AVNM vs FFLV

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Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. FFLV offers more diversification with 132 holdings.

Side-by-Side Comparison

MetricAVNMFFLV
Fund FamilyAvantis InvestorsFidelity Investments (US)
Expense Ratio0.31%0.38%
AUM$557M$16M
Dividend Yield2.44%1.49%
Holdings Count9132
Inception Date2023-06-272024-02-09
Investment StyleLarge Cap ValueLarge Cap Value
1-Month Return+6.56%+3.54%
YTD Return+11.82%+6.77%
1-Year Return+47.16%+20.71%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score7566
Momentum Score8579
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 FFLV?

AVNM has an expense ratio of 0.31% while FFLV charges 0.38%. AVNM is the cheaper option, saving you money on management fees over time.

Do AVNM and FFLV hold the same stocks?

AVNM and FFLV 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 FFLV?

Over the past year, AVNM returned +47.16% while FFLV returned +20.71%. AVNM outperformed over this period. Past performance does not guarantee future results.