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 2411 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 Score6988
Value Score5659

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 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 0 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.