AVNM vs INCE

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Quick Verdict

INCE has a lower expense ratio. AVNM delivered stronger 1-year returns. INCE offers more diversification with 41 holdings.

Side-by-Side Comparison

MetricAVNMINCE
Fund FamilyAvantis InvestorsFranklin Templeton Investments (US)
Expense Ratio0.31%0.29%
AUM$557M$108M
Dividend Yield2.44%4.95%
Holdings Count981
Inception Date2023-06-272016-09-20
Investment StyleLarge Cap ValueLarge Cap Value
1-Month Return+6.56%+4.05%
YTD Return+11.82%+9.87%
1-Year Return+47.16%+21.86%
3-Year Return-+17.31%
5-Year Return-+13.21%
10-Year Return--
Buy Score7578
Momentum Score8588
Value Score7159

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
49
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVNM or INCE?

AVNM has an expense ratio of 0.31% while INCE charges 0.29%. INCE is the cheaper option, saving you money on management fees over time.

Do AVNM and INCE hold the same stocks?

AVNM and INCE share 0 common holdings with a 0.0% weight overlap. They hold 49 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVNM or INCE?

Over the past year, AVNM returned +47.16% while INCE returned +21.86%. AVNM outperformed over this period. Past performance does not guarantee future results.