VFH vs AVUS
Comparison between VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF) and AVANTIS U.S. EQUITY ETF (AVUS, ETF).
5-Year PerformanceAVUS has outperformed VFH, delivering a return of +13.0% compared to +11.1%
VFH vs AVUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VFH
$14B
AVUS
$14B
Expense Ratio
Winner
VFH
0.09%
AVUS
0.15%
Max Drawdown
VFH
79.90%
Winner
AVUS
37.04%
Sharpe Ratio
VFH
0.39
Winner
AVUS
1.60
5Y Beta
Winner
VFH
0.84
AVUS
0.98
P/E Ratio
Winner
VFH
17.81
AVUS
24.03
Forward P/E
Winner
VFH
15.07
AVUS
18.01
5Y Dividends CAGR
VFH
12.03%
Winner
AVUS
14.46%
5Y EPS CAGR
VFH
9.89%
Winner
AVUS
22.80%
Debt to Equity
VFH
69.10%
AVUS
N/A
P/S Ratio
VFH
3.32
Winner
AVUS
2.33
P/B Ratio
Winner
VFH
2.22
AVUS
4.08
VFH vs AVUS - Holdings Comparison
VFH and AVUS have 341 common holdings. Overlap is 14.83%
VFH's top 25 holdings weight is 65.05%. AVUS's top 25 holdings weight is 37.92%.
| Rank | VFH | AVUS |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 8.83% | NVIDIA CORP (NVDA) - 4.90% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.77% | APPLE INC (AAPL) - 4.85% |
| #3 | MASTERCARD INC CLASS A (MA) - 4.76% | MICROSOFT CORP (MSFT) - 3.53% |
| #4 | BANK OF AMERICA CORP (BAC) - 4.13% | AMAZON.COM INC (AMZN) - 3.21% |
| #5 | VISA INC CLASS A (V) - 4.10% | ALPHABET INC CLASS A (GOOGL) - 2.36% |
| #6 | MKTLIQ 12/31/2049 (n/a) - 3.44% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 3.38% | ALPHABET INC CLASS C (GOOG) - 1.89% |
| #8 | MORGAN STANLEY (MS) - 2.90% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #9 | WELLS FARGO & CO (WFC) - 2.80% | EXXON MOBIL CORP (XOM) - 1.33% |
| #10 | CITIGROUP INC (C) - 2.39% | MICRON TECHNOLOGY INC (MU) - 1.09% |
| #11 | n/a (n/a) - 2.36% | BROADCOM INC (AVGO) - 1.01% |
| #12 | AMERICAN EXPRESS CO (AXP) - 1.98% | LAM RESEARCH CORP (LRCX) - 0.90% |
| #13 | BLACKROCK INC (BLK) - 1.82% | CATERPILLAR INC (CAT) - 0.90% |
| #14 | CHARLES SCHWAB CORP (SCHW) - 1.70% | TESLA INC (TSLA) - 0.80% |
| #15 | S&P GLOBAL INC (SPGI) - 1.51% | WALMART INC (WMT) - 0.78% |
| #16 | CAPITAL ONE FINANCIAL CORP (COF) - 1.32% | COSTCO WHOLESALE CORP (COST) - 0.75% |
| #17 | PROGRESSIVE CORP (PGR) - 1.31% | ELI LILLY AND CO (LLY) - 0.73% |
| #18 | CHUBB LTD (CB) - 1.28% | JOHNSON & JOHNSON (JNJ) - 0.72% |
| #19 | CME GROUP INC CLASS A (CME) - 1.17% | MERCK & CO INC (MRK) - 0.72% |
| #20 | BANK OF NEW YORK MELLON CORP (BNY) - 1.13% | VISA INC CLASS A (V) - 0.72% |
| #21 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.05% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.68% |
| #22 | BLACKSTONE INC (BX) - 1.02% | CHEVRON CORP (CVX) - 0.67% |
| #23 | U.S. BANCORP (USB) - 1.00% | APPLIED MATERIALS INC (AMAT) - 0.66% |
| #24 | INTERCONTINENTAL EXCHANGE INC (ICE) - 0.99% | MASTERCARD INC CLASS A (MA) - 0.55% |
| #25 | MARSH (MRSH) - 0.91% | GILEAD SCIENCES INC (GILD) - 0.54% |
| Total Holdings | 441 | 1846 |
VFH vs AVUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VFH
+4.68%
AVUS
+0.24%
3M
Winner
VFH
+7.51%
AVUS
+7.26%
6M
VFH
+5.61%
Winner
AVUS
+12.27%
1Y
VFH
+9.26%
Winner
AVUS
+26.29%
5Y(CAGR)
VFH
+11.10%
Winner
AVUS
+13.02%
10Y(CAGR)
VFH
+13.23%
AVUS
N/A
Max(CAGR)
VFH
+6.85%
Winner
AVUS
+16.29%
VFH vs AVUS - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VFH | AVUS |
|---|---|---|
| 2026 | +3.59% | +14.36% |
| 2025 | +15.14% | +16.80% |
| 2024 | +30.38% | +21.05% |
| 2023 | +13.79% | +22.55% |
| 2022 | -13.30% | -14.25% |
| 2021 | +37.15% | +30.39% |
| 2020 | -2.83% | +16.67% |
| 2019 | +30.58% | +8.87% |
| 2018 | -13.45% | N/A |
| 2017 | +19.08% | N/A |
| 2016 | +27.20% | N/A |
| 2015 | -0.60% | N/A |
| 2014 | +14.63% | N/A |
| 2013 | +29.33% | N/A |
| 2012 | +23.46% | N/A |
| 2011 | -16.14% | N/A |
| 2010 | +12.75% | N/A |
| 2009 | +13.97% | N/A |
| 2008 | -47.75% | N/A |
| 2007 | -17.62% | N/A |
| 2006 | +17.71% | N/A |
| 2005 | +6.85% | N/A |
| 2004 | +10.21% | N/A |
VFH vs AVUS Drawdown Comparison
The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.
The maximum drawdown for AVUS was -37.04%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.
The current VFH drawdown is -1.26%. The current AVUS drawdown is -0.33%.
| Rank | VFH | AVUS |
|---|---|---|
| #1 | -78.61% Jun 4, 2007 - Nov 11, 2016 | -37.04% Feb 19, 2020 - Aug 27, 2020 |
| #2 | -44.44% Feb 14, 2020 - Jan 7, 2021 | -22.20% Jan 4, 2022 - Dec 13, 2023 |
| #3 | -25.67% Jan 12, 2022 - Feb 22, 2024 | -19.74% Dec 4, 2024 - Jul 1, 2025 |
| #4 | -24.30% Jan 26, 2018 - Nov 1, 2019 | -9.15% Sep 2, 2020 - Oct 12, 2020 |
| #5 | -17.30% Feb 18, 2025 - Jun 30, 2025 | -8.68% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -14.75% Jan 6, 2026 - Jul 6, 2026 | -7.85% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -10.78% Mar 5, 2004 - Nov 4, 2004 | -6.89% Oct 12, 2020 - Nov 9, 2020 |
| #8 | -9.41% Dec 30, 2004 - Jul 11, 2005 | -5.56% Nov 16, 2021 - Dec 27, 2021 |
| #9 | -8.64% Mar 1, 2017 - Jul 25, 2017 | -5.49% Mar 28, 2024 - May 15, 2024 |
| #10 | -8.33% Feb 20, 2007 - Jun 1, 2007 | -4.79% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -8.27% Jun 4, 2021 - Aug 10, 2021 | -4.24% Jan 20, 2021 - Feb 4, 2021 |
| #12 | -7.98% Nov 29, 2024 - Jan 27, 2025 | -4.24% Sep 2, 2021 - Oct 19, 2021 |
| #13 | -7.84% Jan 14, 2021 - Feb 9, 2021 | -4.23% May 7, 2021 - Jun 4, 2021 |
| #14 | -7.67% Nov 3, 2021 - Jan 7, 2022 | -4.06% Jul 12, 2021 - Jul 29, 2021 |
| #15 | -7.40% May 5, 2006 - Sep 12, 2006 | -4.00% Feb 24, 2021 - Mar 10, 2021 |
Correlation
Correlation between VFH and AVUS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2004 - 2026)
VFH vs AVUS dividend yield comparison.
| Year | VFH | AVUS |
|---|---|---|
| 2026 | 0.90% | 0.45% |
| 2025 | 1.55% | 1.08% |
| 2024 | 1.75% | 1.27% |
| 2023 | 2.08% | 1.41% |
| 2022 | 2.31% | 1.59% |
| 2021 | 1.87% | 1.08% |
| 2020 | 2.21% | 1.19% |
| 2019 | 2.17% | 0.35% |
| 2018 | 2.30% | 0.00% |
| 2017 | 1.53% | 0.00% |
| 2016 | 1.63% | 0.00% |
| 2015 | 2.00% | 0.00% |
| 2014 | 1.85% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 2.13% | 0.00% |
| 2011 | 2.02% | 0.00% |
| 2010 | 1.32% | 0.00% |
| 2009 | 1.72% | 0.00% |
| 2008 | 5.14% | 0.00% |
| 2007 | 2.83% | 0.00% |
| 2006 | 1.96% | 0.00% |
| 2005 | 1.81% | 0.00% |
| 2004 | 2.13% | 0.00% |
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