AVSE vs BBEM

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Quick Verdict

BBEM has a lower expense ratio. BBEM delivered stronger 1-year returns. AVSE offers more diversification with 2411 holdings.

Side-by-Side Comparison

MetricAVSEBBEM
Fund FamilyAvantis InvestorsJ.P. Morgan Asset Management
Expense Ratio0.33%0.15%
AUM$187M$752M
Dividend Yield2.35%5.16%
Holdings Count2,4111,130
Inception Date2022-03-282023-05-10
Investment StyleSmall Cap BlendLarge Cap Blend
1-Month Return+7.77%+7.76%
YTD Return+5.39%+5.40%
1-Year Return+39.11%+43.15%
3-Year Return+17.38%-
5-Year Return--
10-Year Return--
Buy Score7070
Momentum Score6968
Value Score56-

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, AVSE or BBEM?

AVSE has an expense ratio of 0.33% while BBEM charges 0.15%. BBEM is the cheaper option, saving you money on management fees over time.

Do AVSE and BBEM hold the same stocks?

AVSE and BBEM 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, AVSE or BBEM?

Over the past year, AVSE returned +39.11% while BBEM returned +43.15%. BBEM outperformed over this period. Past performance does not guarantee future results.