AVSE vs IG
vs
AVSE vs IG
Avantis Responsible Emerging Markets Equity ETF vs Principal Investment Grade Corporate Active ETF
vs
✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
Quick Verdict
IG has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 2411 holdings.
Side-by-Side Comparison
| Metric | AVSE | IG |
|---|---|---|
| Fund Family | Avantis Investors | Principal Funds |
| Expense Ratio | 0.33% | 0.19% |
| AUM | $187M | $166M |
| Dividend Yield | 2.35% | 4.97% |
| Holdings Count | 2,411 | 231 |
| Inception Date | 2022-03-28 | 2018-04-18 |
| Investment Style | Small Cap Blend | Long Term Mid Quality |
| 1-Month Return | +7.77% | +0.38% |
| YTD Return | +5.39% | +0.43% |
| 1-Year Return | +39.11% | +7.39% |
| 3-Year Return | +17.38% | +4.29% |
| 5-Year Return | - | -0.34% |
| 10-Year Return | - | - |
| Buy Score | 70 | 70 |
| Momentum Score | 69 | 35 |
| Value Score | 56 | 58 |
Holdings Overlap
0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique
Sector Allocation
Loading chart...
Frequently Asked Questions
Which has lower fees, AVSE or IG?
AVSE has an expense ratio of 0.33% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.
Do AVSE and IG hold the same stocks?
AVSE and IG 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 IG?
Over the past year, AVSE returned +39.11% while IG returned +7.39%. AVSE outperformed over this period. Past performance does not guarantee future results.