AVNM vs PHDG
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AVNM vs PHDG
Avantis All International Markets Equity ETF vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. PHDG offers more diversification with 484 holdings.
Side-by-Side Comparison
| Metric | AVNM | PHDG |
|---|---|---|
| Fund Family | Avantis Investors | Invesco (US) |
| Expense Ratio | 0.31% | 0.39% |
| AUM | $557M | $65M |
| Dividend Yield | 2.44% | 2.06% |
| Holdings Count | 9 | 513 |
| Inception Date | 2023-06-27 | 2012-12-05 |
| Investment Style | Large Cap Value | All Cap Blend |
| 1-Month Return | +6.56% | +0.30% |
| YTD Return | +11.82% | +1.71% |
| 1-Year Return | +47.16% | +3.17% |
| 3-Year Return | - | +7.51% |
| 5-Year Return | - | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | 75 | 71 |
| Momentum Score | 85 | 41 |
| Value Score | 71 | 57 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
492
Total Unique
Sector Allocation
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Frequently Asked Questions
Which has lower fees, AVNM or PHDG?
AVNM has an expense ratio of 0.31% while PHDG charges 0.39%. AVNM is the cheaper option, saving you money on management fees over time.
Do AVNM and PHDG hold the same stocks?
AVNM and PHDG share 0 common holdings with a 0.0% weight overlap. They hold 492 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, AVNM or PHDG?
Over the past year, AVNM returned +47.16% while PHDG returned +3.17%. AVNM outperformed over this period. Past performance does not guarantee future results.