AVNM vs FLGV

vs

Quick Verdict

FLGV has a lower expense ratio. AVNM delivered stronger 1-year returns. FLGV offers more diversification with 48 holdings.

Side-by-Side Comparison

MetricAVNMFLGV
Fund FamilyAvantis InvestorsFranklin Templeton Investments (US)
Expense Ratio0.31%0.09%
AUM$557M$1.0B
Dividend Yield2.44%3.99%
Holdings Count948
Inception Date2023-06-272020-06-09
Investment StyleLarge Cap ValueIntermediate Term US Government Bond
1-Month Return+6.56%+0.10%
YTD Return+11.82%+0.15%
1-Year Return+47.16%+5.85%
3-Year Return-+2.58%
5-Year Return--0.76%
10-Year Return--
Buy Score7571
Momentum Score8528
Value Score7167

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, AVNM or FLGV?

AVNM has an expense ratio of 0.31% while FLGV charges 0.09%. FLGV is the cheaper option, saving you money on management fees over time.

Do AVNM and FLGV hold the same stocks?

AVNM and FLGV 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 FLGV?

Over the past year, AVNM returned +47.16% while FLGV returned +5.85%. AVNM outperformed over this period. Past performance does not guarantee future results.