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$557M$6M
Dividend Yield2.44%0.02%
Holdings Count971
Inception Date2023-06-272024-07-30
Investment StyleLarge Cap ValueSmall Cap Growth
1-Month Return+6.56%+4.06%
YTD Return+11.82%+3.70%
1-Year Return+47.16%+8.69%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score7566
Momentum Score8561
Value Score7149

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 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 0 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 +47.16% while SAWS returned +8.69%. AVNM outperformed over this period. Past performance does not guarantee future results.