
Sector breakdown · XLP
Consumer Cyclical1.9%
Consumer Defensive98.1%

About AVUV

AVUV (Avantis US Small Cap Value ETF) is US small-cap value with profitability screen. Managed by Avantis, the fund carries $29.1B in assets under management, an expense ratio of 0.25%, a dividend yield of 1.25%. Its largest holding is Viasat Inc (VSAT), which represents 1.4% 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 $13.6B in assets under management, an expense ratio of 0.08%, a dividend yield of 2.64%. Its largest holding is Walmart Inc (WMT), which represents 10.8% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 1.9%.