AVSE vs HCOM

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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

MetricAVSEHCOM
Fund FamilyAvantis InvestorsHartford Funds
Expense Ratio0.33%0.59%
AUM$187M$9M
Dividend Yield2.35%10.95%
Holdings Count2,41155
Inception Date2022-03-282021-09-14
Investment StyleSmall Cap BlendCommodities
1-Month Return+7.77%-1.05%
YTD Return+5.39%+4.57%
1-Year Return+39.11%+2.31%
3-Year Return+17.38%-5.19%
5-Year Return--
10-Year Return--
Buy Score7060
Momentum Score6955
Value Score5665

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
1578
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVSE or HCOM?

AVSE has an expense ratio of 0.33% while HCOM charges 0.59%. AVSE is the cheaper option, saving you money on management fees over time.

Do AVSE and HCOM hold the same stocks?

AVSE and HCOM share 0 common holdings with a 0.0% weight overlap. They hold 1578 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVSE or HCOM?

Over the past year, AVSE returned +39.11% while HCOM returned +2.31%. AVSE outperformed over this period. Past performance does not guarantee future results.