AVNM vs SAWS

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Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. SAWS offers more diversification with 71 holdings.

Side-by-Side Comparison

MetricAVNMSAWS
Fund FamilyAvantis InvestorsAdvisors Asset Management, Inc.
Expense Ratio0.31%0.55%
AUM$667M$8M
Dividend Yield2.37%0.02%
Holdings Count872
Inception Date2023-06-272024-07-30
Investment StyleLarge Cap ValueSmall Cap Growth
1-Month Return+3.40%-1.20%
YTD Return+13.70%+9.79%
1-Year Return+37.15%+19.00%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score7059
Momentum Score7261
Value Score--

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
79
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVNM or SAWS?

AVNM has an expense ratio of 0.31% while SAWS charges 0.55%. AVNM is the cheaper option, saving you money on management fees over time.

Do AVNM and SAWS hold the same stocks?

AVNM and SAWS share 0 common holdings with a 0.0% weight overlap. They hold 79 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVNM or SAWS?

Over the past year, AVNM returned +37.15% while SAWS returned +19.00%. AVNM outperformed over this period. Past performance does not guarantee future results.