AVSE vs TYLG

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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

MetricAVSETYLG
Fund FamilyAvantis InvestorsGlobal X by mirae Asset
Expense Ratio0.33%0.60%
AUM$187M$12M
Dividend Yield2.35%8.55%
Holdings Count2,41174
Inception Date2022-03-282022-11-21
Investment StyleSmall Cap BlendOption Writing
1-Month Return+7.77%-0.50%
YTD Return+5.39%-0.71%
1-Year Return+39.11%+15.55%
3-Year Return+17.38%+22.29%
5-Year Return--
10-Year Return--
Buy Score70-
Momentum Score69-
Value Score56-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
1649
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AVSE or TYLG?

AVSE has an expense ratio of 0.33% while TYLG charges 0.60%. AVSE is the cheaper option, saving you money on management fees over time.

Do AVSE and TYLG hold the same stocks?

AVSE and TYLG share 0 common holdings with a 0.0% weight overlap. They hold 1649 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AVSE or TYLG?

Over the past year, AVSE returned +39.11% while TYLG returned +15.55%. AVSE outperformed over this period. Past performance does not guarantee future results.