AVNM vs SBIO

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Quick Verdict

AVNM has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 90 holdings.

Side-by-Side Comparison

MetricAVNMSBIO
Fund FamilyAvantis InvestorsALPS Advisors
Expense Ratio0.31%0.50%
AUM$557M$139M
Dividend Yield2.44%0.00%
Holdings Count990
Inception Date2023-06-272014-12-30
Investment StyleLarge Cap ValueSmall Cap Growth
1-Month Return+6.56%+0.62%
YTD Return+11.82%+2.63%
1-Year Return+47.16%+64.54%
3-Year Return-+20.94%
5-Year Return--0.63%
10-Year Return-+10.30%
Buy Score7568
Momentum Score8559
Value Score7167

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 SBIO?

AVNM has an expense ratio of 0.31% while SBIO charges 0.50%. AVNM is the cheaper option, saving you money on management fees over time.

Do AVNM and SBIO hold the same stocks?

AVNM and SBIO 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 SBIO?

Over the past year, AVNM returned +47.16% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.