AVNM vs ELCV

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Quick Verdict

AVNM has a lower expense ratio. ELCV offers more diversification with 47 holdings.

Side-by-Side Comparison

MetricAVNMELCV
Fund FamilyAvantis InvestorsEventide
Expense Ratio0.31%0.49%
AUM$557M$167M
Dividend Yield2.44%2.08%
Holdings Count947
Inception Date2023-06-272024-09-30
Investment StyleLarge Cap ValueLarge Cap Blend
1-Month Return+6.56%+5.84%
YTD Return+11.82%+4.34%
1-Year Return+47.16%-
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score7565
Momentum Score8573
Value Score7146

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 ELCV?

AVNM has an expense ratio of 0.31% while ELCV charges 0.49%. AVNM is the cheaper option, saving you money on management fees over time.

Do AVNM and ELCV hold the same stocks?

AVNM and ELCV 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 ELCV?

Historical return data is not currently available for comparison.