AVNM vs IZRL

vs

Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. IZRL offers more diversification with 65 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
0
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 0 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.