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 81 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
0
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 0 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.