AVSE vs IGBH

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Quick Verdict

IGBH has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 2411 holdings.

Side-by-Side Comparison

MetricAVSEIGBH
Fund FamilyAvantis InvestorsiShares by BlackRock (US)
Expense Ratio0.33%0.14%
AUM$187M$174M
Dividend Yield2.35%6.09%
Holdings Count2,411274
Inception Date2022-03-282015-07-22
Investment StyleSmall Cap BlendUltrashort Term Bond
1-Month Return+7.77%+0.89%
YTD Return+5.39%+0.85%
1-Year Return+39.11%+7.33%
3-Year Return+17.38%+7.78%
5-Year Return-+5.04%
10-Year Return-+4.61%
Buy Score7060
Momentum Score6941
Value Score5663

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 IGBH?

AVSE has an expense ratio of 0.33% while IGBH charges 0.14%. IGBH is the cheaper option, saving you money on management fees over time.

Do AVSE and IGBH hold the same stocks?

AVSE and IGBH 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 IGBH?

Over the past year, AVSE returned +39.11% while IGBH returned +7.33%. AVSE outperformed over this period. Past performance does not guarantee future results.