AVNM vs HFXI

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Quick Verdict

HFXI has a lower expense ratio. AVNM delivered stronger 1-year returns. HFXI offers more diversification with 761 holdings.

Side-by-Side Comparison

MetricAVNMHFXI
Fund FamilyAvantis InvestorsINDEXIQ ETF TRUST
Expense Ratio0.31%0.20%
AUM$557M$1.4B
Dividend Yield2.44%3.71%
Holdings Count9843
Inception Date2023-06-272015-07-22
Investment StyleLarge Cap ValueLarge Cap Blend
1-Month Return+6.56%+5.82%
YTD Return+11.82%+5.09%
1-Year Return+47.16%+28.39%
3-Year Return-+17.20%
5-Year Return-+12.06%
10-Year Return-+10.56%
Buy Score7076
Momentum Score7969
Value Score7164

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
769
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVNM or HFXI?

AVNM has an expense ratio of 0.31% while HFXI charges 0.20%. HFXI is the cheaper option, saving you money on management fees over time.

Do AVNM and HFXI hold the same stocks?

AVNM and HFXI share 0 common holdings with a 0.0% weight overlap. They hold 769 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVNM or HFXI?

Over the past year, AVNM returned +47.16% while HFXI returned +28.39%. AVNM outperformed over this period. Past performance does not guarantee future results.