AVNM vs IGBH

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Quick Verdict

IGBH has a lower expense ratio. AVNM delivered stronger 1-year returns. AVNM offers more diversification with 8 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 Score7060
Momentum Score7940
Value Score71-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
10
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 10 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.