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 2411 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
0
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 0 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.