AVNM vs SBIO

vs

Quick Verdict

AVNM has a lower expense ratio. SBIO delivered stronger 1-year returns. SBIO offers more diversification with 89 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 Score7068
Momentum Score7959
Value Score7167

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
97
Total Unique

Sector Allocation

Loading chart...

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 97 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.