AVNM vs IZRL

vs

Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. IZRL offers more diversification with 62 holdings.

Side-by-Side Comparison

MetricAVNMIZRL
Fund FamilyAvantis InvestorsArk Invest
Expense Ratio0.31%0.49%
AUM$557M$127M
Dividend Yield2.44%2.83%
Holdings Count965
Inception Date2023-06-272017-12-04
Investment StyleLarge Cap ValueSmall Cap Growth
1-Month Return+6.56%+2.42%
YTD Return+11.82%+1.88%
1-Year Return+47.16%+27.23%
3-Year Return-+17.68%
5-Year Return--1.17%
10-Year Return--
Buy Score7568
Momentum Score8553
Value Score7170

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
70
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, AVNM or IZRL?

AVNM has an expense ratio of 0.31% while IZRL charges 0.49%. AVNM is the cheaper option, saving you money on management fees over time.

Do AVNM and IZRL hold the same stocks?

AVNM and IZRL share 0 common holdings with a 0.0% weight overlap. They hold 70 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVNM or IZRL?

Over the past year, AVNM returned +47.16% while IZRL returned +27.23%. AVNM outperformed over this period. Past performance does not guarantee future results.