AVNM vs SPGM

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Quick Verdict

SPGM has a lower expense ratio. AVNM delivered stronger 1-year returns. SPGM offers more diversification with 2954 holdings.

Side-by-Side Comparison

MetricAVNMSPGM
Fund FamilyAvantis InvestorsSPDR State Street Global Advisors
Expense Ratio0.31%0.09%
AUM$557M$1.5B
Dividend Yield2.44%1.80%
Holdings Count92,954
Inception Date2023-06-272012-02-27
Investment StyleLarge Cap ValueLarge Cap Blend
1-Month Return+6.56%+3.34%
YTD Return+11.82%+2.71%
1-Year Return+47.16%+23.81%
3-Year Return-+19.04%
5-Year Return-+12.35%
10-Year Return-+5.47%
Buy Score7576
Momentum Score8559
Value Score7171

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 SPGM?

AVNM has an expense ratio of 0.31% while SPGM charges 0.09%. SPGM is the cheaper option, saving you money on management fees over time.

Do AVNM and SPGM hold the same stocks?

AVNM and SPGM 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 SPGM?

Over the past year, AVNM returned +47.16% while SPGM returned +23.81%. AVNM outperformed over this period. Past performance does not guarantee future results.