ARKG vs AVSE

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Quick Verdict

AVSE has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 2411 holdings.

Side-by-Side Comparison

MetricARKGAVSE
Fund FamilyArk InvestAvantis Investors
Expense Ratio0.75%0.33%
AUM$1.3B$187M
Dividend Yield0.00%2.35%
Holdings Count352,411
Inception Date2014-10-312022-03-28
Investment StyleSmall Cap BlendSmall Cap Blend
1-Month Return-1.48%+7.77%
YTD Return+2.60%+5.39%
1-Year Return+22.24%+39.11%
3-Year Return-0.54%+17.38%
5-Year Return-20.24%-
10-Year Return+7.57%-
Buy Score6870
Momentum Score5869
Value Score6056

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, ARKG or AVSE?

ARKG has an expense ratio of 0.75% while AVSE charges 0.33%. AVSE is the cheaper option, saving you money on management fees over time.

Do ARKG and AVSE hold the same stocks?

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

Which performed better, ARKG or AVSE?

Over the past year, ARKG returned +22.24% while AVSE returned +39.11%. AVSE outperformed over this period. Past performance does not guarantee future results.