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 2411 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 Score6959
Value Score5667

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 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 0 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.