AVNM vs FLGV

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Quick Verdict

FLGV has a lower expense ratio. AVNM delivered stronger 1-year returns. FLGV offers more diversification with 43 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
51
Total Unique

Sector Allocation

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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 51 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.