AOD vs AVNM

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Quick Verdict

AOD offers more diversification with 87 holdings.

Side-by-Side Comparison

MetricAODAVNM
Fund FamilyABERDEEN TOTAL DYNAMIC DIVIDEND FUNDAvantis Investors
Expense Ratio-0.31%
AUM$1.0B$557M
Dividend Yield-2.44%
Holdings Count-9
Inception Date-2023-06-27
Investment Style-Large Cap Value
1-Month Return-+6.56%
YTD Return-+11.82%
1-Year Return-+47.16%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score-75
Momentum Score-85
Value Score-71

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
87
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AOD or AVNM?

Expense ratio data is not currently available.

Do AOD and AVNM hold the same stocks?

AOD and AVNM share 0 common holdings with a 0.0% weight overlap. They hold 87 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AOD or AVNM?

Historical return data is not currently available for comparison.