AVSE vs IG

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Quick Verdict

AVSE offers more diversification with 1485 holdings.

Side-by-Side Comparison

MetricAVSEIG
Fund FamilyAvantis InvestorsPrincipal Exchange-Traded Funds
Expense Ratio0.33%-
AUM$13.5B-
Dividend Yield1.27%-
Holdings Count2,409-
Inception Date2022-03-28-
Investment StyleSmall Cap Blend-
1-Month Return+58.74%-
YTD Return+94.93%-
1-Year Return+124.73%-
3-Year Return+45.14%-
5-Year Return--
10-Year Return--
Buy Score9766
Momentum Score10030
Value Score6572

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
1630
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVSE or IG?

Expense ratio data is not currently available.

Do AVSE and IG hold the same stocks?

AVSE and IG share 0 common holdings with a 0.0% weight overlap. They hold 1630 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVSE or IG?

Historical return data is not currently available for comparison.