AVNM vs BBEM

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Quick Verdict

BBEM has a lower expense ratio. AVNM delivered stronger 1-year returns. BBEM offers more diversification with 866 holdings.

Side-by-Side Comparison

MetricAVNMBBEM
Fund FamilyAvantis InvestorsJ.P. Morgan Asset Management
Expense Ratio0.31%0.15%
AUM$557M$752M
Dividend Yield2.44%5.16%
Holdings Count91,130
Inception Date2023-06-272023-05-10
Investment StyleLarge Cap ValueLarge Cap Blend
1-Month Return+6.56%+7.76%
YTD Return+11.82%+5.40%
1-Year Return+47.16%+43.15%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score7070
Momentum Score7968
Value Score71-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
874
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVNM or BBEM?

AVNM has an expense ratio of 0.31% while BBEM charges 0.15%. BBEM is the cheaper option, saving you money on management fees over time.

Do AVNM and BBEM hold the same stocks?

AVNM and BBEM share 0 common holdings with a 0.0% weight overlap. They hold 874 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVNM or BBEM?

Over the past year, AVNM returned +47.16% while BBEM returned +43.15%. AVNM outperformed over this period. Past performance does not guarantee future results.