AVLV vs VTV Stock Comparison: AI Score, Valuation, Performance and Upside
AVLV and VTV both provide large-cap value exposure but with different construction philosophies. AVLV dynamically targets both value and profitability factors to avoid value traps at 0.15%. VTV provides the simplest, cheapest pure value index exposure at 0.04%. Academic factor research suggests profitability screening (AVLV's approach) captures higher expected returns than pure value alone — but AVLV's 0.11% fee premium requires this advantage to compound meaningfully over time.
AVLV vs VTV — Avantis US Large Cap Value ETF (active factor targeting combining low valuation + high profitability to avoid value traps, dynamic weighting at 0.15%) versus Vanguard Value ETF (340+ stock pure large-cap value index at 0.04% with 20+ year track record and maximum simplicity).
VTV holds the edge across 3 of 5 key metrics in this comparison. AVLV has delivered stronger 1-year price return (+31.43% vs +21.90% for VTV).
- believe Fama-French factor research supports combining value and profitability — want the academic evidence base for expected return premium beyond pure value alone
- are comfortable with active management fee (0.15%) for targeted factor implementation that excludes value traps through profitability screening
- are long-term factor investors with 10+ year horizons allowing profitability-screened value to compound vs paying the fee premium over shorter periods
- want the Avantis team's research-informed factor exposure rather than mechanical index construction
- want the cheapest possible large-cap value exposure — 0.04% expense ratio maximizes every basis point of factor return retained by investors
- prefer simplicity and 20+ year track record over complex factor targeting — VTV's CRSP index methodology is transparent, proven, and broadly adopted
- are comfortable with broader value exposure including some companies without profitability screening — accepting the full value opportunity set including potential value traps at lower cost
- are building core allocations where expense ratio minimization over decades compounds more than marginal factor precision improvements
| Metric | AVLV | VTV |
|---|---|---|
| ETF scorei | 26.1 | 27.0 |
| Latest closei | $93.38 | $222.97 |
| 1M returni | +0.28% | +0.58% |
| 3M returni | +1.82% | +2.35% |
| 6M returni | +10.98% | +11.12% |
| 1Y returni | +31.43% | +21.90% |
The ETF score weights long-term returns and risk-adjusted performance most heavily, but still rewards low expense ratios, larger fund size, and broader diversification — so it can favor low-cost, broad, mega-cap funds over smaller thematic or actively-managed funds even when the latter have delivered stronger returns.
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | AVLV | VTV |
|---|---|---|
| 1Y ago | $13.3K (+33.0%) started 2025-10-15 | $12.44K (+24.4%) started 2025-10-15 |
| 5Y ago | $21.35K (+113.5%) started 2021-10-15 | $20.19K (+101.9%) started 2021-10-15 |
| 10Y ago | $21.52K (+115.2%) started 2021-09-23 | $44.35K (+343.5%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | AVLV | VTV |
|---|---|---|
| Expense ratioi | 0.15% | 0.03% |
| Total assets (AUM)i | $21.31B | $251.72B |
| Dividend yieldi | 1.14% | 1.93% |
| Trailing P/Ei | 17.32 | 20.21 |
| Betai | 0.96 | 0.77 |
| 52-week change | 31.43% | 21.90% |
| Metric | AVLV | VTV |
|---|---|---|
| 1Y returni | +31.43% | +21.90% |
| 6M returni | +10.98% | +11.12% |
| 3M returni | +1.82% | +2.35% |
| 1M returni | +0.28% | +0.58% |
| 1Y Sharpe ratio | 1.99 | 1.57 |
| Betai | 0.96 | 0.77 |
| Dividend yieldi | 1.14% | 1.93% |
| 5Y CAGR | +14.41% | +12.24% |
Over the past year, AVLV and VTV have moved strongly in the same direction (correlation of 0.89), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | AVLV | VTV |
|---|---|---|---|
| 1Y | Growthi | +31.43% | +21.90% |
| CAGRi | +31.45% | +21.91% | |
| Volatilityi | 11.88% | 10.11% | |
| Sharpe ratioi | 1.99 | 1.57 | |
| Sortino ratioi | 3.09 | 2.39 | |
| Max drawdowni | 6.39% | 6.35% | |
| Current drawdowni | 1.47% | 1.54% | |
| Avg drawdowni | 1.14% | 1.20% | |
| Ulcer Indexi | 1.80% | 1.90% | |
| Max daily dropi | 1.78% | 1.43% | |
| Max wkly dropi | 3.80% | 3.49% | |
| 5Y | Growthi | +95.99% | +78.15% |
| CAGRi | +14.41% | +12.24% | |
| Volatilityi | 16.93% | 13.70% | |
| Sharpe ratioi | 0.62 | 0.59 | |
| Sortino ratioi | 0.88 | 0.84 | |
| Max drawdowni | 19.50% | 17.04% | |
| Current drawdowni | 1.47% | 1.54% | |
| Avg drawdowni | 3.76% | 3.22% | |
| Ulcer Indexi | 5.48% | 4.66% | |
| Max daily dropi | 6.05% | 5.93% | |
| Max wkly dropi | 13.11% | 10.83% | |
| 10Y | Growthi | +97.51% | +234.41% |
| CAGRi | +14.40% | +12.84% | |
| Volatilityi | 16.90% | 16.58% | |
| Sharpe ratioi | 0.62 | 0.54 | |
| Sortino ratioi | 0.88 | 0.75 | |
| Max drawdowni | 19.50% | 36.78% | |
| Current drawdowni | 1.47% | 1.54% | |
| Avg drawdowni | 3.73% | 3.71% | |
| Ulcer Indexi | 5.45% | 5.98% | |
| Max daily dropi | 6.05% | 11.08% | |
| Max wkly dropi | 13.11% | 19.35% |
| Category | AVLV | VTV |
|---|---|---|
| Fund name | Avantis US Large Cap Value ETF | Vanguard Morningstar Value ETF |
| Type | ETF | ETF |
| Expense ratioi | 0.15% | 0.03% |
| Total assets (AUM)i | $21.31B | $251.72B |
| Dividend yieldi | 1.14% | 1.93% |
- Combines value with profitability factor: AVLV avoids value traps (cheap but unprofitable companies) by requiring both low valuation AND high profitability — historically higher returns than pure value exposure
- Dynamic factor score weighting: AVLV can overweight the cheapest, most profitable stocks vs fixed index weights — potential for stronger factor exposure than rules-based index ETFs
- Avantis team's academic factor research foundation: led by former Dimensional Fund Advisors researchers — institutional-quality factor implementation at ETF accessibility
- 0.04% expense ratio: VTV is among the cheapest ETFs available — almost no fee drag on value factor capture over decades
- 340+ stock diversification: VTV's broad value index minimizes single-stock concentration while capturing the full large-cap value opportunity set
- 20+ year track record and Vanguard institutional quality: VTV's long history spans multiple market cycles — investors have real performance data to evaluate
- Higher expense ratio (0.15%) than VTV (0.04%): active management premium above the cheapest passive value ETF — must deliver sufficient factor return to justify higher cost
- Factor timing risk: value and profitability factors go through extended underperformance cycles — AVLV requires patience through factor headwind periods
- Less long track record: AVLV launched in 2021 — limited live performance history vs VTV's 20+ year track record across market cycles
- Pure value without profitability screen includes value traps: VTV holds cheap but potentially unprofitable companies that AVLV excludes — some VTV holdings may be cheap because earnings fundamentals are deteriorating
- Less precise factor targeting than AVLV: VTV's broad value index captures the value factor but with less precision than AVLV's targeted value + profitability approach
- Fixed index rebalancing: VTV rebalances on fixed schedules rather than continuously optimizing factor scores — less dynamic factor exposure between rebalance dates
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