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 2411 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
0
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 0 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.