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 1130 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 Score7570
Momentum Score8568
Value Score71-

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 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 0 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.