AVNM vs IGBH

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Quick Verdict

IGBH has a lower expense ratio. AVNM delivered stronger 1-year returns. IGBH offers more diversification with 274 holdings.

Side-by-Side Comparison

MetricAVNMIGBH
Fund FamilyAvantis InvestorsiShares by BlackRock (US)
Expense Ratio0.31%0.14%
AUM$557M$174M
Dividend Yield2.44%6.09%
Holdings Count9274
Inception Date2023-06-272015-07-22
Investment StyleLarge Cap ValueUltrashort Term Bond
1-Month Return+6.56%+0.89%
YTD Return+11.82%+0.85%
1-Year Return+47.16%+7.33%
3-Year Return-+7.78%
5-Year Return-+5.04%
10-Year Return-+4.61%
Buy Score7560
Momentum Score8541
Value Score7163

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 IGBH?

AVNM has an expense ratio of 0.31% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do AVNM and IGBH hold the same stocks?

AVNM and IGBH 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 IGBH?

Over the past year, AVNM returned +47.16% while IGBH returned +7.33%. AVNM outperformed over this period. Past performance does not guarantee future results.