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 231 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
0
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 0 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.