AVNM vs HUSV

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Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. HUSV offers more diversification with 100 holdings.

Side-by-Side Comparison

MetricAVNMHUSV
Fund FamilyAvantis InvestorsFirst Trust Portfolios (US)
Expense Ratio0.31%0.70%
AUM$670M$74M
Dividend Yield2.37%1.33%
Holdings Count8101
Inception Date2023-06-272016-08-24
Investment StyleLarge Cap ValueLarge Cap Blend
1-Month Return-1.68%+0.67%
YTD Return+11.79%+2.05%
1-Year Return+29.14%-1.06%
3-Year Return-+7.32%
5-Year Return-+5.77%
10-Year Return--
Buy Score6851
Momentum Score6930
Value Score-57

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
100
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVNM or HUSV?

AVNM has an expense ratio of 0.31% while HUSV charges 0.70%. AVNM is the cheaper option, saving you money on management fees over time.

Do AVNM and HUSV hold the same stocks?

AVNM and HUSV share 0 common holdings with a 0.0% weight overlap. They hold 100 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVNM or HUSV?

Over the past year, AVNM returned +29.14% while HUSV returned -1.06%. AVNM outperformed over this period. Past performance does not guarantee future results.