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 330 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
338
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 338 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.