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 843 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 Score7576
Momentum Score8571
Value Score7164

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 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 0 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.