AVSE vs SAWS

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Quick Verdict

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

Side-by-Side Comparison

MetricAVSESAWS
Fund FamilyAvantis InvestorsAdvisors Asset Management, Inc.
Expense Ratio0.33%0.55%
AUM$187M$6M
Dividend Yield2.35%0.02%
Holdings Count2,41171
Inception Date2022-03-282024-07-30
Investment StyleSmall Cap BlendSmall Cap Growth
1-Month Return+7.77%+4.06%
YTD Return+5.39%+3.70%
1-Year Return+39.11%+8.69%
3-Year Return+17.38%-
5-Year Return--
10-Year Return--
Buy Score7066
Momentum Score6961
Value Score5649

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 SAWS?

AVSE has an expense ratio of 0.33% while SAWS charges 0.55%. AVSE is the cheaper option, saving you money on management fees over time.

Do AVSE and SAWS hold the same stocks?

AVSE and SAWS 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 SAWS?

Over the past year, AVSE returned +39.11% while SAWS returned +8.69%. AVSE outperformed over this period. Past performance does not guarantee future results.