AVSE vs HUSV

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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

MetricAVSEHUSV
Fund FamilyAvantis InvestorsFirst Trust Portfolios (US)
Expense Ratio0.33%0.70%
AUM$187M$75M
Dividend Yield2.35%1.31%
Holdings Count2,411102
Inception Date2022-03-282016-08-24
Investment StyleSmall Cap BlendLarge Cap Blend
1-Month Return+7.77%+1.97%
YTD Return+5.39%+2.44%
1-Year Return+39.11%+3.07%
3-Year Return+17.38%+7.82%
5-Year Return-+8.85%
10-Year Return--
Buy Score7068
Momentum Score6946
Value Score5648

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
1678
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVSE or HUSV?

AVSE has an expense ratio of 0.33% while HUSV charges 0.70%. AVSE is the cheaper option, saving you money on management fees over time.

Do AVSE and HUSV hold the same stocks?

AVSE and HUSV share 0 common holdings with a 0.0% weight overlap. They hold 1678 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVSE or HUSV?

Over the past year, AVSE returned +39.11% while HUSV returned +3.07%. AVSE outperformed over this period. Past performance does not guarantee future results.