AVSE vs INCE

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Quick Verdict

INCE has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 1578 holdings.

Side-by-Side Comparison

MetricAVSEINCE
Fund FamilyAvantis InvestorsFranklin Templeton Investments (US)
Expense Ratio0.33%0.29%
AUM$187M$108M
Dividend Yield2.35%4.95%
Holdings Count2,41181
Inception Date2022-03-282016-09-20
Investment StyleSmall Cap BlendLarge Cap Value
1-Month Return+7.77%+4.05%
YTD Return+5.39%+9.87%
1-Year Return+39.11%+21.86%
3-Year Return+17.38%+17.31%
5-Year Return-+13.21%
10-Year Return--
Buy Score7078
Momentum Score6883
Value Score5659

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
1619
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVSE or INCE?

AVSE has an expense ratio of 0.33% while INCE charges 0.29%. INCE is the cheaper option, saving you money on management fees over time.

Do AVSE and INCE hold the same stocks?

AVSE and INCE share 0 common holdings with a 0.0% weight overlap. They hold 1619 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVSE or INCE?

Over the past year, AVSE returned +39.11% while INCE returned +21.86%. AVSE outperformed over this period. Past performance does not guarantee future results.