AVNM vs AVSE

AVNM vs AVSE
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Quick Verdict

AVNM has a lower expense ratio. AVSE delivered stronger 1-year returns. AVSE offers more diversification with 2,438 holdings.

Lower Fees: AVNMHigher Returns: AVSEMore Diversified: AVSE

Side-by-Side Comparison

MetricAVNMAVSEWinner
Expense Ratio0.31%0.33%
AUM$734M$221M
Dividend Yield2.36%2.16%
Holdings92,438
YTD Return+15.94%+17.60%
1Y Return+27.69%+30.45%
3Y Return (annualized)+23.04%+23.13%
5Y Return (annualized)--
Volatility (annualized)12.6%18.3%
Max Drawdown-14.0%-26.3%
Fund FamilyAvantis InvestorsAvantis Investors
CategoryEquityEquity
InceptionJun 27, 2023Mar 28, 2022

AVNM vs AVSE Performance

Avantis All International Markets Equity ETF (AVNM) is a ETF from Avantis Investors and Avantis Responsible Emerging Markets Equity ETF (AVSE) is a ETF from Avantis Investors. Over the past year AVNM returned +27.69% while AVSE returned +30.45%. Year to date, AVNM is up 15.94% versus a gain of 17.60% for AVSE.

Over three years, AVNM compounded at +23.04% per year against +23.13% for AVSE. Across the full 3-year window we track, AVNM has the edge at +21.73% annualized vs +13.21%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AVSE has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 12.6% for AVNM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -14.0% for AVNM and -26.3% for AVSE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AVNM charges 0.31% per year while AVSE charges 0.33%. On a $10,000 position that is $31 vs $33 annually, a gap of $2 per year that compounds over a long holding period. On income, AVNM currently yields 2.36% against 2.16% for AVSE.

Holdings Overlap

0.1%overlap

AVNM and AVSE share 1 holdings out of 1534 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AVNMWeight in AVSEDifference
S1TT34:BV0.08%0.29%0.21%

Frequently Asked Questions

Which is cheaper, AVNM or AVSE?

AVNM has an expense ratio of 0.31% while AVSE charges 0.33%. AVNM is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, AVNM or AVSE?

Over the past year AVNM returned +27.69% vs +30.45% for AVSE, so AVSE leads on 1-year performance. Over the longest common window we track (3 years), AVNM annualized +21.73% vs +13.21% for AVSE. Past performance does not guarantee future results.

Which is riskier, AVNM or AVSE?

AVSE has been the more volatile fund at 18.3% annualized versus 12.6% for AVNM. Worst drawdown: AVNM -14.0% vs AVSE -26.3%.

Should I hold both AVNM and AVSE?

AVNM and AVSE have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AVNM and AVSE?

AVNM and AVSE share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1534 unique securities.

Which pays a higher dividend, AVNM or AVSE?

AVNM yields 2.36% while AVSE yields 2.16%, so AVNM currently pays the higher dividend yield.

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