AVSE vs IZRL

vs

Quick Verdict

AVSE has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 1485 holdings.

Side-by-Side Comparison

MetricAVSEIZRL
Fund FamilyAvantis InvestorsArk Invest
Expense Ratio0.33%0.49%
AUM$13.5B$152M
Dividend Yield1.27%2.55%
Holdings Count2,40963
Inception Date2022-03-282017-12-04
Investment StyleSmall Cap BlendSmall Cap Growth
1-Month Return+9.12%+9.05%
YTD Return+22.80%+9.38%
1-Year Return+51.64%+34.13%
3-Year Return+26.41%+22.15%
5-Year Return-+1.10%
10-Year Return--
Buy Score8462
Momentum Score8261
Value Score6069

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
1546
Total Unique

Sector Allocation

Loading chart...

Frequently Asked Questions

Which has lower fees, AVSE or IZRL?

AVSE has an expense ratio of 0.33% while IZRL charges 0.49%. AVSE is the cheaper option, saving you money on management fees over time.

Do AVSE and IZRL hold the same stocks?

AVSE and IZRL share 0 common holdings with a 0.0% weight overlap. They hold 1546 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVSE or IZRL?

Over the past year, AVSE returned +51.64% while IZRL returned +34.13%. AVSE outperformed over this period. Past performance does not guarantee future results.