AVNM vs FMO

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Quick Verdict

FMO offers more diversification with 19 holdings.

Side-by-Side Comparison

MetricAVNMFMO
Fund FamilyAvantis InvestorsFiduciary/Claymore Energy Infrastructure Fund
Expense Ratio0.31%-
AUM$557M$275M
Dividend Yield2.44%-
Holdings Count9-
Inception Date2023-06-27-
Investment StyleLarge Cap Value-
1-Month Return+6.56%-
YTD Return+11.82%-
1-Year Return+47.16%-
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score75-
Momentum Score85-
Value Score71-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
19
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVNM or FMO?

Expense ratio data is not currently available.

Do AVNM and FMO hold the same stocks?

AVNM and FMO share 0 common holdings with a 0.0% weight overlap. They hold 19 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVNM or FMO?

Historical return data is not currently available for comparison.