AVNM vs FTCB

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Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. FTCB offers more diversification with 671 holdings.

Side-by-Side Comparison

MetricAVNMFTCB
Fund FamilyAvantis InvestorsFirst Trust Portfolios (US)
Expense Ratio0.31%0.56%
AUM$557M$2.2B
Dividend Yield2.44%4.94%
Holdings Count9671
Inception Date2023-06-272023-11-07
Investment StyleLarge Cap ValueInvestment Grade Bond
1-Month Return+6.56%-0.05%
YTD Return+11.82%+0.00%
1-Year Return+47.16%+7.44%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score7555
Momentum Score8529
Value Score7156

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 FTCB?

AVNM has an expense ratio of 0.31% while FTCB charges 0.56%. AVNM is the cheaper option, saving you money on management fees over time.

Do AVNM and FTCB hold the same stocks?

AVNM and FTCB 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 FTCB?

Over the past year, AVNM returned +47.16% while FTCB returned +7.44%. AVNM outperformed over this period. Past performance does not guarantee future results.