AVNM vs HUSV

vs

Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. HUSV offers more diversification with 102 holdings.

Side-by-Side Comparison

MetricAVNMHUSV
Fund FamilyAvantis InvestorsFirst Trust Portfolios (US)
Expense Ratio0.31%0.70%
AUM$557M$75M
Dividend Yield2.44%1.31%
Holdings Count9102
Inception Date2023-06-272016-08-24
Investment StyleLarge Cap ValueLarge Cap Blend
1-Month Return+6.56%+1.97%
YTD Return+11.82%+2.44%
1-Year Return+47.16%+3.07%
3-Year Return-+7.82%
5-Year Return-+8.85%
10-Year Return--
Buy Score7568
Momentum Score8546
Value Score7148

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

Loading chart...

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 0 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 +47.16% while HUSV returned +3.07%. AVNM outperformed over this period. Past performance does not guarantee future results.