AOD vs AVSE

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Quick Verdict

AVSE offers more diversification with 2411 holdings.

Side-by-Side Comparison

MetricAODAVSE
Fund FamilyABERDEEN TOTAL DYNAMIC DIVIDEND FUNDAvantis Investors
Expense Ratio-0.33%
AUM$1.0B$187M
Dividend Yield-2.35%
Holdings Count-2,411
Inception Date-2022-03-28
Investment Style-Small Cap Blend
1-Month Return-+7.77%
YTD Return-+5.39%
1-Year Return-+39.11%
3-Year Return-+17.38%
5-Year Return--
10-Year Return--
Buy Score-70
Momentum Score-69
Value Score-56

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 AVSE?

Expense ratio data is not currently available.

Do AOD and AVSE hold the same stocks?

AOD and AVSE 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 AVSE?

Historical return data is not currently available for comparison.