AVNM vs AVSE

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Quick Verdict

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

Side-by-Side Comparison

MetricAVNMAVSE
Fund FamilyAvantis InvestorsAvantis Investors
Expense Ratio0.31%0.33%
AUM$557M$187M
Dividend Yield2.44%2.35%
Holdings Count92,411
Inception Date2023-06-272022-03-28
Investment StyleLarge Cap ValueSmall Cap Blend
1-Month Return+6.56%+7.77%
YTD Return+11.82%+5.39%
1-Year Return+47.16%+39.11%
3-Year Return-+17.38%
5-Year Return--
10-Year Return--
Buy Score7570
Momentum Score8569
Value Score7156

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, AVNM or AVSE?

AVNM has an expense ratio of 0.31% while AVSE charges 0.33%. AVNM is the cheaper option, saving you money on management fees over time.

Do AVNM and AVSE hold the same stocks?

AVNM 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, AVNM or AVSE?

Over the past year, AVNM returned +47.16% while AVSE returned +39.11%. AVNM outperformed over this period. Past performance does not guarantee future results.