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 1578 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
1648
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 1648 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.