AVNM vs IG

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Quick Verdict

IG has a lower expense ratio. AVNM delivered stronger 1-year returns. IG offers more diversification with 182 holdings.

Side-by-Side Comparison

MetricAVNMIG
Fund FamilyAvantis InvestorsPrincipal Funds
Expense Ratio0.31%0.19%
AUM$557M$166M
Dividend Yield2.44%4.97%
Holdings Count9231
Inception Date2023-06-272018-04-18
Investment StyleLarge Cap ValueLong Term Mid Quality
1-Month Return+6.56%+0.38%
YTD Return+11.82%+0.43%
1-Year Return+47.16%+7.39%
3-Year Return-+4.29%
5-Year Return--0.34%
10-Year Return--
Buy Score7570
Momentum Score8535
Value Score7158

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
190
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVNM or IG?

AVNM has an expense ratio of 0.31% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.

Do AVNM and IG hold the same stocks?

AVNM and IG share 0 common holdings with a 0.0% weight overlap. They hold 190 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVNM or IG?

Over the past year, AVNM returned +47.16% while IG returned +7.39%. AVNM outperformed over this period. Past performance does not guarantee future results.