AVSE vs SBIO

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Quick Verdict

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

Side-by-Side Comparison

MetricAVSESBIO
Fund FamilyAvantis InvestorsALPS Advisors
Expense Ratio0.33%0.50%
AUM$187M$139M
Dividend Yield2.35%0.00%
Holdings Count2,41190
Inception Date2022-03-282014-12-30
Investment StyleSmall Cap BlendSmall Cap Growth
1-Month Return+7.77%+0.62%
YTD Return+5.39%+2.63%
1-Year Return+39.11%+64.54%
3-Year Return+17.38%+20.94%
5-Year Return--0.63%
10-Year Return-+10.30%
Buy Score7068
Momentum Score6859
Value Score5667

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
1667
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVSE or SBIO?

AVSE has an expense ratio of 0.33% while SBIO charges 0.50%. AVSE is the cheaper option, saving you money on management fees over time.

Do AVSE and SBIO hold the same stocks?

AVSE and SBIO share 0 common holdings with a 0.0% weight overlap. They hold 1667 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVSE or SBIO?

Over the past year, AVSE returned +39.11% while SBIO returned +64.54%. SBIO outperformed over this period. Past performance does not guarantee future results.