AVSE vs FTCB
vs
AVSE vs FTCB
Avantis Responsible Emerging Markets Equity ETF vs First Trust Core Investment Grade ETF
vs
✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
Quick Verdict
AVSE has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 1578 holdings.
Side-by-Side Comparison
| Metric | AVSE | FTCB |
|---|---|---|
| Fund Family | Avantis Investors | First Trust Portfolios (US) |
| Expense Ratio | 0.33% | 0.56% |
| AUM | $187M | $2.2B |
| Dividend Yield | 2.35% | 4.94% |
| Holdings Count | 2,411 | 671 |
| Inception Date | 2022-03-28 | 2023-11-07 |
| Investment Style | Small Cap Blend | Investment Grade Bond |
| 1-Month Return | +7.77% | -0.05% |
| YTD Return | +5.39% | +0.00% |
| 1-Year Return | +39.11% | +7.44% |
| 3-Year Return | +17.38% | - |
| 5-Year Return | - | - |
| 10-Year Return | - | - |
| Buy Score | 70 | 55 |
| Momentum Score | 68 | 29 |
| Value Score | 56 | - |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
1908
Total Unique
Sector Allocation
Loading chart...
Frequently Asked Questions
Which has lower fees, AVSE or FTCB?
AVSE has an expense ratio of 0.33% while FTCB charges 0.56%. AVSE is the cheaper option, saving you money on management fees over time.
Do AVSE and FTCB hold the same stocks?
AVSE and FTCB share 0 common holdings with a 0.0% weight overlap. They hold 1908 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.
Which performed better, AVSE or FTCB?
Over the past year, AVSE returned +39.11% while FTCB returned +7.44%. AVSE outperformed over this period. Past performance does not guarantee future results.