AVNM vs TYO

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Quick Verdict

AVNM has a lower expense ratio. AVNM delivered stronger 1-year returns. AVNM offers more diversification with 9 holdings.

Side-by-Side Comparison

MetricAVNMTYO
Fund FamilyAvantis InvestorsDirexion Shares ETF Trust
Expense Ratio0.31%1.00%
AUM$557M$9M
Dividend Yield2.44%3.85%
Holdings Count96
Inception Date2023-06-272009-04-16
Investment StyleLarge Cap ValueTrading-Inverse Debt
1-Month Return+6.56%+1.89%
YTD Return+11.82%+1.51%
1-Year Return+47.16%-5.33%
3-Year Return-+7.45%
5-Year Return-+12.86%
10-Year Return-+0.23%
Buy Score7555
Momentum Score8541
Value Score7136

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 TYO?

AVNM has an expense ratio of 0.31% while TYO charges 1.00%. AVNM is the cheaper option, saving you money on management fees over time.

Do AVNM and TYO hold the same stocks?

AVNM and TYO 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 TYO?

Over the past year, AVNM returned +47.16% while TYO returned -5.33%. AVNM outperformed over this period. Past performance does not guarantee future results.